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Apple (AAPL) : Tim Cook announces iForum. Dodds and Bryant prepare shut down operations (1 Viewer)
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The Commish
Footballguy
[applehonk]this was to be expected. there are always people 'disappointed'[/applehonk]
Statcruncher
Footballguy
Card Trader
Footballguy
Ouch
The Commish
Footballguy
They actually halted the shares prior to announcement?! 
I hope we get more "market manipulation" shtick.
The Commish
Footballguy
If halting the shares is "market manipulation"....you'll have plenty. Unreal.
Statcruncher
Footballguy
Goonsquad must be feverishly clicking refresh on AppleInsider.com waiting for his talking points to appear so he can copy and paste them here.
Sarnoff
Footballguy
The Commish
Footballguy
This is what I'm talking about...new boss is NOT like the old boss...old boss would have given everyone the finger and a big F YOU if you don't believe in my company kind of speech.
culdeus
Footballguy
When I'm not lazy I'll bump ihucks' posts refuting it when I made this call back in December about fruit halo effect dying.
The Commish
Footballguy
There's still nothing close to the iPod out on the market IMO. My wife asked me to research those kinds of gadgets as she wanted to buy me one for Christmas...there's NOTHING CLOSE to an iPod Touch.
The Commish
Footballguy
If you're feeling really ambitious, you can go and find mine as well...it was 2 months or so after Jobs died.
culdeus
Footballguy
this exchange with the typically clueless ihucks arguing trees/forest stuff again instead of the actual points.Last quarter sales of Mac Portables (Macbook, MB Pro, MB Air) were up 9%YOY. Surely not on pace with the growth of iPhone and iPad but strong none-the-less. Mac Desktops (iMac, Mac Mini, Mac Pro) were down -24%, but all three were long overdue for updates. Combined, Mac computer sales were only up 1% over last year, obviously the desktop lines dragged down the overall.It was laptops. I don't own one. I thought they were just called IMac whatever.Are you looking at just iMac and not the entire Mac lineup? I ask because you wrote IMac twice. If that's the case, it would make sense that iMac sales were lagging as it was long overdue for a refresh while Apple focused on the Air and Retina MBP's. Apple finally released a redesigned iMac this week, although its clear that the portables are their main focus.I'll have to dig it up. There was a report out noting how Iphone/Ipad users Imac share topped off for the first time in the last quarter after half a decade now of growth more or less. Was out in the late Oct timeframe. Total share may still be climbing outside the multiplatform base.Apple never intended this to be a new model iPad launch, it is simply a mid-cycle update of the New iPad. That's why it seems to have launched with a whimper; it was just a side note to the iPad Mini launch instead of getting the spotlight of a new product launch. I'm confident that we will find that the whimper is more of a roar once Apple releases sales numbers for this quarter, even with the Mini being available.Also, what evidence do you have to back up the "serious contraction" of the halo-effect that you are seeing? iPhone and iPad sales are growing and Mac sales have outpaced industry averages for years.The biggest barrier I see is that you are seeing a serious contraction of people going from Ipod->iphone->Ipad->IMac. Many people are also now rejecting the upgrade cycle. Ipad4 was launched with a whimper. Penetration into China has lagged. Lots of bad signs. The Ios has really stagnated as well and this is where IMO Jobs' vision was at the forefront. None of this however should be weighing on the stock right now. Growth is out there to sustain the market cap.
Card Trader
Footballguy
Google smashed it and Apple flopped, worst week ever for goon?
Statcruncher
Footballguy
Detroit was 4 seconds away from getting shutout at the Joe in their loss last night too.
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BoltBacker
Footballguy
I dunno. Seems like a hyperbolic headline to me, "Apple's Q1 2013 earnings reveal Mac and iPod sales down year-over-year"... well, duh. Everyone knows that $1k computers and mp3 players are declining no matter what logo are on them. Still, it is kind of amusing imagining Todem standing next to the apple "ramp" with a rocket duct taped to his back like Wile E. Coyote.
Miscellaneous
Footballguy
(1) Looks like ~600 was a good time to pull the cord. Whew.(2) Should be interesting to watch people rewrite estimates, taking into account the Mac & iPod declines (which should have been taken into account earlier).(3) I'll be watching this very closely now - if Cook & Co. convince me that they're going to do something to innovate and keep the cool factor, I'll be hopping back in... Jobs left these guys a rock-solid brand name, some incredibly cool and profitable products, and an ocean of cash. If they can't do something with that, there needs to be wholesale firings at Apple.
Card Trader
Footballguy
That was a pretty brutal after hours hit.
17seconds
root of all aliai
goonsquad
Think different.
The iMac refresh suffered from extreme supply chain shortages; the wait for the 21" model is up to month or more and they had to completely push back the release of the 27" to January. They are selling every one they can make, they just can't make them fast enough. This has nothing to do with the Apple halo contracting; sales are down due to buyers waiting for/ unable to find the updated product. This is no different than the big lull in sales before the release of the iPhone 5.
goonsquad
Think different.
Actually, Al Gore bought 60k shares last week.Why do you think your buddy Al Gore just dumped ~60K shares last week?
Music wise there are better choices. Anyway here's how they are dong.
BoltBacker
Footballguy
How is the ipod touch any better than one of these?http://www.virginmobileusa.com/shop/cell-phones/htc-one-v-phone/features/I picked one of these up for $50 brand new over the holidays. I listen to a ton of podcasts so it's nice to have an mp3 player that can download directly to the device rather than the need to transfer files from a computer to the device. I think they've hit that $50 price point two more times since then.
Mario Kart
Footballguy
BUY BUY BUY!!!!!!
I'm thinking that 4.8" iPhone will be out before 2014, no?
I'm thinking that 4.8" iPhone will be out before 2014, no?
Socrates11
Footballguy
Now, you listen to me! I want trading reopened right now. Get those brokers back in here! Turn those machines back on! TURN THOSE MACHINES BACK ON!!!
culdeus
Footballguy
450 in after hours. May touch 425. 480 was key support and it blew through that.
BoltBacker
Footballguy
Are you sure there shouldn't be a small * next to that?Actually, Al Gore bought 60k shares last week.Why do you think your buddy Al Gore just dumped ~60K shares last week?
goonsquad
Think different.
Whatever makes you feel good. Just correcting the statement that he "dumped" 60k shares when in fact he bought them, even if he got them on the cheap.Are you sure there shouldn't be a small * next to that?Actually, Al Gore bought 60k shares last week.Why do you think your buddy Al Gore just dumped ~60K shares last week?
Warrior
Footballguy
maybe that's why it costs 10x as much as the competitors?
SacramentoBob
Footballguy
So, what happened?
tommyGunZ
Footballguy
Some of us lost a lot of money today.
Todem
Footballguy
A record quarter but the expectations have reached epic proportions.Stock is oversold. But this is how it goes sometimes.Stocks with 300+ PE's go up (Amazon, Netflix) on .15 cent per share earnings.A stock with a now ex cash PE of 3X EPS is going down. LOL gotta love the stock market.A smart investor buys a high quality company when no one wants it. Apple is strong buy for a long term investor. I will say it again. I still think this company has room to grow, and yes margins are contracting right now.....but that is what happens with competition. Which will breed more innovation from Apple. That is the"X" factorI am sure the pipeline has some things in store and when that happens this stock can take a rocket ship north again.12 month price target is still 700.
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HellToupee
Footballguy
by some I assume you mean everyone with a 401kSome of us lost a lot of money today.
NutterButter
Footballguy
137B in cash on hand. That's crazy.
Baird? There are a lot of conflicting views right now. I can pretty much find a way with agreeing with everyone but ACI. I sold out but will buy in again if it hits #400. I think Pacific Crest had it Sector Perform ant a top of $440-$550. I think they have it pegged about right for now. A major new product or something interesting out of the product pipeline could move it to your $700 but I'm just not seeing it right now.I do still hold some of the companies in the supply chain though such as Qualcomm, Cirrus and Nuance. They are all be hit in after hours trading to.
Mario Kart
Footballguy
I like it at this level but this may go down for the next couple of days as people panic and sell off especially if they bought at ~$200 or so. I don't think it will get down that far as Apple has to come forth with some news as to what is coming up... Apple TV or bigger iPad or something. I could see ~$375 or so in the coming month.I'm hating myself for not buying FaceBook when it hovered in the $20 range for so long. I need a good penny stock to begin again with. I've been watching Zynga but that is doing nothing.http://www.nasdaq.com/symbol/aapl/after-hours#.UQB4Pugaobj
dickey moe
Fingerpicker
Not penny stocks but those are all chance any way not to mention the Pink Sheets are sketchy at best. Here is what I'm looking at. Moving more into Cirrus (CRUS). They are pretty tied in with Apple and a new iDevice would be great for them.IPO of Zoetis which is the Animal division of Pfizer (PFE).Cell towers. American Tower Corp (AMT) or Crown Castle International(CCI).
SacramentoBob
Footballguy
So what's the play here? Do we just short this puppy into the ground? Does Tim Cook starting making calls asking if there's any TARP money left over?
dickey moe
Fingerpicker
It's been a hell of a run, but with no big new ideas in the pipeline, declining margins, increased competition, and decline of the coolness factor, Apple was priced for perfection.
Miscellaneous
Footballguy
- P/E Ratio of 11.- Sell some of the highest-quality and 'coolest' gadgets on Earth, in a market that's growing astronomically.- Enough cash sitting in the bank to just outright BUY companies like 3M, Altria, or Caterpillar.- 2% dividend.This has to do with expectations and momentum, not value. Apple is a screaming buy as a cash cow value investment. You just don't want to get caught holding when they disappoint on earnings.
