Forbidden phrase in an open forum - at the least for me.
Like BJ said, "let them say what they want" ... !
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Apple Reports 4Q 2018 Results: $14.1B Profit on $62.9B Revenue, 46.9M iPhones
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Forbidden phrase in an open forum - at the least for me.
Like BJ said, "let them say what they want" ... !
I already answered that a couple of pages ago: invest heavily in silicon, provide upper tier experiences in iPhone with broad price points to allow entry for almost anyone, that then drives a services and wearables ecosystem.
Focus on complete ease of use and total experience.
And have a monthly relationship with your customer via IUP to allow for more pricing power on the phones (which allows greater features and silicon development) and makes customers more willing to spend more on a monthly basis in services.
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Your opinion, ghost/pseudonym or otherwise, are as accurate and valuable as most stock market Professionals.
Very few reveal ALL their identity on the web - a wise thing to do.
It is immaterial to the conversation.
This is not about me. This is about how a middle-class person who understands the technology views this. Whether or not I personally spend $20,000 on Apple products in the next year or two will make absolutely no difference for the Apple's bottom line. Whether or not an average middle-class American will spend a few grand each year on the Apple products will make a tremendous difference on the Apple's bottom line.
Fair enough.....just a pet peeve of mine in my job when people say there is no strategy, when they just don't like what it is.
That’s great. You do realize by purchasing less, you are still purchasing apple products and judging by the revenue, rising asp, and increase in units sold there are a lot more households that have also started buying apple products. Good for apple.
Don’t worry about selling your shares as another poster so eloquently put it; apple, warren buffet, and a large number of investors are prepared to buy your shares at a discount. The dividends apple now pays is more than worth it to everyone else.
Just curious how many shares of apple are you currently willing to unload?
I'm not willing to unload anything right now. If I sold on dips and bought on peaks, I wouldn't have made so much money on AAPL. I may not be a professional trader, but I'm not an idiot. I'm talking about being long in AAPL for years to come, which I don't think is a good strategy for me anymore.
I subscribe to Warren Buffet's wisdom that goes something like this: "Be fearful when others are greedy and be greedy when others are fearful." I think we are in the greedy phase with AAPL at this point (I'm not talking about what happened tonight). I believe Tim Cook got greedy, and I'm fearful. I was greedy with my AAPL investments when the US economy was tanking in 2008 and 2009 and I was greedy when Steve Jobs passed away and everyone was fearful for what will happen to AAPL. My view of Apple has now flipped, having witnessed 7 years of Tim Cook's leadership.
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You know there is a certain irony to this because Warren is super big on Apple right now and keeps increasing his position?
Well, I don't think Warren understands tech very well. Warren started unloading IBM only after all major pundits predicted that IBM was going to tank, which in fact happened. Warren used to hate tech and hate AAPL. I made millions in AAPL years and years before Warren realized AAPL was a good investment and started pouring money into AAPL. So, when it comes to tech, Warren is behind the curve IMHO. He is brilliant with everything else, but not with the tech. He doesn't even own a computer and can't use the iPhone. He has no clue or instincts in FAANG type of stocks.
Let's not forget that the recent rise in AAPL is not necessarily due to the brilliant strategy by Tim Cook as much as the fact that Apple has been buying back AAPL like crazy. These buy-backs, by the way, wasn't even Apple's or Tim Cook's idea. This was Carl Icahn's idea, which Tim Cook fought tooth and nail for years. Between the amount of AAPL stock that Apple has purchased recently and the amount of stock that Berkshire Hathaway has purchase, there has been a tremendous demand for AAPL lately, which, of course, drove the price up.
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You seem to be contradicting yourself, it’s difficult to follow.
Your not getting rid of your position on apple but you don’t believe in them anymore, is that accurate?
Cool story. Still curious regarding how many shares you currently own.
Ironic is one word, but I agree he is not being very clear.
That is because Apple is not really a tech stock, at least anymore. It is a consumer lifestyle and brands company supported by a great tech background.
Yes, it's accurate. I'm not talking about selling AAPL tomorrow. There will be spurts, and the stock will go up and will go down. I'm talking about being long, which I don't think I will anymore. I will be waiting for the right time to exit. I own a little over 10,000 AAPL shares. My wife owns about 7500.
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If Warren understood Apple, he would have bought it when AAPL dropped below $12 (in the after-split adjusted prices), which happened in January 2009. Instead, Warren started buying AAPL in serous volume when AAPL was close to $200. So much for Warren's understanding of Apple. I bought a boatload of AAPL when it dipped to below $80 (in the pre-split prices) in January 2009, when everyone was in a panic mode. So, with a little pride, I can tell you that I understand Apple and AAPL much better than Warren does. That doesn't mean that I understand investments overall nearly as well as Warren. Of course, he is exceptional.
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Yeah that not very smart, apple bas been consistently hitting their target guidance and the expect revenue between $89 billion and $93 billion for the next quarter.
Plus the dividend paid:
Apple’s board of directors has declared a cash dividend of $0.73 per share of the Company’s common stock. The dividend is payable on November 15, 2018 to shareholders of record as of the close of business on November 12, 2018.
So how many shares of apple do you have? 2?
How did you spec out the Mini to $2,100? The ram is user upgradable (so no need to increase that) and you can use an external drive for additional storage.
If you want a 5k screen, then buy an iMac. Apple already provided the solution for that issue.
What is the deal with peoples extreme desire for innovation? All we hear about product launch after product launch is how apple isn't innovating. Maybe at this point the fact that the hardware is essentially flawless and the services are OUTSTANDING is the innovation that most are missing. I get it new product innovation is good and majorly profitable but why can't we be content with the AMAZING hardware and amazing services that are coming out year after year? Find a media producer that isn't using a mac. Most of the professionals I know have iPhones (probably 9/10). I haven't found any other brands products as predictable as any of the apple products I own. That is true innovation. Dethroning Apple could be done but whomever does it needs to have one hell of an idea.
6-core CPU, 1 TB storage, 16 GB RAM; $2099
Why would I want to have an external drive hanging off the Mac Mini? Why would I buy it with 8 GB of RAM and then have to buy 16 GB more of aftermarket RAM? None of those two suggestions make sense. Of course, if I wanted 64 GB of RAM, I would buy the Mac Mini with 8 GB and buy 64 GB of aftermarket memory. Otherwise, if I only wanted 16 GB, I would buy it directly with the Mac Mini.
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By the way, these are not the highest specs that are available. With the highest specs, the price of the 2018 Mac Mini is $4,199
I don't think you can blame me for exaggerating the $2100 price that I had mentioned in my original post. It's half of what Apple is happy to collect for the highest-spec'ed 2018 Mac Mini.
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How about making Siri half as dumb as Google Assistant? Is this too much innovation?
Clearly and sadly you see the glass as half empty.
Btw It’s only logic that sales get flattened at some point.
But still no one in sight making more profit than Apple.
So the $800B in shareholder value Tim created since he took over hasn’t convinced you?
I wonder if Samsung makes more money off selling APPLE OLED Panels, versus their smartphone sales. That would be classic.“iPhone: 46.889 million units, $37.185 billion revenue”(+29% revenue YOY)
Boom!
“The average selling price (ASP) of the iPhone is $793, up from the $617.99 ASP from one year ago. This continues a pattern seen in earlier quarters, with the main ASP driver being the premium pricing of the iPhone X, iPhone XS, and iPhone XS Max. Sequentially, iPhone ASPs are up substantially from the $724 figure recorded in quarter three.”
So where are all the doubters that claimed the iPhone wasn’t selling due to high prices and a lack of demand.
Anybody care to guess how much Samsung mobile posted for the quarter.......1.9 billion
