What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
It has been reported by many resources that customers are not very happy with the initial price of $499. In fact, there were also demographics that depicted a drop in customer interest.
While I don't disagree with the notion that Apple is going to drop the price. I find it ironic that the 10" kindle is almost $500. There really is no reason for Apple to drop the price yet.
Quote:
Originally Posted by Rot'nApple
Time to hire some more kids... sorry, couldn't help myself...
That's kind of mean, but I was thinking the same thing. That's one of the problems with being a good guy or at least protecting your image; there's a price to be paid for integrity or at least the perception there of.
I'm ready to plunk down some cash, so I hope I can still get one of the first runs.
All of the trolls are correct, it's apple's "fault", better to be like say M$ and release a product with a 16% failure rate and just force customers to return for repair, damn the quality checks in place!
This is turning out to be just like the 3Gs launch.
It's almost guaranteed that no one outside of the USA will hold one of these things in their hands until Xmas 2010-11.
What happened to all those awards Apple won in recent years for managing their supply chain better than any other company? I know they are a much bigger company now, but they are screwing up big time over the last couple of years. They can't seem to produce a single product without delays and major flaws.
You mean, according to this rumour? Do you have knee jerk responses to every rumour?
I'm in the UK, I'm pretty convinced I'll have my 6 pads by the end of April, no worries at all.
What happened to taking rumours with a pinch of salt and not berating a company based on nothing. I can't think of an Apple product with a delay or a major flaw. Not one. btw - my 27" iMac is just fine, first generation here in the first week. And my snow leopard install on launch day went fine and continues to be more than fine.
It has been reported by many resources that customers are not very happy with the initial price of $499. In fact, there were also demographics that depicted a drop in customer interest.
People will never be happy with the price they have to pay for their product. Everyone I know who took their head out of their ass and compared this to the price of a kindle DX was amazed, in comparison, at the price. There will always be studies and 'experts' depicting whatever they want to depict. Opinion polls are irrelevant, units sold after launch is all that matters.
There seem to be several gaps in logic in his assessment. Firstly, that Verizon would impact total sales by ~10% two quarters out, yet preliminary numbers for this quarter are up 10%. Global unit growth should easily overshadow what Verizon would bring to the table, and if his estimates are based on rumors of unannounced products he is worse off than us...
The other major flaw is his price target. If he thinks that Apple's (historically) weakest quarter is almost on-par (down 15%) with its best quarter in iPhone sales, yet EPS forecasts are 64% lower. Apple also has the benefit of a significantly lower P/E ratio than historic, with a PEG of a mere 0.67 (based on consensus)!
Just letting the PEG trend toward unity should see AAPL much closer to $300 than $250, and as earnings surprises kick in we should see it much higher.
Do analysts just think they lose credibility if their price target is more than 20% growth?!
Maybe, but there's at least one other way of looking at this. AAPL's P/E has been in decline for more than two years now. Essentially, investors have been averting their eyes from Apple's steady earnings growth, even through the recession, and have refused to bid the share price up accordingly. (PEP has only a slightly lower P/E than AAPL now!) When you factor in the cash per share, which is about double what it was two years ago, then the lowered valuation becomes even more dramatic.
This can mean only one of two things. Either (1) AAPL is "undervalued" and poised for a big move up, or (2) investors are voting for a lowered rate of earnings growth in the future. Since (2) hasn't seemed to be true, at least not yet, I'm holding out hope for (1).
Did you have an issue with your 27" iMac - cause i haven't found anyone who has... There will always be a tiny percentage of electronic devices with faults, it's the nature of electronics and manual delivery of goods in the back of lorries...
This can mean only one of two things. Either (1) AAPL is "undervalued" and poised for a big move up, or (2) investors are voting for a lowered rate of earnings growth in the future. Since (2) hasn't seemed to be true, at least not yet, I'm holding out hope for (1).
Quite true. It's just the PEG that blows my mind... unless someone has inside information that SJ is actually dead and it was just a double at the shareholder meeting.
Google's PEG is at 2, and their growth prospects are not nearly as solid...
Oh well... who ever thought fundamentals matter...
Apple is f'ing brilliant. Now they'll have lines of people showing up, "just to see if they can get one"
And there will be somehow just enough to serve everyone in line at Apple Stores.
I'm saving this article and particularly the number 300,000, til we see the numbers from the first sale weekend.
Sheezus, give it a rest already. If true, this is certainly not good news. No company wants product supply to be insufficient to meet demand. That's just money left on the table.
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
You do want (to) make sure everyone knows this here - on an apple-related forum - doncha troll? You not want kids either it seems - which is fine. I not want you breeding.
Quite true. It's just the PEG that blows my mind... unless someone has inside information that SJ is actually dead and it was just a double at the shareholder meeting.
Google's PEG is at 2, and their growth prospects are not nearly as solid...
Oh well... who ever thought fundamentals matter...
If you have any mind left and still need it blown, then take a look at AMZN -- P/E close to 60 and PEG at 1.5. If AAPL sold at a similar multiple of earnings the share price would be close to $600.
Different folks use different methods of grouping. I suppose you are one that hates it when someone uses the "," (comma) for the decimal delimiter also (as is done in a large part of the world outside the US)? If it is equivalent who cares - not everyone does it the way us "good old yanks" do it!
Well I'm English not Murican, but yeah I do kinda hate that french comma delimiter.
I think the use of the term "million" is pretty standard though throughout USA and Europe.
You mean, according to this rumour? Do you have knee jerk responses to every rumour?
I'm in the UK, I'm pretty convinced I'll have my 6 pads by the end of April, no worries at all.
What happened to taking rumours with a pinch of salt and not berating a company based on nothing. I can't think of an Apple product with a delay or a major flaw. Not one. btw - my 27" iMac is just fine, first generation here in the first week. And my snow leopard install on launch day went fine and continues to be more than fine.
I feel I must point out how much more fun knee-jerk over the top responses are.
I guess I'm being so emotional about it because I'm still mad at the absolute failure of the 3Gs launch in Canada, how I couldn't get one for over six months despite phoning my carrier almost daily, and especially because no one in the media even reported the story (seeing how the USA had stock and that's all anyone cares about it seems).
So yeah, take my prediction with a grain or two of salt cause I'm obviously basing it more on the past failure than the facts. The fact remains however that Apple is having a horrendous time keeping up with supply during their transition from tiny also-ran US computer company to world-dominating retail behemoth.
Comments
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
AAPL is the most manipulated stock of them all.
T
It has been reported by many resources that customers are not very happy with the initial price of $499. In fact, there were also demographics that depicted a drop in customer interest.
While I don't disagree with the notion that Apple is going to drop the price. I find it ironic that the 10" kindle is almost $500. There really is no reason for Apple to drop the price yet.
Time to hire some more kids... sorry, couldn't help myself...
That's kind of mean, but I was thinking the same thing.
I'm ready to plunk down some cash, so I hope I can still get one of the first runs.
All of the trolls are correct, it's apple's "fault", better to be like say M$ and release a product with a 16% failure rate and just force customers to return for repair, damn the quality checks in place!
Yeah, like the new 27" iMac...
This is turning out to be just like the 3Gs launch.
It's almost guaranteed that no one outside of the USA will hold one of these things in their hands until Xmas 2010-11.
What happened to all those awards Apple won in recent years for managing their supply chain better than any other company? I know they are a much bigger company now, but they are screwing up big time over the last couple of years. They can't seem to produce a single product without delays and major flaws.
You mean, according to this rumour? Do you have knee jerk responses to every rumour?
I'm in the UK, I'm pretty convinced I'll have my 6 pads by the end of April, no worries at all.
What happened to taking rumours with a pinch of salt and not berating a company based on nothing. I can't think of an Apple product with a delay or a major flaw. Not one. btw - my 27" iMac is just fine, first generation here in the first week. And my snow leopard install on launch day went fine and continues to be more than fine.
It has been reported by many resources that customers are not very happy with the initial price of $499. In fact, there were also demographics that depicted a drop in customer interest.
People will never be happy with the price they have to pay for their product. Everyone I know who took their head out of their ass and compared this to the price of a kindle DX was amazed, in comparison, at the price. There will always be studies and 'experts' depicting whatever they want to depict. Opinion polls are irrelevant, units sold after launch is all that matters.
There seem to be several gaps in logic in his assessment. Firstly, that Verizon would impact total sales by ~10% two quarters out, yet preliminary numbers for this quarter are up 10%. Global unit growth should easily overshadow what Verizon would bring to the table, and if his estimates are based on rumors of unannounced products he is worse off than us...
The other major flaw is his price target. If he thinks that Apple's (historically) weakest quarter is almost on-par (down 15%) with its best quarter in iPhone sales, yet EPS forecasts are 64% lower. Apple also has the benefit of a significantly lower P/E ratio than historic, with a PEG of a mere 0.67 (based on consensus)!
Just letting the PEG trend toward unity should see AAPL much closer to $300 than $250, and as earnings surprises kick in we should see it much higher.
Do analysts just think they lose credibility if their price target is more than 20% growth?!
Maybe, but there's at least one other way of looking at this. AAPL's P/E has been in decline for more than two years now. Essentially, investors have been averting their eyes from Apple's steady earnings growth, even through the recession, and have refused to bid the share price up accordingly. (PEP has only a slightly lower P/E than AAPL now!) When you factor in the cash per share, which is about double what it was two years ago, then the lowered valuation becomes even more dramatic.
This can mean only one of two things. Either (1) AAPL is "undervalued" and poised for a big move up, or (2) investors are voting for a lowered rate of earnings growth in the future. Since (2) hasn't seemed to be true, at least not yet, I'm holding out hope for (1).
Yeah, like the new 27" iMac...
Did you have an issue with your 27" iMac - cause i haven't found anyone who has... There will always be a tiny percentage of electronic devices with faults, it's the nature of electronics and manual delivery of goods in the back of lorries...
Give me a Y!
Give me a P!
Give me an E!
What does that spell?! More Apple marketing.
Apple is f'ing brilliant. Now they'll have lines of people showing up, "just to see if they can get one"
And there will be somehow just enough to serve everyone in line at Apple Stores.
I'm saving this article and particularly the number 300,000, til we see the numbers from the first sale weekend.
This can mean only one of two things. Either (1) AAPL is "undervalued" and poised for a big move up, or (2) investors are voting for a lowered rate of earnings growth in the future. Since (2) hasn't seemed to be true, at least not yet, I'm holding out hope for (1).
Quite true. It's just the PEG that blows my mind... unless someone has inside information that SJ is actually dead and it was just a double at the shareholder meeting.
Google's PEG is at 2, and their growth prospects are not nearly as solid...
Oh well... who ever thought fundamentals matter...
Give me an H!
Give me a Y!
Give me a P!
Give me an E!
What does that spell?! More Apple marketing.
Apple is f'ing brilliant. Now they'll have lines of people showing up, "just to see if they can get one"
And there will be somehow just enough to serve everyone in line at Apple Stores.
I'm saving this article and particularly the number 300,000, til we see the numbers from the first sale weekend.
Sheezus, give it a rest already. If true, this is certainly not good news. No company wants product supply to be insufficient to meet demand. That's just money left on the table.
How does this analyst know? It's just speculation. By publishing this report, the analyst helps his short hedge fund clients.
AAPL is the most manipulated stock of them all.
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
You do want (to) make sure everyone knows this here - on an apple-related forum - doncha troll? You not want kids either it seems - which is fine. I not want you breeding.
Quite true. It's just the PEG that blows my mind... unless someone has inside information that SJ is actually dead and it was just a double at the shareholder meeting.
Google's PEG is at 2, and their growth prospects are not nearly as solid...
Oh well... who ever thought fundamentals matter...
If you have any mind left and still need it blown, then take a look at AMZN -- P/E close to 60 and PEG at 1.5. If AAPL sold at a similar multiple of earnings the share price would be close to $600.
Different folks use different methods of grouping. I suppose you are one that hates it when someone uses the "," (comma) for the decimal delimiter also (as is done in a large part of the world outside the US)? If it is equivalent who cares - not everyone does it the way us "good old yanks" do it!
Well I'm English not Murican, but yeah I do kinda hate that french comma delimiter.
I think the use of the term "million" is pretty standard though throughout USA and Europe.
You mean, according to this rumour? Do you have knee jerk responses to every rumour?
I'm in the UK, I'm pretty convinced I'll have my 6 pads by the end of April, no worries at all.
What happened to taking rumours with a pinch of salt and not berating a company based on nothing. I can't think of an Apple product with a delay or a major flaw. Not one. btw - my 27" iMac is just fine, first generation here in the first week. And my snow leopard install on launch day went fine and continues to be more than fine.
I feel I must point out how much more fun knee-jerk over the top responses are.
I guess I'm being so emotional about it because I'm still mad at the absolute failure of the 3Gs launch in Canada, how I couldn't get one for over six months despite phoning my carrier almost daily, and especially because no one in the media even reported the story (seeing how the USA had stock and that's all anyone cares about it seems).
So yeah, take my prediction with a grain or two of salt cause I'm obviously basing it more on the past failure than the facts. The fact remains however that Apple is having a horrendous time keeping up with supply during their transition from tiny also-ran US computer company to world-dominating retail behemoth.