Does it though? Maybe he purchased the huge order to get lower prices. Now they cut it in half since they have all the devices they need.
Lower per-device cost + meeting holiday demand sounds like a good plan to me.
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iPhone 5 Cutbacks Simply Due to Initial Shipment Rate Being Too Large to Maintain?
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Does it though? Maybe he purchased the huge order to get lower prices. Now they cut it in half since they have all the devices they need.
Lower per-device cost + meeting holiday demand sounds like a good plan to me.
We don't know the reasons, and probably won't. Whether it's this or inaccuracies in use for displays, or other factors, it was wholly irresponsible for media outlets (even Forbes and WSJ) to publish the drivel with the notion of causality without fact checking. Same goes for MR. Shame on you for posting drivel in the name of clicks without substantiating if it is a possibility. Unless the causality is verified, don't display it as fact.
What is apparent, and was from the start, was that these media outlets were probably unwittingly playing into someone's scheme to short the stock. This hasn't been the first time it's happened to Apple, and is pretty common with most high-value stocks.
What is apparent, and was from the start, was that these media outlets were probably unwittingly playing into someone's scheme to short the stock. This hasn't been the first time it's happened to Apple, and is pretty common with most high-value stocks.
Apple needed to order components ahead and produce iPhones and iPod Touches faster than they could sell them in order to stock up inventory for the holiday buying rush. Now that the holiday rush is over, sales may still be decent, but Apple no longer needs to build inventory ahead of a new rush. Sales normally taper for all vendors after the holidays. Joe consumer is spent out and looking at some just arriving scary credit card bills (but rinse-and-repeat next year).
However the stock price swings are likely mostly due to market manipulation combined with investor psychosis.
However the stock price swings are likely mostly due to market manipulation combined with investor psychosis.
Fact checking? HA! The news media does nothing of the sort these days. There is no accountability and the whole idea is to be the first to break the story.
Look at Sandy Hook. One media outlet says the shooter is the real shooter's brother. Everyone else reports it too without bothering to check a thing. Facebook pages go up calling for the kid's death. He gets death threats and hundreds of messages from people that all believe he's the killer. Hours later, the media finds out they're wrong when the police correct them. Anyone issue an apology? Hell no. They aren't accountable for their actions.
Popular? Compared to what, exactly? Are you talking about HTC smartphones?
HTC's Q3 2012 smartphone shipments were down more than 42% from Q3 2011.
From The Next Web:
Full story: http://thenextweb.com/asia/2012/10/26/htc-q4-2012-forecast/
Oh, and HTC's overall income dropped 79% year-over-year in Q3 2012.
From Android Community:
Full Story: http://androidcommunity.com/htc-q3-income-down-79-year-on-year-20121008/
And it's perpetuated by bloggers that want to drive the price of Apple down in order to make money on the stock's rise due to stories like this.
Why isn't this story front page ?
Apple can't really take those types of risks with the iPhone. To even hope to meet initial launch demands, they have to order 30 million or more iPhones. They can't both order that amount and take a risk in the same product. To do so would be to bet the company if the next iPhone didn't sell.
Samsung gets to make a million of sixteen different form factors and test to see if it will sell. They didn't have to make 30 million Notes and then hope there was a market. So Samsung, while large, is actually more nimble.
If Apple wants to get nimble like that, they are going to have to increase their product lines.
I suppose it's because it hasn't been proven. But I agree.
EDIT: Hmm...
Source: http://seekingalpha.com/article/1002601-buy-apple-on-january-18
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Lets hope so, I want the phone of the future now. (at least sometime within the next year)
great lump of text, nice rhythm & pace, valid points, one objection.
they took risks on the software side with maps & passbook. they flopped.
I would be surprised if the iPhone 5 didn't sell well enough, I just see so many people with them in their hands on the street.
I think that it's normal that newer iPhones don't have as many revolutionary features as older ones: it was the same with computers and operating systems. You always first think of the bigger, more obvious things, and then you refine them. You can't keep finding bigger, obvious things all the time, since there aren't that many.
I think that a smartphone today does pretty much everything you need, and that it needs to be made more portable, longer-lasting and higher quality. But other than that, feature-wise, there's not much that's really needed (such as multi tasking, a camera, GPS, etc ).
I think that it's normal that newer iPhones don't have as many revolutionary features as older ones: it was the same with computers and operating systems. You always first think of the bigger, more obvious things, and then you refine them. You can't keep finding bigger, obvious things all the time, since there aren't that many.
I think that a smartphone today does pretty much everything you need, and that it needs to be made more portable, longer-lasting and higher quality. But other than that, feature-wise, there's not much that's really needed (such as multi tasking, a camera, GPS, etc ).
CNBC had an article on their site asking if there's anyone left to buy iPhones. The premise is the smartphone market is becoming saturated. But why just ask this question of Apple? If the smartphone market is saturated then wouldn't that impact Samsung's Galaxy line of phones too? And other higher end phones? Samsung has stated that their surge in profits is due in large part to sales of Galaxy phones. Why does the market saturation concern only seem to center around Apple?
I was thinking something along the lines of this article that the cutbacks were due to either Apple all ready meeting a certain level of demand or just ordering too much to begin with.
Exactly. It's the sad state of journalism in the modern day. Put out an eye catching headline that gets clicks instead of reporting the facts. What's worse is something like this gives the Apple haters more fuel for their hate.
I agree with everything you said. And as I usually say, it's easy to criticize something in hindsight long AFTER a product has been on the market and after the implementations are mainstream and seem "obvious". Don't get me wrong, I'm not defending Apple as I am equally critical of them as I am of Microsoft or Google, but I find Apple to be the low-hanging fruit that people pick (yes every pun intended) simply because they came out with products that standardized the industry and the competition simply copies and builds on.
I think the people who make the most criticism do so from their armchair and are merely consumers with very narrow minds and fail to see the much larger picture. It's easy to criticize the work of others, how about these critics put their ideas out there for a change?
Exactly. It's the sad state of journalism in the modern day. Put out an eye catching headline that gets clicks instead of reporting the facts. What's worse is something like this gives the Apple haters more fuel for their hate.
Ask MS how taking that "risk" is working out for them! Throwing things overboard and starting with a fresh design is what you do when you're desperate, sitting on a failing product line and/or strategy, and generally behind the eight ball, present-day RIM is another example.
Apple sees tremendous growth every quarter, with each new iPhone iteration has sold more units that the previous gens combined. I don't think they'll be adopting your proposed strategy anytime soon.
Again, your specious reasoning is showing!
You say they weren't willing to "give it to us", and even suggest that it turned out to be a "good idea" in the end, as if those mean old jerks at Apple got it wrong.
I say that until iOS4 and the A4 chip, Apple couldn't achieve the desired level of user experience, and only added this functionality in iOS 4 when it was ready for Primetime, as they say.
Honestly, which explanation is more plausible?
I agree with everything you said. And as I usually say, it's easy to criticize something in hindsight long AFTER a product has been on the market and after the implementations are mainstream and seem "obvious". Don't get me wrong, I'm not defending Apple as I am equally critical of them as I am of Microsoft or Google, but I find Apple to be the low-hanging fruit that people pick (yes every pun intended) simply because they came out with products that standardized the industry and the competition simply copies and builds on.
I think the people who make the most criticism do so from their armchair and are merely consumers with very narrow minds and fail to see the much larger picture. It's easy to criticize the work of others, how about these critics put their ideas out there for a change?
Question: If big institutional investors who wrote all those soon-expiring call options are trying to manipulate the AAPL price down to render those options worthless, why aren't the investors who bought all those options trying to drive the price up and thus profit?
Because there are thousands of small investors that tried to make a fast buck on the "the only way is up"-talk.
That's why people like me prefer the term "bubble" for AAPL. Look at the environment, look at the competition - iPhones won't perform bad in the future as they are not bad phones.
But they won't dominate the market, as the competitors are outpacing them in innovation. Next year this time we'll be talking octo-core and FullHD displays for the sheet fanatics - you know, those uninformed guys shelling out the bucks for beige boxes about a decade ago. Not that I'd prefer a phone over sheet talk - I prefer my Galaxy for giving me freedom to use services at will and not being 'locked'. Is there anything like AirDroid on iOS?
Because Apple puts out 1 phone at a time.... Samsung probably has over 15 on the market at any one time.... The refresh rate on new products is probably something like every 3 or 4 weeks. Just a guess....
The people who don't want a smartphone or who are intimidated by one have a choice. That choice takes Apple out of the equation. The choice, is a Samsung of some sort....
Then you have the Mac haters... Who think Apple is a mind controlling BIG BROTHER type company.... Maybe, but I'll buy the 5S when it arrives.
As I said before, shorting the stock.
All part of the game.
The thing that concerns me was how no one even questioned the motives when the original story broke. The sliding stock price was a red flag.
Yup.
Buy now. The rise has started. +20 today.
It's going to go up fast on the 23rd.
This is way off-topic and unrelated to the post. You should really start a separate thread to talk about stuff like this.
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Well said. There are a lot of people in here that are applying 20/20 hindsight to future events and don't have a realistic of view of Apple's implementation.
Um...I guess you missed that whole Jony Ive thing and how he's taking over as head of Human Interface at Apple.
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Still waiting to see this 'innovation' everyone is talking about that the competitors are outpacing them on.
Fist bumping two phones together is not innovation. Nor is making commercials that show a guy getting injected by 'droid' blood innovation.
Notice how this 'innovation' from the competition never really shows...what's the word I'm looking for...oh yah...innovation.
Doesn't matter if they have better specs. Specs don't mean anything when the software is crap and is bloated and slow.
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Windows 8 and Windows Phone are great. The issue is again, the education of the user for both of these just isn't there.
My commentary in red.
We got the iPhone 3G without Android even existing, we got the iPhone 3GS with only the Google G1 (and some other unimportant devices) existing and when the iPhone 4 was released the only important device for Android was the Motorola Droid (which was only available in the US and arrived in the EU much later). HTC Desire, the first truly great Android device and the Galaxy S have been just available for a few months (the SGS only a few weeks!), so the iPhone 4 has been developed without their influence.
And there have been lots of improvements from the iPhone 2G to the iPhone 4.
Wireless File Transfer: iTunes
Desktop SMS Management: Messages for OS X
Organize music, photos, videos etc.. : iTunes + Photostream
Great, so 10% of all Android users will be able to use it, because it requires Android 4.1 or higher.
Innovation is not only creating something new but also bringing this new feature to the masses!
This is something where Apple excels!
By this moment, there should be about a hundred million devices that feature Siri out there, i'd bet the number is even higher (iPhone 4S, iPad 3, iPhone 5, iPad Mini, iPad 4 - i'd say 150 million devices)
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I think sales are slowing down. Seeing price cuts for the first time has got to mean something... Best Buy (Canada) now has the 32GB iPhone 5 for $199.
When Siri was launched and only worked on the 4S and not the 12 month old iPhone 4 how is that different from your point about new GoogleNow only working on Android 4.1 and higher?
Also - I assume Siri is awesome in the US but in the UK (and I'm guessing the rest of the world) it both sucks and blows. So your 150 million devices point isn't really valid as Siri's usefulness varies in different countries. IMO.