Hi there,
I think i read somewhere that EDGE won't work in Japan, it needs 3G to be able to operate in Japan...
ah here we go...
http://www.macnewsworld.com/story/60855.html
Not sure about other asian countries.
Fabian
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Apple 2Q 2008 Results, Conference Call Highlights: $1.05 Billion in Profit
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Hi there,
I think i read somewhere that EDGE won't work in Japan, it needs 3G to be able to operate in Japan...
ah here we go...
http://www.macnewsworld.com/story/60855.html
Not sure about other asian countries.
Fabian
Ok, a little geography and social studies are needed here...there are few places MORE western in the world than Brazil...both in terms of territory, cultural heritage and social conventions...and no, it has NOTHING to do with China and India, apart from being a member of the so-called BRIC, the informal block of major emerging economies...
"The West" is not a geographical term, it just means the "rich countries", i.e. those countries who have a GDP/capita of over $20k/year or so. Its just a short form of saying: US, Canada, EU, Switzerland, Norway, Iceland, Greenland, Saudi Arabia and UAE, the Asian Tigers, Japan, Australia, New Zealand. You see it gets a bit long winded
Thank you! I always gear up for fanboy-ish type reactions when I post that kind of thing but it's good to know that there are others also not sporting rose-tinted glasses when it comes to Apple.
I've seen all these exciting and very plausible rumors on MacRumors and elsewhere about where the iMac was going--the detachable screen being one of the coolest--but instead Apple just slaps a new look on the old iMac and calls it good. And on top of that, they let the Mini and iMac lines languish for nearly a year between updates. So sure, if Apple isn't doing anything new or interesting with the desktops, then garsh... what a surprise that desktop sales are flatlining.
I wonder how many of those laptop sales would have been desktops if the latter weren't so criminally neglected.
You are absolutely correct
I'll just add this picture. Notice how Steve even used elephant sized fonts for "in 2008". Also notice that the real target is 1% of mobilephone markets, which are about 1 billion--->1% of 1 billion is 10 million---->10 million in 2007-2008 wouldn't be 1%, but 0,5%.
Weak questions
I know it's just a brief highlight of the analyists' questions, but they seemed really weak. Didn't anyone ask any decent probing questions?
Is MR covering the press briefing (presuming there is one)? Hopefully we may get better questions - if not answers.
Was this typical of Apple's investor event questions? I don't want to believe so, otherwise the share price should be in the $10,000s.
Based on the analyists' questions (as presented), I'd fire them all and tell investors to read MR.
Someone tell me MS gets better questioning!
I know it's just a brief highlight of the analyists' questions, but they seemed really weak. Didn't anyone ask any decent probing questions?
Is MR covering the press briefing (presuming there is one)? Hopefully we may get better questions - if not answers.
Was this typical of Apple's investor event questions? I don't want to believe so, otherwise the share price should be in the $10,000s.
Based on the analyists' questions (as presented), I'd fire them all and tell investors to read MR.
Someone tell me MS gets better questioning!
You make it sound like Apple is killing the desktop. Let me assure you that Apple is creating products where demand is, not the other way around. The desktop may not be a dying breed but it isn't growing either. The laptop, on the other hand, continues to be a growing market.
I believe we are starting to see a trent of desktops being relegated to a more professional/techie/nerdy/office/gaming market.
The laptop hits all the above markets, in addition to the general consumer market.
In the future (if not already), every college student will need a laptop. But they won't all need a desktop. Sure, you may say that only applies to the education market, but I think it's indicative of where the future is heading.
Apple always gives low guidance and comes out with flying results report-after-report which is good sign.... Speculators will alwz try to push it up a noch time-after-time.... but mind U those are "Speculations".... No Kool-Aid here.... but these numbers are just very promising for me and all Fanboys Alike.....
On the same note.... it would be good to see apple doing more R&D on the iMacs, Mini's & Mac Pro's like they have been doing with the portable line up (more specifically iPhone) and we could see even more growth in the apple adoption in the business sector....
Again business market has always been a sore spot for apple but a good development and competition (Push for Mac adoption in business segment) by making invovative products for the business market will provide the boost to enter and dominate the business market may be another decade from now.... (PCs are still the dominant choice for business users...)
However.... I sense some new goodies in the bag.... "launching new products"...."unreleased products"...... 3G Iphone is for sure.... but "productS"
....... .....
I think we are going to see many of those "and there is one more thing...." in the next two quarters.....
On the same note.... it would be good to see apple doing more R&D on the iMacs, Mini's & Mac Pro's like they have been doing with the portable line up (more specifically iPhone) and we could see even more growth in the apple adoption in the business sector....
Again business market has always been a sore spot for apple but a good development and competition (Push for Mac adoption in business segment) by making invovative products for the business market will provide the boost to enter and dominate the business market may be another decade from now.... (PCs are still the dominant choice for business users...)
However.... I sense some new goodies in the bag.... "launching new products"...."unreleased products"...... 3G Iphone is for sure.... but "productS"
....... .....I think we are going to see many of those "and there is one more thing...." in the next two quarters.....
The problem is that your explanation sounds reasonable if we were talking about any other company than Apple. Apple is known for taking a withering or failing market (music players, mp3 downloads, smart phones) and identifying its weaknesses, fixing them and turning it into a thriving area. In fact, they did it once before with desktops. Remember what computers looked like before the original iMac?
My point is that Apple, of all companies, could do something exciting with the desktop to make it a desirable product again, could do something that suddenly HP and Dell would be rushing to copy. But that would require a lot of passion and energy which they are apparently reserving primarily for the iPhone.
I dont get it
I dont get it. Apple announce record 2nd quarter results. They sell millions of things. Make more money that analysts predicted, 1.07 --> 1.16. Yet Reuters still claim, in different words, apple are s**t.
http://www.reuters.com/article/afterTheBell/idUSN2346748120080423
Come on Reteurs, give us stockholders a break. Why make everyone sell their shares again.
Have I missed something, did I read between the lines. Someone please explain.
Cheers guys
I dont get it. Apple announce record 2nd quarter results. They sell millions of things. Make more money that analysts predicted, 1.07 --> 1.16. Yet Reuters still claim, in different words, apple are s**t.
http://www.reuters.com/article/afterTheBell/idUSN2346748120080423
Come on Reteurs, give us stockholders a break. Why make everyone sell their shares again.
Have I missed something, did I read between the lines. Someone please explain.
Cheers guys
...and what if you were lucky enough to buy Apple at $15 a share? How long would you hold on those shares for?
Well, I agree that the scales may tip at some point and that some are switching over to Apple products. I mean, look at Genentech, one of the world's biggest biotech companies, which is issuing iPhones to many employees in lieu if Blackberry's.
But, right now, the vast majority of businesses and government agencies use PC's and BB's. And yes, it's a generalization because, in general, it's true!
I'd suggest taking a good Macroeconomics course. Unemployment is a shifting number - it does NOT represent everyone who's out of a job. It represents everyone who is LOOKING for a job and not currently employed. Wages, actual cost of living (real inflation), etc. can cause more or less people to want jobs, and more or less people to offer jobs... it's supply and demand in the job market, and unemployment gauges where the two meet. Zero unemployment is a BAD thing.
Food and gas don't count because they track differently in the market and have much broader effects on other prices, including those things that core inflation measures.
What you really should be looking at is M1 and M2, and the savings rate. We're where we're at now, economically, because we've over-extended ourselves individually on credit and have a historically low savings rate. Couple that with rising prices and there's no individual cushion against inflation - you're entirely at the mercy of the markets.
BAD, bad thing.
Please! You are being ridiculous!
First Apple is not going to be the BIGGEST computer company in 2 years.
Second, why would Apple want to buy Microsoft. Microsoft makes an OS which Apple doesn't need and Microsoft already writes the number one office suite in the world for the Mac and windows. So what would Apple want Microsoft for anyway.
Third, most of Apple's products don't compete directly with Microsoft. They compete directly with Dell, HP, Sony, Lenova, etc. Only OS X competes with Microsoft indirectly as it only runs legally on Apple branded hardware. Where as, Windows basically is only meant to run on non-Apple branded hardware. So where do the two compete. Does Apple build a game console? Does Apple write office sotware for non-Apple branded hardware?
First, "everyone" isn't going to sell Apple stock. There isn't a massive sell off because a company performs a little off target.
The big thing here is that the 2Q and 3Q projections look flat. So, inventors may feel uneasy dumping money into a company that is, itself, projecting that it won't grow for the next 3-6 months. Would you? Of course, Apple tends to be conservative, but with the way the economy currently stands, people are going to be cautious.
A few years ago when my best bud graduated from college, as a graduation present, I bought him 10 shares of Apple stock and an official framed shareholder certificate for his wall. Stock was about $35/share at the time and the certificate and frame were about $60. The bastard now has nearly TWO GRAND IN STOCK!
This is called noise. The stock's going to rocket up and down based on speculation, news media squawkers, etc. There was a double-digit percentage drop, I forget when, sometime late last year, based on some analyst saying he heard someone say iPhones weren't selling. You don't want to worry about what the stock's going to do tomorrow, you want to know where it's going to be in two years. And based on real numbers, apple's revenue, profit, and market share are undergoing tremendous growth. The future for the core Mac business is exceptionally bright, because in an era of Intel processors/Bootcamp/Parallels, I can now justify buying a mac for my business, even if there are applications that are Windows-only. And I see them leveraging the touch screen technology to laptops, which has the potential to revolutionize the mobile experience. Imagine if instead of using the scroll bars, you could move this web page (or a word processing document) around by moving your hand around on the screen.
So don't sweat the big drops. This is called the stock going on sale, and gives you a chance to buy more. I held my stock from $50 through the $200 high. When it dropped to $130 I bought more. When it dropped to $120 I bought even more. It's going to take a huge overvaluation for me to sell, because you get hit on capital gains when you sell and it's better to just let it keep growing tax-free.
Given the current economic climate, this is outstanding.
Apple's products are typically "premium" and luxury goods - in times of rising costs and difficult credit, you'd expect people rebudgeting to scrap that new iPod in favour of more essential things, or that MacBook in favour of a lower priced machine.
And then there's the MBA, which despite an exorbitantly "premium" price tag managed to outstrip supply and is still selling well. It appears SJ's promise to innovate Apple's way out of a recession is working.
The questions are always so rubbish. I would have asked about more 24hr stores (like Regent Street, London) and whether or not Apple have looked in to this as a means to increase profit. And about opening the iPhone SDK to enable hardware addons to increase profit through licensing fees. I doubt these people are really investors, or that they really care about maximizing profits.
Apple's products are typically "premium" and luxury goods - in times of rising costs and difficult credit, you'd expect people rebudgeting to scrap that new iPod in favour of more essential things, or that MacBook in favour of a lower priced machine.
And then there's the MBA, which despite an exorbitantly "premium" price tag managed to outstrip supply and is still selling well. It appears SJ's promise to innovate Apple's way out of a recession is working.
The questions are always so rubbish. I would have asked about more 24hr stores (like Regent Street, London) and whether or not Apple have looked in to this as a means to increase profit. And about opening the iPhone SDK to enable hardware addons to increase profit through licensing fees. I doubt these people are really investors, or that they really care about maximizing profits.
You mean besides Japan, South Korea, Taiwan, Hong Kong, Macau, Singapore, Malaysia. Phillipines, Indonesia, Sri Lanka, Cambodia, Thailand?
http://en.wikipedia.org/wiki/List_of_Deployed_UMTS_networks
edit: didn't mean for that to sound mean. sorry
BTW, contrary to what man people believe, JAPAN's W-CDMA networks are ENTIRELY COMPATIBLE with Europe/America UMTS. I'm not sure about the frequencies in use by the different carriers, but I know you can roam in japan on a European UMTS handset with the proper bands.
You make the typical mistake of thinking the product defines the market.
That's completely ass backward. You don't create demand if it isn't there in the first place.
What defines markets are what the consumer uses products for. And what we're seeing, so far, is that the consumer uses are more in the laptop area.
If there's any progress to be made in the desktop area, somebody's going to have to suss out what needs can be stimulated on the desktop (and only on the desktop). Trying to create a product in absence of that is going to fail.
Some people at Redmond must be nervous. Why the richest company on Earth is not capable of delivering a good OS is beyond my understanding (from DOS to Windows Vista they are all crap). Microsoft must be nervous because the day they lose their main assets (read market inertia and consumer ignorance) the Mac OS X will beat them hands down. And such day is near if the current Mac trends continues for about one year. Just that.
DOS was "borrowed" from IBM.
Windows was "borrowed" from Apple and Xerox.
When they went out on their own without a net, they crashed.
Rocketman