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What's wrong with AAPL?
Posted on 11/8/12 at 2:36 pm
Posted on 11/8/12 at 2:36 pm
3
Posted on 11/8/12 at 2:43 pm to iAmBatman
Posted on 11/8/12 at 2:45 pm to iAmBatman
quote:
maybe now's a good time to hop in
I don't follow the stock, but I think the company is in the process of declining. Unless they can pull a rabbit out of their with TV/Movie licensing then they are going to keep losing market share to Android. On the plus side though, it looks like Tablets may be headed in the direction of marginalizing the home PC, so even if they lose market share they'll still be selling a shite load of iDevices.
Posted on 11/8/12 at 3:04 pm to TheHiddenFlask
quote:
TheHiddenFlask
I disagree. Jobs was the company but they will find a way to innovate and produce great products along with great marketing.
Posted on 11/8/12 at 3:16 pm to iAmBatman
Bat, I have owned shares of AAPL for a few years. I posted in another thread that I parted with 300 shares this week. I will hold until they start back up or hit 500, then I will sell the rest. I used to scalp AAPL in the 140 to 180 range. It was fun because even back then, the stock was volatile and would make wild swings up and down.
Be patient. Wait until there are a few good days for the stock. THEN maybe get in. You cant pick the absolute bottom, at least I cant. That is my plan. I still believe there is some money to be made with the stock. All this is just my opinion.
Be patient. Wait until there are a few good days for the stock. THEN maybe get in. You cant pick the absolute bottom, at least I cant. That is my plan. I still believe there is some money to be made with the stock. All this is just my opinion.
Posted on 11/8/12 at 3:33 pm to Jed Zeppelin
I sold off some of my shares about 2 months ago and held onto the rest so I happen to get lucky with the timing of my sell off 
I have some money saved but it's more of a emergency fund rather than a savings but if it gets any lower, I'm going to be tempted to buy some. I figure I'm a buyer if it gets to $500 or so
I have some money saved but it's more of a emergency fund rather than a savings but if it gets any lower, I'm going to be tempted to buy some. I figure I'm a buyer if it gets to $500 or so
Posted on 11/8/12 at 4:48 pm to TheHiddenFlask
quote:At 538, that seems a bit harsh IMO.
AAPL died with Steve Jobs. It's been a zombie since then and it is becoming apparent to the rest of the world now.
AAPL in the mid520's has looked to me like an attractive bottom. Very close to where we are. Going into the Christmas season, AAPL on the downturn with IPad Mini and iPhone5 appears attractive. AppleTV is on the horizon. Seems another great opportunity. For the last year+ I've been a product fan, but not a stock buyer. I'm on the cusp!
Facebook is a similar situation. Blew it off since the IPO announcement. The IPO was a historic disaster. Just terrible.
But the stock has fluctuated in a trading range since August. Now once again at ~20 it's starting to at least attract trading range incentivization, and maybe long term positives.
Posted on 11/8/12 at 5:13 pm to NC_Tigah
I actually think, just by the numbers, the stock is getting to be attractive. I just am the only apple hater in the sea of 1,000 lovers and I can't let it be a one sided argument.
In reality, the things I have been preaching (margin compression) are beginning to be accepted as a possibility. Even before Jobs died, I was blown away that nobody was talking about margin compression. Since he's died, I've been even more bearish on the stock because it's easy to be evolutionary and he left a lot of ides in the pipe, but I won't be a believer again until they show that they can create the next thing that people don't know they want. Shrinking an iPad doesn't cut the mustard in my book.
In reality, the things I have been preaching (margin compression) are beginning to be accepted as a possibility. Even before Jobs died, I was blown away that nobody was talking about margin compression. Since he's died, I've been even more bearish on the stock because it's easy to be evolutionary and he left a lot of ides in the pipe, but I won't be a believer again until they show that they can create the next thing that people don't know they want. Shrinking an iPad doesn't cut the mustard in my book.
Posted on 11/8/12 at 5:57 pm to TheHiddenFlask
IMO the mobile revolution has a few logical next steps that I trust apple will be best able to exploit.
Think about the typical "wallet, keys, phone" check you do when you leave the house. There is no reason to need anything other than your phone.
It will start with mobile payments, and eventually I think something like your car key will actually be a downloadable thing.
This is my pie in the sky dream, yes the security concerns are a fricking nightmare
Think about the typical "wallet, keys, phone" check you do when you leave the house. There is no reason to need anything other than your phone.
It will start with mobile payments, and eventually I think something like your car key will actually be a downloadable thing.
This is my pie in the sky dream, yes the security concerns are a fricking nightmare
Posted on 11/8/12 at 6:03 pm to TheHiddenFlask
Btw Samsung Galaxy became the #1 phone this week
Posted on 11/8/12 at 6:05 pm to Interception
It outsold the 4s this quarter.... Not surprising considering the iPhone 5 came out
AAPL is killing me.
Posted on 11/8/12 at 8:26 pm to Gujam8
Nobody's taking Apple down and Apple isn't going anywhere. The appetite for smartphones in China, India & Africa is exploding as we type. The numbers in those countries will rival and surpass US sales.
But beyond that, supplier constraints will squeeze small fries and upstarts. Big guys like Samsung & Apple can make huge buys and their ability to use that to prop up sagging suppliers like Sharp will help them at as well.
But their huge margins have helped them to stockpile cash, and now as suppliers stock gets more scarce (and invariably more expensive), they can maintain profitability by cutting margins and still price in discounts via volume buying which will keep them healthy. I think many folks underestimate their ability to survive simply due to what their size and cash stockpile can do.
But beyond that, supplier constraints will squeeze small fries and upstarts. Big guys like Samsung & Apple can make huge buys and their ability to use that to prop up sagging suppliers like Sharp will help them at as well.
But their huge margins have helped them to stockpile cash, and now as suppliers stock gets more scarce (and invariably more expensive), they can maintain profitability by cutting margins and still price in discounts via volume buying which will keep them healthy. I think many folks underestimate their ability to survive simply due to what their size and cash stockpile can do.
Posted on 11/8/12 at 8:28 pm to iAmBatman
quote:
I disagree. Jobs was the company but they will find a way to innovate and produce great products along with great marketing.
They will remain relevant but unless they win the war over the TV in the living room, I'm not sure what area you think they are going to innovate in.
They still sell quality products but I'm not sure they are really on the cutting edge of anything
Posted on 11/9/12 at 12:34 am to Interception
quote:3rd quarter, not so impressive.
Samsung Galaxy became the #1 phone this week
Posted on 11/9/12 at 6:47 am to Tigah in the ATL
Samsung also counts every phone shipped to every retailer as a sale, which Apple doesn't do. If you compare Apple's figures using Samsung's logic, Apple still outsold them by several million, and that's with a lot of folks holding off buying a smartphone due to the new iteration of iPhone coming out at the beginning of 2012-4 quarter.
Apple still maintains a very healthy lead....
Apple still maintains a very healthy lead....
Posted on 11/9/12 at 9:21 am to GFunk
I went to BestBuy at lunch last week to order two of the iphone 5s and was told that they are still so backlogged that they can't even place any more orders at this time. I'm still confident that the iphone 5 sales are going to be fantastic this quarter. At least that is what I keep telling myself as I see my four shares of Apple become less and less valuable.
Posted on 11/9/12 at 9:32 am to jammintiger
Buy from Radio Shack. Get on their list, and they call when your iPhone is in.
I got on the list, & they called a week later. Brought them my 32GB iPhone 4S w/my charger for it, & I got an in-store gift-card for $206, which I put onto the price of my phone.
Bought a 32GB iPhone 5+an Otterbox...Spent $166 tax included...
Did the same thing for my wife, only she had an old school 3GS, 16GB. She still got $40 some odd dollars. Same set-up for her (only she went 16GB on her iPhone 5; she's got an iPod Touch in her car for music) and I spent $203 for her phone & an Otterbox.
They called within a week with my black one & my white one for my wife. This was while Best Buy, AT&T & even Apple were saying that it was backordered for weeks.
I got on the list, & they called a week later. Brought them my 32GB iPhone 4S w/my charger for it, & I got an in-store gift-card for $206, which I put onto the price of my phone.
Bought a 32GB iPhone 5+an Otterbox...Spent $166 tax included...
Did the same thing for my wife, only she had an old school 3GS, 16GB. She still got $40 some odd dollars. Same set-up for her (only she went 16GB on her iPhone 5; she's got an iPod Touch in her car for music) and I spent $203 for her phone & an Otterbox.
They called within a week with my black one & my white one for my wife. This was while Best Buy, AT&T & even Apple were saying that it was backordered for weeks.
Posted on 11/9/12 at 9:41 am to GFunk
Thanks for the heads up. I have no idea how long BestBuy will take, but if I use my Chase Freedom card at BestBuy I get 5% cash back on the two phones. With all the money Apple's stock has lost me in the past week, I may need to wait for my 5% discount.
Posted on 11/9/12 at 9:47 am to GFunk
quote:
Bought a 32GB iPhone 5+an Otterbox...Spent $166 tax included...
Just out of curiosity, what makes the 5 $170 better then what you had? Not a flame, I truly don't know what the upgrades are and am just curious.
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