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This is the reason for the iPhone 5S update coming up so quickly. They figure they can salvage some of the buyers by giving them the "updated" phone, when it reality its Apple trying to save face and create a product which they can just deliver on time to keep the hype going. The iPhone 5 is great. I've had it since release day and people still are willing to pay a premium for it. However, I've noticed how easily this new material chips. It's crazy how I can already see dings and dents and "paint" chips whereas with my 4S even after a year of no-case usage I was able to sell it in mint condition. This iPhone 5 is already a "used" phone due to the chipping issue. When the iPhone 5S comes out and doesn't have any real "improvements" we'll then realize that it was indeed a manufacturing issue and not some crazy innovation/breakthrough on the horizon. Sales will go up towards holiday season if Apple can just deliver their products quicker. Last edited by 1stBuy; 11-15-2012 at 09:48 PM.. |
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| 11-15-2012, 09:46 PM | |
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Demand still way high for iPhones, supply can barely keep up.
Holiday season coming up, should be biggest holiday season for Apple especially with the tablet line-up. Still have China market to launch the iPhone 5 into. Earnings per share, looking forward, will be north of $54 per share. Apple has about $130 billion (and more each day) in cash and short term securities. Basically, this is a fantastic opportunity to load up while the hedgies and millionaires sell to lock up their gains at 15% tax rates. But where are they gonna plow all that money into? The world isn't ending, the American economy isn't collapsing, China is starting to crank again and Europe ... well Europe is f*cked, never mind. Ah, yes, setting up to be a nice rally to $650 before earnings season, I think. |
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Bottom line is .. If apple wasnt running out of steam and running out of ideas they wouldnt have started to offer a dividend. They are clawing to hold onto investors.
Apple will find a comfortable range to settle in and turn into a stable dividend paying stock.. The days of skyward movement are over.. Last edited by Leb; 11-18-2012 at 09:12 AM.. |
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Apple advanced a way to take partial productivity anywhere you want. The iphone (Apples #1 source of revenue), and later the ipad. allowed people to do things that other products at the time did not (including style, and ease of use). But, these products are heavily hampered "infotainment" devices. There is still no productivity that comes from my ipad..and that's why it sits in a drawer, waiting until I want to watch a movie on a plane. It is a luxury item, that no longer needs to be.
Recently, true productivity has come to streamlined mobile in the form of windows 8 on the slate. The device is slick, well made, and sports the ability to be productive, anywhere you want. If you do not see this as the big issue for apple, look again (Microsoft has the money and the sway to move mountains). The second issue of course, is a lack of direction. Jobs was a frantic perfectionist, his replacement is a businessman (seemingly lacking in vision); and this simply doesn't fit a company that is built around advertising and artistic design. How many times can you really pair a large screen with a big battery and be successful? 0 innovation has come out of apple for years and years and years This will play out a lot like it did the first time. Apple leads the way for a while, but eventually they are pushed aside for cheaper, more productive, more open products. But, of course, this is just another opinion. Consumers are not logical, and neither is the market at this stage. "Pursuant to IRS Circular 230, I am required to advise you that if there is any tax advice contained herein, it is not intended to be used, and cannot be used, by the addressee or any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code." Stolen from someone, forgot who...
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