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

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  • Reply 41 of 99
    joshajosha Posts: 901member
    Stop the presses, big APPLE NEWS

    An Apple delivery person reports reduced Apple carton ordering.
    Obviously less product is being shipped!
    Watch your Apple stock, this is terrible news.
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  • Reply 42 of 99
    rogifanrogifan Posts: 10,669member
    I have to laugh Jim Cramer is now saying that the threats to Apple's ecosystem are very high, the price of their goods are too high and the aura with the customers is gone. Just last spring and summer he was on CNBC every day talking up Apple. Now he's selling the stock because he doesn't see any Jobs magic. :rolleyes:
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  • Reply 43 of 99
    joshajosha Posts: 901member


    My Xmas house guests were a very techie family.


    Parents each has a iPad and a Samsung S2 phone.


    Two kids had a iPhone each.


    Parents liked the S2's larger screen, but wished the battery was larger because it didn't last through one day.


    I made sure they heard my well used iPhone's battery charge lasts  4 days on average (3 to 6 days) over 2 years!

     

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  • Reply 44 of 99
    Yep. They got the exactly the result they wanted, a 4 ~ 5% drop in price%u2026 for a day maybe two%u2026 now the damage control, reverse that, make a few million $, might even be time to get one more "shock" in before the massive financial results bump the stock 5 ~ 10% at least%u2026..

    Rinse and repeat%u2026..

    Manipulation? psh! nah.. business as usual, that's all!
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  • Reply 45 of 99

    Quote:

    Originally Posted by jragosta View Post



    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.


    This is so true. The kind of volatility that this engenders -- abetted by hedge funds, high-frequency trading, algorithmic trading, etc -- ends up amplifying the the noise in stocks such as AAPL. There is, at this point, very little accountability in US stock markets.


     


    The funny thing is, by just about any reasonable intrinsic value analysis based on just about any actual reported fundamental (of which, ironically, Apple reports more than any of its peers), pretty much everyone agrees with the obvious, which is that it's an undervalued stock.


     


    I guess the only advice one can give is: have faith, ignore the noise, stay for the long haul. There's nothing else one can do.


     


    It's no wonder that Joe Q. Public is disgusted with the market and its mavens.

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  • Reply 46 of 99
    jragostajragosta Posts: 10,473member
    This is so true. The kind of volatility that this engenders -- abetted by hedge funds, high-frequency trading, algorithmic trading, etc -- ends up amplifying the the noise in stocks such as AAPL. There is, at this point, very little accountability in US stock markets.

    Which is one of the reasons Apple should be encouraging more private (non-institutional) ownership of their shares by splitting the stock roughly 10:1. At 68%, institutional ownership is about 5 times the average for all stocks - and makes it far too easy for someone to manipulate it.
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  • Reply 47 of 99
    buzzzbuzzz Posts: 84member
    Cannot tell you how many Apple haters I am surrounded by every day who loves this sort of news.
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  • Reply 48 of 99


    Originally Posted by Buzzz View Post

    Cannot tell you how many Apple haters I am surrounded by every day who loves this sort of news.




    They love when previously anti-Apple stories are debunked in favor of sanity? image

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  • Reply 49 of 99
    jungmarkjungmark Posts: 6,928member

    They love when previously anti-Apple stories are debunked in favor of sanity? ;)

    I think these analysts should be held accountable. If they are wrong 3 times on a given stock in a given year or two, they should be removed from covering it.
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  • Reply 50 of 99


    Originally Posted by jungmark View Post

    I think these analysts should be held accountable. If they are wrong 3 times on a given stock in a given year or two, they should be removed from covering it.


     


    FIRED for lying for the manipulation of stock prices.


     


    I'm a pretty lenient guy, but what these morons get away with is inexcusable.

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  • Reply 51 of 99

    Quote:

    Originally Posted by Buzzz View Post



    Cannot tell you how many Apple haters I am surrounded by every day who loves this sort of news.


    Don't worry; they generally hang out here, where they can practise their 'debunking' skills while chanting "the truth shall set you free of Apple".


     


    Cheers

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  • Reply 52 of 99
    jragosta wrote: »
    Which is one of the reasons Apple should be encouraging more private (non-institutional) ownership of their shares by splitting the stock roughly 10:1. At 68%, institutional ownership is about 5 times the average for all stocks - and makes it far too easy for someone to manipulate it.

    I am not sure that would necessarily solve the problem, but it certainly doesn't hurt for Apple to try that.

    I think Apple should also announce a massive buyback to credibly signal that they believe the stock is significantly undervalued -- assuming they believe that to be the case.
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  • Reply 53 of 99
    flaneurflaneur Posts: 4,526member
    ,
    FIRED for lying for the manipulation of stock prices.

    I'm a pretty lenient guy, but what these morons get away with is inexcusable.

    The reporter is Juro Osawa, who "wrote" the original WSJ story. Don't know if he quoted analysts at all, cause WSJ wants money to read their trash.

    See him in action in this interview, from missouricatman in another thread:

    http://live.wsj.com/#!3030E9E5-F37D-48AB-B925-B454F4942A62

    The SEC tip site, provided by MAC RULEZ in another thread:

    http://www.sec.gov/complaint/tipscomplaint.shtml
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  • Reply 54 of 99
    I've gained some new perspective over the last few months.  

    It seems the media has become obsessed with finding ANY sign that Apple is slowing down.  Seems every story has some negative spin.  Personally, I am getting completely sick and tired of reading articles that find a way to make it sound like Apple is having a bad year.  THEY'RE HAVING AN EXCEPTIONAL YEAR.

    For god's sake, one article about COMPONENT orders and the stock goes down. The world has gone mad.

    Put this all in perspective: Samsung is out bragging that they have sold 100 million Galaxy S phones.  That is the TOTAL number of Galaxy S phones sold between the 1, 2 and 3 over the last 2 years. It's impressive...but wait.....

    Apple will sell AT LEAST 125 million iPhones in 2012 alone, and you're telling me the story everyone wants to report is a decrease in component orders!?!?!  


    You know, I have noticed there are some very jaded and angry people on this forum, but god help me, I am starting to see why. At some point it starts to seem that the whole world has gone mad and no one can stand to see a company be so successful.
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  • Reply 55 of 99
    This just in: in an effort to build their credibility, Digitimes will use WSJ as top source. Or at least that's what someone told someone else while I was waiting in line at the airport this morning.
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  • Reply 56 of 99


    This is pathetic. Some forum administrators on Apple Insider appear to hide posts if they run contrary to their views. My post explaining why iPhone sales were cut and why AAPL stock is heading to $300 within 2 years was apparently hidden yesterday.


     


    I can only restate the facts:The reason for the drop in orders is simple. iPhone 5 is a huge disappointment. It was crystal clear from the day it came out to many Apple fans including me but not to Tim Cook. And primarily for this reason, I felt for the first time since 2005 that Apple stock is a SELL and stated so here. Like it or not, ignore it all you want, but we have seen nothing yet. AAPL is heading to $300 within 2 years because Apple's chief cash cow - iPhone - is not the best smartphone anymore. Consumer Reports confirmed the obvious but only recently. I can provide the fundamental reasons for Apple's failure but what is the point if the administrators will hide my post anyway?


     


    Clearly, some Apple die-hard fans do not like to see the truth but hiding posts is the failure of integrity.

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  • Reply 57 of 99
    flaneurflaneur Posts: 4,526member
    enature wrote: »
    This is pathetic. Some forum administrators on Apple Insider appear to hide posts if they run contrary to their views. My post explaining why iPhone sales were cut and why AAPL stock is heading to $300 within 2 years was apparently hidden yesterday.

    I can only restate the facts:<span style="line-height:1.231;">The reason for the drop in orders is simple. iPhone 5 is a huge disappointment. It was crystal clear from the day it came out to many Apple fans including me but not to Tim Cook. And primarily for this reason, I felt for the first time since 2005 that Apple stock is a SELL and stated so here. Like it or not, ignore it all you want, but we have seen nothing yet. AAPL is heading to $300 within 2 years because Apple's chief cash cow - iPhone - is not the best smartphone anymore. Consumer Reports confirmed the obvious but only recently. I can provide the fundamental reasons for Apple's failure but what is the point if the administrators will hide my post anyway?</span>


    <span style="line-height:1.231;">Clearly, some Apple die-hard fans do not like to see the truth but hiding posts is the failure of integrity.</span>

    I am glad that this post and one like it yesterday did not get suppressed, because I find it interesting to see just how clueless some people can be.

    The iPhone 5 is the most well-crafted instrument ever made in mass numbers. If you can hold one in your hand and still pronounce it a huge disappointment, then it says something about your sensibilities, or lack thereof.
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  • Reply 58 of 99
    flaneurflaneur Posts: 4,526member
    rednival wrote: »
    I've gained some new perspective over the last few months.  

    It seems the media has become obsessed with finding ANY sign that Apple is slowing down.  Seems every story has some negative spin.  Personally, I am getting completely sick and tired of reading articles that find a way to make it sound like Apple is having a bad year.  THEY'RE HAVING AN EXCEPTIONAL YEAR.

    For god's sake, one article about COMPONENT orders and the stock goes down. The world has gone mad.

    Put this all in perspective: Samsung is out bragging that they have sold 100 million Galaxy S phones.  That is the TOTAL number of Galaxy S phones sold between the 1, 2 and 3 over the last 2 years. It's impressive...but wait.....

    Apple will sell AT LEAST 125 million iPhones in 2012 alone, and you're telling me the story everyone wants to report is a decrease in component orders!?!?!  


    You know, I have noticed there are some very jaded and angry people on this forum, but god help me, I am starting to see why. At some point it starts to seem that the whole world has gone mad and no one can stand to see a company be so successful.

    Agreed. There is a pathology afoot in the land. Check out enature above. It's like he wants to be the Chicken Little so bad. Never mind all that lies ahead for Jony Ive et al. He wants Apple to be like Samsung.
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  • Reply 59 of 99

    Quote:

    Originally Posted by enature View Post


    This is pathetic. Some forum administrators on Apple Insider appear to hide posts if they run contrary to their views. My post explaining why iPhone sales were cut and why AAPL stock is heading to $300 within 2 years was apparently hidden yesterday.


     


    I can only restate the facts:The reason for the drop in orders is simple. iPhone 5 is a huge disappointment. It was crystal clear from the day it came out to many Apple fans including me but not to Tim Cook. And primarily for this reason, I felt for the first time since 2005 that Apple stock is a SELL and stated so here. Like it or not, ignore it all you want, but we have seen nothing yet. AAPL is heading to $300 within 2 years because Apple's chief cash cow - iPhone - is not the best smartphone anymore. Consumer Reports confirmed the obvious but only recently. I can provide the fundamental reasons for Apple's failure but what is the point if the administrators will hide my post anyway?


     


    Clearly, some Apple die-hard fans do not like to see the truth but hiding posts is the failure of integrity.



    For further evidence:   http://www.livescience.com/4277-theory-oracle-delphi-high.html


     


    Cheers

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  • Reply 60 of 99
    flaneurflaneur Posts: 4,526member
    Gruber gave out a link to the original WSJ non-story:

    http://online.wsj.com/article_email/SB10001424127887323596204578240440691304344-lMyQjAxMTAzMDEwMzExNDMyWj.html

    He was on the case from three or four different angles today.
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