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Macs seen as Apple's only remaining growth driver - Page 2

post #41 of 67
Quote:
Originally Posted by quinney View Post

or maybe they could buy back some of their stock


go suck a banana you fruit-lover
post #42 of 67
All that, just so he can get a cheap iphone.

Shameful really.
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post #43 of 67
rain, your comment: "I've been saying this for months now... look to pick up Apple stock at $86 in September" isn't the most ignorant thing I have ever read. But it is REAL close.

They have 18 BILLION in cash! The stock at $86 would effectively put the company at a market cap of 56 billion. In other words, it isn't going to happen.

See you in September.
post #44 of 67
Quote:
Originally Posted by quinney View Post

or maybe they could buy back some of their stock

That may be sensible, but how am I going to get a "free" MacBook outta that!?
post #45 of 67
Aaah, the joys of market manipulation!

First-- the Mac is where most of their growth really should be right now. The iPhone will take at least another 18 months to be a significant part of their bottom line, and the iPod should be stable at best. If the Apple TV can become 1% of their bottom line this year, great! The only segment that can really have exponential growth this year is the Mac.

Second-- What the hell on the iPhone numbers!? Exactly that logic is what helped me to justify my purchase of an iPhone rather than a Blackberry-- it's cheaper! They can't lower the purchase price without dramatically hurting their bottom line given the number of units that are unlocked. They have to permit unlocked sales given the number of markets they are actively selling in. While I wish Apple had gone the MVNO route from the onset, it wouldn't have been as profitable or effective.

It will be another 4-6 months before the stock price has a chance to recover. I'd love to see Apple do a share buyback with at least $2-3B at these prices though.
post #46 of 67
I think Apple needs to sell the iphone for other carriers and allow it to be unlocked. AT&Ts rates are ridiculously high. I wanted to get an iphone so bad, but I absolutely refused to be locked into AT&T, so I went with T-Mobile. I was not about to risk a $400 investment and try to hack it so I could get it unlocked. I think Apples exclusivity with ATT is a bad move. They could open the doors up to a much wider audience if they allowed the phone to be unlocked!
post #47 of 67
Quote:
Originally Posted by Olternaut View Post

Now more than ever that bloomin SDK for the iphone/ipod touch better impress the hell out of us. It had better impress the hell out of the industry and buying public as a whole. Its success is crucial for the future of the company.....imo.

Nah! That'll just give some business-specific apps to poach a bit more of the smart-phone market, it'll hardly set the world alight. Apple need to rekindle iPod/iPhone interest by targetting iPod upgraders to go beyond media playback with the iPod Touch and push the iPhone by; conceding on price, making it more appealing to general business users or opening it for all networks/pre-pay.

Macs are plodding upwards, which is all good, and while AppleTV is great it's still embryonic and won't save them this year. Or they can look at transposing their US success to other parts of the world.

McD
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post #48 of 67
Quote:
Originally Posted by Ireland View Post

Balls, balls, balls. The iPhone has got Apple more attention in the last year than the Mac has in the last 5 years. These analysts don't know Jack shit.

I do agree wholeheartedly. You know, these so called (anal)ysts have their respective heads where the sun doesn't shine. Now, in all fairness, let's take a mental note, and see what happens 9 months from now. IF we see the analysts are correct, then we can eat crow. If they are incorrect, then I think this forum will see what analysts are full of it.
post #49 of 67
Quote:
Originally Posted by ericblr View Post

I think Apple needs to sell the iphone for other carriers and allow it to be unlocked. AT&Ts rates are ridiculously high. I wanted to get an iphone so bad, but I absolutely refused to be locked into AT&T, so I went with T-Mobile. I was not about to risk a $400 investment and try to hack it so I could get it unlocked. I think Apples exclusivity with ATT is a bad move. They could open the doors up to a much wider audience if they allowed the phone to be unlocked!

I realize that AT&T is not everyones favourite carrier - but if it wasn't for them, the iPhone would not have made it to market (certainly not in it's current form anyway) AT&T gambled, and I think they deserve the exclusivity. AT&T was not Apples first choice, but they did agree to Apples terms. I would say that in 4 more years, when the contract expires, Apple will drop them like a sac of shit, or cut back their exclusivity at the least.
post #50 of 67
Quote:
Originally Posted by macFanDave View Post

Actually, Apple is sitting on over $18 billion in cash!! Analysts are now whining about Apple having TOO MUCH cash! (As a stockholder, I could take a dividend in the form of Apple Store credit ) Pretty far cry from the "beleaguered" days, huh?

Hey, I'm new here, but do you mind a quick question?

I'm an Apple stockholder also, but I didn't know that your could take dividends out as store credit. Do you have any information on where I can do that?

Thanks for your time.

Dave
post #51 of 67
Quote:
Originally Posted by Olternaut View Post

Now more than ever that bloomin SDK for the iphone/ipod touch better impress the hell out of us. It had better impress the hell out of the industry and buying public as a whole. Its success is crucial for the future of the company.....imo.

The SDK means nothing to the general public other than it needs to enable the development of novel applications. If the SDK allows for leading edge products then the public will respond to those apps in a positive way.

I'm not sure if its success is crucial to the company, it certainly is to the future of iPod type products and the iPhone. Maybe that is a bit to strong too, as I could see the lines surviving without any apps for a while longer. That is until somebody comes up with more open and competitive products.

Dave
post #52 of 67
Quote:
Originally Posted by Wally View Post

I couldn't agree more. I had the Apple TV before take two, and it was "fun" but take two is great! We've rented 6 movies in the last two weeks, and dropped NetFlix altogether. NetFlix was great until they started throttling back their "unlimited" service. The quality of the movies is excellent too - and as they start adding more movies the service will be virtually flawless.

From all the "analysis" I've read in the past year, I've really come to believe that these analysts just pull numbers out their ()()...

I have to disagree - the laptop segment (one of the fastest growing) is still using a on board graphic card. In theory, apple would do much better to reduce the price point of the mac book and add a great graphics processor for gaming. This way they would get many of the college market.

just my .02 cents.
post #53 of 67
I think this is more or less the problem Apple has right now and much of that is their own fault. There is a lot of capability in the current iPhone and even the Touch that are not fully exploited by Mobile OS. Apple needs to get cracking on the OS so that it can better support the apps that COULD run on the platform. If what can be done with the SDK is limited by the OS then what the hell good is it.

By the way what I'm especially concerned with is the bluetooth and networking stacks. Especially Bluetooth as it can offer up a huge array of potential applications in the portable realm. Things like bug fixes and such will come in time, but with Apple you have no idea if they even expect to add in the missing capabilities within these stacks.

Software is really the big drag on iPhone outside of the pricing structure. The cost to the consumer for iPhone could be better as it is obvious that Apple is earning way to much off the device. But even if that is fixed there is still issues with the OS and the users access to the machine. By access, I mean files system access from apps like Mail and Safari, that to do things like save web pages and attachments in the right place and for iPhone to recognize the files.

Dave
post #54 of 67
Quote:
Originally Posted by Olternaut View Post

Now more than ever that bloomin SDK for the iphone/ipod touch better impress the hell out of us. It had better impress the hell out of the industry and buying public as a whole. Its success is crucial for the future of the company.....imo.

Also, if the price doesn't come down (which I don't see happening unless other carriers get it as well and they compete on the pricing) Apple is going to have a rough time selling the number it wants to sell. Blackberrys offer a more affordable and more functional choice.
post #55 of 67
Quote:
Originally Posted by macFanDave View Post

I just got an AppleTV and since the Take 2 upgrade came out, I like it a lot. In two weeks, we've rented four movies and we are considering dropping Blockbuster Online (probably when the iTunes library gets big enough we'll pull the plug on BBO). The speed with which movies can get to you (ready to start in less than 30 seconds with a cable modem) is very impressive, as is the fact that "Michael Clayton" became available the very same day the DVD was released.

My non-techie wife is really enjoying video podcasts and my kid likes YouTube on the big screen. I also think that viewing photos on the big screen is stunning (I have a good 19" LCD monitor, but pictures on the 40" LCD TV are like seeing them all over again).

Are the analysts completely dismissive of this new aspect of Apple's business? My experience with the device has been terrific and all of the reviews targeted to consumers have been positive, although some videophiles have some tech quibbles that are really irrelevant to everyone else. The AppleTV could be a big hit, especially if Apple decides to promote it.

Apple TV is very cool but nothing new. Plenty of people can watch HD movies and tv shows on XBox Live and I'm pretty sure people just watch the iTunes shows on their macs or pcs rather than pay for the box.
post #56 of 67
Quote:
Originally Posted by ericblr View Post

I think Apple needs to sell the iphone for other carriers and allow it to be unlocked. AT&Ts rates are ridiculously high. I wanted to get an iphone so bad, but I absolutely refused to be locked into AT&T, so I went with T-Mobile. I was not about to risk a $400 investment and try to hack it so I could get it unlocked. I think Apples exclusivity with ATT is a bad move. They could open the doors up to a much wider audience if they allowed the phone to be unlocked!


I agree with you on all points. Many people who would have purchased an iPhone did not because they did not want to go with AT&T. That was the main reason I didn't. The cost of the phone was a distant second compared to AT&T's ridiculously high rates and bad customer service.
post #57 of 67
Quote:
Originally Posted by Wally View Post

From all the "analysis" I've read in the past year, I've really come to believe that these analysts just pull numbers out their ()()...

Analysts are often ordered by their bosses to find silver linings or find FUD. Right now, I would guess this agency wants to short Apple. Plenty of others are issuing buy recommendations.

In other words, it's a bad time to listen to analysts.
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post #58 of 67
Quote:
Originally Posted by davidoseven View Post

Hey, I'm new here, but do you mind a quick question?

I'm an Apple stockholder also, but I didn't know that your could take dividends out as store credit. Do you have any information on where I can do that?

Thanks for your time.

Dave

I invented it! Damn, I should have run to the Patent Office before I disclosed the idea publicly! I'm sorry if you thought this would be a typical corporate practice, but it is just my wishful thinking.
post #59 of 67
This guy is SOOOO wrong about the iPhone! Apple is going to do the same thing with the iPhone as they did with the iPod - introduce more models with different features and along a price range. Sales are additive (for the most part) with additional product lines.
post #60 of 67
Quote:
Originally Posted by 4metta View Post

Apple TV is very cool but nothing new. Plenty of people can watch HD movies and tv shows on XBox Live and I'm pretty sure people just watch the iTunes shows on their macs or pcs rather than pay for the box.

You miss the point. Macs were not the first personal computers. iPods were not the first MP3 players. iTunes was not the first music download service. iPhones are not the first smart phones. Apple has shown time and again that it can make technology so easy to use and attractive that they can earn market share the right way: by making better products.

Also, the number of people who watch movies on PCs and Macs is miniscule compared to those who would watch on a TV in a living room/home theater/bedroom etc.
post #61 of 67
It would be nice if Apple included the closed captioning information on their downloads or rentals. Not all of us can hear.
post #62 of 67
It would be nice if Apple included Closed Captioning on the rentals or purchases. Not all of us can hear.
post #63 of 67
Quote:
Originally Posted by macFanDave View Post

You miss the point. Macs were not the first personal computers. iPods were not the first MP3 players. iTunes was not the first music download service. iPhones are not the first smart phones. Apple has shown time and again that it can make technology so easy to use and attractive that they can earn market share the right way: by making better products.

In this case it's not really better. More of the same.

Quote:
Also, the number of people who watch movies on PCs and Macs is miniscule compared to those who would watch on a TV in a living room/home theater/bedroom etc.

BUT the amount who watch a movie downloaded through iTunes through AppleTV is smaller yet. Face it: most people who use iTunes to catch up on a show watch it on their computers or iPods. Plus you can't ignore the fact that you have to buy the AppleTV. That's not an attractive offer when most people who own a HD tv already received one of those upconverting DVD players for free with it. If not they can buy one for chump change and rent a physical copy of the movies with no expiration date from Blockbuster or Netflix and watch it upconverted (which would look pretty much the same as iTunes' version of HD).

I like AppleTV, but I don't see it selling like hotcakes any time soon. Definitely nowhere near mac selling numbers.
post #64 of 67
Quote:
Originally Posted by amac4me View Post

2007 was the year of the iPhone. 2008 will be the year of the Mac.

2008 will be the year I buy APPL at $100 or even less.
post #65 of 67
Quote:
2008 will be the year I buy APPL at $100 or even less.

Anyone with a dollar in their pocket would be stupid not to buy at those prices if the market is that shortsighted. Dont think it will come to that though.
post #66 of 67
Hey success, you think that "2008 will be the year I buy APPL at $100 or even less"?

HAHAHAHAHAHAHAHAAAA!

You might want to get some money together so you can buy it under $200 in 2008. SUMMER 2008!
post #67 of 67
The iPhone ahs got to be the biggest growth driver
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