iPhone 5 capacity improving, Apple forecast to sell 46.5M phones in Dec. quarter

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  • Reply 21 of 34

    Quote:

    Originally Posted by Steven N. View Post


    The P/E will drop to 9 or so while AMZN will go into the undefined P/E range (posting a total loss for the 4 preceding quarters) and their stock will sky-rocket on the news.


     


    Go figure.



     


    AMZN is nearly a monopoly, APPL is not. And Wall Street loves monopolies.

  • Reply 22 of 34
    So the stock dropped further on the usual post-election market dip, and analysts are stepping up claiming they know all the reasons why the price has declined (as if it's specifically an Apple problem), but remain quiet as can be on their MASSIVE buying plans. They WANT the price to decline as much as possible before they go all in.

    This is a rare opportunity. You will probably not have one like this again with Apple stock. Not anytime soon, anyway. This is a "leverage everything to the hilt" moment.

    In a few short months, this stock should be skimming past $800 a share if not heading toward $1,000. Mark my words. It's an opportunity to nearly double an investment in under 6 months. How often do those present themselves?

    Looking at all the fundamentals, Apple is among the most undervalued 'blue chip' class stocks out there, and it is likely to dip a few $ further before the big price bumping buying spree by the institutional buyers gets underway. Don't let that stop you. Do whatever you have to do to get your hands on this stock NOW.

    The fact that it's paying out quarterly dividends of over $2.50 a share is a nice bonus on top. You'll be enjoying some nice cash returns while you watch the stock price heading north...

    Apple's financials for this holiday quarter are going to be unprecedented and record smashing. Nothing in Apple's (or any other company's) history will match it. Just the math alone on the expected 40 million or more iPhones puts us there.

    At that point, just by P/E alone, the stock will have to go up a few hundred points from where it is today just to maintain a reasonable price point.

    Basically, there's nowhere to go but WAY up.


    Enough said...
  • Reply 23 of 34
    steven n.steven n. Posts: 1,229member

    Quote:

    Originally Posted by jason98 View Post


     


    AMZN is nearly a monopoly, APPL is not. And Wall Street loves monopolies.



     


    A monopoly in what?  eBooks?  At best, Amazon represents 20% of online retail so that is not a monopoly (though it is very large).

  • Reply 24 of 34

    Quote:

    Originally Posted by aaarrrgggh View Post





    64 is "too much," but 16 seems way too low-- but everybody's needs are different. Do you replace every year-- that is about the only justification I could make for the smaller size.


     


     


    I find 32GB is pretty much "just right" for my iPhone, but 64GB is not quite enough for my iPad. I'm always having to swap stuff in and out of it. I'd love to have 128GB instead. With 32GB on iPhone + 128GB on iPad I wouldn't need much else for the iOS devices.


     


    An iMac or MBP as the 'full service' computer to run Logic, Ableton Live, FCP and Photoshop. Done!

  • Reply 25 of 34


    When it comes to sales expectation, I just stick with Apple's guidance, and then usually anticipate they'll do a bit better than that.


     


    Wu has a mixed bag when it comes to prediction vs result… but he's VERY consistent with the "narrative" he keeps alive.


     


    The biggest problem with Apple's stock prices is that they're being manipulated by over/under inflated analyst numbers (and Wu is one of the major players in that game). I think at some point the SEC may step in and hold some feet to the fire over that.


     


    Fortunes are being made this way: so-called Analysts earn by tweaking expectations too high (so the price goes way up), and then the 'analysts' sell off and take profit…. of course Apple doesn't meet those over-inflated expectations and the price crashes a bit… the same analysts help the downward drive by reporting all kinds of reasons why the stock SHOULD be taking the hit (most of it emotional/manipulative stuff, and not much to do with financial realities), then they do massive buybacks as it bottoms out… that buying, together with all kinds of NEW higher-than-Apple's-guidance expectations pour out of the SAME analysts mouths, and the stock price screams back up by leaps and bounds, with the same analysts driving THAT increase by reporting all kinds of reasons why the stock SHOULD be rising (it's SO undervalued now, and WE expect HUGE record-breaking financials this quarter!), and again they sell off at a maximized profit point and those NEW over-hyped expectation of course won't be met, so shortly after that the stock tanks a bit again and………. just keep rinse-repeating.


     


    Anyone on board with this pattern has made a LOT of money from this stock over the past few years alone……..

  • Reply 26 of 34

    Quote:

    Originally Posted by aaarrrgggh View Post





    Who made the comment about Zacky and his prediction (Zacky says $1000 so he said $500)? Looks like it might come true, although I expected a capitulation at $550.


     


    That was me. I have no idea why people hold Zacky in high regard. Like I said in a previous post, long term good (who couldn't be on AAPL!), but short term is atrocious. I doubt we will hit $500 now,I reckon this will be over today. One last double dip before the day it out and I reckon we are done. Gonna get violent though, hold on to your hats!

  • Reply 27 of 34


    Yeah, Samsung already did. They sold 52 + million last quarter. Twice the number Apple did. They are expected to be north of 60 million this quarter. 

  • Reply 28 of 34


    Originally Posted by xuselppa View Post

    Yeah, Samsung already did. They sold 52 + million last quarter. Twice the number Apple did. They are expected to be north of 60 million this quarter. 


     


    Wow. Samsung "sold" blah-de-blah number of their 50 models of phones. Apple sold nearly the same number of their THREE models of phones. Put that into perspective.


     


    I'm pretty sure M&Ms are more prevalent than Godiva chocolates, too.

  • Reply 29 of 34
    jfc1138jfc1138 Posts: 3,090member


    People getting long term profit out before the gains rate change now that the election settles that more or less?

  • Reply 30 of 34
    If IMEI numbers are anything to go by????

    I got my iPhone 5 at the end of September, after the first 5 million iPhone 5's were sold.

    Assuming! that Apple has a huge batch of IMEI #s and that they are sold and distributed sequentially.

    The difference between the IMEI of my iPhone 5 and my brother's iPhone 5 purchased at Apple retail this week is about 9.8 million.

    If the previous assumptions are valid, that means that Apple has already sold close to 15 million iPhone 5's.

    The other big seller will be iPhone 4's that are free on contract. (At least in the US.)
  • Reply 31 of 34
    herbapouherbapou Posts: 2,228member
    jfc1138 wrote: »
    People getting long term profit out before the gains rate change now that the election settles that more or less?

    Yep pretty much whats happening indeed. Of course there are the margins concerns, but we are way oversold on just the noise like management changes, maps, supply and margins.

    My prediction is we will bounce between 500 and 550 for a while before it goes up again.
  • Reply 32 of 34
    dasanman69dasanman69 Posts: 13,002member
    solipsismx wrote: »
    Good luck catching that number, Samsung.

    So if they don't reach that number make them unsuccessful?
  • Reply 33 of 34
    solipsismxsolipsismx Posts: 19,566member
    dasanman69 wrote: »
    So if they don't reach that number make them unsuccessful?

    That was exactly what I implied¡
  • Reply 34 of 34
    philboogiephilboogie Posts: 7,675member
    solipsismx wrote: »
    Good luck catching that number, Samsung.


    I think they can smoothly see their way to lying about the number of phones they sold, just like every other quarter.

    If history is anything to go by, Samsung will copy sales numbers as well.

    xuselppa wrote: »
    They are expected to be north of 60 million this quarter. 

    If they're going north then their numbers are plateauing.
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