or Connect
AppleInsider › Forums › Investors › AAPL Investors › Wall Street disappointed by indications that Apple won't launch new products until fall
New Posts  All Forums:Forum Nav:

Wall Street disappointed by indications that Apple won't launch new products until fall - Page 2

post #41 of 131
gEt over it Wall Street - apple doesn't deliver for you, if they did, all they would do is produce junk. Apple users work hard for their money and demand the best and are willing to pay the extra money.
post #42 of 131

Poor, poor Wall Street. What ever will they do... (shedding a tear)

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #43 of 131

If Tim’s words were chosen carefully (and I think they should be) a "surprise" isn’t a new-New iPad or a Retina iPad mini or an iPhone 5s, or refreshed MacBooks...

 

"Surprises" are game-changers, leaps-not-steps kind of advances... To me this feels a lot more like "Yeah guys, all the cool stuff that is Top Secret that you are speculating about, it’s gonna start happening in the Fall and trough next year, so brace yourselves!".

 

I might be wrong, but that’s my take on it...

 

 

 

Right now they seem to be working really hard on iCloud, iTunes, OsX and iOs... Maybe not the most exiting prospect in therms of investors, but as an Apple product owner, that makes me happy.

post #44 of 131
Problem with Wall Street is that they are disappointed no matter what. The stupid analysts (see the word anal in there) are basically that - stupid.

I personally see no reason for Google to be at the price it is and for Apple to fall $300 in the last 6 months.

If Apple releases new products they are dissatisfied it it is does not they are disappointed.

I say screw them.
post #45 of 131
Quote:
Originally Posted by waldobushman View Post

Cook is making the big mistake of caring what investors think. Cook is taking SJ's final words to him "Don't ask, "What would Steve do"?" too seriously. SJ would say, ignore Wall Street. Cook and the other boys ask what would Steve do. SJ would be right.
What choice does he have when the narrative is all about Apple's falling stock price. It's impossible to ignore.
post #46 of 131

Oh yeah, it's ONLY Wall st. Nobody else was hoping for some new fantastic release this summer. I mean, I sure as hell wasn't hoping for an 11" Air Retina. That's for sure! And now that every single product Apple makes is a "Thunderbolt" product, no reason to expect a newly entered product in the pro Mac space.  Naw...

Yep; Firing on all cylinders.

post #47 of 131
We will have to wait and see...
I read a quote that said new "Ground Braking" products coming in the fall.

iPhone 5S and low cost iPhones are not particularly ground breaking.

iRadio, iTV, iWatch would likely be ground breaking...
post #48 of 131
We will have to wait and see...
I read a quote that said new "Ground Braking" products coming in the fall.

iPhone 5S and low cost iPhones are not particularly ground breaking.

iRadio, iTV, iWatch would likely be ground breaking...
post #49 of 131
Quote:
Originally Posted by AppleSauce007 View Post

We will have to wait and see...
I read a quote that said new "Ground Braking" products coming in the fall.

iPhone 5S and low cost iPhones are not particularly ground breaking.

iRadio, iTV, iWatch would likely be ground breaking...

 

iRadio would be me-too, but it's inevitable anyway.

 

iTV or iWatch 'could' be groundbreaking. We'll see.

Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
Reply
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
Reply
post #50 of 131
'Um also believes it would be "more prudent" if Apple were to spread out its product refreshes. He noted that very few consumers can afford to upgrade their iPhone, iPad, Mac and iPod simultaneously.'

This was the obvious flaw in Apple's 2012 execution. Let's quit the denial already and hope Apple doesn't repeat the same mistake two years in a row.
post #51 of 131
You took those ASCII characters right off my finger tips! 😅😅😅😅

More importantly these idiots can't read between the lines. Tim said absolutely nothing about revs to existing products. One way to read Tim's comments is that he is talking about brand new products. I could easily see new laptops before the fall and maybe some desktops, there it is all about Intel more than any thing else.

The other problem is the analyst have no sense of history. In the past long drawn out product revs, especially iPhone related, have not impacted sales the way some think the do. The last time this happened sales of the iPhone stayed relatively strong. Likewise tablet sales haven't been an issue either. The expectation that sales will suddenly tank is not rational and does not reflect history!!

So yeah Wall Street can go F themselves.
Quote:
Originally Posted by simtub View Post

Wall Street can go and F themselves!!
post #52 of 131
WWWWHHHHhhhhaaaaa..... That's all these Wally-Street Klowns know how to do... Whine.., if YOU, the sucker little guy, won't pat their $ BILLION DOLLAR A MONTH BILLS, then they think they're under-compensated... FU** THEM....
post #53 of 131
New products are tough to create. They need to let people rest. Too much too fast is very bad for everyone!
post #54 of 131
Quote:
Originally Posted by anantksundaram View Post

Totally puzzling product intro roadmap. With the bunching increasing the likelihood of creating supply issues and shortages, as happened last year.

It's going to be a long, hard summer for AAPL shareholders, Apple enthusiasts, and AI's boards.

I for one am happy for a lull in the upgrade treadmill. Just got the 15" Retina MBP, and the iPhone 5 was 6 months before that. I've spent my allotment of Apple money til 2014.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #55 of 131

These ANALysts make me vomit. I have absolutely no repect for those useless parasites of our society.

post #56 of 131
So, no new Mac Pro this year?

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #57 of 131

If it is true that a majority of the product roll-outs won't happen until Fall (we're already well near May) then that's for one of three reasons.

 

1) Apple can't keep up with demand of their existing products so there isn't a need to refresh quite yet.

2) Manufacurer difficulties.

3) There's major OS changes coming that must be released prior to the hardware rollouts.

 

With WWDC coming soon we will find out whether #3 is correct which I expect is the real reason.

post #58 of 131
Quote:
Originally Posted by pedromartins View Post

This is hilarious!

 

They are not demanding a better iPhone, they are demanding 3 new models already and talking like if iWatch and iTV are certain things and apple's obligation!

 

I truly believe that APPL is doomed.

The dilemma is that Apple can't put out products as quickly as you, I, or Wall Street wants because Apple, like everyone else, has to wait for Intel or some other technology that comes from a variety of component mfg to be released and in high enough quantities to be able to have a successful launch.

 

For laptops, iMacs and MacMinis (or other potential desktop computers) Apple and everyone else is waiting for Haswell updates and i'm sure the new  802.11ac spec (chips) have to be released since that's the next generation products.  So what can ANYONE do about it?  NOTHING.

 

Yeah, I'm sure it would be great for Apple to finally release the next MacPro systems, but they have to wait until Intel releases the new XEON chips and whatever else they have to wait for.

 

iPhones?  Well, I'm sure Apple is trying to figure out the Fingerprint ID technology, and they are working on new processors, etc.

 

iTV?  I'm sure that's mostly just a new designed product they are waiting for whatever technology to be available.

 

The unfortunate problem seems to be out of Apple's hands.

 

Will they announce anything this quarter?  Maybe.  I wouldn't be surprised if they made SOME announcements.

 

Next quarter?  Summer months are generally not the best months to release product, but we might have some announcements.

 

Either way, we can only sit back and wait.


What sales will happen?  I'm sure this quarter and next quarter will be fairly low, just because that's what is going on in the industry.

 

I think Apple is also trying to get China Mobile signed on and they'll obviously have to tailor their products specifically for their cellular network, since theirs is proprietary.


Is Apple doomed?  No.  It's probably just not going to be as big of a year as people would like, but that doesn't mean they are doomed.

 

HP, Dell, all of the other PC mfg are more doomed because WIndows 8 is a complete failure, especially on the tablet front.

 

Smartphones?   I think Apple just has to get out a larger screen model and whatever else they're going to come out with and I'm sure they'll be just fine.

 

I think that the stock will go up in the next 2 to 3 years and it might double during that time frame.

 

I think Apple is going to release software updates as Logic, Aperture, iWork, and iLife suites are getting ripe for an upgrade.

 

OS X and iOS will get getting updates this year and it will be interesting to see how much they are both improved/changed.

post #59 of 131

There are only three $100+B companies with a (current) p/e less than that of Apple's: Chevron, Shell, and J P Morgan Chase.

 

And, if my arithmetic is correct, Apple's operating assets (i.e., market cap less cash) have a forward p/e of 5x.

 

Wow. I don't think an opportunity like this will come around very often. A few years from now, the naysayers will look back and weep.

post #60 of 131
Quote:
Originally Posted by AppleSauce007 View Post

We will have to wait and see...
I read a quote that said new "Ground Braking" products coming in the fall.

iPhone 5S and low cost iPhones are not particularly ground breaking.

iRadio, iTV, iWatch would likely be ground breaking...

Well, I would also include desktops/laptops, also the next generation products like Time Capsule, since 802.11ac is getting ready for prime time.

post #61 of 131
Quote:
Originally Posted by simtub View Post

Wall Street can go and F themselves!!

Now, now it's not as if Wall Street was somehow responsible for the current state of the economy with lost jobs and spending cut-backs. I mean, if they were, they'd be held accountable for it like they try to hold Cook accountable:

http://www.guardian.co.uk/commentisfree/2013/jan/23/untouchables-wall-street-prosecutions-obama

If they were responsible and repeatedly criticised for it, they wouldn't have a problem with it and so why shouldn't they repeatedly criticise Apple:

http://thinkprogress.org/economy/2010/09/20/119924/obama-vs-hedge-fund-manager/

So they have every right to be disappointed in companies that don't have the luxury of a multi-trillion dollar safety net because consumers aren't spending enough in a bankrupt economy that they totally had nothing to do with. It's really the fault of the companies that aren't trying hard enough to undo the damage they caused.

Shame on you Tim Cook for not making cheaper phones that appeal to people who have lost jobs or had pay cuts as a result of businesses suffering at the hands of the economy caused by Wall Street. Wall Street is disappointed in you.

Perhaps the nice folks on Wall Street can march themselves down to the nearest prison cell, serve their time for fraud and then earn the right to say who they are disappointed with.
post #62 of 131
Quote:
Originally Posted by jdsonice View Post

Problem with Wall Street is that they are disappointed no matter what. The stupid analysts (see the word anal in there) are basically that - stupid.

I personally see no reason for Google to be at the price it is and for Apple to fall $300 in the last 6 months.

If Apple releases new products they are dissatisfied it it is does not they are disappointed.

I say screw them.

Here's the problem with analysts.  First off, very few of them spend enough time researching Apple.  They typically have 20 sometimes as many as 30 or 40 companies they are monitoring.  So, they can't devote that much time per company.  Second, they have to write papers on what they feel the company is going to do over the next X quarters and they fill out spreadsheets based on what guidance they get from Apple, and what they FEEL will be reality to figure out if the stock is a good/bad investment over the next year.   They typically don't recommend based on anything over a year because they just don't work on that level.  If they make a recommendation, they have to be accurate, so they are TYPICALLY going to be conservative on their guidance.

 

ANY and ALL high tech companies have to continually put out new technology and EVERYONE, including these analysts are used to Apple having quarterly product releases, so if a company indicates that there won't be much new products to be released over a 6 to 8 month period, THEY are going to get a little nervous.  They don't know what products will get released when anymore than we do.   These roadmaps that have been released are NOT 100% cast in stone.

 

EIther way,  I was hoping for at LEAST something new released in the March quarter, but that didn't happen.  There SHOULD be something release THIS quarter, but if there isn't, then that would be 6 months with no product releases and then it falls into the Sept and Dec quarters and that's not typical of Apple to only release products during the last 4 months of the year.  I would be cautious as well.

post #63 of 131
Quote:
Originally Posted by Suddenly Newton View Post

So, no new Mac Pro this year?

They have to wait for new XEON chips as well as new Thunderbolt chips and possibly waiting for 802.11ac chips.  But that's just a GUESS on my part. 

post #64 of 131
Originally Posted by Suddenly Newton View Post
So, no new Mac Pro this year?

 

Where's that impliable?

 

… Implicable. Im… How d'ya figure?

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #65 of 131
Quote:
Originally Posted by Rogifan View Post

One, we don't know what's coming out this fall. Two, Cook said this fall and 2014 which leads me to believe they're getting their ducks in a row for 2014 to be able to push big things out across the whole year. I doubt Apple is intentionally holding things back to release them all in one quarter.

What would they be holding back?
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
post #66 of 131
Quote:
Originally Posted by anonymouse View Post

 

... like netbooks. Remember when Wall Street was insisting, demanding, that Apple had to enter the netbook market or they were doomed? How's that netbook market looking now, Wall Street? Oh, right, it's dead, killed off because Apple ignored your advice.

 

Netbooks with Blueray.

Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
Reply
post #67 of 131
Originally Posted by hill60 View Post
Netbooks with Blueray.

 

And VGA. And no Thunderbolt, but microUSB 3.

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #68 of 131
Quote:
Originally Posted by paxman View Post

Not to say it is ideal to bunch releases up... but it'll make for a fun month or two.

Like Cook said, he wished he could have held back the iMac release until 2013 but Apple like every other big retailer lives and dies by the holiday season and so it shall be again. Everything new for Christmas.

Life is too short to drink bad coffee.

Reply

Life is too short to drink bad coffee.

Reply
post #69 of 131
If the Wall Street mouths took over the running of Apple, Apple would be a financial cripple within 12 months. But I guess they are paid to attract attention to themselves, whereas Apple pays their employees to create and sell first class products at a profit.
post #70 of 131
Quote:
Originally Posted by Rogifan View Post

This morning on CNBC, Joe Kernan called Apple a "gadget maker". Seem pretty clear now that is the Wall Street sentiment on the company. Apple is a maker of gadgets and should be pumping out new toys every 6 months. And not just any toys, but mind blowing revolutionary products that only Steve Jobs would think of.

Theres the problem right there... you were watching a business channel. Shrill entertainment for the un-informed(count me as one in my younger years).

 

Kind of a side topic but IMO kind of sums up the stock market, wall street and their ilk.

http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/

Hokey religions and ancient weapons are no match for a good blaster by your side, kid.
Reply
Hokey religions and ancient weapons are no match for a good blaster by your side, kid.
Reply
post #71 of 131
Quote:
Originally Posted by drblank View Post

The dilemma is that Apple can't put out products as quickly as you, I, or Wall Street wants because Apple, like everyone else, has to wait for Intel or some other technology that comes from a variety of component mfg to be released and in high enough quantities to be able to have a successful launch.

For laptops, iMacs and MacMinis (or other potential desktop computers) Apple and everyone else is waiting for Haswell updates and i'm sure the new  802.11ac spec (chips) have to be released since that's the next generation products.  So what can ANYONE do about it?  NOTHING.

Yeah, I'm sure it would be great for Apple to finally release the next MacPro systems, but they have to wait until Intel releases the new XEON chips and whatever else they have to wait for.

iPhones?  Well, I'm sure Apple is trying to figure out the Fingerprint ID technology, and they are working on new processors, etc.

iTV?  I'm sure that's mostly just a new designed product they are waiting for whatever technology to be available.

The unfortunate problem seems to be out of Apple's hands.

Will they announce anything this quarter?  Maybe.  I wouldn't be surprised if they made SOME announcements.

Next quarter?  Summer months are generally not the best months to release product, but we might have some announcements.

Either way, we can only sit back and wait. (snip)

Finally, a little realism.

Everybody who's griping about the bunched-up release schedule last year and this year, stop and think for once.

These products that incorporate new technologies are hard to develop, and they can't be done on any arbitrary schedule!

Examples are the GF2 touch screens for the iPad mini, and the new display-to-glass lamination on the new iMacs. You can't always predict when you can get your suppliers to reliably manufacture millions of whatever breakthrough you're pushing for a device.

You may notice that things are getting more and more complicated with Apple's devices, and ever more refined, and moreso than other manufacturers they hold themselves to a tighter discipline when it comes to the tradeoffs that they want to avoid.

A yearly sceduled update has now become unrealistic for any Apple product. That was for the infancy of the portable device revolution, and the high-pixel-density revolution, that Apple has started. The next threshold that Apple is going to have to cross is the GF2 plus IGZO screens. It may take many months to find out if your predictions about production are realistic.

Time for you people complaining about Fall crowding of the release schedule to take a mature look at the problems Apple sets for themselves when they push the envelope for your benefit.
post #72 of 131
Quote:
Originally Posted by simtub View Post

Wall Street can go and F themselves!!

I have a simple question.  Are you disappointed that there was any product announcements last quarter and most likely no product announcements this quarter?  Does that disappoint you?  It disappoints me.  But it's not going to prevent me from investing or not investing in the stock.  I see the stock as very cheap for those that are LONG TERM investors.  IF I had money to invest, I think that this might be the best time to invest and hold the stock for a 2 to 3 year period at minimum.

 

Apple has to wait for other key component suppliers before they update a current product.

 

They are dealing with Intel, Sharp/LG/etc. for screens, and whomever else for 802.11ac chips, and their own processor mfg suppliers for which they are ramping up production facilities and that, unfortunately, takes time.

 

At least Apple is spending more on R&D, which is a good sign.

post #73 of 131
Quote:
Originally Posted by anantksundaram View Post

There are only three $100+B companies with a (current) p/e less than that of Apple's: Chevron, Shell, and J P Morgan Chase.

 

And, if my arithmetic is correct, Apple's operating assets (i.e., market cap less cash) have a forward p/e of 5x.

 

Wow. I don't think an opportunity like this will come around very often. A few years from now, the naysayers will look back and weep.

In terms of the stock as an investment, Apple is quite attractive, especially if you are a long term (2 to 3 or more years) investor.   If I had some money to invest right now, I would probably dump some of it into the stock and more if it went down during the summer.

 

It's always a tough call when there are no product announcements set for at least another quarter or two.

 

I think everyone just got used to updates on a bi-yearly basis, now we are entering a once a year basis and some some are every 1 1/2.    It sucks, but Apple has to rely on many others before they can release a new product and there isn't much Apple can do about it.  I do wish Apple released a bigger screen iPhone 5, but then again, I have to wait until next year until my 2 year contract is up, so I can wait another 8 months.

post #74 of 131
Originally Posted by extremeskater View Post
Adding no new product releases for at least another 4-5 months.

 

lawl, fud.

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #75 of 131
Here's an interesting image showing days between Apple product announcements:



http://www.businessinsider.com/apple-event-time-line-2013-4
"Swift generally gets you to the right way much quicker." - auxio -

"The perfect [birth]day -- A little playtime, a good poop, and a long nap." - Tomato Greeting Cards -
Reply
"Swift generally gets you to the right way much quicker." - auxio -

"The perfect [birth]day -- A little playtime, a good poop, and a long nap." - Tomato Greeting Cards -
Reply
post #76 of 131
Quote:
Originally Posted by Tallest Skil View Post

Quote:
Originally Posted by Mr.Scott View Post

I don't think Apple got where it is now by selling POS devices.

That's the problem. I think Wall Street wants Apple to sell point of sale devices. 1wink.gif

As long as it isn't a POS POST device!
"Swift generally gets you to the right way much quicker." - auxio -

"The perfect [birth]day -- A little playtime, a good poop, and a long nap." - Tomato Greeting Cards -
Reply
"Swift generally gets you to the right way much quicker." - auxio -

"The perfect [birth]day -- A little playtime, a good poop, and a long nap." - Tomato Greeting Cards -
Reply
post #77 of 131

New Headline

 

"Apple once again don't actually care about Wall Street"

 

'Its not like any of those guys who call themselves ANALysts are running Billion Dollar profit companies' Tim Cook allegedly said.

post #78 of 131
Originally Posted by Dick Applebaum View Post
Here's an interesting image showing days between Apple product announcements:

 

Assuming nothing is released in the next two months, that is.

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #79 of 131
"WSJ" "Analyst" "Pundit" "Insider"... All terms that mean nothing to me other than lies, conjecture and hearsay.
post #80 of 131

True.  Apple is one of the most successful companies in the world - certainly one of the most successful companies (ever?) in the USA.

 

So the question is:  Why does Wall Street treat them like they are some upstart, no-hope, cottage industry?  You'd think that American financiers would describe Apple in positive terms - shout US innovation, competence, domination, as loudly as possible - but the reverse seems to be the case.

 

It's a mystery to me.  I ran out of reasons for this disconnect between Apple's performance and its reporting in the finance sector after considering: crude stock-manipulation, sad column-inch journalism, malicious/enjoyable fun-tweaking of AAPL fan-sites, treason (aiding and abetting the enemy . . .)
 

New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: AAPL Investors
AppleInsider › Forums › Investors › AAPL Investors › Wall Street disappointed by indications that Apple won't launch new products until fall