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ABC, WSJ bloggers explain Apple's record iPhone launch numbers are bad news - Page 2

post #41 of 146

I think the issue with the media and the "analysts" is basically that Apple is an unconventional company.

 

Apple has ALWAYS done things differently and not listened to the pack. The analysts wanted a cheap phone, but Apple does not DO cheap. This is netbooks all over again. The only difference is that when the netbooks phase was happening, the Apple CEO was Steve Jobs, and by virtue of his LONG and extremely SUCCESSFUL track record, the analysts knew that only they would look stupid by questioning Jobs (especially since Apple was making record profits while not listening to the analysts...sounds familiar?).

 

With Tim Cook (and all the other executives) in charge (who have an equally long track record of success but are not revered in hte media like Jobs was) they feel more empowered questioning successful strategies by Apple.

 

Basically, the analysts absolutely know what Apple is doing is wrong, because obviously a normal company would have released a $49 off contract POS loss leader already, and so the fact that the evidence shows them to be wrong is only proof that reality is at fault.

 

Which is why they can publish an article with the headline "Why record sales are bad news" and still have any credibility left.

post #42 of 146

It was announced today that Apple has found a cure for cancer. Pundits quickly pointed out not to put too much into it and that the news is actually bad news for oncologists.  

post #43 of 146
Oh Sandy. You say that you won't be able to write anymore without a physical keyboard on your device. I sincerely hope you keep your promise.
post #44 of 146

Come on this was a really good article by a senior news producer at ABC News!  I think they know a LOT more than we do about the News.  Seriously.

 

I like some of the other articles written by the same author, such as:

 

"Why Winning the $40M Mega Millions Lottery Could Be Terrible For Your Household Finances"

 

"Why Winning the World Series Could Be A Huge Disaster for the Giants"

 

"Why NOT Selling Any Surface Tablets Means Microsoft is Actually the #1 Tablet Maker in the World"

 

"Why the Color Red Is Actually The Color Green In Disguise"

 

I will bookmark these articles, save them as pdf's, and remind their authors of their GLOOM predictions after Apple reports its next quarterly sales of iPhones lol.

post #45 of 146

I actually like this idea that the number of countries you launch in makes your sales figures suspect. So, since Samsung routinely launches in 3 times as many countries simultaneously as Apple, we need to divide all its launch numbers by 3 to make things fair. And since Samsung sells phones in twice as many regions as Apple, we should cut its overall sales figures in half. Fair is fair.

post #46 of 146
Quote:
Originally Posted by AppleInsider View Post

The same day that Apple reported a record 9 million iPhone sales for its launch weekend, a Blackberry enthusiast writing for ABC News spun the numbers as "a cause for concern," while a Wall Street Journal blogger followed up with a warning not to read too much into it.

Cannold wrote, "it seems like Apple is now trying to squeeze every last bit of profit it can out of an aging, shall we call it, iStone." This, because the iPhone is not an entirely new product category, but merely "an upgrade, a refresh, dare I say a sequel."

 

One of a dwindling group of Blackberry disciples, bitter that their beloved BB/RIM is now circling the drain...

   Apple develops an improved programming language.  Google copied Java.  Everything you need to know, right there.

 

  MA497LL/A FB463LL/A MC572LL/A FC060LL/A MD481LL/A MD388LL/A ME344LL/A

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   Apple develops an improved programming language.  Google copied Java.  Everything you need to know, right there.

 

  MA497LL/A FB463LL/A MC572LL/A FC060LL/A MD481LL/A MD388LL/A ME344LL/A

Reply
post #47 of 146

I commented on the ABC news article 2 days ago and was number 37th. I wonder how many comments are up there now, must be a lot

post #48 of 146
Quote:
Originally Posted by stylorouge View Post

Its all hype then. Well android sets are better looking strictly at specs. Hopefully Apple will deliver an amazing iPhone 6.

Really? What specs? Heck, the Galaxy S4 barely surpassed the year old iPhone5 when it was released a month ago.

 

The iPhone 5s absolutely crushes the latest Androids. Crushes them so bad that Samsung went out and released a press statement Osborning their current product ("Hey, we will have 64 bit soon too!!!").

post #49 of 146
Quote:
Originally Posted by John.B View Post
 

 

One of a dwindling group of Blackberry disciples, bitter that their beloved BB/RIM is now circling the drain...

 

I can't get over a Blackberry enthusiast complaining about innovation at any other company... (except maybe Moto and the Razr).

post #50 of 146
Quote:
Originally Posted by stylorouge View Post

Its all hype then. Well android sets are better looking strictly at specs. Hopefully Apple will deliver an amazing iPhone 6.

Read the previous article about usability. You can have a atomic bomb in your phone for everyone care. If it doesn't work , it doesn't. I guess too many people grow up being fool by Intel created market plot from decades ago. Spec is only one piece in the much bigger picture. And BTW a world first 64 bit SoC in an elegant thin and light device. Find me another one today, please.
post #51 of 146
My guess is these so called "analysts" are just trying to drive the price down so they can get in at a cheaper price.

So surprised people have jobs for talking shat about a company simply for manipulation - especially how wrong some of them are!
post #52 of 146
Originally Posted by stylorouge View Post
Well android sets are better looking strictly at specs.

 

Yeah, no. Not at all. Did you even see the iPhone 5S?

Originally posted by Relic

...those little naked weirdos are going to get me investigated.
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Originally posted by Relic

...those little naked weirdos are going to get me investigated.
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post #53 of 146
Nothing wrong about this article and comments, and I do agree with what's been said. Regardless, I'd like to point out that Wall Street has its own agenda, and so do people writing for this. It's all about stock price. And predictions whether it goes up or down. It is totally unrelated to sales numbers, revenue, profit. And definitely unrelated to the quality or level of innovation of the products. It's kind of unrelated to what most people consider the real life. Investors aren't like that. They just want to know one thing. Is the stock price going up or down. And that is what these guys are writing about.
Some false assumptions. Certainly. Stupid actually. But the entire stock market is. Irrational. Not making sense. But understandable from a certain point of view.
post #54 of 146
Quote:
Originally Posted by mstone View Post
 

They forgot to mention Steve's most important industry game changer - The Reality Distortion Field. Apple didn't actually sell 9 million iPhones, they used 'Jobisan' mind manipulation to force people to queue up for the new iPhone. Totally unfair tactic and should be illegal. /s

Perhaps we should re-consider what exactly is a "Reality Distortion Field," who is creating them, and who is currently living in them...

post #55 of 146

Dicks.

post #56 of 146

 

I see the fall of the West.

It is called Wall Street.

 

Quote:

Originally Posted by Constable Odo View Post

For everything Apple achieves there will be those who try to turn it into something bad and Wall Street backs it up. Apple has been backing the wrong people all this time or certainly making a long list of enemies. Maybe Apple needs to buy off some politicians or start creating charitable organizations to get back some credibility. How about Apple buying a couple of news media companies to start pumping out positive news for itself? I'm at a loss at what Apple needs to do to get some respect from big investors. It just doesn't seem like it's going to ever happen.

 

 

Apple biz strategy is a slap in the face of the wall street mindset.

That is all.

Period.

post #57 of 146
So since iPad was revealed 3 years after iPhone, Apple is long overdue to reinvent the wheel? By that logic they have until 2016 to release a watch/TV. (3 years from iMac-iPod, 6 years iPod-iPhone, 3 Years iPhone-iPad, 6 years-the next gamechanger. They just want to bash Apple and are running out of logical ideas. Perhaps they want Apple to join the race to the bottom like the TV industry or the netbook industry. Perhaps they only see value in market share and not profits. Perhaps they're overpaid morons.
The fact is Apple will sell a gazillion phones, tablets, etc. this year and beyond and make healthy margins on all of them. Rather than pump out a half-baked clunkwatch, they will make a well engineered biometric device incorporating features of thier other devices. Apple is not going to tarnish thier reputation by putting anything out that isn't ready. Companies like Samsung don't have so much at stake.
post #58 of 146
Quote:
Originally Posted by iFrank View Post

Nothing wrong about this article and comments, and I do agree with what's been said. Regardless, I'd like to point out that Wall Street has its own agenda, and so do people writing for this. It's all about stock price. And predictions whether it goes up or down. It is totally unrelated to sales numbers, revenue, profit. And definitely unrelated to the quality or level of innovation of the products. It's kind of unrelated to what most people consider the real life. Investors aren't like that. They just want to know one thing. Is the stock price going up or down. And that is what these guys are writing about.
Some false assumptions. Certainly. Stupid actually. But the entire stock market is. Irrational. Not making sense. But understandable from a certain point of view.

These guys are NOT writing about the stock price they are trying to manipulate the stock price by spreading lies, misinformation and doubt. Abbreviated - pure FUD.
They should be jailed for their actions and sued.
post #59 of 146
Although the analysts are dopes and most of the iPhone 5Cs did probably sell through. As has been exhaustively pointed out in the comments Apples sales are sales to channel, or online sales. DED is as bad as the other side when it comes to misrepresentation.
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post #60 of 146
Black is white, white is black. Up is down. Left is right.

"They've sold TOO many phones. That could be a problem."

The stupidity of these so-called industry "experts" is mind-boggling.

Advice to Cannold - lose some weight so you fingers won't be so fat. Stop expecting the world to change to suit YOUR needs.
post #61 of 146
I believe Munster got confirmation that the 9m number includes channel build up but Apple clearly didn't sell 9m into the inventory channels.

Here are some constraints...

Total sales = 5s sell through 5c sell through 5s inventory buildup 5c inventory buildup
5s inventory buildup 5c inventory buildup = 10m (from this article "without selling a single device")

Sell in numbers == sell through numbers if the products are sold out. You can't build up inventory if everything is sold immediately. Given that's the case with the iphone5s we can conclude that the 10m in channel inventory that Apple could report "without selling a single device" is actually considerably smaller since there is no channel inventory for the 5s (5s inventory buildup = 0). In addition you'd have to consider that the 5s is selling significantly more then the 5c so if Apple's channel inventory is 10m for 4 weeks you'd have to think that 7-8m of that inventory belongs to the 5s of which there is no channel build up (5s inventory buildup = 7/8m). The 5c also experienced shortages over the weekend so the 2-3m left that could be attributed to the channel buildup of the 5c will be eaten up there as well. So say 1-1.5m ended up filling the 5c channel inventory. Sell through would then be around 7.5-8m.

I don't think Munster is that far off actually.
post #62 of 146
Quote:
Originally Posted by addicted44 View Post

Really? What specs? Heck, the Galaxy S4 barely surpassed the year old iPhone5 when it was released a month ago.

The iPhone 5s absolutely crushes the latest Androids. Crushes them so bad that Samsung went out and released a press statement Osborning their current product ("Hey, we will have 64 bit soon too!!!").

Yes. The iPhone 5S crushes the competition. Great Anandtech article on the issue.
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post #63 of 146
For some time now I've noticed articles in WSJ which seem to target Apple for the apparent reason of discrediting their products and questioning the value of Apple to investors. The article reported on here is perhaps the most egregious of this behavior yet. I keep wondering what is in this practice for WSJ.
post #64 of 146

That other guy is just nuts...

post #65 of 146
You know what would be refreshing? An analyst who mans up and says, "The numbers are very impressive and I really underestimated the demand as well as supply."

They might find observers a lot more forgiving if they just admitted to error rather than trying to excuse it.
post #66 of 146
So do these analysts slam every single other company that merely refreshes its product line rather than creating entirely new lines every two years? God forbid that Exxon should still be focusing on petro products! And GM, what nerve to continue pushing cars! The horror!
post #67 of 146
Quote:
Originally Posted by Serendip View Post

I believe Munster got confirmation that the 9m number includes channel build up but Apple clearly didn't sell 9m into the inventory channels.

Here are some constraints...

Total sales = 5s sell through 5c sell through 5s inventory buildup 5c inventory buildup
5s inventory buildup 5c inventory buildup = 10m (from this article "without selling a single device")

Sell in numbers == sell through numbers if the products are sold out. You can't build up inventory if everything is sold immediately. Given that's the case with the iphone5s we can conclude that the 10m in channel inventory that Apple could report "without selling a single device" is actually considerably smaller since there is no channel inventory for the 5s (5s inventory buildup = 0). In addition you'd have to consider that the 5s is selling significantly more then the 5c so if Apple's channel inventory is 10m for 4 weeks you'd have to think that 7-8m of that inventory belongs to the 5s of which there is no channel build up (5s inventory buildup = 7/8m). The 5c also experienced shortages over the weekend so the 2-3m left that could be attributed to the channel buildup of the 5c will be eaten up there as well. So say 1-1.5m ended up filling the 5c channel inventory. Sell through would then be around 7.5-8m.

I don't think Munster is that far off actually.

You could reformat that. Apple tends to leave supply constrained quarters with 1-2 weeks of inventory. And they have to build up to that.

I'm thinking about 1m is 5C inventory. It's also supply constrained - i.e. back orders for the 5C.

So I get to agree with sentiment in this thread and rubbish DED at the same time.

And I'm happy because my options look good.
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post #68 of 146
Quote:
Originally Posted by FjordPrefect View Post

Cannold worries, "hasn%u2019t Apple seen how the competition makes fun of these events in commercials?"



Really? Really?? Really???



Mr. Cannold, do you not get that Apple DOESN'T CARE that their competitors make fun of them and, in fact, it's actually great advertising for them? Apple doesn't hire these people to sit outside of their stores all night long, they just do it - it's not like Apple can stop people from getting excited about their products. Samsung and Microsoft wish to God they could have the kind of allure Apple does. All of the parodies and fun-pokings can be summed up by these words: Jealous much?

 



I never thought those ads were really making fun of Apple so much as they were making fun of Apple customers--a biomass of sheeple waiting in line to buy what they insist is an infinitely inferior gadget. Insulting the customers you are trying to woo is an interesting marketing strategy. People are still lining up, so it hasn't seemed to work very well for them.

Anyway, don't let perceived stupidity bother you. These analysts know exactly what they are doing. Anything they say is diversioniary "filler" language, because they can't come out and say that they are trying to manipulate the market price. The analyses are meant to distract and manipulate investors--nothing more. That is what we should really be upset about.
post #69 of 146
Pure unadulterated click bait. They've gotten all of us to read a article that really says nothing but 'what if?'.
"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
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"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
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post #70 of 146
Ok so what he's saying is Apple with only a refresh iPhone with new iOS is not only scaring the competition but beating them in true sales.
Also are moving forward step by step with initiatives , "they" don't understand, until it's to late!
Wow factor of new products iMac and MacPro wether you like it or not these are pushing the standard thinking of computing.

Ofcourse there's also the OS, Cloud and that forth leg.
post #71 of 146
Quote:
Originally Posted by Serendip View Post

I believe Munster got confirmation that the 9m number includes channel build up but Apple clearly didn't sell 9m into the inventory channels.

Well unless he got confirmation from my father's brother's nephew's cousin's former roommate, it means nothing.
post #72 of 146
So could a single point investor like myself bring suit or SEC investigation against these big shot valuation companies and their "analysts" for this intentional destruction of value? I feel like if you had a hot shot lawyer you could actually make a case? I mean it would cost a ton -- but still...
post #73 of 146
You should read that ABC News story carefully, She prefaced the article saying "Now before Apple lovers pillory me and say that I have no idea what I am talking about, hear me out."

Go ahead it's in the top portion of the article.

That's how STUPID ABC NEWS is, they have to drag some STUPID IDIOT that probably spends her time in Obits.
post #74 of 146
Quote:
Originally Posted by flux8 View Post

You know what would be refreshing? An analyst who mans up and says, "The numbers are very impressive and I really underestimated the demand as well as supply."

They might find observers a lot more forgiving if they just admitted to error rather than trying to excuse it.

 

 

For much of them to be honest?

You are asking too much.

 

How  many people lost their job and houses because of a paper published by Reinhart and Rogoff?

To this day, they did not not say sorry.

post #75 of 146

I don't understand why Apple gets bashed for not being "innovative". What about every other company?! What has Samsung come up with? Samsung tried to be "innovative" when it came out the the Galaxy Gear, and we see how that went. What has Google done that is "innovative" and game changing. 

 

I guess everyone is so used to Apple having the best products that when they have not came out with a new category in a while analyst get upset.

post #76 of 146
Apple is damned if they do, damned if they don't. Apparently.
post #77 of 146
This all makes perfect sense: apple wouldn't be making so much money if it wasn't making so much money!

nothing to see here

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nothing to see here

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post #78 of 146
Quote:
Originally Posted by polymnia View Post

This all makes perfect sense: apple wouldn't be making so much money if it wasn't making so much money!

I think it's "making analysts look bad with great numbers" is bad for Apple.
post #79 of 146
They forgot to include Chicken Little's article - 'Why the sky falling would be bad for Apple, it's users, and pretty much everyone else.'
"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
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post #80 of 146
Quote:
Originally Posted by jungmark View Post

I think it's "making analysts look bad with great numbers" is bad for Apple.

I don't buy that spin.

I was just making a funny with my post.

I couldn't care less what analysts say and I do not believe them being embarrassed by apple will be bad for apple.

You know what would be bad for apple? Having analysts be correct (and pleased with their predictions).

nothing to see here

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nothing to see here

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