Register FAQ / Rules Forum Spy Search Today's Posts Mark Forums Read
Go Back   MacRumors Forums > News and Article Discussion > MacRumors.com News Discussion

Reply
 
Thread Tools Search this Thread Display Modes
Old Jan 24, 2013, 02:56 AM   #351
e-coli
macrumors 68000
 
e-coli's Avatar
 
Join Date: Jul 2002
Clearly a pump-and-dump strategy going in here. Large investors tank the stock and find a new reason to herald the company anew, which will shoot it back up again.

What happened the past few weeks was so transparently obvious. It started with some rational profit-taking which lowered the stock, and they took it as an opportunity to run it through a grind cycle. All the street needed was a reason.

That said, Tim Cook **** the bed big time by releasing highly constrained products during Apple's largest quarter. Insomuch as Apple faltered, that was all Tim - aka master of the supply chain. Or maybe not.
e-coli is offline   0 Reply With Quote
Old Jan 24, 2013, 02:56 AM   #352
Steve121178
macrumors 68000
 
Steve121178's Avatar
 
Join Date: Apr 2010
Location: Bedfordshire, UK
Quote:
Originally Posted by pipa View Post
Just imagine selling millions if tv's at $2,000 to $3,000 a set.
Who's going to pay $2000-$3000 for a TV set apart from a handful of Apple & tech enthusiasts? Here in the UK you can get decent smart TV's for as little as £400. The average consumer is simply not going to spent $2-3k on a TV set. Ever.
__________________
13" rMBP Haswell i5/16GB/512GB (Late '13) • 21.5" iMac i5/16GB/1TB Fusion (Late '12) • iPhone 5s 32GB • iPad rMini 32GB
Steve121178 is offline   3 Reply With Quote
Old Jan 24, 2013, 03:10 AM   #353
Rogifan
macrumors G3
 
Rogifan's Avatar
 
Join Date: Nov 2011
I thought growth was based on revenues not profit. And Apple's revenue did grow. iPhone and iPad sales YOY were up. Yes profit was flat and margins were compressed but a lot of new stuff was introduced late in the year so costs will be higher. But if we're using profit to define whether a company is growing or not then Amazon isn't really growing at all is it?

----------

Quote:
Originally Posted by towg View Post
'Flat growth' is such a 'reality distortion field' kinda term.
And what metric shows that Apple had flat growth. Profit isn't growth. Heck Amazon is all about growth even if it's at the expense of profits.
__________________
"I have a very optimistic view of individuals. As individuals, people are inherently good. I have a somewhat more pessimistic view of people in groups." -- Steve Jobs , Wired interview
Rogifan is online now   2 Reply With Quote
Old Jan 24, 2013, 03:23 AM   #354
wilhelmer
macrumors newbie
 
Join Date: Sep 2011
Quote:
Originally Posted by Steve121178 View Post
Who's going to pay $2000-$3000 for a TV set apart from a handful of Apple & tech enthusiasts? Here in the UK you can get decent smart TV's for as little as £400. The average consumer is simply not going to spent $2-3k on a TV set. Ever.
Back in 2006:

Quote:
Originally Posted by J.Doe
Who's going to pay $700-$800 for a phone apart from a handful of Apple & tech enthusiasts? Here in the UK you can get decent phones for as little as £80. The average consumer is simply not going to spent $700-800 on a phone. Ever.
wilhelmer is offline   1 Reply With Quote
Old Jan 24, 2013, 03:25 AM   #355
Oletros
macrumors 603
 
Oletros's Avatar
 
Join Date: Jul 2009
Location: Premià de Mar
Quote:
Originally Posted by wilhelmer View Post
Back in 2006:
And people didn't bough $800 phones, people started to buy the iPhone when it started to be subsidized.
Oletros is offline   3 Reply With Quote
Old Jan 24, 2013, 03:29 AM   #356
Steve121178
macrumors 68000
 
Steve121178's Avatar
 
Join Date: Apr 2010
Location: Bedfordshire, UK
Quote:
Originally Posted by wilhelmer View Post
Back in 2006:
A ridiculous analogy. In 2006 people were already paying up to £600 for stuff like Nokia N9x series phones anyway so that was still the going rate for high end phones.

The average consumer will simply not pay $2-3K for a TV set, particularly in these tough economic times and particularly when people can buy great TV sets for a fraction of that cost. What is $2-3k, more than a months wages for the vast majority of people in the US and Europe? That money will not go on a TV set.
__________________
13" rMBP Haswell i5/16GB/512GB (Late '13) • 21.5" iMac i5/16GB/1TB Fusion (Late '12) • iPhone 5s 32GB • iPad rMini 32GB
Steve121178 is offline   3 Reply With Quote
Old Jan 24, 2013, 03:43 AM   #357
NMSUballa
macrumors member
 
Join Date: Sep 2012
This is why one of my top rules of investing is to sell before conference calls no matter how good you think they may be. Someone always finds a negative to the call and if that is the case then the stock drops 10-20%. If the stock blows the market away then it goes up like 3-5% or so. It isn't worth it. I sold the day of the previous conference call when it was at $610. I was waiting for this call before I considered getting back in.
NMSUballa is offline   1 Reply With Quote
Old Jan 24, 2013, 03:46 AM   #358
PlatinuM195
macrumors regular
 
Join Date: Jul 2009
Let's say the growth has peaked and they maintain single digit growth percentages for the next 5 years or so. What kind of PE would the company deserve in that case?
PlatinuM195 is offline   0 Reply With Quote
Old Jan 24, 2013, 03:51 AM   #359
Smartass
macrumors 6502a
 
Join Date: Dec 2012
Face it, Apple didnt really invent anything new for the past few years. Yes, the iPhone 5 is a great phone with great specs, iPad is also great and so on but other than that nothing really new. And market analysts know that, just like you all do but most of you still close your eyes to this fact.
Smartass is offline   2 Reply With Quote
Old Jan 24, 2013, 03:54 AM   #360
pandamonia
Banned
 
Join Date: Nov 2009
i think i called this at about 700$

No body wants to buy shares at hundreds of dollars each. Why dont they do a stock split. Then it might go up.

but most likey hit 400 given patterns
pandamonia is offline   0 Reply With Quote
Old Jan 24, 2013, 04:14 AM   #361
LVappleNOTfnboi
macrumors newbie
 
Join Date: Aug 2011
Quote:
Originally Posted by pipa View Post
This stock is a steal at this price. If/when apple attacks the TV market it is going to take that company into another stratosphere. Just imagine selling millions if tv's at $2,000 to $3,000 a set. I know ill be a day one buyer. And trust me when Steve was alive he said that he cracked the tv and knows what we need. Just remember in 07 when he cracked the cell phone what happened. With apples ecosystem in place and icloud a TV is the last piece of the puzzle and the possibilities of what can be done is incredible. FaceTime, iMessage,apps made for the set, safari. It's going to be amazing.
Samsung is already doing this, not sure it will be that big of a splash.
LVappleNOTfnboi is offline   0 Reply With Quote
Old Jan 24, 2013, 04:23 AM   #362
carmenodie
macrumors 6502a
 
Join Date: Apr 2008
Wait until the retina display iPad mini and retina display MBA drop. OMFG!
carmenodie is offline   0 Reply With Quote
Old Jan 24, 2013, 04:52 AM   #363
apolloa
macrumors 601
 
Join Date: Oct 2008
The Wall Street Journal's Tom Gara notes that Apple's losses in market cap today were roughly equal the value of two Research in Motions and two Nokias.

Why did she compare to two companies that were both in very serious trouble, one has kind of managed to pull itself back but not fully, the other was rescued, of course they are not going to be anywhere near the value of Apple. Also 10% is a massive amount in anyones books. Looks like investors want to see growth, not excuses. This is becoming a bit of a trend of late with AAPL, be interesting to see where it goes..
apolloa is online now   0 Reply With Quote
Old Jan 24, 2013, 04:55 AM   #364
alent1234
macrumors 603
 
Join Date: Jun 2009
If you think about it, apple has really made the same 3 or four products in its entire history

Quote:
Originally Posted by Smartass View Post
Face it, Apple didnt really invent anything new for the past few years. Yes, the iPhone 5 is a great phone with great specs, iPad is also great and so on but other than that nothing really new. And market analysts know that, just like you all do but most of you still close your eyes to this fact.
alent1234 is offline   0 Reply With Quote
Old Jan 24, 2013, 04:57 AM   #365
Rogifan
macrumors G3
 
Rogifan's Avatar
 
Join Date: Nov 2011
Quote:
Originally Posted by Smartass View Post
Face it, Apple didnt really invent anything new for the past few years. Yes, the iPhone 5 is a great phone with great specs, iPad is also great and so on but other than that nothing really new. And market analysts know that, just like you all do but most of you still close your eyes to this fact.
What have others invented? Is bigger screened phones an invention?

----------

Quote:
Originally Posted by pandamonia View Post
i think i called this at about 700$

No body wants to buy shares at hundreds of dollars each. Why dont they do a stock split. Then it might go up.

but most likey hit 400 given patterns
Google went way up yesterday.
__________________
"I have a very optimistic view of individuals. As individuals, people are inherently good. I have a somewhat more pessimistic view of people in groups." -- Steve Jobs , Wired interview
Rogifan is online now   1 Reply With Quote
Old Jan 24, 2013, 04:58 AM   #366
alent1234
macrumors 603
 
Join Date: Jun 2009
The rate of increase of profit every year is growth, apple had almost none

In hard core alpple fan language it means apple is peddling harder to make the same profit. Like dell


Quote:
Originally Posted by Rogifan View Post
I thought growth was based on revenues not profit. And Apple's revenue did grow. iPhone and iPad sales YOY were up. Yes profit was flat and margins were compressed but a lot of new stuff was introduced late in the year so costs will be higher. But if we're using profit to define whether a company is growing or not then Amazon isn't really growing at all is it?

----------



And what metric shows that Apple had flat growth. Profit isn't growth. Heck Amazon is all about growth even if it's at the expense of profits.
alent1234 is offline   0 Reply With Quote
Old Jan 24, 2013, 05:03 AM   #367
725032
Guest
 
Join Date: Aug 2012
I sold the bulk of my Apple stock 2 weeks ago.

I am so HAPPY now as wasnt sure at the time.

I will be celebrating this weekend!
725032 is offline   3 Reply With Quote
Old Jan 24, 2013, 05:19 AM   #368
iGrip
Banned
 
Join Date: Jul 2010
Send a message via ICQ to iGrip Send a message via AIM to iGrip Send a message via MSN to iGrip Send a message via Yahoo to iGrip Send a message via Skype™ to iGrip
Quote:
Originally Posted by JayJayAbels View Post
The ONLY questions you need to ask yourself is... do you agree with the way they run their business and do you see them bringing out some new innovative tech in the short term which would be attractive to consumers?
No matter how high the stock price may be? If the stock were at $2000, or if the P/E were at 50, would your question really be the only thing to consider?

If not , then why is it the only thing to consider now?
iGrip is offline   0 Reply With Quote
Old Jan 24, 2013, 05:21 AM   #369
ddehr026
macrumors 6502
 
Join Date: May 2010
Macrumors, the place you come for investment advice from people that have their entire portfolio in one stock.
ddehr026 is offline   8 Reply With Quote
Old Jan 24, 2013, 05:22 AM   #370
jlc1978
macrumors 65816
 
Join Date: Aug 2009
Quote:
Originally Posted by pipa View Post
This stock is a steal at this price. If/when apple attacks the TV market it is going to take that company into another stratosphere. Just imagine selling millions if tv's at $2,000 to $3,000 a set. I know ill be a day one buyer.
The real question is what is the market size for TV's at that price.

In the US, sharp has around 70% of the 60"+ market and expects to sell around a million units. Many of their sets sell in the 1000 -1500$ dollar range. Given those numbers I'd say imagining Apple selling millions at 2 - 3K is just that - imagination.

Quote:
And trust me when Steve was alive he said that he cracked the tv and knows what we need. Just remember in 07 when he cracked the cell phone what happened. With apples ecosystem in place and icloud a TV is the last piece of the puzzle and the possibilities of what can be done is incredible. FaceTime, iMessage,apps made for the set, safari. It's going to be amazing.
Cracking TV doesn't mean building a set - Apple could deliver content w/o making a TV. Taking on cable rather than Sharp may be a better path. That's not to say they won't make a TV - but I don't think that is what Steve meant when he said they'd cracked TV.
jlc1978 is offline   1 Reply With Quote
Old Jan 24, 2013, 05:24 AM   #371
iGrip
Banned
 
Join Date: Jul 2010
Send a message via ICQ to iGrip Send a message via AIM to iGrip Send a message via MSN to iGrip Send a message via Yahoo to iGrip Send a message via Skype™ to iGrip
Quote:
Originally Posted by ksgant View Post

Aaaaaandd....that's it. I'm done trying to figure out the stock market.

Don't give up. Your level of understanding has nowhere to go but up.
iGrip is offline   1 Reply With Quote
Old Jan 24, 2013, 05:27 AM   #372
jlc1978
macrumors 65816
 
Join Date: Aug 2009
Quote:
Originally Posted by Rogifan View Post
I thought growth was based on revenues not profit. And Apple's revenue did grow. iPhone and iPad sales YOY were up. Yes profit was flat and margins were compressed but a lot of new stuff was introduced late in the year so costs will be higher. But if we're using profit to define whether a company is growing or not then Amazon isn't really growing at all is it?

----------



And what metric shows that Apple had flat growth. Profit isn't growth. Heck Amazon is all about growth even if it's at the expense of profits.
The basic concept is as revenue grows profits will follow since many costs do not grow at the same rate as revenue; unless you have an unusual way of accounting for costs. For example, sales and marketing costs should grow at a much slower rate; unless of course you include shipping costs as part of sales and marketing, which they should not be but doing so would mask your true cost structure.
jlc1978 is offline   0 Reply With Quote
Old Jan 24, 2013, 05:41 AM   #373
iluvmac2013
macrumors newbie
 
Join Date: Jan 2013
!!

Still wish I had bought stock in Apple!

----------------------------

Concept design for iphone with 4.8inch screen

https://www.youtube.com/watch?v=S6pKfgaGPvU
iluvmac2013 is offline   0 Reply With Quote
Old Jan 24, 2013, 05:48 AM   #374
komodrone
Banned
 
Join Date: Apr 2011
Quote:
Originally Posted by parapup View Post
they will badly need disruptive new product or at least leaps and bounds improvements to existing ones. And there are no winds of that for past couple years and counting.

because iPhone needs more apps I don't need installed and OSX still doesn't do what I want to do on a daily basis.
komodrone is offline   0 Reply With Quote
Old Jan 24, 2013, 06:04 AM   #375
Stella
macrumors 603
 
Stella's Avatar
 
Join Date: Apr 2003
Location: Canada
Quote:
Originally Posted by Steve121178 View Post
Who's going to pay $2000-$3000 for a TV set apart from a handful of Apple & tech enthusiasts? Here in the UK you can get decent smart TV's for as little as £400. The average consumer is simply not going to spent $2-3k on a TV set. Ever.
If consumers think there's enough value in a $2000 TV, they will buy. I don't think Apple will price themselves out of the market - they aren't dumb. People claim "Apple are expensive".. but yet, look at Apple - their products are selling. iPad mini is selling well, despite it being at a price point higher than what was originally speculated by analysts.
__________________
Hardware / Software: The right tools for the job - be it Apple or otherwise.
Stella is offline   1 Reply With Quote

Reply
MacRumors Forums > News and Article Discussion > MacRumors.com News Discussion

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Similar Threads
thread Thread Starter Forum Replies Last Post
Foxconn Seeks to Offset Slowing Apple Growth With Software and Licensed Apple Accessories MacRumors MacRumors.com News Discussion 93 May 28, 2013 09:48 PM
Apple Stock Jumps on Rumors of Stock Split at Tomorrow's Shareholder Meeting MacRumors MacRumors.com News Discussion 179 Mar 3, 2013 10:37 AM
Stock trading with Pro alexstjo Mac Pro 37 Feb 24, 2013 04:48 PM
Buying Apple stock on the first trading day of 2013? raptorstv Apple, Industry and Internet Discussion 21 Jan 23, 2013 05:48 PM
Sold Out in 1 Hr, Lol, Guess Apple's Stock Stock Price Tomorrow. Jazwire iPhone 1 Sep 14, 2012 03:26 AM

Forum Jump

All times are GMT -5. The time now is 02:17 PM.

Mac Rumors | Mac | iPhone | iPhone Game Reviews | iPhone Apps

Mobile Version | Fixed | Fluid | Fluid HD
Copyright 2002-2013, MacRumors.com, LLC