DeathChill
Apr 23, 12:11 PM
I have nothing against Apple shareholders (both shorts and longs :D). It's just this is not a forum for them. This is their forum: http://messages.finance.yahoo.com/mb/AAPL
This is my new favorite post. You, the guy who owns no Apple products (save for a battery charger) and quite clearly dislikes Apple, telling someone they are on the wrong forum.
This is my new favorite post. You, the guy who owns no Apple products (save for a battery charger) and quite clearly dislikes Apple, telling someone they are on the wrong forum.
chrmjenkins
Apr 12, 12:57 PM
The best indicator will be whether or not there's an April iOS event. If there isn't, that means previous years' schedules don't necessarily hold anymore. If WWDC is filled with iOS 5 and Lion news, it's possible iPhone 5 won't make an appearance.
However, it's also possible that the new features of iOS 5 are so tied in with iPhone 5 that they don't want to reveal one without the other. For instance, NFC capabilities.
The existence of an independent iOS event also depends on how necessary Apple deems it. Every year we see new features and a bunch of developers get up and squawk about their software. Is that really even necessary anymore? We know the app store rocks and people are making great apps for it.
There's no telling how it will shake out, but I'm not putting any stock in news and media outlets who live and die by page hits and people paying attention to them, especially when apple is notorious for seeding false rumors to plug leaks.
There was a recent announcement by Sony saying their deliveries to Apple for an 8MP camera would be delayed due to conditions in Japan. I've read other articles suggesting other iPhone components may be in short supply.
The disaster in Japan may have an impact on their release schedule. It might have been tight before, then the earthquake killed it.
It may be tied up to the iPad 2 as well. Supply is going to be choked for quite some time, and they share a lot of components even given their size differences. If apple prioritizes iPad 2 availability, it may make sense to them to delay iPhone 5 a bit. It's the best worst problem to have. They can sell so many units of whatever they make, they just have to decide which unit it's going to be of.
However, it's also possible that the new features of iOS 5 are so tied in with iPhone 5 that they don't want to reveal one without the other. For instance, NFC capabilities.
The existence of an independent iOS event also depends on how necessary Apple deems it. Every year we see new features and a bunch of developers get up and squawk about their software. Is that really even necessary anymore? We know the app store rocks and people are making great apps for it.
There's no telling how it will shake out, but I'm not putting any stock in news and media outlets who live and die by page hits and people paying attention to them, especially when apple is notorious for seeding false rumors to plug leaks.
There was a recent announcement by Sony saying their deliveries to Apple for an 8MP camera would be delayed due to conditions in Japan. I've read other articles suggesting other iPhone components may be in short supply.
The disaster in Japan may have an impact on their release schedule. It might have been tight before, then the earthquake killed it.
It may be tied up to the iPad 2 as well. Supply is going to be choked for quite some time, and they share a lot of components even given their size differences. If apple prioritizes iPad 2 availability, it may make sense to them to delay iPhone 5 a bit. It's the best worst problem to have. They can sell so many units of whatever they make, they just have to decide which unit it's going to be of.
SeanZy
Mar 15, 10:10 AM
Just got here to Brea an there's about 20 or so in line. Hopefully we can get some update on inventory levels. They didn't sell any yesterday but I don't know if that's because they didn't get any or chose to hold them for today.
Good luck everyone!
I am also in line at brea. About 11th in line... Using the white one I already got haha. Waiting for a friend
Good luck everyone!
I am also in line at brea. About 11th in line... Using the white one I already got haha. Waiting for a friend
inkswamp
Jul 21, 12:06 PM
Don't mean to be a wet blanket, but I didn't care about Apple's market share when it was slipping in the 90s and I don't care about it now that it's climbing. I didn't buy my Mac to be popular and I don't particularly care that lots of people are (or are not) using them. It's just an irrelevant metric to me.
Apple produces very high quality machines and that's always going to ding them (ironically) in terms of market share as people will buy new machines less often and because loads of people aren't picking up bargain Macs at Wal-Mart. I know lots of Windows users and they buy new PCs on average every two years. I buy a new Mac on average every 5 years and most Mac users I know do the same. Market share is just meaningless, even when it's positive news.
Besides, Apple deals in the kind of quality that will keep it around for many, many years, regardless of which way its market share is going and that's all that I care about.
I can say that I predicted Apple would release software to dual boot an Intel Mac but without proof who would believe me?
Only if you were John C. Dvorak. :D ;)
Apple produces very high quality machines and that's always going to ding them (ironically) in terms of market share as people will buy new machines less often and because loads of people aren't picking up bargain Macs at Wal-Mart. I know lots of Windows users and they buy new PCs on average every two years. I buy a new Mac on average every 5 years and most Mac users I know do the same. Market share is just meaningless, even when it's positive news.
Besides, Apple deals in the kind of quality that will keep it around for many, many years, regardless of which way its market share is going and that's all that I care about.
I can say that I predicted Apple would release software to dual boot an Intel Mac but without proof who would believe me?
Only if you were John C. Dvorak. :D ;)
Some_Big_Spoon
Nov 3, 12:36 PM
Parallels has been great, and I'm tolerating CrossOver. I'd just like CrossOver to be faster and more power, plus easier to use. Windows is one bicycle this fish doesn't need.
locust76
May 3, 08:07 AM
$100 says that in 2 months we will hear about screen flickering issues. :rolleyes:
That70sGAdawg
Apr 14, 07:11 PM
what's about battery drain ? anybody noticed something ?
Uh, it came out two hours ago from when you posted... It might take a little time to judge battery life!
Uh, it came out two hours ago from when you posted... It might take a little time to judge battery life!
eastercat
Apr 24, 01:13 AM
There are people who think ignorance is acceptable. :rolleyes:
Now, all they need is to unlock the phone and we'll know the exclusivity contract is broken.
I think "cali" is acceptable.
Now, all they need is to unlock the phone and we'll know the exclusivity contract is broken.
I think "cali" is acceptable.
s15119
Apr 26, 02:40 PM
duh. Did anyone really think Apple would do something without charging?
Egomaniac
Nov 6, 09:13 AM
To be honest, I've had more application crashes and restarts on OSX than I have under XP/Windows in the past 3 years. So much for "crash resistant" - and yes, I've had 4 kernel panics since I got this iMac home; that's more than the number of BSODs I've had under XP in 4 years.
Which means -- as everyone is saying -- that there is something wrong with your computer. I have a MacBook, two Intel iMacs, and a Mac Pro in my house, and they do not crash despite heavy daily use. My poor Mac Pro is running three different operating systems right now using Parallels, with nary a complaint. If you are getting unexplained kernel panics on a clean install of Mac OS X, then you have a hardware problem.
Hardware problems can affect any OS -- I've seen Windows systems that get daily BSODs. It's not because "Windows sucks", it's because there was a sub-par memory chip or somesuch in the system. Likewise Mac OS X crashes, when nobody else is experiencing a problem, are not an indication of the stability of the OS but rather of your hardware.
Which means -- as everyone is saying -- that there is something wrong with your computer. I have a MacBook, two Intel iMacs, and a Mac Pro in my house, and they do not crash despite heavy daily use. My poor Mac Pro is running three different operating systems right now using Parallels, with nary a complaint. If you are getting unexplained kernel panics on a clean install of Mac OS X, then you have a hardware problem.
Hardware problems can affect any OS -- I've seen Windows systems that get daily BSODs. It's not because "Windows sucks", it's because there was a sub-par memory chip or somesuch in the system. Likewise Mac OS X crashes, when nobody else is experiencing a problem, are not an indication of the stability of the OS but rather of your hardware.
daneoni
Oct 24, 09:26 AM
Apparently the 160GB HDD's performance is on par with the 100GB 7200RPM and a tad faster than the 120GB??
trader889
Jan 26, 11:18 PM
You can't tell much about where a company is going by looking at P/E, as by definition, this is a backwards-looking statistic. All of the companies you mention are growing far more slowly than Apple, which is why their trailing P/E ratios are lower. This is sort of what you said, but it's worth clarifying that you can't necessarily compare P/E ratios between companies with vastly different growth rates.
True, that's why I like to look at the PEG Ratio (P/E to Growth). If we take the current price of 130 minus cash net of payables and receivables (approx $17 a share), you get 113 for the "enterprise" value of Apple. I'll give it a conservative $5/share earnings this year, for a P/E of 23. According to Yahoo, we have an estimate of 30% growth this year, so we are getting a PEG of less than 1 for this year. Less than 1 is cheap, HOWEVER, it doesn't mean it can't/won't get cheaper.
I'm long Apple, so I have a bias, but here are some things to think about:
1) Market is reacting to bad numbers for the ipod, supposedly bad numbers for the iphone, recession concerns etc.. Do you think Apple is not going to come out with anything new this year that can add to the bottom line?
2) Apple is opening up more new stores worldwide. I believe their average sales at the stores is about $4000/sq foot. Their first China store is opening up in Beijing this year (think Olympics). Also, despite some of the headlines about no China iphone deal, CEO of China Mobile (370 million subscribers) stated this past weekend in Davos, Switzerland "We've not started any formal negotiations with Apple. The door is open to all for discussions about fashionable phones". This pretty reiterates what Steve Jobs said. Also, let's not forget all the other countries that have no iphone deals.
3) $18 billion in cash. Let's say that this earns 2%. Comes out to about 30,000,000 a month or .03 per share in earnings just on interest. On the conference call, I think one of the analysts said that Apple is averaging about $1 billion a quarter in cash, although last quarter was killer when they added $3 billion.
4) 45% of Apple's revenues come from overseas. This will only get larger as they open more stores overseas. Unless we get a worldwide recession, overseas sales should help cushion any US slowdown. Also, all the US analysts keep coming up with their updates based upon their "channel" checks, does this include overseas channel checks? I doubt it. So be wary of what they say.
5) Personally, I think the Macbook Air was developed with Japan in mind. In previous conference calls, CFO said Japan was one of the weaker markets. As some of you may know, Japan loves small, ultraportable computers.
Feel to comment/criticize, but as one poster said, if you think Apple is finished as a company, sell. If you think the future still looks good, don't look at the price of Apple for 3 months or as Warren Buffet says, 10 years..lol.
True, that's why I like to look at the PEG Ratio (P/E to Growth). If we take the current price of 130 minus cash net of payables and receivables (approx $17 a share), you get 113 for the "enterprise" value of Apple. I'll give it a conservative $5/share earnings this year, for a P/E of 23. According to Yahoo, we have an estimate of 30% growth this year, so we are getting a PEG of less than 1 for this year. Less than 1 is cheap, HOWEVER, it doesn't mean it can't/won't get cheaper.
I'm long Apple, so I have a bias, but here are some things to think about:
1) Market is reacting to bad numbers for the ipod, supposedly bad numbers for the iphone, recession concerns etc.. Do you think Apple is not going to come out with anything new this year that can add to the bottom line?
2) Apple is opening up more new stores worldwide. I believe their average sales at the stores is about $4000/sq foot. Their first China store is opening up in Beijing this year (think Olympics). Also, despite some of the headlines about no China iphone deal, CEO of China Mobile (370 million subscribers) stated this past weekend in Davos, Switzerland "We've not started any formal negotiations with Apple. The door is open to all for discussions about fashionable phones". This pretty reiterates what Steve Jobs said. Also, let's not forget all the other countries that have no iphone deals.
3) $18 billion in cash. Let's say that this earns 2%. Comes out to about 30,000,000 a month or .03 per share in earnings just on interest. On the conference call, I think one of the analysts said that Apple is averaging about $1 billion a quarter in cash, although last quarter was killer when they added $3 billion.
4) 45% of Apple's revenues come from overseas. This will only get larger as they open more stores overseas. Unless we get a worldwide recession, overseas sales should help cushion any US slowdown. Also, all the US analysts keep coming up with their updates based upon their "channel" checks, does this include overseas channel checks? I doubt it. So be wary of what they say.
5) Personally, I think the Macbook Air was developed with Japan in mind. In previous conference calls, CFO said Japan was one of the weaker markets. As some of you may know, Japan loves small, ultraportable computers.
Feel to comment/criticize, but as one poster said, if you think Apple is finished as a company, sell. If you think the future still looks good, don't look at the price of Apple for 3 months or as Warren Buffet says, 10 years..lol.
Thataboy
Apr 26, 12:13 PM
Of course they would charge -- is anyone surprised by this?
If you copy your actual files to the cloud (a la iDisk or Amazon Cloud Drive), then no additional licensing is required (no matter what the labels say). If Apple wants to keep master files in the cloud, and have you verify you own a copy so you can have streaming access to that file -- that requires new licenses.
Licenses aren't made out of peaches and puppies. They cost money. If you want to argue Apple should eat the costs, out of the goodness of their hearts, well go ahead and argue that in crazyland.
Now, Apple COULD use this as a value-add to a structured MobileMe service. Even if they do, I imagine they'd have a separate music-only fee for those who don't want e-mail/iDisk etc.
This could even pave the way to a subscription model -- if Apple has every song in the cloud anyway, and they've gotten streaming licenses, I imagine it wouldn't be tough to start a Napster/Rhapsody style subscription plan.
If you copy your actual files to the cloud (a la iDisk or Amazon Cloud Drive), then no additional licensing is required (no matter what the labels say). If Apple wants to keep master files in the cloud, and have you verify you own a copy so you can have streaming access to that file -- that requires new licenses.
Licenses aren't made out of peaches and puppies. They cost money. If you want to argue Apple should eat the costs, out of the goodness of their hearts, well go ahead and argue that in crazyland.
Now, Apple COULD use this as a value-add to a structured MobileMe service. Even if they do, I imagine they'd have a separate music-only fee for those who don't want e-mail/iDisk etc.
This could even pave the way to a subscription model -- if Apple has every song in the cloud anyway, and they've gotten streaming licenses, I imagine it wouldn't be tough to start a Napster/Rhapsody style subscription plan.
Ryan1524
Apr 14, 12:34 AM
http://farm6.static.flickr.com/5301/5618374236_ba21c7581e_b.jpg (http://www.flickr.com/photos/ryan_tir/5618374236/)
Pure Wonder and Fascination (http://www.flickr.com/photos/ryan_tir/5618374236/) - What I wouldn't give to see with her eyes again.
Pure Wonder and Fascination (http://www.flickr.com/photos/ryan_tir/5618374236/) - What I wouldn't give to see with her eyes again.
ryokun6
Apr 16, 02:48 PM
QuickTime videos won't play after the update.
Anyone having the same issue?
Anyone having the same issue?
Kelmon
Oct 24, 08:00 AM
Will buy the 17" version just as soon as the store will take my order...
Anyway, at least this wait is now over!
Anyway, at least this wait is now over!
chrono1081
Apr 28, 04:06 PM
Wirelessly posted (Mozilla/5.0 (iPhone; U; CPU iPhone OS 4_2_1 like Mac OS X; en-us) AppleWebKit/533.17.9 (KHTML, like Gecko) Version/5.0.2 Mobile/8C148 Safari/6533.18.5)
The apple two-for-one special - it's UGLY and FAT, and all you have to pay for is ugly.
God the iPhone 4 I'm trying this message on looks so much better than the white one.
I'd be amazed if you could say something non-trollish for once.
The apple two-for-one special - it's UGLY and FAT, and all you have to pay for is ugly.
God the iPhone 4 I'm trying this message on looks so much better than the white one.
I'd be amazed if you could say something non-trollish for once.
Moyank24
Apr 25, 08:33 PM
After this post, I can�t even think straight.
Me neither. ;)
Me neither. ;)
*LTD*
Apr 24, 07:19 PM
Id love to know why this is page one....
Another carrier for the iPhone. That's usually big news.
Another carrier for the iPhone. That's usually big news.
falcon99
Oct 5, 09:38 AM
Seems like we have the same drop rate here. From all of these posts it looks like ATT has a problem in many metro areas.
MacSlut
May 4, 02:41 PM
Care to elaborate? I realize I haven't had my coffee yet but makes sense on this end.
Never been suspended for non-payment.
Dropped a $10/month third line from plan ~ 6 months ago.
Although, now that I'm waking up more, I did lower my rate plan as well a few months ago. The 2 of us weren't using 1400 minutes anymore, so we went down to 550. This must be the cause of it.
"we went down to 550" <---THIS
You went down to 550 and expected an early upgrade?
Also, you don't need to be suspended for non-payment, if the payment is late at all they'll consider it for the early upgrade date.
As I mentioned in an earlier comment, my early upgrade is still set for 6/25/2011, and I bought the iPhone 4 on launch day 6/24/2011.
Read through this thread. Look at other sites that picked this up. Look at what you did.
Think next time.
Never been suspended for non-payment.
Dropped a $10/month third line from plan ~ 6 months ago.
Although, now that I'm waking up more, I did lower my rate plan as well a few months ago. The 2 of us weren't using 1400 minutes anymore, so we went down to 550. This must be the cause of it.
"we went down to 550" <---THIS
You went down to 550 and expected an early upgrade?
Also, you don't need to be suspended for non-payment, if the payment is late at all they'll consider it for the early upgrade date.
As I mentioned in an earlier comment, my early upgrade is still set for 6/25/2011, and I bought the iPhone 4 on launch day 6/24/2011.
Read through this thread. Look at other sites that picked this up. Look at what you did.
Think next time.
ThomasJefferson
Jul 29, 07:16 PM
Zune?
As in, this is something that does not Zoom, its Zunes?
Could still be fun to watch tho ...
Just how uncool can M$ make music?
As in, this is something that does not Zoom, its Zunes?
Could still be fun to watch tho ...
Just how uncool can M$ make music?
antpod
Apr 13, 11:26 PM
FINALLY. I decided to either wait for this or the iP5, whichever came first. eff yeah finally! My 3GS broke in January and i've decided to be phoneless for a couple months as an experiment on myself and im soooooooo ready to have a phone again.
FireStar
Nov 28, 11:06 AM
Covers for all the Warriors books in my collection that have no cover ( lost 'em /: ). I dont know where to get just a cover, so eh.
Warrior Cats?
Warrior Cats?
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