Apple (AAPL) : Tim Cook announces iForum. Dodds and Bryant prepare shut down operations (1 Viewer)

[tommyGunZ]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

 

[The Commish]

Technology as a whole is a vast space an no, it doesn't apply to the entire space. Smart TVs are one example and there are countless examples of very interesting work going on under the giant umbrella of "technology space". If your argument is that the phone space is greatly slowed, I'd agree with you...but not the whole technology space.

yeah, just not seeing anything that is ground breaking. "smart tv" is something that's been kicked around for years. interesting work is one thing, what's really moving the needle.

A lot of the things I am thinking of, you won't see in a product, but it will be a huge impact on how your products are produced and function. Lots of things going on in "infrastructure" kinds of space and aiding the disabled. It's pretty cool.

ok, i thought you were referring to mainstream consumer technology.

Most things that end up in "mainstream consumer technology" start in very different places like 3D printers or cameras that can focus the picture after it's taken solar shingles etc etc....those are all in "technology as a whole" IMO.

 

[Slapdash]

You mean besides the lower margins 5C would have?

Lower margins than the higher priced iPhone, but higher margins than almost every other Apple product. More sales of iPhones could actually increase Apple's overall margins.

hot much of a concern is the lower margin if you get the right volume.

[SIZE=10.5pt]It is if it cannibalizes demand for the higher priced phones. [/SIZE]

 

[The Commish]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

 

[Hawks64]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

And to be honest I am not sure the innovation and out of box thinking is still there since Jobs passed.

 

[tommyGunZ]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I guess we'll see. Introducing a brand new, innovative product is certainly the fastest way for the stock to shoot up in value. That may or may not happen; the watch may or may not be a hit, and the actually television is still a ways away. But I think you're ignoring all of the other things APPL is doing to attract investors, and I think you're discounting both the presence of the iPhone/iPad and the potential for growth with the lower cost iPhone and a potential agreement with China Mobile.

And at ~ $500 a share, APPL itself will be buying and retiring another 80M shares over the next year.

 

[tommyGunZ]

You mean besides the lower margins 5C would have?

Lower margins than the higher priced iPhone, but higher margins than almost every other Apple product. More sales of iPhones could actually increase Apple's overall margins.

hot much of a concern is the lower margin if you get the right volume.

[SIZE=10.5pt]It is if it cannibalizes demand for the higher priced phones. [/SIZE]

That's certainly a worry - though I'd assume that APPL has done the research and the upside from tapping the lower end market exceeds the cannibalization.

Seems like there is room for both, but we will see.

 

[Slapdash]

You mean besides the lower margins 5C would have?

Lower margins than the higher priced iPhone, but higher margins than almost every other Apple product. More sales of iPhones could actually increase Apple's overall margins.

hot much of a concern is the lower margin if you get the right volume.

[SIZE=10.5pt]It is if it cannibalizes demand for the higher priced phones. [/SIZE]

That's certainly a worry - though I'd assume that APPL has done the research and the upside from tapping the lower end market exceeds the cannibalization.

Seems like there is room for both, but we will see.

I guess the crux is going to be if there is a significant reason to pick the higher end phones for those that can afford it. I don't see the feature differentiation that is going to make that happen at this time. Unless they are going to really strip down the 5C.

 

[Politician Spock]

New features don't excite investors nearly as much as new products do... and watches and televisions are not exiciting new products.

Apart from their ability to make me money, I don't really give a damn about Apple or their products. I tend to lean towards the idea that refreshed versions of the same phones are damn near useless at this point, and I have almost 0 interest in a watch. I think the right television, however, could definitely be a driver.

There was a time when new phones were not exciting new products, so it's tough to say definitively that they can't turn one of those into something revolutionary.

A big reason watches are less popular today is because cell phones keep time.

And the biggest threat to the TV market right now isn't the possibility that Apple could release a product that could revolutionize TV watching, but is instead the fact that Apple already has.

Neilson recently created a new category of homes call "Zero TV Home" which are homes that consume all of their video entertainment without a TV. They use tablets (such a iPads) and streaming services such as Netflix, Hulu, and Amazon Prime instead of buying TVs and cable/satellite services. If I recall correctly they represnt nearly 5% of households right now, and is growing dramatically.

The TV industry has far more reason to move towards producing iPad like products than Apple has reasons to move towards producing TV like products.

 

[NutterButter]

hot much of a concern is the lower margin if you get the right volume.

Right....volume was easy to drum up because the iPhone was making substantial changes every release or two. There hasn't been a substantial user experience upgrade since 4S IMO.....everythings been little feature adds. Nothing to make us say "man, I have to have that!" That doesn't seem to be changing with this next release either....we'll see though.

Not talking about in existing markets. The 5C is really geared toward the untapped markets where there's enormous room for growth.

 

[NutterButter]

New features don't excite investors nearly as much as new products do... and watches and televisions are not exiciting new products.

Apart from their ability to make me money, I don't really give a damn about Apple or their products. I tend to lean towards the idea that refreshed versions of the same phones are damn near useless at this point, and I have almost 0 interest in a watch. I think the right television, however, could definitely be a driver.

There was a time when new phones were not exciting new products, so it's tough to say definitively that they can't turn one of those into something revolutionary.

A big reason watches are less popular today is because cell phones keep time.

And the biggest threat to the TV market right now isn't the possibility that Apple could release a product that could revolutionize TV watching, but is instead the fact that Apple already has.

Neilson recently created a new category of homes call "Zero TV Home" which are homes that consume all of their video entertainment without a TV. They use tablets (such a iPads) and streaming services such as Netflix, Hulu, and Amazon Prime instead of buying TVs and cable/satellite services. If I recall correctly they represnt nearly 5% of households right now, and is growing dramatically.

The TV industry has far more reason to move towards producing iPad like products than Apple has reasons to move towards producing TV like products.

I don't really see a tv or a watch being a breakthrough product, but what do i know. I distinctly remember being in my office surrounded by a bunch of late 20/early 30 year olds in NYC when the ipad was announced and almost everyone thinking that its just a big iphone so what's the big deal and look how that just exploded. So that showed me that I really have no idea what's possible market wise so if done right, i can't reasonably rule out anything.

 

[ILUVBEER99]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

 

[tommyGunZ]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

Uh oh....prepare for a Commish rant.

 

[Cliff Clavin]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

Went from a 3GS to S3 and never going back. No issues whatsoever with touch responsiveness. Biggest complaint about going back to an Apple product now is no live tiles and no back button. I'm really not sure what advantage an iPhone has now over an Android though I'm sure there are some.

 

[The Commish]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I guess we'll see. Introducing a brand new, innovative product is certainly the fastest way for the stock to shoot up in value. That may or may not happen; the watch may or may not be a hit, and the actually television is still a ways away. But I think you're ignoring all of the other things APPL is doing to attract investors, and I think you're discounting both the presence of the iPhone/iPad and the potential for growth with the lower cost iPhone and a potential agreement with China Mobile.

And at ~ $500 a share, APPL itself will be buying and retiring another 80M shares over the next year.

I fully admit I am discounting AAPL's ability to reach it's potential. I don't dismiss that the potential is there though. There's a difference. I've not been given any real evidence that AAPL's leadership is capable of taking that next step. I made the same comments a couple months after Jobs died and have been given no reason to change my tune. My ride with them was fantastic, but all good things must come to an end.

 

[The Commish]

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

Couple of things here....the touchscreen is hardware, not android software. I've never had a problem on any android device with the touch screen. Secondly, yes, I know plenty who have gone to android and stayed. Most have listed cost and network. Granted, network wasn't technically AAPL's issue, it was AT&T's but they chose to be exclusive with AT&T initially. My wife moved from iPhone to Android. Her only complaint is the speed of the camera.

 

[tommyGunZ]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I guess we'll see. Introducing a brand new, innovative product is certainly the fastest way for the stock to shoot up in value. That may or may not happen; the watch may or may not be a hit, and the actually television is still a ways away. But I think you're ignoring all of the other things APPL is doing to attract investors, and I think you're discounting both the presence of the iPhone/iPad and the potential for growth with the lower cost iPhone and a potential agreement with China Mobile.

And at ~ $500 a share, APPL itself will be buying and retiring another 80M shares over the next year.

I fully admit I am discounting AAPL's ability to reach it's potential. I don't dismiss that the potential is there though. There's a difference. I've not been given any real evidence that AAPL's leadership is capable of taking that next step. I made the same comments a couple months after Jobs died and have been given no reason to change my tune. My ride with them was fantastic, but all good things must come to an end.

? AAPL, even at $500, is up 35% since Job's death. And it nearly doubled from it's price at his death when it reached $700 last year.

 

[The Commish]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

Uh oh....prepare for a Commish rant.

I rarely take anecdotal evidence as anything more than that

 

[The Commish]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I guess we'll see. Introducing a brand new, innovative product is certainly the fastest way for the stock to shoot up in value. That may or may not happen; the watch may or may not be a hit, and the actually television is still a ways away. But I think you're ignoring all of the other things APPL is doing to attract investors, and I think you're discounting both the presence of the iPhone/iPad and the potential for growth with the lower cost iPhone and a potential agreement with China Mobile.

And at ~ $500 a share, APPL itself will be buying and retiring another 80M shares over the next year.

I fully admit I am discounting AAPL's ability to reach it's potential. I don't dismiss that the potential is there though. There's a difference. I've not been given any real evidence that AAPL's leadership is capable of taking that next step. I made the same comments a couple months after Jobs died and have been given no reason to change my tune. My ride with them was fantastic, but all good things must come to an end.

? AAPL, even at $500, is up 35% since Job's death. And it nearly doubled from it's price at his death when it reached $700 last year.

He had left at minimum of 18 months of vision with the current leadership. All they had to do was implement. Cook acknowledges this. That vision is close to running out though they've milked it for a bit longer than I expected. Going forward AAPL's success will truly be on those left in charge. They have firm grip on where things go from here. You can go back earlier in this thread to see my detailed comments if interested.

 

[drummer]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

And to be honest I am not sure the innovation and out of box thinking is still there since Jobs passed.

The new iTube/MacPro is out of the box thinking, because it ain't a box anymore. Which IMO sucks.

 

[Politician Spock]

New features don't excite investors nearly as much as new products do... and watches and televisions are not exiciting new products.

Apart from their ability to make me money, I don't really give a damn about Apple or their products. I tend to lean towards the idea that refreshed versions of the same phones are damn near useless at this point, and I have almost 0 interest in a watch. I think the right television, however, could definitely be a driver.

There was a time when new phones were not exciting new products, so it's tough to say definitively that they can't turn one of those into something revolutionary.

A big reason watches are less popular today is because cell phones keep time.

And the biggest threat to the TV market right now isn't the possibility that Apple could release a product that could revolutionize TV watching, but is instead the fact that Apple already has.

Neilson recently created a new category of homes call "Zero TV Home" which are homes that consume all of their video entertainment without a TV. They use tablets (such a iPads) and streaming services such as Netflix, Hulu, and Amazon Prime instead of buying TVs and cable/satellite services. If I recall correctly they represnt nearly 5% of households right now, and is growing dramatically.

The TV industry has far more reason to move towards producing iPad like products than Apple has reasons to move towards producing TV like products.

I don't really see a tv or a watch being a breakthrough product, but what do i know. I distinctly remember being in my office surrounded by a bunch of late 20/early 30 year olds in NYC when the ipad was announced and almost everyone thinking that its just a big iphone so what's the big deal and look how that just exploded. So that showed me that I really have no idea what's possible market wise so if done right, i can't reasonably rule out anything.

That's true of any company... Unless of course you believe Apple has a Midas touch in that regard. Which to me seems like an investment in the magical aspect of Apple. I can't prove Apple isn't capable of magic, but I'm also not gambling on it either.

 

[hxperson]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

 

[ILUVBEER99]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

i think the nexus has great features, i just find myself wanting to throw it against a wall as the touch precision isn't on par with the apple products i've used.

 

[hxperson]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

i think the nexus has great features, i just find myself wanting to throw it against a wall as the touch precision isn't on par with the apple products i've used.

I agree that Apple touch screens feel a bit "cleaner" to me somehow, but I don't have a problem with the touch screens of Android devices. I've gotten pretty used to both and don't find I prefer one over the other.

I'm a bit surprised that you had this issue with the new Nexus 7 though. It is the cleanest Android experience I've ever had. I ran it side-by-side with my iPad for about half an hour just to compare the two with regard to the screen quality, loading times, smoothness, etc. (yes, I'm a total ) and didn't notice any kind of deficiency between either device. I have had a few issues with the Nexus 7 with regard to brief stutters/freezing, but nothing that really bothered me.

 

[NutterButter]

New features don't excite investors nearly as much as new products do... and watches and televisions are not exiciting new products.

Apart from their ability to make me money, I don't really give a damn about Apple or their products. I tend to lean towards the idea that refreshed versions of the same phones are damn near useless at this point, and I have almost 0 interest in a watch. I think the right television, however, could definitely be a driver.

There was a time when new phones were not exciting new products, so it's tough to say definitively that they can't turn one of those into something revolutionary.

A big reason watches are less popular today is because cell phones keep time.

And the biggest threat to the TV market right now isn't the possibility that Apple could release a product that could revolutionize TV watching, but is instead the fact that Apple already has.

Neilson recently created a new category of homes call "Zero TV Home" which are homes that consume all of their video entertainment without a TV. They use tablets (such a iPads) and streaming services such as Netflix, Hulu, and Amazon Prime instead of buying TVs and cable/satellite services. If I recall correctly they represnt nearly 5% of households right now, and is growing dramatically.

The TV industry has far more reason to move towards producing iPad like products than Apple has reasons to move towards producing TV like products.

I don't really see a tv or a watch being a breakthrough product, but what do i know. I distinctly remember being in my office surrounded by a bunch of late 20/early 30 year olds in NYC when the ipad was announced and almost everyone thinking that its just a big iphone so what's the big deal and look how that just exploded. So that showed me that I really have no idea what's possible market wise so if done right, i can't reasonably rule out anything.

That's true of any company... Unless of course you believe Apple has a Midas touch in that regard. Which to me seems like an investment in the magical aspect of Apple. I can't prove Apple isn't capable of magic, but I'm also not gambling on it either.

Really? I don't think a company like HP is going to be coming out with any groundbreaking products any time soon.

 

[drummer]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

i think the nexus has great features, i just find myself wanting to throw it against a wall as the touch precision isn't on par with the apple products i've used.

If you're on the old Nexus, the life cycle of that device is borked due to the storage I think. The new Nexus should had fixed that. The price point of the new one is sweet with the display.

 

[ILUVBEER99]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

i think the nexus has great features, i just find myself wanting to throw it against a wall as the touch precision isn't on par with the apple products i've used.

I agree that Apple touch screens feel a bit "cleaner" to me somehow, but I don't have a problem with the touch screens of Android devices. I've gotten pretty used to both and don't find I prefer one over the other.

I'm a bit surprised that you had this issue with the new Nexus 7 though. It is the cleanest Android experience I've ever had. I ran it side-by-side with my iPad for about half an hour just to compare the two with regard to the screen quality, loading times, smoothness, etc. (yes, I'm a total ) and didn't notice any kind of deficiency between either device. I have had a few issues with the Nexus 7 with regard to brief stutters/freezing, but nothing that really bothered me.

Maybe mine is defective or something. scrolling is kind of choppy and i sometimes have to hit links a few times for it to register.

Guess i'll return it for a new one, it seems no one else is having the same issues.

 

[Politician Spock]

New features don't excite investors nearly as much as new products do... and watches and televisions are not exiciting new products.

Apart from their ability to make me money, I don't really give a damn about Apple or their products. I tend to lean towards the idea that refreshed versions of the same phones are damn near useless at this point, and I have almost 0 interest in a watch. I think the right television, however, could definitely be a driver.

There was a time when new phones were not exciting new products, so it's tough to say definitively that they can't turn one of those into something revolutionary.

A big reason watches are less popular today is because cell phones keep time.

And the biggest threat to the TV market right now isn't the possibility that Apple could release a product that could revolutionize TV watching, but is instead the fact that Apple already has.

Neilson recently created a new category of homes call "Zero TV Home" which are homes that consume all of their video entertainment without a TV. They use tablets (such a iPads) and streaming services such as Netflix, Hulu, and Amazon Prime instead of buying TVs and cable/satellite services. If I recall correctly they represnt nearly 5% of households right now, and is growing dramatically.

The TV industry has far more reason to move towards producing iPad like products than Apple has reasons to move towards producing TV like products.

I don't really see a tv or a watch being a breakthrough product, but what do i know. I distinctly remember being in my office surrounded by a bunch of late 20/early 30 year olds in NYC when the ipad was announced and almost everyone thinking that its just a big iphone so what's the big deal and look how that just exploded. So that showed me that I really have no idea what's possible market wise so if done right, i can't reasonably rule out anything.

That's true of any company... Unless of course you believe Apple has a Midas touch in that regard. Which to me seems like an investment in the magical aspect of Apple. I can't prove Apple isn't capable of magic, but I'm also not gambling on it either.

Really? I don't think a company like HP is going to be coming out with any groundbreaking products any time soon.

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

 

[Mario Kart]

I think Apple will move innovation if they do something new with the whole iOS. That is pretty much the same since the first/second generation iPhone.

Apple's hardware is pretty good. The iPad, what more can be done with it? The larger iPad there may be a niche market for. That could sell well.

The computer portion can be upgraded a bit. They are doing that with their high powered computer so it will be interesting to see what goes on. The evolving, surprising lack of a need for a CD, MacBook Air is something Apple should do as much as possible with. Size of hard drive and battery life may be an issue with the MacBook Air though. Figure that stuff out and move the price down a little and those things will sell better.

The iPhone is where Apple is behind now. If the big reason for the cheaper iPhone is to tackle emerging markets, that should raise revenue however Apple has huge revenue right now and the stock has fallen. The iPhone along with iOS needs something. That something is size. There needs to be a bigger iPhone with a great camera.

The one thing I could see moving Apple stock now though is if they partner with Netflix to take control of content and streaming. Netflix may not have made much money with Arrested Development and the Orange show but that is the future of tv. The only question is if Netflix wants/needs the partnership.

Finally, an iWatch is dumb. What market research said this would be a good idea? **** Tracy was 50 years ago so unless they are looking at an iWatch/Phone/Calculator, there is no need for such a thing.

The iPod allowed people to not carry a big CD player around. The iPad allowed easier computing on the go although it could be better. The iPhone allowed music and phone capabilities. What more can the iPhone allow you not to carry? Your wallet/purse. This may be more of an iOS thing and I know there are some apps that offer this already, however Apple can come out ahead with an iWallet app that will, essentially, take your need for a wallet away.

 

[cstu]

Finally, an iWatch is dumb. What market research said this would be a good idea? **** Tracy was 50 years ago so unless they are looking at an iWatch/Phone/Calculator, there is no need for such a thing.

It's not really a watch, it's a wearable iPhone. For people who hate to carry around a phone in their pocket I think it's very attractive. Bring a iPad with you if you want games/internet/video but otherwise an iWatch would be all you need for calls and music.

 

[tommyGunZ]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

I have an iPad 4 and just bought the new Nexus 7 and love it. I haven't touched the iPad 4 since and doubt I will ever go back to it. I have an iPhone 5 from work and also a Galaxy Note 2, and only use the iPhone 5 for work purposes. It really just depends on what the user values most, and in my case, that is functionality over smoothness.

i think the nexus has great features, i just find myself wanting to throw it against a wall as the touch precision isn't on par with the apple products i've used.

Yep. Their touchscreens and track pads are just better than any other device or laptop I've used in the past. When I use someone else's non-Apple phone, laptop, or tablet, the difference is noticeable and frustrating.

 

[drummer]

The touchscreen on my GS3 is about as fast as it gets.

 

[Slapdash]

The touchscreen on my GS3 is about as fast as it gets.

Yeah. Seems much faster than my iPad or girlfirend's iPhone.

 

[NutterButter]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

 

[Maelstrom]

Is a fingerprint reader that big of a deal? I don't have a password on my phone and I can see how not having to enter one would be convenient, but is it really something more than that?

Why not?

Fingerprint reader would be pretty cool and new to phones but not exactly a ground breaking feature (its been on laptops for years).

It's also not a new feature on phones. See the Motorola Atrix (http://bit.ly/1eKLpx0). Unfortunately right after this came out, Apple bought the company that made the sensors, and now we know why.

 

[Clifford]

Been a fun ride from 409. Of course that was buy back of shares I originally got for $130 and sold at 430

 

[Politician Spock]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

 

[tommyGunZ]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

How does one become privy to Apple's roadmap?

 

[Major]

I don't really have to say anything that I haven't said before other than

 

[Politician Spock]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

How does one become privy to Apple's roadmap?

Where do you get off saying there is lots of money to be made because of lots of new products to be announced without having access to their roadmap?

 

[tommyGunZ]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

How does one become privy to Apple's roadmap?

Where do you get off saying there is lots of money to be made because of lots of new products to be announced without having access to their roadmap?

Tim Cook said there were several new products to be announced in the fall of 2013 and early 2014.

 

[optionmaven]

Been a fun ride from 409. Of course that was buy back of shares I originally got for $130 and sold at 430

Nice score. Seemed like a no brainer to me when it went under 400. Was beaten down merciless and its times like these, i wish i had overinvested, instead of playing steadfast and safe.

 

[optionmaven]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

VERY

Just look at the responses here. Alot of people think the touch screen of aapl is superior to other devices. People with Mac computers rarely if ever go to a non mac. The music side of there business is only going to get better. I just see undervaluation all over the place here. JMO.

Starting to like the numbers GOOG is dropping too. Not to steal from the apple love/hate going on.

 

[Slapdash]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

Apple has a good balance sheet, but the fact they have to issue debt to return capital to shareholders is strange.

 

[humpback]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

Apple has a good balance sheet, but the fact they have to issue debt to return capital to shareholders is strange.

Well, they don't have to, it just makes sense in the current environment.

 

[The Commish]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Three things off the top of my head HP is doing:

Electrophoretic liquid crystal displays
Print Biometrics
Line of sight signaling and positioning for mobile devices

All three are major frontiers for innovation. This doesn't include their continued R&D around 3D printers.

 

[The Commish]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

How does one become privy to Apple's roadmap?

You're a share holder right? Go to the meetings or read what they send you. There used to be a website but it was hacked so they axed that.

 

[NutterButter]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Apple's balance sheet is much more attractive than many other companies.

I wish people would use that as a reason they buy Apple instead of the ridiculous idea that Apple just naturally produces breakthroughs such that even though it doesn't look like they have any breakthrough on their roadmap, one MUST be coming soon.

Apple has a good balance sheet, but the fact they have to issue debt to return capital to shareholders is strange.

Well, they don't have to, it just makes sense in the current environment.

Yeah, I thought that was just the smart accounting move b/c interest rates are so low and a lot cheaper to go that route than to bring money back to the states and get taxed on it.

 

[NutterButter]

I don't have any reason to think Apple is either. When the question was asked earlier in regards to Apple, the answer was watches, TVs, and new features in their existing products. Sounds pretty HP-ish to me.

if that's what you're saying, name a company in the tech consumer space that is innovating? in terms of innovation potential and the likelihood that one will come through with the next breakthrough product hp and apple are worlds apart. apple's cash flow alone gives them worlds of flexibility that hp just can't touch.

Three things off the top of my head HP is doing:

Electrophoretic liquid crystal displays
Print Biometrics
Line of sight signaling and positioning for mobile devices

All three are major frontiers for innovation. This doesn't include their continued R&D around 3D printers.

Major frontiers in terms of revenue generators or major just in their own specific technological space? None of those sound like actual products, but just smaller pieces of other products.

 

[culdeus]

You listed "iPhone Color" which is an assumed feature of the 5C. I was speaking to that feature, not the 5C in general. 5C is meant to replace the 4S...biggest change in the 5C seems to be the dropping of Siri. Are you talking about the 5S perhaps?? On Sept 10 we will probably be told that the product line has been simplified. A 5C will be "good", a 5 will be "better" and a 5S will be "best" with the 5S being very similar to the 5 in all important features. If that gets your rocks off, have at it. To me, it's a far cry from what Jobs was doing in their hay day

I think our disagreement is probably best summed up by your "it's not 2008" comment. I don't think anyone is in here predicting a run like we saw from 2008, where AAPL went from $150 to $700 in 4 years. No one is predicting today's $500 AAPL price will be $2000+ in 2017.

There is still room to grow, and the stock is cheaper than it's rivals per fundamentals. Would $600 a share really surprise anyone?

It would surprise me if it got there and stayed for any amount of time. Apple made their name on doing correctly what others failed to do. The others have caught up to Apple. An argument can be made that a couple have passed them. They are going to have to innovate and be "out of the box creative" to make a jump. Yes, there's money to be made if you are willing to work at it but it's not the easy homerun it once was.

I finally tried out and bought an android tablet, the new nexus 7. The biggest problem with it is the touchscreen is less precise and i find myself occasionally having to click a link a bunch of times for it to register, this doesn't happen on my iphone.

They can add all the features in the world, but if they can't get the most important part as good then the rest is meaningless, at least to those who have experienced the apple touchscreen.

There is no way i'd buy another android product until they get the touchscreen right.

Does anyone know someone who has went from an iphone to an android and been happy with it? I'm sure there are some but after using an iphone going to android was extremely frustrating as the touchscreen sucks.

Went from a 3GS to S3 and never going back. No issues whatsoever with touch responsiveness. Biggest complaint about going back to an Apple product now is no live tiles and no back button. I'm really not sure what advantage an iPhone has now over an Android though I'm sure there are some.

I have an android phone and an ipad as my main mobile devices. Used to be iphone with android tablet. I would never go back to iphone as a phone. Yes, there are some tiny features you miss on android that are difficult to duplicate, but by in large the plusses so far outweigh the minus that they are easily set aside. When I pick my wife's iphone up it just feels like a toy now, not a serious device to use to get something done. My ipad I use more as a toy/screen so it serves that purpose well and in the form factor that makes sense for that type of product.