Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Image

Image

How horrible. These vipers (ie. analysts) are ruining the country and the world, and couldn't give 2 ***** about Apple. They gamble with greed, **** the consequences. There's no reason AAPL should be hit this hard after numbers like these. Record Mac and iPad numbers are nothing to sneeze at. iPhone decline could be expected by any reasonable person. It's a 16 month old phone.

They will also sell 30 million phones this quarter. Just look at it as a buying opportunity. The stock will drop a little, but after hours numbers are meaningless. The volume is low and has little to do with reality. Since Apple is heavily held by institutions and they trade rarely if ever after hours.
 
It's amazing how quickly Apple's discourse has changed following Steve's passing - look at Tim's answer on dividends.

Before, he would definitely state that Apple is not interested in that, given its level of innovation; now he says he is "not religious" about keeping cash - he would do what is in Apple's best interests (in other words, the Board will put pressure that was not there when SJ was around).

Bottomline: expect dividends and share splits soon. Sad.
 
What I think tomorrow will look like for AAPL:

Open: 394
Low: 377
High: 401

I think the stock will have a pivot of 365 and level 3 support at 330 over the next few weeks and we should see a grind back up to 415 by the end of November. The only thing that will affect the price will be Europe news which may hammer the stock close to 300 (along with the rest of the market).

By the January Q1 earnings call we will see that AAPL beat (bonehead) analysts' expectations and set a new record for the 2011 holiday season. The stock then will be trading at 460.

+1

I will hold my short position (419.48) down to the pivot point, allowing a 5 % stop loss from new lows beyond that for exit. If the stock never makes it down there, i'll hold until it comes back with a clear break above $ 400 and reverse my trade. I sold 800 shares @ 421.51 on friday that i'd been holding since 98.
 
It's amazing how quickly Apple's discourse has changed following Steve's passing - look at Tim's answer on dividends.

Before, he would definitely state that Apple is not interested in that, given its level of innovation; now he says he is "not religious" about keeping cash - he would do what is in Apple's best interests (in other words, the Board will put pressure that was not there when SJ was around).

Bottomline: expect dividends and share splits soon. Sad.

Apple needs a stock split. Maybe even a 3-1 split.
 
What complaints? From whom? The people who just handed Apple 4 million units' worth of iPhone 4S sales in a mere two days? Come the holiday quarter results, you'll wonder whether complaints are even possible.

Please go look at the thread the the iPhone forums. Or even the post when the iPhone 4S was announced. Look at the number of people who wanted or want a larger iPhone but stick with iOS because the like it more but they want a larger phone.
 
What complaints? From whom? The people who just handed Apple 4 million units' worth of iPhone 4S sales in a mere two days? Come the holiday quarter results, you'll wonder whether complaints are even possible.

A lot of people get caught up on Anecdotes. Most of the techblogs live for anecdotes. It is silly. There are not lots of complaints about screen size. People really get way to caught up in the crap they read on Internet forums.
 
The it is still not an Apples to Apple comparison.

Of course it is. You are comparing phone to another phone. It may not be an interesting comparison to you, but that doesn't make it invalid.

You have different OS and different hardware.

Yep.

Really comparing iPhone (iOS) vs Android is a fair comparison as more people are choosing based on the OS over the hardware.

Depends on the question you are trying to answer. What question are you trying to answer?

the iPhone being the sole phone to get iOS really throws off the numbers. The fact that many of you completely ingore or do not understand the fact that for the other OS the user group is split up among multiple phones.
That gives the OS an over all slight bump but any one model gets is total share shrunken by additional each phone on the market.

I think everyone understands that. That's an advantage of Apple over it's competitors. You want to compare Apple to Google. Not everyone does.
 
They will also sell 30 million phones this quarter. Just look at it as a buying opportunity. The stock will drop a little, but after hours numbers are meaningless. The volume is low and has little to do with reality. Since Apple is heavily held by institutions and they trade rarely if ever after hours.


The after hours numbers are not meaningless. It determines where Apple will open in the morning. Average daily volume of APPL shares trading is about 23 million shares. About 7 million shares were traded after hours today, so far.
 
they talk about apples money. "it does not burn a hole in our pocket".

Apple should invest. They could kill the whole smartphone market by buying armh and retract all arm licenses. (10billion + premium)

maybe buying amd (4 billion + premium)

it would take 2-3 years before intel could have a cpu that draws as little as arm. (if not 22nm 3gate is a miracle for x86)

and get sued to hell for antitrust
 
Please go look at the thread the the iPhone forums. Or even the post when the iPhone 4S was announced. Look at the number of people who wanted or want a larger iPhone but stick with iOS because the like it more but they want a larger phone.


People who post on tech forums are not representative of the general consumer. Stop making excuses.
 
It's amazing how quickly Apple's discourse has changed following Steve's passing - look at Tim's answer on dividends.

Before, he would definitely state that Apple is not interested in that, given its level of innovation; now he says he is "not religious" about keeping cash - he would do what is in Apple's best interests (in other words, the Board will put pressure that was not there when SJ was around).

Bottomline: expect dividends and share splits soon. Sad.

Share splits are a bit pointless. These days, there is plenty of liquidity even with a $400 share price. That said, regarding dividends, it is an obvious question. Apple doesn't "need' $81 billion sitting around with rates where they are. They shot down the idea of a big acquisition (expect more deals like the Siri deal or the proposed one with Dropbox that the latter company rejected).

Let's face it. Even if Jobs were still around, the company's next 10 years couldn't possibly see the same kind of growth the last 10 years did.
 
People who post on tech forums are not representative of the general consumer. Stop making excuses.

So you are trying to tell me that the general consumer is not settling for iOS in terms of hardware? Are you really trying to make that argument?


I used the tech forums people to point out that a lot of people do want a larger phone from Apple.
You still have done nothing to get around the point about people settling hardware wise more for iOS than they do for the other OS's. (Hardware not software)
 
It's amazing how quickly Apple's discourse has changed following Steve's passing - look at Tim's answer on dividends.

Before, he would definitely state that Apple is not interested in that, given its level of innovation; now he says he is "not religious" about keeping cash - he would do what is in Apple's best interests (in other words, the Board will put pressure that was not there when SJ was around).

Bottomline: expect dividends and share splits soon. Sad.

There has to be dividend eventually. There just is no reason to keep this kind of cash around when the company is producing $5 billion of profit every quarter. They can't come close to rationally spending the money coming in the door. And lets not forget that there is no reason to think that at least for the next year that there isn't going to be increased profit. Does anyone know what the profit margin is on the iPhone 4S? It could be significantly higher than 40%.
 
The after hours numbers are not meaningless. It determines where Apple will open in the morning. Average daily volume of APPL shares trading is about 23 million shares. About 7 million shares were traded after hours today, so far.

After hours trading does not determine the opening price. Not sure why you think that. Opening price is set by market makers based on orders for regular trading.

The last price in after-hours does not connect to the opening price in any way other than psychological.
 
It doesn't really matter. Apple exceeds expectations, the stock falls. Apple falls short of expectations, the stock falls. The stock always seems to fall after good news. It's just part of the roller coaster ride of owning AAPL. Something my stomach has gotten used to over the years.

Another thing I've learned over the years: sellers of AAPL are ultimately always wrong. ;)
 
Then why do we see so many complaints about the small iPhone screen size and people wanting them up to 4.5"?

Do you really think it is beyond Apple's technical abilities to make an iPhone with a larger screen?

Get this through your head: Apple doesn't make a phone with a bigger screen because a bigger screen would make the device worse. It wouldn't fit in your pocket, it would chew up the battery faster, and it would be too big for most human hands to comfortably swipe across. It would mean half the iPhone apps wouldn't work or look right.

Simply throwing "bigger" into the specs list is the sort of thing crummy engineers at Samsung do because they wouldn't know what real innovation was if it popped into their bowls of kimchi and bosintang. Its the sort of "feature" that gives the obnoxious jerks at the mall cellphone kiosk something to ramble about. (Of course, we all know how that turned out..)

"Settle" is what people who buy a Samsung Galaxy or HTC Evo have done.
 
Last edited:
Kindle won't kill iPad, but will impact iPad sales.
Some of the people buying the Kindle would have bought an iPad otherwise.

Amazon's shareholders should be angry about the Fire. Amazon sells them at a loss. They think that they will make the money back from the Amazon store.

I will laugh (and probably buy a Fire), when the Fire is hacked to run standards Android.

Amazon is not selling the Fire at a lost. According to a few articles - the profit margin is slim - but estimated between $25-50 per unit.
 
I wonder if all the genius independent analysts have anything to say about their terrible performance this quarter?

q4-2011-monday-update.jpg
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.