Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Me as well :eek:

April 23 will be here shortly - yet another report on how effective Tim Cook's leadership is or is not.

After that, WWDC will be the next milestone and an absolutely critically strategic one at that. Tim Cook & team must knock the ball out of the park or Apple and the shareholders will be in for some very disappointing times.

If WWDC is underwhelming, I believe Levinson & the Board will move on replacing Cook.

----------

flux73 - I am an investor - many shares held for almost a decade.
Makes me wonder what a warmed over iOS7 on an 'S' model update will do for the outlook. That's really all we've got to look forward to in the coming months and that ain't much.

Very interesting turn of events this last year.

Open 404.99
High 405.79
Low 389.74
 
iPhone sales at Verizon actually grew over this period last year. Only an idiot expects Q1 sales to be as high as Q4.

What part of "Verizon's iPhone activations fell 33% in the first quarter, compared to the fourth quarter...Last year, Verizon's first-quarter iPhone activations fell by 24%" don't you understand. It's called a slowing of growth. For your own sake, let's hope you just didn't read the article.

----------

Makes me wonder what a warmed over iOS7 on an 'S' model update will do for the outlook. That's really all we've got to look forward to in the coming months and that ain't much.

I agree. An iPhone 5S isn't going to get them out of this funk. A real new product is needed. They should also look into putting the Chinese government on their payroll too because Apple's big bet on China isn't going to be easy as previously thought. China is not an open market in the same sense Europe and the US are.
 
Me as well :eek:

April 23 will be here shortly - yet another report on how effective Tim Cook's leadership is or is not.

After that, WWDC will be the next milestone and an absolutely critically strategic one at that. Tim Cook & team must knock the ball out of the park or Apple and the shareholders will be in for some very disappointing times.

If WWDC is underwhelming, I believe Levinson & the Board will move on replacing Cook.

----------

flux73 - I am an investor - many shares held for almost a decade.

A company, which wants to be as secretive as Apple, should not be a public company. Well, investing in Apple was a lesson learnt.. Tim Cook does not care. He'll give the same c$%^, make his money and leave. Apple exec will make money and leave..
ios7 will have some useless "ground breaking" technology like Siri, implemented like ios maps. It will run on a "faster" iPhone..
Seriously, Apple, what are you doing with all the investors money? Show someting?
 
What part of "Verizon's iPhone activations fell 33% in the first quarter, compared to the fourth quarter...Last year, Verizon's first-quarter iPhone activations fell by 24%" don't you understand. It's called a slowing of growth. For your own sake, let's hope you just didn't read the article.

"year-over-year, Verizon's iPhone activations grew by 25%"

Also, don't forget that a lot of people knew T-mobile was going to make an iPhone announcement well before the March 26th date. It's possible a lot of people held off buying to see what T-mobile's deal was going to be.
 
Last edited:
I don't understand the reasoning here, maybe you can explain it to me. Let's say there are 1 billion shares and Apple buys all but 1, then Apple has all but 1 share, and the individual with that one share still only has one, so that individual still only owns 1 billionth of the company. You seem to imply the share are destroyed if Apple buys them. Couldn't they keep the shares alive and only abolish them once they own them all? That way no individual ever owns the company. For instance, every time a share is bought by Apple, they can give them to the top executives, so that those executives control the company and no one else.

In fact the company does destroy the shares in a typical buy back. In any case, the company can't control itself. The company can't vote its own shares (beside the metaphysical question of how the company would decide how to vote the shares). So in your example, the only share controlled by a person would be the one person owning one share. So that person would control the company. The company can give shares to executives as compensation, but the board should only approve compensation levels that are in the best interest of all the shareholders combined.

Apple is never going private. That is because even though shares are trading at $400 that doesn't mean that every shareholder would sell at that level. And you can't in normal situations be forced to sell property you own (though once 90% of shares are owned, the remaining shareholders can be squeezed out a fair price). I personally would not sell my Apple shares back to Apple for anything less $1,000 per share. And I probably would demand more. I'm sure there are tons of shareholders who would also demand a price like that, so neither Apple or any other company trying to acquire Apple would be able to get to a 90% position without raising over a trillion dollars in cash to make the purchase. That is never going to happen.
 
Makes me wonder what a warmed over iOS7 on an 'S' model update will do for the outlook. That's really all we've got to look forward to in the coming months and that ain't much.

Very interesting turn of events this last year.

Open 404.99
High 405.79
Low 389.74


It has to be a lot more than those two items as described / otherwise a disaster.
 
I'm already down $6k, seriously considering to exit now and take the loss instead of bleeding further.

I honestly don't want to play this stock anymore as it's obviously heavily manipulated, and there's just no telling how it will react.

You should not be "playing" any stock. You should be buying and holding.
Apple made $20 billion last quarter. Verizon has just announced that they sold more iPhones this quarter than they did in the same quarter a year ago. Last fiscal year Apple made $41 billion. So far all hard and fast actually reported data indicates that Apple is going to beat that this year.

I'm also down a good chunk based on my purchases this year. But nothing has changed from my original analysis. The smartphone and tablet markets are huge. Apple is going to command a nice chunk of those markets. And finally the markets are much newer than PCs, and Apple is able to sell profitably into the PC market. I see no reason to think that Apple can't sell profitably into the smartphone and tablet markets for years to come.

My only concern is that the board will not return cash to shareholders. But I think that will be put to rest in a few quarters. If the cash pile reaches $200 billion and Apple is still just doing small dividends, then I will consider selling.
 
OK - Apple stock is cratering and little market confidence in Cook and team to pull Apple out of this hole.

So, getting past April 23, what realistically can / should Apple release very near term to halt the nosedive?

Here is my list of what should have launched some time ago or should launch quickly:

Mac Pro
OSX 10.9
iLife
iWork
Airport 802.11ac
Aperture X
Re-vamped iOS 7
iPhone 5s (not sure how critical the fingerprint thing is)
iPad
iPad mini retina
iTV
Music Streaming
China Mobile contract

Add yours please.

----------

TallManNY - Apple's buyback has been a flop thus far. It was announced as a means of avoiding the dilutive impact of future employee stock options. That is a joke given the cratering we have experienced.

They should issue $20 billion in dividends this next go round. The little $2.65 is NOT drawing down the burgeoning cash pile. Too many missteps.
 
Or you could just not comment on topics you don't understand. The "inflated expectations" were already priced in to the stock, that's the point. Also, sell-side analysts do not buy significant quantities of stock nor do they influence it very much with their ratings.

ooh. thanks for putting me in my place. I'll shut up now.
 
If WWDC is underwhelming, I believe Levinson & the Board will move on replacing Cook.


The board has a much better idea of what's going on than we do. Now, I could be wrong, but I would really be shocked if Apple didn't have a lot of stuff cooking right now. The board is probably well aware of this, regardless of what the public gets to see or how happy the average investor is.
 
The board has a much better idea of what's going on than we do. Now, I could be wrong, but I would really be shocked if Apple didn't have a lot of stuff cooking right now. The board is probably well aware of this, regardless of what the public gets to see or how happy the average investor is.

Yes - but the owners / market are screaming LAUNCH - eonugh of this in the pipeline / cooking - that is what is cratering the stock.

Cook & Team do not appear able to execute.
 
The analysts were ALL WRONG or hyping a story. I remember a young "tech expert" predicting $3000 a share!

Oh well, at least the dividend provides some downward support. I would be surprised to see this under $350.
 
IMO, expect a Mid Summer announcement that Pete is leaving at the end of 2013. Tim still needs to grow a pair. Too tolerant of the "Play it Safe" mode. Afraid to take "BIG" risks, and scarred of the Blue Meanies (Shareholders.)
 
Last edited by a moderator:
Yes - but the owners / market are screaming LAUNCH - eonugh of this in the pipeline / cooking - that is what is cratering the stock.

Cook & Team do not appear able to execute.
Yeah let's launch things before they're ready so we have another maps fiasco. :rolleyes:

----------

It doesn't matter what you were responding to. I responded to the pics you posted.

If you had posted all those pics and thrown the iPhone 5 in there too, to me the iPhone would have appeared as the most boring. As for changes, the iPhone hasn't really changed all that much since 2007. The phones in the pic didn't even exist then. The fact that they are as advanced as they are is impressive to me.

Meanwhile, when I got the very first iPhone when it was released in 2007 I never would have imagined it would still look very similar 6 years down the road.



Michael
I'll ask again, what exactly makes it boring compared to the S3/4 or Lumia?

----------

Me as well :eek:

April 23 will be here shortly - yet another report on how effective Tim Cook's leadership is or is not.

After that, WWDC will be the next milestone and an absolutely critically strategic one at that. Tim Cook & team must knock the ball out of the park or Apple and the shareholders will be in for some very disappointing times.

If WWDC is underwhelming, I believe Levinson & the Board will move on replacing Cook.

----------

flux73 - I am an investor - many shares held for almost a decade.
:eek: Maybe it's time for you to get out...move your money to Google or Amazon or Samsung.
 
Yeah let's launch things before they're ready so we have another maps fiasco. :rolleyes:

That is a lame response. Apple needs to have it right AND launched in a reasonable time frame. It is like they can't get it right and out = stock cratering.

Getting it right AND timely are not mutually exclusive :rolleyes: :rolleyes: :rolleyes:
 
Last edited by a moderator:
That is a lame response. Apple needs to have it right AND launched in a reasonable time frame. It is like they can't get it right and out = stock cratering.

Getting it right AND timely are not mutually exclusive :rolleyes: :rolleyes: :rolleyes:

The iPhone 5, rMBP, iPad mini, 4th gen iPad, iMac, iPod touch/nano/shuffle aren't even a year old. What is a "reasonable time frame"? Every 6 months? Now if you're suggesting product launches need to be spread throughout the year I would agree. But the lull we're seeing now might just be an anomaly. Or could be Cook not wanting Apple to be so predictable about when things launch.

I know taking Apple private is a pipe dream, but I'd love it if their value would drop low enough to make it a possibility.

http://www.slate.com/blogs/moneybox...ate_makes_sense_but_nobody_has_the_money.html
 
Last edited by a moderator:
Yeah let's launch things before they're ready so we have another maps fiasco. :rolleyes:

----------


I'll ask again, what exactly makes it boring compared to the S3/4 or Lumia?

----------


:eek: Maybe it's time for you to get out...move your money to Google or Amazon or Samsung.

Don't want to lock in the stock value at these low prices via a sale - all paper thus far and I am still SLIGHTLY leaning towards the Board taking the necessary steps (whatever those may be) to get Apple back on track.

Of course I thought $500 a share was low not too long ago...

----------

Heaven help us - Microsoft just reported quarterly profits UP 20% year over year.

I may have to change my signature - Ballmer is outperforming Tim Cook :eek:

Need a bathroom break about now...

----------

The iPhone 5, rMBP, iPad mini, 4th gen iPad, iMac, iPod touch/nano/shuffle aren't even a year old. What is a "reasonable time frame"? Every 6 months? Now if you're suggesting product launches need to be spread throughout the year I would agree. But the lull we're seeing now might just be an anomaly. Or could be Cook not wanting Apple to be so predictable about when things launch.

I know taking Apple private is a pipe dream, but I'd love it if their value would drop low enough to make it a possibility.

http://www.slate.com/blogs/moneybox...ate_makes_sense_but_nobody_has_the_money.html


Go read my list again - a number of things on there are way over a year old. Some things are quite long in the tooth for the high tech world, some are due - nothing has been happening. I also believe launches should be spread out - but no cigar. I thought Apple had gotten away from the hardware lunch cycle of Mac World - hope they are not loading up on WWDC but would applaud that if we could see some real magic flowing again.
 
Last edited by a moderator:
I'll ask again, what exactly makes it boring compared to the S3/4 or Lumia?
I don't own a Lumia or S3/4--but I do own a Note 2. What I am talking about are the pics that you yourself posted. Looking at those pics, then looking at my iPhone makes me think the iPhone is the one that is stale. It's that simple.

It's no different than when I go into, say, Best Buy, and see all of the Windows and Android phones on display. Some are big, some are sleek and appear crisp and modern (Lumia). Then, there are the two iPhone 5s on display. One black. One white.

Now I can list many things I like more about my Note 2 over my iPhone--but those are features and OS differences.

The number one reason I find the iPhone stale? The size of the screen. That modest increase in one dimension doesn't do it for me. That is what got me to try Android. It was not till after I tried Android that I found I really did like the options it offered. So at this point I don't think even a larger screen on an iPhone would bring me back--not without major iOS overhauling. It is easier to retain a customer than to woo them back



Michael
 
I don't own a Lumia or S3/4--but I do own a Note 2. What I am talking about are the pics that you yourself posted. Looking at those pics, then looking at my iPhone makes me think the iPhone is the one that is stale. It's that simple.

It's no different than when I go into, say, Best Buy, and see all of the Windows and Android phones on display. Some are big, some are sleek and appear crisp and modern (Lumia). Then, there are the two iPhone 5s on display. One black. One white.

Now I can list many things I like more about my Note 2 over my iPhone--but those are features and OS differences.

The number one reason I find the iPhone stale? The size of the screen. That modest increase in one dimension doesn't do it for me. That is what got me to try Android. It was not till after I tried Android that I found I really did like the options it offered. So at this point I don't think even a larger screen on an iPhone would bring me back--not without major iOS overhauling. It is easier to retain a customer than to woo them back



Michael

And the addition of some new "diamond chamfer" or whatever has run out of gas as well.
 
Heaven help us - Microsoft just reported quarterly profits UP 20% year over year.

I may have to change my signature - Ballmer is outperforming Tim Cook :eek:

Need a bathroom break about now...

http://news.investors.com/technolog...urns-to-earnings-growth.htm?ven=yahoocp,yahoo

The company's Windows division saw sales rise 23% to $5.7 billion. But factoring out pre-sales of Windows 8 that were carried over into the quarter, sales were flat from a year ago.

"The numbers were better than feared," said Kirk Materne, an analyst with Evercore Partners. "Obviously, after the PC numbers came out last week from IDC, expectations were pretty low."

Revenue was "a little light, but given the sentiment (on the company), they cleared a fairly low bar," Materne said. "The stock was pretty much washed out. From an investment perspective, this was pretty much good enough."
 
A company, which wants to be as secretive as Apple, should not be a public company. Well, investing in Apple was a lesson learnt.. Tim Cook does not care. He'll give the same c$%^, make his money and leave. Apple exec will make money and leave..
ios7 will have some useless "ground breaking" technology like Siri, implemented like ios maps. It will run on a "faster" iPhone..
Seriously, Apple, what are you doing with all the investors money? Show someting?

Secretive works when you have the performance of a Steve Jobs. When you don't produce all the secretive approach gets you is a vacuum, rumors, a stock price cratering, and shortly FIRED.

----------

http://news.investors.com/technolog...urns-to-earnings-growth.htm?ven=yahoocp,yahoo

The company's Windows division saw sales rise 23% to $5.7 billion. But factoring out pre-sales of Windows 8 that were carried over into the quarter, sales were flat from a year ago.

"The numbers were better than feared," said Kirk Materne, an analyst with Evercore Partners. "Obviously, after the PC numbers came out last week from IDC, expectations were pretty low."

Revenue was "a little light, but given the sentiment (on the company), they cleared a fairly low bar," Materne said. "The stock was pretty much washed out. From an investment perspective, this was pretty much good enough."

So - you think Apple does not juggle sales / costs around as it suits them? Hell, if I factored out my uncles cajones he would be my aunt.

Up 20% yoy = good news - something Apple needs badly.
 
The analysts were ALL WRONG or hyping a story. I remember a young "tech expert" predicting $3000 a share!

Oh well, at least the dividend provides some downward support. I would be surprised to see this under $350.

AWESOME avatar. Man, good times back then.
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.