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Except it's not the same - I'm not going to bother listing the differences which are more than skin-deep.

Well if you keep telling yourself this for long enough you will believe it - but only you will believe it. :( What can it do that the 6s can't?
 
I put myself down for one at local store, but realistically unlikely to get one before January. This I think is a real drawback - I thought Tim Cook was the great supply chain guy. Since the product essentially has maximum one year currency - in practice less than that because who would buy one in July or August (or even June?) - to delay shipment by 3 months is a big deal. It misses the Christmas period gift giving, most people are broke in January, and you only get to feel you have the latest phone for about six months when all the rumors about the next one start coming out. Buyers are not stupid they know they're going to feel buyers remorse for such an expensive purchase (here well over $1000). There will be a great incentive come January to think heck I've waited this long and missed all the fun, why not wait another six months and get the really good one. Personally I was so desperate for a new phone - dying battery - I changed it, and now the pressure is off for a new phone. Sort it out Apple!
 
Faster than any other tech stock? I think not. Amazon was $844 5 weeks ago, $718 today. GOOGL down $80 per share since 10/25. Apple down $13 over the same time period. Apple's weakness has a lot more to do with Trump's threat of Chinese trade tariffs and ban on production outsourcing than it has to do with iPhone sales. By the way, neither of these concerns will ever amount to anything. Trump cannot force Apple to move production back to USA and he cannot, without wrecking our economy, impose 45% tariffs on Chinese imports. Apple investors should instead be paying attention to Trump's willingness to back a tax rate that will allow Apple and other techs to repatriate the trillions in overseas cash.

You do realize you have to look at the decrease as a percentage of the stock price. Since October 25, Google is down around 9% and Apple is down over 10%. Amazon is down over 13.5% - more than Apple but that is partially to do with comments made by Trump regarding anti-trust issues and the perception that Bezos went after Trump with the Washington Post.
 

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Why is Kuo to be believed? Why does his word carry more weight than Tim Cook's numbers? Would Tim Cook actually be lying about improving iPhone sales? I honestly don't understand how Kuo would have more insight to iPhone sales than any other analyst. Also his conclusions could be wrong. No significant upgrades brings about lower sales? What type of upgrade would boost sales? I'm willing to bet consumers aren't buying iPhones because they only intend to upgrade every so often and it's also possible that iPhone prices have increased globally and many more consumers can't afford to pay that much.

I think most Samsung Note 7 users are going to wait for the Note 8. No iPhone would have been a substitute for a Note 7 because the Note 7 has such a different feature set. That S-Pen may be a big deal to those users and the iPhone has nothing like that.

There might be a simple reason. Tim Cook gives his estimates once a quarter (with some exceptions) Analysts update their forecast as soon as they get new data.
 
The whole smartphone market has peaked in general. Iphones and Androids they are all pretty good and long lasting these days, plus when you remove the carrier subsidies, than people just aren't going to rush for a new phone every year like before.

They should be... but that's where permanent software updates come in to play. ;)

It'd be a real shame if that new iOS update made even typing out a message laggy... :rolleyes:
 
This is pretty basic history that is being predicted. iPhone sales are very high in release quarter and then drop off for the rest of the year.

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The difference is that the quarter is October - December and Kuo is saying sales are dropping November-December. So in other words this quarter will be down.
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Faster than any other tech stock? I think not. Amazon was $844 5 weeks ago, $718 today. GOOGL down $80 per share since 10/25. Apple down $13 over the same time period. Apple's weakness has a lot more to do with Trump's threat of Chinese trade tariffs and ban on production outsourcing than it has to do with iPhone sales. By the way, neither of these concerns will ever amount to anything. Trump cannot force Apple to move production back to USA and he cannot, without wrecking our economy, impose 45% tariffs on Chinese imports. Apple investors should instead be paying attention to Trump's willingness to back a tax rate that will allow Apple and other techs to repatriate the trillions in overseas cash.

Apple phone sales are dropping however. AAPL, GOOGL and AMZN have dropped at about the same rate.
Faster than any other tech stock? I think not. Amazon was $844 5 weeks ago, $718 today. GOOGL down $80 per share since 10/25. Apple down $13 over the same time period. Apple's weakness has a lot more to do with Trump's threat of Chinese trade tariffs and ban on production outsourcing than it has to do with iPhone sales. By the way, neither of these concerns will ever amount to anything. Trump cannot force Apple to move production back to USA and he cannot, without wrecking our economy, impose 45% tariffs on Chinese imports. Apple investors should instead be paying attention to Trump's willingness to back a tax rate that will allow Apple and other techs to repatriate the trillions in overseas cash.

$13 AAPL is about the same as $80 is for GOOGL. AAPL is $105ish and GOOGL is an $750 is stock. You need to look at the precentage of the pricing.

YoY .....AAPL is down 5.9% while GOOGL is up 1.78%
 
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I'm in the same boat, so to speak. I buy, and own an iPhone, for the experience of stability, always works, simple, everthing is there where I need it. I'm still very happy with my iPhone6 +. It just works. I don't use a condom on it, so it fits easily, in any pocket. What more would I want?

Apple makes products that work well for a long time (Long time in the tech world is 6 years, or so). I had a 13 mbp from mid '09 'til this past January. Upgraded to a mbp 15 (mid '14), which I should easily get 6 years of use from.

On the other hand, gear heads need their annual fix to keep things alive. I get that. I just don't have the use, or $$ for that.
Same here, I got my fix checking it out at the Apple Store in Bellevue, WA. Its a nice device, but I prefer putting that money in the bank and letting some interest grow on it. I would be most likely to purchase an iPad, but I was disappointed when Apple didn't update the 12.9 Pro this year. I hope the next revision adds 3D Touch support and a super fast A10 variant, even though I might not end up buying it.
 
I wonder what he can tell me about macbook pro suppliers revised shipments in Nov-Dec
 
Why is Kuo to be believed? Why does his word carry more weight than Tim Cook's numbers? Would Tim Cook actually be lying about improving iPhone sales? I honestly don't understand how Kuo would have more insight to iPhone sales than any other analyst.

Understandably, Cook's job is to always put the best light on Apple's numbers. So while he doesn't outright lie, he does carefully manipulate words to make things sound better.

His favorite thing is to give a positive sounding comparison to other numbers we don't know. ("We sold more online the first week than we did via retail outlets last year" and other such meaningless drivel without knowing the previous numbers.)

As for analyst insight, they usually have inside sources in factories and supply chains; heck even spies counting boxes in import customs warehouses.
 
Well if you keep telling yourself this for long enough you will believe it - but only you will believe it. :( What can it do that the 6s can't?
Hardly, now I have a 6 so can't speak for the 6S but the 256GB option is a bonus, the A10 chip is the fastest out now (well that will be until next year) Apple have been good on mobile chip design, the camera is a big improvement, and the water-resistance a nice plus.
 
My company uses AT&T and I was able to order a black 7+ 256 on Saturday. It's out for delivery tomorrow. Best Buy is another option. They have had some 128 models the last several days.
 
Understandably, Cook's job is to always put the best light on Apple's numbers. So while he doesn't outright lie, he does carefully manipulate words to make things sound better.

His favorite thing is to give a positive sounding comparison to other numbers we don't know. ("We sold more online the first week than we did via retail outlets last year" and other such meaningless drivel without knowing the previous numbers.)

As for analyst insight, they usually have inside sources in factories and supply chains; heck even spies counting boxes in import customs warehouses.
Very interesting, pretty much what I thought, these days it's hard to keep stuff under wraps. Doesn't mean they're always right (as we saw last week with the US election).
 
Very interesting, pretty much what I thought, these days it's hard to keep stuff under wraps. Doesn't mean they're always right (as we saw last week with the US election).

Different analyst companies have slightly different assets, but the bigger ones have been around literally for decades and have built up pretty darned good sources. They're not just guessing from nothing. They've got hard evidence.

I agree with you; it doesn't mean they're always right. After all, sometimes their agents will report something (like a case color) which is really meant for a totally different device, or a maker might throw them off by using new parts sources or multiple prototypes.

While analysts rarely seem to predict the exact numbers ahead of time, they usually get a pretty good general drift. And when they go back and re-analyze past history, their data is great.
 
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Just two months after the iPhone 7 and iPhone 7 Plus launched, KGI Securities analyst Ming-Chi Kuo believes demand for the smartphones has "peaked" in line with a significant monthly shipment decline starting in November.

Kuo predicted Apple's overseas suppliers will revise down their iPhone shipments by 5-15% in November-December due to lower-than-expected demand stemming from a lack of significant improvements.In a research note obtained by MacRumors, Kuo noted that the out-of-stock phenomenon that typically follows a new iPhone launch results from fixed capacity, and is not only due to robust demand. Kuo reiterated his forecast of a possible year-over-year iPhone shipment decline in the first quarter of 2017 due to the lower-than-expected demand and fierce competition in China.

Article Link: iPhone 7 Demand Has 'Peaked' as Shipments Forecasted to Decline Significantly Over Next Two Months
 
Don't know about USA, but here in Europe the lines for Black/jet black iPhone 7 plus is HUGE!!! Already waiting 1,5 month for my phone :(
 
I wonder when that demand in my area will start declining - no stores of any kind have availability - I've been checking daily, and I can't just go wait in line every morning to get one of the 5 that they distribute...

I am not sure that demand has "peaked".
 
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