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Told many people to sell and buy puts when APPL popped back to $120 briefly. Doubt we'll see those levels for a while.

I think Apple as a products company is great and I love and buy everything they make, but there is nothing that is rumored to come out that can move the needle. iPhone sales will decline, iPad sales don't even seem like they bottomed out, even a 100% YOY growth for Apple Watch for multiple years will not make dent in overall revenue, and the Mac at best will grow gradually.

Of course there is Apple Car but that's long ways away if it's real, and nothing really guarantees its success.
Hate to agree, but it is probably true. Any growth that isn't better than the prior year and by a large amount will probably hurt the sale price or keep it flat. The earnings per share and profit is insane. They can raise the dividend, spend some of that cash in acquisitions that boost profit, etc. Apple just makes the best phone and laptop and their quality is the best. They won't drop much unless the economy tanks. $85 is doable but I think that will happen in the first half of the year if it does. Some of the rumors on the iPhone 7 look and features could easily push sales back up to 70-100mm by next Xmas quarter.
 
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Oh I know what they've said. But they sure loved to do it when the iPhone came out. I'm really not sure what strategic reasons they could have when they're reportedly 'spanking' the wearable industry at large. As long as they keep it a big secret, people are gonna question it. And it's not single handedly responsible for all the earnings from the "Other" slice of the pie. You can't make claims like that without knowing the breakdown. Beats could easily be responsible for the lions share of those earnings.
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First, he didn't call it a failure. And second, something doesn't have to be a failure not to be a success.
Harder to call the Apple Watch a failure than a success based on analyst prediction for sales and profit margin so far. And most people who will buy an Apple Watch will never know how many units were sold or care that it is in the Other category.
 
Hate to agree, but it is probably true. Any growth that isn't better than the prior year and by a large amount will probably hurt the sale price or keep it flat. The earnings per share and profit is insane. They can raise the dividend, spend some of that cash in acquisitions that boost profit, etc. Apple just makes the best phone and laptop and their quality is the best. They won't drop much unless the economy tanks. $85 is doable but I think that will happen in the first half of the year if it does. Some of the rumors on the iPhone 7 look and features could easily push sales back up to 70-100mm by next Xmas quarter.

iPhone 7 will be great phone and I will buy one, but iPhone 6/6+ was an exception because it introduced 2 new screen sizes that people where anxiosly waiting for. People switched to Android solely because prior iPhone's had a smaller screen. Also, there is no more "necessary" features left to add, just "cool" ones that may be useful. Processors are fast enough, Camera is good enough, there is a screen size to make everyone happy, 6S+ gets great battery life, Touch ID is secure enough, etc... I just don't see a groundbreaking feature coming that hasn't even been rumored about for the iPhone 7. Dual rear camera's seems interesting at best, waterproof design will be a nice touch, but not much else except the usual specs upgrade.
 
iPhone 7 will be great phone and I will buy one, but iPhone 6/6+ was an exception because it introduced 2 new screen sizes that people where anxiosly waiting for. People switched to Android solely because prior iPhone's had a smaller screen. Also, there is no more "necessary" features left to add, just "cool" ones that may be useful. Processors are fast enough, Camera is good enough, there is a screen size to make everyone happy, 6S+ gets great battery life, Touch ID is secure enough, etc... I just don't see a groundbreaking feature coming that hasn't even been rumored about for the iPhone 7. Dual rear camera's seems interesting at best, waterproof design will be a nice touch, but not much else except the usual specs upgrade.
The rumored design with the whole screen being glass and force touch for the home button is a nice design change if it happens. People will upgrade every two years and the 6s just didn't have the wow features to get the 6 users to upgrade early or enough of the old 5 users to jump. The 5s was the best. If the 7 and 6se come out as planned with A9 and A10 chips with all glass screen would really push people to upgrade next Xmas.

Just a guess, but sooner or later growth has to slow. The phone is unique because of contracts allows people to get the latest every 2 years or even less. :)
 
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Those are some impressive numbers for a single quarter - But the chasm between profit and revenue is equally impressive.
 
iPhone 7 will be great phone and I will buy one, but iPhone 6/6+ was an exception because it introduced 2 new screen sizes that people where anxiosly waiting for. People switched to Android solely because prior iPhone's had a smaller screen. Also, there is no more "necessary" features left to add, just "cool" ones that may be useful. Processors are fast enough, Camera is good enough, there is a screen size to make everyone happy, 6S+ gets great battery life, Touch ID is secure enough, etc... I just don't see a groundbreaking feature coming that hasn't even been rumored about for the iPhone 7. Dual rear camera's seems interesting at best, waterproof design will be a nice touch, but not much else except the usual specs upgrade.

That screen increase was a huge reason for buying. It gave android defectors a reason to come back.
 
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Agree. The watch and TV will not be the next big thing - not even close. Sure, it's hard to replicate the success of the iPhone, but now that has peaked.

The watch and ATV will not be the success everyone was hoping for - developers are abandoning the platforms because there really is no money to be made. At most, watch features only serve as an adjunct to a phone app. And even "successful" ATV games are not making any good money.

And, even big names that created branded custom phone apps for their business (i.e. banks, etc), have backed off on the iPad platform. I have contacts at a design firm that did the UX for a fortune 500's app - iPad form factor UI was never even considered.

We've just seen "Peak Apple" - so basically: (Apple = iPhone) from here on... everything else is "Just a hobby".

You're hilarious. Developers are abandoning the watch and TV platforms? They are? There are already like 40,000 TV apps, and almost every app I use has a companion watch app. Can you imagine if iPhone developers had your attitude back when the App Store launched? They'd have missed out on billions! The tv and watch don't have to replicate the success of the iPhone, expecting anything to replicate it would be absurd. But as iPhone revenues start to recede, tv and watch revenues climb.
 
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Not surprised by this at all. I will be waiting for the holiday season following the net watch launch to update my wife'swatch. Hell, OI may do the same with our phones. Apple products seem to finally be getting those deep Holiday discounts that they were virtually immune it in years past.
Please do. This is my year to upgrade to the iPhone 7, and anyone holding off for whatever reason increases the chances that I can get my new phone on day 1.
 
You're hilarious. Developers are abandoning the watch and TV platforms? They are? There are already like 40,000 TV apps, and almost every app I use has a companion watch app.

There is truth to what he is saying though. There are now over 1 billion Apple devices out there and based on sales, the largest by far is iPhones. If there are 700 million iPhones for example, developers will focus on that platform versus 12 million Apple watches or xx million Apple TV's.

The rest of what he said is probably not true, but if he knows 2 developers who quit developing for the watch and TV, I guess he is telling the truth when he says developers. :)
 
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I tend to agree. I'm used to Steve Jobs standing up in front of a huge audience during a keynote address boasting about how many millions of iPhones they sold. It would warm the cockles of my heart if Cook stands up during the March keynote with a similar announcement for the first year of Watch sales, and stats about dusting the rest of the industry, just before he announces the Watch 2, and the continuation of select 1st Gen Watch models at a lower price.

But the secrecy is damning. By all indications, the Watch has been very successful -- far more successful than all of the competition put together it would appear. So hopefully, they're just waiting for a full year of sales to knock everyone's socks off.

I think they like the fact that competitors think it's a failure.. or at least guessing. The problem with pounding your chest and pronouncing yourself king of the hill is that you paint a bullseye on your back and everyone starts gunning to take you down.

That's what happened with the iPad. Had they kept their sales a secret, you probably wouldn't have had so many competitors jump into the market so quickly.
 
Right, but how often do you see retailers offering $100 (~25%) off a brand new Apple product? Never in my memory.

I have no idea why this is even a talking point around the forums. The original iPhone dropped $100 a couple months after release. MacBooks and Pros are always dropped in price, and iPods were continuously discounted by 3rd parties.

For a first gen product, a new category, Apple Watch seems to be doing a decent job. Obviously with no concrete sales numbers to call it's tough to predict either way. I've seen so many Apple Watches this passed month, it's hard for me to take any Apple Watch failure posts seriously. For a first gen experimental product, the expectations are completely ridiculous.
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Oh I know what they've said. But they sure loved to do it when the iPhone came out. I'm really not sure what strategic reasons they could have when they're reportedly 'spanking' the wearable industry at large. As long as they keep it a big secret, people are gonna question it. And it's not single handedly responsible for all the earnings from the "Other" slice of the pie. You can't make claims like that without knowing the breakdown. Beats could easily be responsible for the lions share of those earnings.
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First, he didn't call it a failure. And second, something doesn't have to be a failure not to be a success.

Of course they were going to proclaim iPhone sales; cell phones were an entrenched product category that Apple wanted to compete in. There is no product category for the Apple Watch. The scenarios and market are completely different.
 
The rumored design with the whole screen being glass and force touch for the home button is a nice design change if it happens. People will upgrade every two years and the 6s just didn't have the wow features to get the 6 users to upgrade early or enough of the old 5 users to jump. The 5s was the best. If the 7 and 6se come out as planned with A9 and A10 chips with all glass screen would really push people to upgrade next Xmas.

Just a guess, but sooner or later growth has to slow. The phone is unique because of contracts allows people to get the latest every 2 years or even less. :)

I know exactly what you are talking about with the whole glass being the display with almost no bezel, but I doubt it happens with the iPhone 7. BUT, IF it does, than yes, 100M units next holiday quarter, and honestly I hope it does happen.:rolleyes:

Also, 2 year contracts are pretty much dead, so hopefully the subscription sales do even better.
 
Not mine!
I don't get why he would want to know other than to hope it is a lot to rub it in your face? :)

My "guess" is a return rate similar to the first gen iPhone or first gen any product. Maybe 2-5%. Most people who don't want to keep it will sell on eBay or Craigslist which has no impact on Apples sales.
 
Also, 2 year contracts are pretty much dead, so hopefully the subscription sales do even better.

I think this has big time potential. I know I'm upgrading every year now. I'm surprised this doesn't weigh more heavily in analysts numbers. Why wouldn't you upgrade every year? Assuming you're into this kind of thing.
 
I know exactly what you are talking about with the whole glass being the display with almost no bezel, but I doubt it happens with the iPhone 7. BUT, IF it does, than yes, 100M units next holiday quarter, and honestly I hope it does happen.:rolleyes:

Also, 2 year contracts are pretty much dead, so hopefully the subscription sales do even better.
Yep. The 2 year contract is dead. My daughter works at an AT&T store and all they sell now is 12-18 month or 24-30 month contracts which allow the customer to update for free at 12 months or 24 months. There will be A LOT of iPhone 6 and 6plus users who will be upgrading in the Xmas quarter of this year.

Apple will need something to boost sales so I am hoping the all glass screen is the iPhone 7. :)
 
But I thought the watch was a massive failure that no one wanted.

Why hasn't Apple just liquidated and discontinued it by now? Judging from those billions and billions in revenue it generated, it's still only a fraction of iPhone sales so it's a massive flop.
 
i hope they never post the watch or Apple TV numbers. Just let that other section keep growing and people whining that they need to put out the actual numbers. :)

Agree. It's so precious and amusing people get so frothed up about what Apple does or doesn't decide to do. And... astonishing these same people allow Apple to have so much power over their lives, causing them to get so worked up.
 
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Apple TV is a really great product. Apple Watch not so much. Its a niche product that saw sales and huge returns to match. If the watch numbers aren't broken out, we will never know the true numbers of sales/returns for it. I love the Apple TV for games though,cant wait to see Nintendo and old school games offered.

You will never see Old school Nintendo games on iOS. The best you will get are Nintendo licensed games developed by DeNa. that might be so so.. but if you wanna game then buy a Wii U. or Nintendo's next portable/home console, codename: "NX"
 
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