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The windows 8 tablet/phone/operating system will be an gigantic flop. The tablet is too expensive, looks like a PC product (ridiculous kick-stand, pointless keyboard), and doesn't have nearly the apps. The computer operating system is a major upgrade, but who cares to upgrade their PC OS? Especially if it's a dramatic change. I'm guessing people will prefer to stick with windows 7. Windows based PC sales are declining, Apple is the only computer maker gaining sales in that category.

I will hold you to that. I expect Windows 8 + WP8 devices to be flying off the shelves by Christmas with no end in sight.
 
The windows 8 tablet/phone/operating system will be an gigantic flop. The tablet is too expensive, looks like a PC product (ridiculous kick-stand, pointless keyboard), and doesn't have nearly the apps. The computer operating system is a major upgrade, but who cares to upgrade their PC OS? Especially if it's a dramatic change. I'm guessing people will prefer to stick with windows 7. Windows based PC sales are declining, Apple is the only computer maker gaining sales in that category.

Firstly, I think MS actually saw a goodly increase this year. Windows 7 is still selling like hotcakes, and they've still got a whole ton of momentum.

Secondly, Windows 8 isn't all that different from 7. It's more like "WINDOWS! NOW WITH A NEW START SCREEN, A BUNCH OF APPS YOU PROBABLY WON'T USE, AND LIKE REALLY FAST".

Thirdly, what's so bad about the kickstand, and pointless about the keyboard? One of the first things I did when I got my iPad was buy Apple's bluetooth keyboard, the smartcover, and got a woodworking friend of mine to carve out a stand (so I could set it up in portrait instead of landscape). The Surface is basically all the stuff I listed above, save in one package. I don't get the hate for it.
 
While apple's past growth was unattainable, clearly company is becoming bit bloated and too much backward responsibility.

It is time to not only take some chances(Release multiple size iphone, get some radical changes in laptop as well as bigger change in both osx and ios) but shake up their boring team and have people w/ balls to get stuff going for real. Definitely have to fire and hire some new blood in iphone department as design team for iphone did nothing for past 2 years for sure.
OSX design team? Doing nothing but trying to copy what IOS does.. which is definitely stupid as for "addition" it's ok but not as a main feature. Some of us are professional and need real machine and not toys.

People who thinks one size iphone fits iphone is clearly missing the idea. How is samsung doing it? That's big time lost revenu. This has to be on going process of reviewing what you have and figure out what people want. Currently, apple is going by their reputation and not by truly great stuff.

I would be worried if next big announcement from apple is just mini ipad.

Maybe it's time for me to jump out of apple fan boy bandwagon. I gave apple benefit of the doubt when they trolled out iphone 4s... They won't get that pass w/ iphone 5.
 
Firstly, I think MS actually saw a goodly increase this year. Windows 7 is still selling like hotcakes, and they've still got a whole ton of momentum.

Secondly, Windows 8 isn't all that different from 7. It's more like "WINDOWS! NOW WITH A NEW START SCREEN, A BUNCH OF APPS YOU PROBABLY WON'T USE, AND LIKE REALLY FAST".

Thirdly, what's so bad about the kickstand, and pointless about the keyboard? One of the first things I did when I got my iPad was buy Apple's bluetooth keyboard, the smartcover, and got a woodworking friend of mine to carve out a stand (so I could set it up in portrait instead of landscape). The Surface is basically all the stuff I listed above, save in one package. I don't get the hate for it.

Haters want to hate, especially the ones that hate Microsoft. I've never seen anything like it in my life.
 
No, I won't - I already used Apple in the mid-90s, when everyone else was jumping ship. Please understand my statement in a context of innovation and growth instead of taking it literally. Just like MS, Apple has a few years to burn; but with SJ gone, the long-term vision is no longer there. Cook won't fill that void.

I agree Cook won't and can't fill that void but there is another person at Apple that can do a pretty good job in the vision dept.

Jonny Ives ..

Without him I would say Apple would have a definite vision problem.

While I'm here I'd like to say they need to get rid of Scott Forstall.
 
a shocking dip in iPhone sales from Q2 to Q3. Compare iPhone sales for prior years and you don't see that kind of dip.

There is no dip in 2011. Q2 2011, Apple sold 18.65 million iPhones and managed to beat that number with 20.34 million iPhones sold in Q3. That's a quarter to quarter increase.

Compare that to this year where Q2 saw sales of 35.1 million iPhones vs this announced quarter's sales of 26.0 million iPhones

2011 - Q2 to Q3 saw 8.3% increase in units sales. 2012 - Q2 to Q3 saw 35% decrease in units sales. That's pretty much polar opposites. Of course, Q2 2012 was exceptional and never before seen for Apple, selling 35.1 million iPhones was quite the feat and beating that with a 8-9 months old phone was probably quite impossible.

All their quarterly reports are here for anyone who wants to look up historical numbers.
 
Haters want to hate, especially the ones that hate Microsoft. I've never seen anything like it in my life.

Yeah, it's weird. Some people treat them like the company who can do no right, and think every move they make is stupid.

If you ask me, as of right now, they're the best they've ever been. Now that Apple's come out of left field and shocked the hell out of everyone, they're feeling the heat, and actually getting around to doing some really interesting stuff these days.
 
Yeah, it's weird. Some people treat them like the company who can do no right, and think every move they make is stupid.

If you ask me, as of right now, they're the best they've ever been. Now that Apple's come out of left field and shocked the hell out of everyone, they're feeling the heat, and actually getting around to doing some really interesting stuff these days.

Yeah it's pretty amazing what they're doing in response to Apple.
 
It's not a "panic sell-off". People expected certain results, Apple missed those expectations.

Perhaps knee-jerk is more appropriate. I’ve been following Apple stock since '96 and Wall Street always overreacts to “bad” news from Apple. People like watching Apple stumble.
 
I agree Cook won't and can't fill that void but there is another person at Apple that can do a pretty good job in the vision dept.

Jonny Ives ..

Without him I would say Apple would have a definite vision problem.

While I'm here I'd like to say they need to get rid of Scott Forstall.

Yep, and perhaps Federighi as well; and while they're are it RE-HIRE Serlet, Tevanian and Rubinstein.
 
Expectations of analyst without a clue.

Well, if everyone here is right and their guidances are usually low by 10-20% of their actual earnings and this time they only managed to barely beat their own guidances, maybe analysts aren't so much without a clue. They probably simply took into account Apple's usual low-ball predictions. It just so happens that this time Apple was right.

Now can you consider that good considering their last 10 years ? If a runner always tells you he's going to come in in 35-36 seconds and always manages to do it in 28, the day he does it in 34, are you going to say he's doing good or are you going to start raising eyebrows ?

Of course, Apple couldn't go on forever on a winning streak constantly. Maintaining record growth and record quarters was bound to end one day or another.
 
I agree Cook won't and can't fill that void but there is another person at Apple that can do a pretty good job in the vision dept.

Jonny Ives ..

Without him I would say Apple would have a definite vision problem.

While I'm here I'd like to say they need to get rid of Scott Forstall.
The only thing that worries me (and I'm NOT one who thinks SJ was god or the only one with vision at Apple) is at the D-10 conference when Tim Cook was asked about who the product curator is he gave sort of a wish washy answer saying it always moves around. That does make me wonder a bit about his vision. Or if there is one person who can take the reigns and drive the vision. I see Cook as more of an operations guy than a product visionary.

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Yep, and perhaps Federighi as well; and while they're are it RE-HIRE Serlet, Tevanian and Rubinstein.
Jon Rubinstein? Are you for real?!?
 
The only thing that worries me (and I'm NOT one who thinks SJ was god or the only one with vision at Apple) is at the D-10 conference when Tim Cook was asked about who the product curator is he gave sort of a wish washy answer saying it always moves around. That does make me wonder a bit about his vision. Or if there is one person who can take the reigns and drive the vision. I see Cook as more of an operations guy than a product visionary.

This was clear from day one; as far as vision is concerned, Cook is as blind as a mole.
 
All the aapl haters say this:

"Just look at that exponentially shaped price chart. That sort of thing is just unsustainable. nuff said." Ok sure, but you don't know when it'll level out and there's no good reason why it should anytime soon.

"SJ is gone, the genius is dead." True, but his style and vision was simple, and there's no reason why Cook and Ives can't continue.
 
They guided $8.68 per share on $34 billion and delivered $9.32 on $35 billion. Certainly not what people were hoping for, but they didn't miss their guidance.

Unfortunately for investors, guidance is an essentially meaningless number. Everyone knows that guidance is an ultra-conservative joke number. If they don't beat the nearly as conservative institutional numbers by at least 10%, then they will have failed to meet the only expectation that actually matters.
 
Don't like him either but his achievements at Apple were considerable, not to mention WebOS...with discipline he would be a great addition again; although discipline seems to be lacking at Apple right now.

I must agree with you. There no longer is a jerk running around cussing people out and pushing them using their famous RDFilator.

I miss Steve.
 
It is the Jesus phone after all.

jesus christ! :eek:






:d

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And if the stupidly myopic iPad Mini is REALLY launched by Cook (due to his pandering to the benighted crowds), the disaster is gonna be even bigger...short it while you can.

If iPad Mini or what ever they call it does launch I see significant success. Maybe not the volumes of the current iPad but certainly as good as Touch.
 
Look at every earnings call. The price bounds up in the days prior to the quarterly results and then boom, it takes a hit.

You get non stop product rumours prior to the results too, anything to build the price then these guys cash in, drop the price and buy back. Easy money really.

Not true in reality. If they beat the street significantly, the stock will generally rise. This is not a street beat. It is a street beating. Investors will be drubbed accordingly.

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They will pay a 2-2.5% dividend. Stock down 5% after hours. Dividends are not a good reason to buy stocks.

Dividends are an excellent reason to buy stocks but only if you are an investor.
 
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