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phew, good thing you had that disclaimer to protect you from any lawsuits
 
Haha! I see we think alike. See my comment above 😉
LOL just saw, yeah i forgot the exact bill that congress passed. but pretty much that, this move was to cut back companies like airlines "cough delta cough" from having too much influence on their market equity value.
 
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"What goes up, must come down?"
[Wall Street] What comes down, will eventually go up. Or not.

Just a matter of guessing "the bottom", and maybe I will add to my AAPL shares.

Last time I bought was... when Steve Jobs was still alive and first-generation iMacs were being sold in Bondi Blue, and Apple stock has split a few times since. Honestly, I'd say it's a screaming BUY if the stock price dips below 120.
 
I think it’s actually a good time to buy. Six months from now we won’t be talking about supply shortages.
(If we are talking about supply shortages in 6 months you can make fun of me)
Are there any supply shortages? Can't you buy any iPhone model you want right now?
 
No it isn’t. I sold 8,950 shares this year, sold my last 1,000 shares about a month and a half ago. My cost basis was $45. I think they’ll have a terrible January quarter and not a good outlook.
It is things like this that cause the stock market to be always crashing. Apple is down 27% on the year. Why would you sell?
 
I think it’s actually a good time to buy (edited: the stock). Six months from now we won’t be talking about supply shortages.
(If we are talking about supply shortages in 6 months you can make fun of me)
it ain't even about supply shortage, its how much positive cash flow the economy even have, apple sells premium products at a premium price, unless provider heavily subsidize the consumer, apple will be hard pressed to meet match their YTY growth.
 
It is things like this that cause the stock market to be always crashing. Apple is down 27% on the year. Why would you sell?
cause we ain't at the bottom yet, feds ain't easing up on the interest, compound with global recessions, and the on going war in ukraine, not to mention sanctioning russia who provides a good chunk of raw materials in the global market.
 
cause we ain't at the bottom yet, feds ain't easing up on the interest, compound with global recessions, and the on going war in ukraine, not to mention sanctioning russia who provides a good chunk of raw materials in the global market.
I know that. But there’s no reason to not hold on to some of it. If everyone is thinking the same as you and selling, well that just brings everything down even more.
 
I know that. But there’s no reason to not hold on to some of it. If everyone is thinking the same as you and selling, well that just brings everything down even more.
most major hedge and institutions already liquidate what they could, freeing up capital to buy puts. so technically what you laid out already happened.
 
The article is about the iPhone and iPhone sales represent more than 50% of Apple revenue. Can you please tell me the innovations in the iPhones for the last 5 years ? If Apple decided to stop giving the iPhones unit sales, it was for a reason : iPhone sales (by units) are plateauing and the only way to increase revenue was increasing prices.
The innovation is basically the Apple ecosystem that Tim Cook has been building out ever since he took over the reins at Apple. When you buy an iPhone, you are not just buying any one product in itself. You are buying into the ability for all your apple products to play well with one another.

For example, say I currently own an iPhone, Apple Watch, iPad, MBA and iMac. I can share my iPhone app purchases with my iPad (and there are numerous apps which aren't available on Android and windows, like Tweetbot, overcast, lumafusion, fantastical, notability and 1password). My files and data all sync via iCloud (eg: reading list, photos, iCloud Keychain, safari tabs, just to name a few). I can sling files around using airdrop. I can turn my iPad into an extension of my Mac via universal control. I can call people from my iPad or Mac via continuity. And my iPhone now doubles as a webcam for my Mac. I also have Apple TVs in the house for the integration.

You either don't get the same integration with non-Apple products, or it's harder to put together. And the iPhone is the glue that holds it all together. That's the value that people tend to overlook when they insist on comparing the iPhone with other android phones in a vacuum.

I saw it coming a mile away. The iPhone is Apple's most popular product by far, more so than any other product they sell. That's why Apple sells so many iPhones at so many different price points, to grow their install base, which they can then sell additional Apple hardware, accessories, services and apps. I believe Apple even earns when you make an Apple Pay transaction.

That the iPhone makes up a smaller portion of Apple's overall earnings means that this strategy is working. It's not that they are selling fewer iPhones every year, but that Apple is succeeding in getting iPhone users to consequently spend more on other complementary Apple products. The end result is a formidable moat where engaged Apple users are far less likely to leave the ecosystem and seek out products of other brands.

This stickiness in turn allows Apple to buy time in the event of any threat arising in order to find an answer, which then brings me to my next point.

True about the time horizon, but what if Apple starts losing their dominance in the industry? Others have said it, they don’t seem to be as innovative as they once were. I see things like the Apple car being pushed back to 2026 and they still don’t have a real prototype to show, not even an artist concept. All their current products are really incremental upgrades. I usually get a new iPhone every year, but I’m not trading up my iPhone 13 mini this year. Everything else they’re making is just not compelling enough for people to plunk their money down today, with inflation as it is. I know it’s blasphemous, but Google Pixel 7 is starting to look good to me.
I am very curious to know who or what you think Apple will lose their dominance to, seeing as to how the competition doesn't seem to be doing so well themselves. It may well be that Apple just needs to sit back and watch the other companies crash and burn without needing to do anything extra themselves.
 
"Last month, workers protested at Foxconn's main iPhone factory in Zhengzhou, China over poor working conditions stemming from COVID-19 restrictions."

Yeah sure...it's Covid's fault that those people are forced to work all day and night, can't leave the premises, get 5 minutes a day for break and make 5 or 6 bucks a week.
Has nothing to do with the all out greed that's driving the cell phone market.
 
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it ain't even about supply shortage, its how much positive cash flow the economy even have, apple sells premium products at a premium price, unless provider heavily subsidize the consumer, apple will be hard pressed to meet match their YTY growth.
Sorry, I understand every word but not the point you’re trying to make
 
I dont get it... I live in Asia and bought my 14 ProMax 256GB last week. All dealers have plenty of stock here. Got mine with 12% discount!
 
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Don't allow yourself to be so easily swayed by marketing. There is only so many ways to answer and use the phone as a phone.
Here we have an iphone celebrating a dynamic island, and with the zfold you have 3 apps at once, and a tablet, man really it’s amazing, I would say the dynamic island is in fact nothing to be amazed, in comparison
 
They dropped out a whole damn new machine architecture for desktop computers which has not been done successfully by any vendor for 40 years. They are still the number one most valuable company out there and quite frankly their products actually work.
Your first sentence is both true and irrelevant. It hasn't done a lot to bolster Apple and make the brand cool again.

As far as "quite frankly their products actually work", no, no they don't. I work with three computers on a regular basis - my Pi, my Windows 10 Dell, and a 2019 MacBook Pro. The Pi and Dell regularly impress me with how well they work. The MacBook Pro and iPhone regularly surprise me with how poorly they work.

They used to work. That stopped after Jobs died. Quality just went out the window as Cook insisted on shipping garbage on an annual schedule.
 
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Man I like my iPhone but yesterday I saw the galaxy z fold! It’s amaziiing! I’m starting to feel that my iphone just looks too old and basic
Really? I look at Android and see a really basic OS that is a terrible user experience compared to iOS riddled with privacy and security issues. Just because the screen bends doesn’t mean it’s magically a better phone in every other regard.
 
The problem with Apple shares is not only supply issues. Wall street understands now that they have a demand problem too : you can pick whichever iPhone model you want at Apple stores in France today, so there is not really a supply problem.

The problem is demand for iPhones priced starting from 1000 euros and 1300 euros for the iPhone pro and the luck of innovation in the last models. You can't convince me to update from the 13 to the 14 for the "dynamic island" or buy the 15 for USB C. They need either to innovate or to reduce prices to increase sales.

There is also the problem with the changes to the App store which will impact the Services revenue (first in EU, and later in the US if the legislation is adopted).

So, it is not only a supply issues but also questions about Apple ability to continue growing its revenue.
Apple doesn’t need to lower prices on the pro and max. Those are Ellington even more than anticipated. It’s just the plus that’s selling I’m lackluster numbers. Don’t hold your breath for a lower price on the pros.
 
No they didn't. Not after iPhone was released. Timeline matters.
I stand by my statement…



Let’s speak the unspoken truth:



iPhones have become boring. That’s why they aren’t selling. It’s Blackberry all over again. The form factor Steve Jobs gave us in 2007 is still here in 2022! Others have gone on to new form factors but Apple’s economies of scale prevent that form of innovation.



Blackberry all over again. Instead of innovating, Apple will drop prices on its meat and potato’s phones. And when that works increase production and enter the Third World with cheap phones selling off the iPhone brand. That will keep them afloat for two maybe three years. At home people will move onto foldable phones and AR headsets that actually work.



Finally Apple will drop prices on it’s phones in the third world after giving up market share on wearables to Samsung.



In the end Apple will become a service industry working through other interfaces.



As much as many of you will hate what I have written - there is more than a ring of truth in it all…



Edited for spelling.
 
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The problem with Apple shares is not only supply issues. Wall street understands now that they have a demand problem too : you can pick whichever iPhone model you want at Apple stores in France today, so there is not really a supply problem.

The problem is demand for iPhones priced starting from 1000 euros and 1300 euros for the iPhone pro and the luck of innovation in the last models. You can't convince me to update from the 13 to the 14 for the "dynamic island" or buy the 15 for USB C. They need either to innovate or to reduce prices to increase sales.

There is also the problem with the changes to the App store which will impact the Services revenue (first in EU, and later in the US if the legislation is adopted).

So, it is not only a supply issues but also questions about Apple ability to continue growing its revenue.

And people are finally realizing they don’t need to upgrade to a new iPhone every year.
You can only get so much milk out of a cow.

On some level I welcome Apple being punished a bit. Maybe it’ll shake things up a bit. But without new leadership, I don’t see a return to the Steve Jobs era where great products and ideas was more important than profit margin.
 
Man I like my iPhone but yesterday I saw the galaxy z fold! It’s amaziiing! I’m starting to feel that my iphone just looks too old and basic
It’s running Android tho. Not as fluid and seamless as iOS 16 tho 😣 or is it lol?

I don’t know. Bought my first iPhone in 2008 and never made a change to anything else.
 
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