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Posts by jason98

No need to respond now. Let's back to this thread after the earnings call and q2 guidance release.
Apple will have to throw in the towel and guide modest Q2 and Q3 due to lack of a competitive iPhone model. Europe has already lost interest despite Cook's promises last summer to address the market. LTE/4"+ device better be released this year or the US/Asia will follow.
Gave 3GS to my teenage daughter and put her on AT&T prepaid plan for $25 per month (unlimited text but no web). My iPhone-4 will end up in the same hands once Apple releases LTE/4"+ device.
Well, "Tweet" context menu item here and there already irritates me. Why should I see it if I never gonna use it? Now "Facebook"?
LTE is important because 3G is not good enough for video, tv, and movies online. I am sure existing iPhone owners (including me) are willing to wait as long as apple wants them to But patience of those who are on a fence is running out and that's bad for apple.
What's the point in buying a newer phone for yourself, staying in a huge line, the phone that looks the same as the previous one (in the culture where image is everything), the phone with the main feature not even supporting the native languages of the country? There is none. You just get iPhone-4 instead.
There is no way Apple could repeat or exceed sales (35M) of this quarter in the next one.And please, do not overestimate capacity of the $700+ phone market in China.
Well, according to the recent rumors we won't see the next iPhone until fall. The next three quarters Apple will have sequential decline in iPhone sales back to 15-20m.
In the context of the Stock Market, short term outlook DOES matter. Also in case of Apple, seasonality is somewhat artificially induced. People are ready to buy cutting edge cell phones any time of a year but Apple delivers it only once. What do you think happened in the quarter prior to 4s release. If it was not a slowdown then what? The same will happen in the first calendar quarters of 2012. And if iPhone LTE is not released by summer, sales will drop big time. The...
Not sure which argument is more foolish mine or yours. Holiday season is not over yet, thus no sign of slowdown...
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