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Old Nov 8, 2012, 11:22 AM   #176
badpinoy
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Apple stock has bound to go down. It was highly inflated. It is just naturally readjusting itself.
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Old Nov 8, 2012, 11:22 AM   #177
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Apple is in crisis. Everyone knows it now.

OK, nutjob. Do you generally believe what you read on rumor sites?
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Old Nov 8, 2012, 11:22 AM   #178
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I'm sure Apple will post record profit margins for the Holiday quarter. The release of the new iPhone, desktop Macs and refreshed iPad and new mini has almost ensured that. I doubt we'll get back to 700 in the next few months, but I don't think Apple has become a terrible investment.

We'll see?
huh?? record profit margin???? Did you hear the conference call and read the company guidance for 4Q12? The gross margin is projected to be 36% 40% in 3Q12 and 43ish% in 2Q12). 4Q12 is the first Q for a long time that YOY earning is projected to go down because of the low gross margin and lower volume (Iphone 5 is projected to sell 39M by analysts as compare to 4S+4+3GS sold 37M in 4Q11) You can easily build a case for Apple stock price to be in the $400 or $800 at this point depending on your view on the gross margin and unit volume of Ipad 4, Ipad mini, Iphone 5, Iphone 6 and Ipad 5. Mac, Ipod, Itune sales don't count since they are too small to affect the overall earning. And the one major pending issue for the stock is what will Apple do to low end smartphone. If they can produce a low end smartphone with 30%+ gross margin (Iphone 4s is in the 50-60% gross margin. and Iphone 5 is probably in the low 40% and below now given all the problem in scaff gate warranty cost and shipping cost for flying Iphone 5 from China to US instead of shipping through sea), the stock will be golden for another couple year.

There is no next big thing in Apple horizon. So it is either doing better in Iphone and Ipad earning or the stock will suffer...

http://seekingalpha.com/article/9529...nscript?page=4


As we indicated previously, revenue in that 14th week last year was approximately one 14th of the quarter’s total revenue. We expect revenues to be about $52 billion compared to $46.3 billion in the December quarter last year. We expect gross margin to be about 36% reflecting approximately $90 million related to stock-based compensation expense.

We expect OpEx to be about $4.05 billion including about $485 million related to stock-based compensation expense. We expect OI&E to be about $380 million, and we expect the tax rate to be about 26%. We are targeting EPS of about $11.75.

We head into this holiday quarter with the strongest iPhone line-up that we have ever had with the iPhone 4 starting at three in the subsidized markets. We also added the iPad Mini to our iPad line-up. The iPad Mini has the full iPad experience, and we priced it aggressively at $329, delivering incredible value to our customers. Its gross margin is significantly below the corporate average.

So in summary, we expect our gross margin to decline by about 400 basis points sequentially. We expect the benefit from positive leverage on a sequentially higher revenue and a greater mix of iPhone, but we expect these benefits will be more than offset by a number of factors.

http://seekingalpha.com/article/9529...p=qanda&l=last

First, margins on new products are lower than their predecessors including the iPhone 5 and we have been aggressive with the iPad Mini. Second, we’ve lowered the price of the iPhone 4S and the iPhone 4. Third, we will experience transitionary cost associated with multiple new product ramp. Fourth, the high anticipated volume of iPhone and other new products will generate significantly greater deferred revenue sequentially.

As you are aware, we defer a portion of our revenue with every device we sell, and amortize it back into revenue over the l
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Old Nov 8, 2012, 11:22 AM   #179
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Stock manipulation.
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Old Nov 8, 2012, 11:23 AM   #180
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Oh please......

Geez. Apple was always undervalued during Steve Jobs lifetime and he had an adversarial relationship with Wall Street interference in his business. What I hope this means is that "in the recent corporate shake-up", I hope Tim Cook also finally kicked out those jerks from Goldman Sachs that he let in after Steve Jobs died.
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Old Nov 8, 2012, 11:23 AM   #181
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Originally Posted by RonDMC View Post
Sure they are but at the end of the day they are both businesses and need to make profits. Amazon has a ridiculous PE and eventually needs earnings to reflect and hold that PE which is never going to happen. I would hate to be holding that stock when people wake up to themselves.
Who has more risk of "missing the mark"? A product company who could run out of innovation? Or a mega reseller who sells just about everything anyone wants.

Stock prices factor in risk. Amazon is low risk. Technology companies are high risk.
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Old Nov 8, 2012, 11:23 AM   #182
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A 20% drop is hugely significant
No, it isn't. Look at AAPL historically.
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Old Nov 8, 2012, 11:23 AM   #183
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Originally Posted by SeniorGato1 View Post
Doubtful. They will have a blockbuster holiday qtr, however markets price the stock based on far future potential, not just the upcoming 1 or 2 qtrs.

When everyone who wants an iPad or iPad mini buys theirs by Christmas, what else is there to buy from Apple?

A retina mini or lighter/thinner iPad 5 won't quite cut it anymore.
When they announce the new iTV in June that's all investors will want to know.

Also the new redesigned Mac Pros.
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Old Nov 8, 2012, 11:26 AM   #184
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Capitalsim is sick. There can´t always be growth.
Continuous growth is commonly called cancer.
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Old Nov 8, 2012, 11:26 AM   #185
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This isn't isolatated to Apple the entire world is slowing in growth.

Apple has a amazingly strong product line for Christmas season, so long as Foxconn can keep up Apple will have their best quarter yet.
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Old Nov 8, 2012, 11:27 AM   #186
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Quote:
Originally Posted by flopticalcube View Post
The markets in China and India for $800 phones and $300 iPods is not that big. With Apple's share of the smartphone market shrinking, they need to broaden their appeal.
China is tough when you can get one of these from the home team.

Even here stateside I see something like the Nexus lineup for $349 without a contract and wonder the of the appeal of other phones on contract.
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Old Nov 8, 2012, 11:28 AM   #187
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Originally Posted by slrandall View Post
I was pretty impressed by Apple's hardware advancements this year.
Me too, apart from the disappointing 13" retina MBP. The new iPhone 5 is great and I'm glad they didn't make it any bigger, who wants a mini-tablet in their jeans pocket?!?

Nice surprises were the unexpectedly recently revamped new iPad and just how good the mid-2012 MBA upgrades were (especially USB 3.0 and the 8Gb RAM option, and the HD 4000 graphics are a major improvement), which kind of makes the 13" MBP and rMBP redundant right now. The new thin iMacs are sweet too.

They're taking a while to release a new Thunderbolt display (with USB 3.0 etc.), but that's hardly going to be a cash cow for Apple.

Apple are starting to face some stiff competition in the smart phone and tablet markets now, though, from HTC and now particularly from Samsung. Also, will be interesting to see what impact Windows 8 has on the smartphone/tablet market.

Quote:
Originally Posted by slrandall View Post
Not so much with the software.
OS X 10.8 is okay, evolutionary, not revolutionary, but that's no bad thing as OS X was decent to start with. iOS 6 is let down by the dropping of Google Maps, but I can understand the strategic reasons for this. It's going to take Google a while to catch up with Google Maps, though.
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Last edited by oxfordguy; Nov 8, 2012 at 11:29 AM. Reason: fixed typo
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Old Nov 8, 2012, 11:28 AM   #188
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I'm much less worried about their stock price than their ability to create great products. Stock price is based on what investors think, innovation is based on what their engineers think. I love what Apple is putting out and can't wait for what is coming next. That's what matters to me.
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Old Nov 8, 2012, 11:30 AM   #189
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it could be Apple it taking a hit from the fact that so much of their money and income is tied up in the iPhone and time and time again it is losing market share.
Investors don't care about market share. By that logic they'd be all over android. As long as apple sells more iPhones from year to year, investors will be happy.
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Old Nov 8, 2012, 11:30 AM   #190
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"Wow, the U.S. economy really sucks."

"Yeah, I can't understand it. But enough about the bad news. Let's talk about our new Samsung phones!"

"Touch me!"


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Old Nov 8, 2012, 11:31 AM   #191
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This is normal. The are always people that overreact.
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Old Nov 8, 2012, 11:32 AM   #192
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Originally Posted by Rodimus Prime View Post
it could be Apple it taking a hit from the fact that so much of their money and income is tied up in the iPhone and time and time again it is losing market share.
Did you catch the part where iPhone (despite being on the edge of a new release) made up 45% of Android-heavy Verizon's 3Q? Or the part where they made up over 75% of AT&T's 3Q? Market-share ebbs and flows with release cycles. World-wide iPhone dips in June, July and August just before the release of a new iPhone, then it surges to make up over 80% of the US market after a release. In the USA the range is between 80% and 45% (depending on carrier), unless we are talking about T-Mobile which only gets customers with unlocked iPhones.

Apple was up 61% in profit for fiscal 2012 versus fiscal 2011. They were up 45% in revenue in fiscal 2012 versus fiscal 2011.

If investors are going to be bothered by seasonal trends and monthly market share reports then they are obviously playing the short-game with their investments and trying to catch the highs and the lows rather than looking at long-term viability.

This ABC report also mistakenly says that Apple has lost tablet share to Samsung. The only non-iPad tablets that are selling in quantity are Nexus 7 and Kindle Fire and that is because they are selling at cost. However, in three months Google has not sold 3M Nexus 7's (according to Asus). But in three days, Apple just sold 3M of their new iPads.

This bearish decline is creating a huge buying opportunity. Microsoft's Surface appears to be DOA given the performance, lack of ecosystem, and price. Google's Nexus 10 is not likely to spark any fires. Apple is poised to have a record quarter and the ONLY thing that is stopping Apple is themselves:

1) They need to be able to make more iPads and iPhones so they can sell more iPads and iPhones.

2) When they are launching a new version of a product the main stream media is reporting rumors of it and therefore slows the sales of their current version of the product by creating anticipation.

It seems to me that the #1 thing driving the stock of Apple down is the fact that they have to compete with their extremely high demand and the incredibly high anticipation for their next version of the product. What company would not want these problems?
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Old Nov 8, 2012, 11:33 AM   #193
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Originally Posted by LagunaSol View Post
Anyone who freaks out about a 20% drop in AAPL hasn't been around the stock for longer than 2 years. Those fools deserve to miss out on the gains we long-term investors have enjoyed (and will continue to enjoy). I bought AAPL the day after a single-day 50% drop. Not long after it had dropped another 50%. Wish I had bought more then. Holding the stock long-term and not panicking at every 2-bit naysayer and market manipulator has been the best financial decision I've ever made. The stock shorters are laughing at you. Then they'll buy at artificially-low prices and make a killing on the upside. People are being played for chumps.

You want stock bubble? Look at Amazon.

Yes. And, as I'm sure you're aware (unlike most here since that's not the purpose of this "highly relevant educational forum") the manipulators have been making huge profits on the weekly and monthly options markets as they've marched it down, only to make a killing when they take it back up. They will take it back up. They have to. This is their biggest money machine, and has been for past half dozen years or so, but it only makes money if they keep it moving in both directions. Aapl has little trouble moving up on its own with solid fundamentals, so all the energy can go into "the sky is falling" FUD machine.
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Old Nov 8, 2012, 11:33 AM   #194
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Originally Posted by LagunaSol View Post
"Wow, the U.S. economy really sucks."

"Yeah, I can't understand it. But enough about the bad news. Let's talk about our new Samsung phones!"

"Touch me!"


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Old Nov 8, 2012, 11:34 AM   #195
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Maybe beauty is in the eye of the beholder!


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Old Nov 8, 2012, 11:35 AM   #196
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This post is a big crock of you-know-what. It's purely subjective. Period.

But keep living in fantasyland. Or rather - just think that your use case = everyone's.

Quote:
Originally Posted by JayJayAbels View Post
Absolutely. When it comes to the average consumer experience there is no contest. iOS is simpler, more intuitive, full of quality apps and overall a pleasure to use. Period.

It may not have all the bells and whistles that Android has... like "animated" backgrounds etc but they are battery drainers and mostly unusable a day after you try them out.

There is a reason WHY Apple has the #1 customer satisfaction of ALL smartphone users. It works and works well.

Geeks don't make up the demographic of iPhone users. Not even close.

Take your "spin" to the 9to5Android forums. Sir.
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Old Nov 8, 2012, 11:35 AM   #197
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Steve Jobs may not have been everyone’s idea of a genius. Nonetheless he is so missed. His relentless focus on perfection and limited product offerings with an uncanny ability to go “off the reservation” in new market segment opportunities.
Apple changed the way the world listens to music and uses a phone. Where is the next big thing? I was assuming we would see an entry into the home TV entertainment segment by now? Yes it is crowded and commoditized. But so were the music and mobile phone market…..
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Old Nov 8, 2012, 11:37 AM   #198
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Funny...most of our project/account manager staff are using iPads now as their main device. And the upper management/sales team uses them.

And we're in...wait for it...a real business.
Yes they use it so they can be smug about it, but real work is done on a desktop I tell you. Ever saw somebody doing professional photo/video editing on an iPad? Ever saw someone writing a novel on an iPad? Ever...you get my point.
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Old Nov 8, 2012, 11:37 AM   #199
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Who uses MS Office anymore.


I simply have no response to this statement.
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Old Nov 8, 2012, 11:38 AM   #200
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Even here stateside I see something like the Nexus lineup for $349 without a contract and wonder the of the appeal of other phones on contract.
My Nex(us)t phone. Tuesday.

----------

Quote:
Originally Posted by Krazy Bill View Post


I simply have no response to this statement.
Its a Reality Distortion Field thing.
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