iPhone 5 order cuts dismissed as 'not news,' simply 'noise'

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Comments

  • Reply 21 of 99
    solipsismxsolipsismx Posts: 19,566member
    Old Joke:

    1st guy:  "Do you have any nude pictures of your wife for sale?"

    2nd guy:  "Are you crazy? I respect my wife! The answer is no -- I'd never sell nude pictures of my wife!"

    1st guy:  "Do you want to buy some?"

    New Joke:

    "Then maybe the greatest moment of my life. I'm maybe 12 years old. I'm sneaking around my house. I found my dad's porn in the back of the attic. That was a great day. That was a game changer. But then the worst day was the day I found my mom's porn... in the back of that video store." ~Anthony Jeselnik
  • Reply 22 of 99
    apple ][apple ][ Posts: 9,233member


    I wish that we lived in medieval times, because some of these reporters should at the very least be thrown in a dark and cold dungeon and be subjected to a wide variety of wonderful torture devices, in order to pay for their crimes, lies, incompetence and general lack of knowledge.


     


    There is no accountability at all for Apple reporting. Anybody can write whatever the hell they please, and it doesn't even matter if they just made it all up and pulled some crap out of their lying asses. Nothing will happen to them. And you have the same crappy organizations posting the same crappy stories over again, year after year, and a great majority of these stories are complete lies. A few might be vaguely accurate, but most are untrue and completely false. Digitimes comes to mind as a serial offender, though there are also others of course. And whenever one of these stories comes out, it simply gets repeated and copied by a whole bunch of other sites. Accuracy and truth are totally irrelevant. Who cares about that?


     


    Some of these tech news sites are worse and trashier than the worst gossip newspaper. The National Enquirer has more credibility than some of these sites. 


     


    The level of Apple journalism is at an all time low, it is simply sleaze journalism, and anybody connected to any of these sleazy sites should be ashamed to even mention that they work for them. It is more respectable to have your wife star in a gangbang movie getting a golden shower than to be a writer of such sleaze that passes for journalism nowadays. A piece of excrement is more honorable than the people responsible for most Apple rumors.

  • Reply 23 of 99
    quadra 610quadra 610 Posts: 6,757member


    Noise? Like what the trolls make?  


     


    Sounds like it. 

  • Reply 24 of 99
    xflarexflare Posts: 199member
    Too late, Apple stock down 4-5%, Job done.
  • Reply 25 of 99
    tnsftnsf Posts: 203member

    Quote:

    Originally Posted by ifij775 View Post



    Wait, so it's not iPhone demand falling off a cliff? The WSJ said someone who they can't name told them so...


     


    Actually its even worse than that.  The WSJ said someone else said someone else said demand was falling off a cliff.  

  • Reply 26 of 99


    I have said it several times on this forum, the is media loves to build up the underdog, what they love even more is playing a part in tearing down the very underdog they built up.


     


    Besides the painted path with no bumbs to 1000.00 stock was always a fantasy.

  • Reply 27 of 99
    stelligentstelligent Posts: 2,680member

    Quote:

    Originally Posted by Suddenly Newton View Post



    For its next trick, WSJ will print nude photos of, and also hack email and voicemail accounts belonging to various Apple executives.




    Let's hope they leave Bob Mansfield out of that. He's a great engineer but his nude photos are just not the right stuff to give $AAPL a jolt.

  • Reply 28 of 99
    stelligentstelligent Posts: 2,680member

    Quote:

    Originally Posted by Apple ][ View Post


    I wish that we lived in medieval times, because some of these reporters should at the very least be thrown in a dark and cold dungeon and be subjected to a wide variety of wonderful torture devices, in order to pay for their crimes, lies, incompetence and general lack of knowledge.


     


    There is no accountability at all for Apple reporting. Anybody can write whatever the hell they please, and it doesn't even matter if they just made it all up and pulled some crap out of their lying asses. Nothing will happen to them.



     


    I am not sure journalism was more accountable in medieval times. The monarch pretty much dictated how history would be written back then, if memory serves.

  • Reply 29 of 99
    stelligentstelligent Posts: 2,680member


    Just for argument's sake ....


     


    What if iPhone 5 sales was indeed disappointing but iPad Mini sales went thru the roof (as suggested by activation numbers). How will $AAPL react?

  • Reply 30 of 99
    cameronjcameronj Posts: 2,357member
    While I tend to agree that the rumor about the order cuts is most likely not a sign of actual for iPhone sales, the reason here is absolutely ridiculous. Apple wouldn't order 1 million iPhone cases expecting very bad yields and expecting to only get half 1 million.

    The yield problem is the manufacturers problem. Apple orders as many parts as they want, and the manufacturer delivers as many parts as Apple orders. It may take them building 2 million parts to deliver 1 million, but Apple doesn't need to order 2 million parts to get 1 million. They need to order 1 million parts to get one million. So, I would say that this follow-up report is just as much BS as the original report this morning.
  • Reply 31 of 99
    jragostajragosta Posts: 10,473member
    scartart wrote: »
    not sure I agree with the component yield reasoning. If Apple need 1m panels they order 1m panels. They don't order 2m in the hope that they get 1m working ones. Yield is the problem of the OEM.

    I suspect that the situation is:
    Apple needs 1 M screens. They're not comfortable wtih either of the potential suppliers, so they order 1 M from each of them. First to ship gets the order and the other order gets canceled (under whatever terms the contract allows).

    Now, in reality, it's not all or none since each supplier could probably ship SOME. So they accept them as they come in and then reduce future orders as the supply situation gets straightened out.
    xflare wrote: »
    Too late, Apple stock down 4-5%, Job done.

    It's amazing that these people never suffer for their crap. In a rational world, the 'analysts' who are wrong 99% of the time shouldn't be able to get the time of day from the press - but that doesn't happen. The press is willing to come back and listen to the same idiots no matter how often they're wrong.
  • Reply 32 of 99
    apple ][apple ][ Posts: 9,233member

    Quote:

    Originally Posted by stelligent View Post


     


    I am not sure journalism was more accountable in medieval times. The monarch pretty much dictated how history would be written back then, if memory serves.



    I don't think that journalism was more accountable in medieval times either. I just mentioned it, because of their torture devices.


     


    I would at the very least like to see some people end up in jail, if any of the false stories about Apple are proven to be illegal manipulation.

  • Reply 33 of 99
    stelligentstelligent Posts: 2,680member

    Quote:

    Originally Posted by Apple ][ View Post


    I don't think that journalism was more accountable in medieval times either. I just mentioned it, because of their torture devices.


     


    I would at the very least like to see some people end up in jail, if any of the false stories about Apple are proven to be illegal manipulation.





    I didn't think that you thought so. But reading your post made me think of learning about royal historians back in high school. There was a notable one whose name I'm struggling to remember.

  • Reply 34 of 99
    stelligentstelligent Posts: 2,680member

    Quote:

    Originally Posted by jragosta View Post





    I suspect that the situation is:

    Apple needs 1 M screens. They're not comfortable wtih either of the potential suppliers, so they order 1 M from each of them. First to ship gets the order and the other order gets canceled (under whatever terms the contract allows).

     


     


    Isn't Samsung supplying most of the iPhone 5 screens? If so, it might not be beneath them to drop an indirect hint to just the right folks ...

  • Reply 35 of 99

    Quote:

    Originally Posted by ScartArt View Post


    not sure I agree with the component yield reasoning. If Apple need 1m panels they order 1m panels. They don't order 2m in the hope that they get 1m working ones. Yield is the problem of the OEM.



     


    Mas o menos...


     


    "Manufacturing problems" can occur at many stages in the overall process.  For example a display (or other major component) may pass component test, but other defects may not be detected until final assembly -- edge light leak, burn-in, display brightness/color, power consumption, fit and finish...


     


    With any "new" manufacturing process you are [at least] concerned with: parts yields; component yields; and final assembly yields.  


     


    It was rumored that Apple was having yield problems with iPhone 5 cases, displays... and possibly cell radios, and APs.


     


    Also, I suspect that Apple was trying to include 802.11ac WiFi in the latest iPhones, and iPads (for later activation).


     


    If yields in more than one of these areas are contributing to unacceptable yields of finished goods -- it could require proactive measures to assure adequate supply -- the ramp-up for expanded rollout, holiday season, new markets (China Mobile), technology (screen) change, supplier/manufacturing partner changes, refresh cycle change to 6 months -- and weaning its dependence on an undesirable supplier.


     


    Sometimes the best and fastest way to compensate is to pre-order larger amounts of problem parts and components, reserving manufacturing capacity, etc. -- in addition to spreading orders among multiple suppliers.  Likely, this is done under contract so Apple has the option to reduce orders as the problems are resolved and the yields improve.


     


    You could consider it to be that Apple bought several insurance policies to assure that they have adequate product over say, the holiday release quarter, the upgrade/refresh and China Mobile quarter,


     


    If Apple actually planned on selling 65 million iPhone 5s in the March 2013 quarter -- likely this was based on new markets such as China Mobile, India, Brazil -- or a new way of selling iPhone 5s into prepaid markets.  If these are delayed. then the supplier needs change.


     


    I suspect that Apple expects to sell 35-45 million iPhone 5s in the March 2013 quarter and that it was experiencing yield problems on various parts and components -- so they just upped their orders -- and now, as expected, find that yields have improved so that they can reduce the orders... normal supply-chain management procedures -- share the pain, share the wealth.


     


    Finally, IMO, Apple with the China Mobile rollout -- is going to introduce a iPad Mini appliance computer -- where you get a smart phone and a tablet in a single device.  This could impact iPhone 5 sales in emerging and established markets.

  • Reply 36 of 99

    Quote:

    Originally Posted by anonymouse View Post




    Quote:

    Originally Posted by 512ke View Post


    Wow I'm really learning a lot reading the news about Apple lately lol.


     


    AT$T sold a record number of iPhone, but they didn't sell **** because Samsung sold way more.


     


    Apple's Mac sales declined and they grew by 5% last quarter.


     


    Kindle Fires had way more online presence than iPads, but iPad Minis sold record numbers.


     


    Ipad Minis cannibalized everything Apple sells and also they didn't cannibalize anything. 


     


    Apple is going to make a cheap phone but they're not going to make a cheap phone.  


     


    Teens say Apple is done.  And Apple is sold out of products around the world.


     


    China bought tons of Iphones but Apple got hammered by Samsung in China.


     


    And Apple is, as always doomed.


     


    But it's a buy with a target price of $1,100, $700, $600, $500, $400 and $250 all at the same time.  


     


    Got it.



     


    You forgot,


     


    Android tablets now have 50% of the market, but no one uses them without changing their user agent string to look like an iPad



     


    Ahh... So that's what an Android "activation" means... (of course that includes implementing "Not No-Tracking")

  • Reply 37 of 99

    Quote:

    Originally Posted by Alfiejr View Post



    The stock market today is full of blatent market manipulation, especially tech stocks. Apple has become a favorite play due to the huge rumor mill about it and the ease of planting/hyping rumors that get wide coverage and resulting quick price moves at very substantial volume - with an average 21 million shares traded per day, many short term buyers no doubt. it's "in play."



    whereas MS price has stayed nearly flat for some years in spite of its very large volume of about 55 millions shares traded per day. obviously these are insititutional investors.



    but of course the biggest scam stock hype of this era is Amazon. with an absurdly high price based on its hyped supposed future prospects that are impossible to connect logically or mathematically with its current business operations. and drawn from an average of just 3 million shares traded per day - because that is all the suckers that can be found!



    and the tech industry's focus on - and vulnerability to - stock prices is of course a reflection of its crazy "hit a jackpot" mentality. as if. it's a fool's game.


     


    I think the AMZN price is so high because they are expected to win the Oscar for "Best Musical" -- "Waltz me around Willie" -- and Time Magazine "Swindle of the Years".


     


    MSFT also has a nomination for "Best Musical" -- "Roll me over in the Clover" * -- but it doesn't meet the quality standard set by "Heaven's Gate" -- just can't beat playing the violin while roller skating...


     


    *  Roll me over in the clover, roll me over lay me down and do it again!

  • Reply 38 of 99
    rayzrayz Posts: 814member

    Quote:

    Originally Posted by stelligent View Post


     


    Isn't Samsung supplying most of the iPhone 5 screens? If so, it might not be beneath them to drop an indirect hint to just the right folks ...



     


    If it was Samsung who was having their orders cut by half then they'd probably keep it a secret.

  • Reply 39 of 99

    Quote:

    Originally Posted by mvigod View Post


    Instead of a paywall at WSJ to read their drivel they should have a WePayYouWall and pay people to read their fiction.  Sad to see journalism so bad in the USA.  Even sadder that WSJ was an American company last I checked.  When was it favorable to back Samsung over a US based corporation? WSJ patriotism?  Not much.  It would be one thing if they actually reported facts (or anything of value).  But making crap up is pretty slimey. 



     


    Ya' know...


     


    When I was a teenager, the record companies engaged in an illegal practice that was dubbed "Payola".


     


    http://en.wikipedia.org/wiki/Payola


     


    Here's how it worked:  The record companies paid radio stations (and disk jockeys) fees to play certain songs that the record companies were promoting.  Regardless of talent or quality, the song would get lots of plays and place high in the "popular record charts".  So a mediocre song, that had no chance of selling, would appear in the "Top 40's and rising"...  All the teens would rush out to be the first in their group to get this new "hit"... a feeding frenzy.


     


    image


     



     


     


    We may have something like that going on here...  What would it take to bribe a couple of "Journalists/Analysts/Bloggers" to promote a stock -- or better question (disparage) a stock's potential -- using unsubstantiable information and unidentified sources  The perpetrators would benefit from their positions in the stock -- possibly millions of dollars return over a couple of months.  The "Journalists/Analysts/Bloggers" would earn their fees and be protected from revealing their sources...


     


     


    BTW, I was told by an industry insider that "Payola" in the recording industry occurs to this day -- it's just done with more sophistication and levels of indirection... 


     


    Money need not change hands -- mutually beneficial activities & insider information have market value.

  • Reply 40 of 99

    Quote:

    Originally Posted by stelligent View Post




    Quote:

    Originally Posted by Apple ][ View Post


    I wish that we lived in medieval times, because some of these reporters should at the very least be thrown in a dark and cold dungeon and be subjected to a wide variety of wonderful torture devices, in order to pay for their crimes, lies, incompetence and general lack of knowledge.


     


    There is no accountability at all for Apple reporting. Anybody can write whatever the hell they please, and it doesn't even matter if they just made it all up and pulled some crap out of their lying asses. Nothing will happen to them.



     


    I am not sure journalism was more accountable in medieval times. The monarch pretty much dictated how history would be written back then, if memory serves.



     


    The same with "Justice" -- Bribing of Judges was common and referenced in various plays by Shakespeare ---  e.g. Merchant of venice.

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