Just go to an Apple store and buy the Verizon version for full price and don’t activate (business customer) and take to any carrier you want it is the same as unlocked.
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iPhone X Shipping Estimates Improve to 1 to 2 Weeks in United States and Canada
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Lol at all the Apple doubters. WEEKS have passed since the estimate was 4-5 weeks. This is a natural progression of improving supply.
This is bullish for AAPL because this means Apple will get the iPhone X in the hands of everyone who wants one quicker. Longer ship times for long periods of time is not a good thing.
Again, we will see in January but Apple guided for $87B, indicating they were absolutely sure that not only X demand would be huge, but they could meet demand in time. To do $87B, they can’t have 4-5 wk shipping times through Xmas.
Apple is selling out of the X daily at its retail stores. It’s sold out in the US right now.
All of you jumping to the conclusion that this is driven by low demand are completely guessing because zero facts except the shorter ship time itself support that. Apple just told us they were going to sell an insane amount and were confident in their production ramp with $87B. All the supply constraint stories were fake news.
At $175/share (near high) the market agrees the X is a hit.
This is bullish for AAPL because this means Apple will get the iPhone X in the hands of everyone who wants one quicker. Longer ship times for long periods of time is not a good thing.
Again, we will see in January but Apple guided for $87B, indicating they were absolutely sure that not only X demand would be huge, but they could meet demand in time. To do $87B, they can’t have 4-5 wk shipping times through Xmas.
Apple is selling out of the X daily at its retail stores. It’s sold out in the US right now.
All of you jumping to the conclusion that this is driven by low demand are completely guessing because zero facts except the shorter ship time itself support that. Apple just told us they were going to sell an insane amount and were confident in their production ramp with $87B. All the supply constraint stories were fake news.
At $175/share (near high) the market agrees the X is a hit.
The news that's being quashed is that iPhone 7 sales are going through the roof with prices rising aftermarket.
I know the iPhone X is getting great reviews, but I think this could be Tim Cook's Newton moment. I think it's grossly overpriced for what it does or offers. That's just my opinion.
I don’t think most consumers care about the total price. Like buying a car from a salesmen, they look at how much they’re paying monthly and go off off that. Most will say “it’s only $10 more a month for this than the 8 and it’s way better. I want!” And get it on monthly payments
Of course it’s bullish. The usual suspects are the ones still hoping and predicting iPhone X failure. They will be wrong. Apple literally told us without spelling it out that iPhone X will be huge THIS quarter.
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You’re wrong. All those stories about the 7 selling better than the 8 were also debunked by Cook on the earnings call. You’ll just say he’s lying. The idiots that wrote these articles literally have no idea and have a history of being wrong literally every time Apple is doubted.
No one knows mix but Apple but the numbers tell the story.
I think iphone x is robust indeed, but i think, once apple is able to slash prices by about $100 next year, demand will not fade as much, like it usually does a gew quarters later. I am just hoping for the x plus to be at the same price level as the regular x is/was at launch and offering a 128gb iphone x+ version at the same price as current iphone x 64gb.
If people would just stop buying parrots, maybe parrots would be cheaper!
Demand isn’t fading.
There are A LOT of people that can afford the X, particularly in monthly installments. If I want one right now, I still can’t buy one locally. Every store within 300 miles of me is sold out and continue to sell out daily. There is no Apple store stock in the US at this moment.
You guys read way too much into the $999 price tag when phones have been in the $900 range for My Note 4 and it’s a piece of crap.
Wait. Whaaaaat?
Apple has never had a iphone on the market at nearly every price point except this year but suddenly their flagship device should “flop” considering its price... oh, ok.
Looking forward to reading your positive posts in the SAMESONG forums highlighting their worldwide stores, their free customer service over the phone, online, in person, their weekly regular security updates, free software upgrades, older product replacement programs, commitment to renewable energy, etc etc etc.
Yea yea yea.
Some whining sounds like saying Cadillac or Mercedes Benz should lower their prices just because.
Earth to you and anyone else that has two ears... my first Mac was a Mac IIci — it cost $6,269 (equivalent to $12,112 today).And get this. It’s processor was a whopping 25 MHz... I still sold a $1 million in graphics my first year running a creative marketing company from a machine running at 25MHz..
Maybe Apple is just out of your reach?
I for one appauld Apple going more premium in pricing. They offer way more to their core customer than any consumer driven corporation out there in this greedy world we live in.
Ever try calling Google? Yea? What’s their phone number? Uber? Lyft? Home Depot?? Best Buy? Frys? The list is endless and growing.
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Recap:
Ming-Chi Kuo: all you poor souls will not get the iPhone X in 2017 unless you order within the first 10 secs.
Ming-Chi Kuo: all you poor souls will not get the iPhone X in 2017 unless you order within the first 10 secs.
Lol...market would be more worried if it were still 5-6 weeks. Gotta get these phones in peoples’ hands ASAP. Apple is doing that and told us they would when they guided $87B.
That’s right, nearly $1B per day in revenue for 90 days. Can’t do that without huge X numbers.
This is selling like hot cakes. I track the Apple store supply daily and they sell out within hours of getting new stock daily.
Ordered my X on Nov 8 from AT&T. Said it would ship Nov 27 - Dec 5. Got an email Monday saying good news we're able to ship your phone a head of schedule. Tues. Got the email it shipped and was delivered today.
It'll probably be this weekend before I get around to unboxing it though
It'll probably be this weekend before I get around to unboxing it though
Tell me how you to “clear” to you. Really, I want to know. You’re basing this off the new 1-2 week shipping estimates?
Again, $87B. You don’t get there by having poor X sales. I told you guys Apple would ramp production and many of the supply chain issues were fake news.
5-6 week shipping time a month after release would be a disaster because it would mean they’d miss Christmas. Apple has been playing this game too long to miss sales during Xmas.
I want all of you back here in January when the numbers come out. If they do $87B, it means they sold a lot more iPhone X than “analysts” projected.
1 to 2 weeks now , which is exactly the same as the 5 to 6 weeks on pre-order day.
It’s the only information we have reliable data. Besides, what source says they only get a “few” at Apple stores and how many is a few?
They are selling all they get, which is at least an indication demand is strong. Otherwise, why would they sell out?
Anyway, you guys are clowns and don’t actually follow the company.
All I need to know is $87B. Apple was very confident to give guidance that they would never hit without big numbers for the X. They are In The process of delivering on that guidance and I believe will beat, like they do many times.
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Correct. People can’t think. It’d be a production disaster if we were still 5-6 weeks. I’d actually feel better if it were 3-5 days.
Yeah, what happened to those dire predictions of extremely scarce availability, possibly well into next March or beyond?
By the way, iPhone 6 (The most iPhones ever sold by Apple) was at 1 day shipping well before Christmas.
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Every negative article on iPhone production ever has been proven wrong.
$175/share.
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They were fake news, like all Apple doom articles.
Every negative article on iPhone production ever has been proven wrong.
$175/share.
Your entire post was full of speculation and assumptions, which is pretty ironic since you spent a chunk of it criticizing the other side for doing the exact same thing. The truth is we won't have a very good idea either way until 2018.
But I'm mostly responding to this last line, since I work in finance and specifically equity portfolio construction and valuation.
- Markets are efficient on average but frequently wrong individually.
- Corporate valuations are based on projected long term cash flows, not short term pluses and minuses. Certainly markets respond to these short-term perturbations (i.e., volatility), but any buy-side or sell-side analyst is using a long term valuation model such as a residual income model. Short term X sales just aren't that important.
- The entire market is at all time highs, so crediting the X with Apple being at an all time high doesn't fly. There's over a half century of research around "decomposing" stock returns, starting first and foremost with the risk-adjusted rate of return for the overall market. I can point you to a bunch of other companies that have had similar appreciation trajectories over the last 1, 3, or 5 years.
Someone defending a 1.149 Euro price for a phone, well thats a first.
Also i dont have a Samsung device so no idea.
Comparing ancient computer prices also makes no sense.
I went to Wharton. I get it.
My narrative is entirely based on Apple TELLING us they will put up $87B and they can’t do that without the X selling well. Period, fact, not speculation. Agreed ?
Markets are efficient in the long term and Apple is an example NOT of overvaluation but a stock that still trades at 14 times earnings at $175/share while the average s&p company is trading st 25 times. Don’t start trying to make an argument against Apples valuation because you would be wrong. It’s not expensive, richly valued, or anything close to it based on facts. NFLX, AMZN, CRM, even MSFT? Different stories potentially and I am long 3 of those too.
Start talking about their cash, tax reform and ability to literally buy their way to the top of any industry and you can start thinking of valuations much higher. Currently, the market is still very skeptical of Apple despite their profit machine.
This is the first time I've seen an iPhone become so easy to get .
And I hope it's price, for all of us , cause if sales are down, Cook will lower the price. It's a win for the customer.
It would be a great lesson for Cook that while people really like apple, £1350 for a phone is getting silly.
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You forgot the other golden excuse , Tim Cook is a supply guru.
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Do you have any proof of this ? Which could be very well true, as it did launch in September. Let's remember , x is November
And I hope it's price, for all of us , cause if sales are down, Cook will lower the price. It's a win for the customer.
It would be a great lesson for Cook that while people really like apple, £1350 for a phone is getting silly.
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You forgot the other golden excuse , Tim Cook is a supply guru.
[doublepost=1511418329][/doublepost]
Do you have any proof of this ? Which could be very well true, as it did launch in September. Let's remember , x is November
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Yes, a YOY increase of 7.1% would be impossible if the X were a flop. However, as you know, that's revenue, and with the base model price increasing 53.9%, that revenue growth is very achievable with an actual decline in the raw number of units sold. Is that success? From a raw balance sheet point of view, sure. Long-term? Jury's out.
I didn't make an argument *against* Apple's valuation, so I'm not sure what you were aiming for there. My models show that it's reasonably valued. (Sidenote: PE by itself is a lousy metric. It's not even cash based!) I'm not long AAPL because there are much better value plays, but I wouldn't dare put it in my short portfolio.
That said, I have learned enough in my time doing this never to tell anyone that they are "wrong" when it comes to valuations. Share prices are the result of equilibrium, so for a share to be sold, there must be a buyer, and vice versa. That ought to be a pretty compelling reminder that when we think we know something others don't, we should consider the cognitive biases we are bringing to that belief (overconfidence bias being one).
As you may know from your time at Wharton, the historical evidence on cash reserves with respect to future returns is poor. Again, this is on average; I feel the need to stress this point. Could Apple be an exception? Sure. Will they be? Again, too early.
I wish the jumping to conclusions would stop. Maybe that's too much to hope for on the interwebz.