Rumor: Apple halts Mac component orders, is less 'aggressive' looking forward

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Comments

  • Reply 21 of 77
    MarvinMarvin Posts: 15,310moderator
    jdnc123 wrote: »
    no CEO has every destroyed that much value, let alone in such short order.  Harvard Business Review case studies will be written about this. 

    No CEO has ever created that much value in such short order. Just hope short sellers see what everyone else sees.
  • Reply 22 of 77


    It's quite possible Apple "removed" that vendor due to compliance and shifted the orders to another vendor.  It happened before also and everyone was crying, "oh no, Apple is not placing orders..."  Stupid stock manipulators...argh!


     


    I dont know any company in history that had the profit run rate that Apple did in December Quarter.  It was like $1 Billion a week.  Thats sick.  Profit!!


     


    People failed to realized the quarter was a week short from the previous quarter not matter how much apple kept saying that.  Haters.


     


    I have been Long Apple since 1998 and continue to be so.


     


    I think Tim Cook is a tremendous CEO.  Apple stock, while he was CEO and in his interim stints, was always at an all time high (better record then Steve).  Nothing to take away from Steve, I love the guy as everyone here.


     


    Apple has a P/E to Growth Ration of like 0.50 which is unheard of for a tech company.  Its the best investment valuation from any angle.


     


    Apologies for rambling.  But I needed to vent at this stock price!  lol


     


    Super LONG Apple.

  • Reply 23 of 77
    wizard69wizard69 Posts: 13,377member
    You are about to confuse everybody with facts!
    apple4u wrote: »
  • Reply 24 of 77

    Quote:

    Originally Posted by jdnc123 View Post


    This company going nowhere but down with him leading it.



    Well except for record revenues and profits, right?

  • Reply 25 of 77

    Quote:

    Originally Posted by wizard69 View Post



    You are about to confuse everybody with facts!


    LOL. Sorry!

  • Reply 26 of 77

    Quote:

    Originally Posted by Marvin View Post





    No CEO has ever created that much value in such order. Just hope short sellers see what everyone else sees.


    The problem is that the person you are responding to is only referring to "enterprise value" (since that's the only metric he can use to show that Tim Cook is this "horrible" CEO) which is a metric that says if you run up lots of debt you can potentially be "more valuable" than a company with no debt.  He will ignore the record revenues, record profits, that the stock is more valuable than any time prior to his taking over, that market cap is higher than it was before he took over, etc.  Those are apparently not signs of Tim Cook "creating value".

  • Reply 27 of 77
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by jdnc123 View Post

    Not stressed, just hope employees, investors, etc see what I see and push him out the door.


     


    How about you push yourself out the door?






    This company going nowhere but down with him leading it.



     


    Marketshare: UP


    Profit: UP


    Cash: UP


    Satisfaction: UP


    Quality: UP


     


    "Nowhere" is a difficult town to find.






    We are over $300 billion of value evaporated at this point in less than a year.  Its really an epic implosion.  Its like a train wreck.  What you are watching has never happened before, no CEO has every destroyed that much value, let alone in such short order.  Harvard Business Review case studies will be written about this. 



     


    How about you stop repeating this in every post, okay? That's the nice way of saying I'd rather not see it anymore. You've become slapppy in a shorter time than he could have ever dreamed.

  • Reply 28 of 77
    wizard69wizard69 Posts: 13,377member
    I may not believe the report, in all of its details, but manufacturing is likely scheduled well ahead of schedule. It wouldn't take long to suddenly have a surplus on your hands. Combine this with several actions that are out of character for Apple, such as mid course price corrections and discounting old models and I think there is some evidence to suspect a collapse in sales volume.
    ascii wrote: »
    I usually take most things at face value, but this rumor sounds made up to me.

    I can't imagine a situation where they would halt ordering components for all their computers. Maybe one line of computer, or one kind of component. And they don't keep that much inventory on hand anyway do they? 2-3 weeks? It just doesn't add up.

    Well that is a bit harder to say, for example if the Mac Pro rev is near I could see them stopping production on that and the Mini. The Mini because it needs an overhaul as bad as the Pro and debuting two new models at the same time ought to really help marketing.

    The other thing here is Haswell, the expectations are high with respect to Haswell, so I can see people simply waiting for the new hardware to come out. I know I am. So while the report might not be entirely based in fact the one thing that is certain is that there are a number of things happening that could be drastically impacting Apples sales.
  • Reply 29 of 77
    solipsismxsolipsismx Posts: 19,566member
    Another day of letting [B]jdnc123[/B]'s trolling jack up the forums. :no:
  • Reply 30 of 77
    retrogustoretrogusto Posts: 1,109member


    OK manipulators,


     


    I'm fine with all of these bogus malicious rumors, just tell me when you're buying in so I can pick some up too.


     


    Thanks,


    Retrogusto

  • Reply 31 of 77
    wizard69wizard69 Posts: 13,377member
    What was never there can't evaporate. Apples high price last year was due to market manipulation and speculation and had little to do with real value. As to Apples current state you can't make decisions about the ability of Cook based on rumors. I mean really how would you like it if your boss rated your performance and adjusted your compensation based on rumors heard in the mail room?

    Next week we ought to have real facts to work with but right now we have nothing but rumors.
    jdnc123 wrote: »
    Not stressed, just hope employees, investors, etc see what I see and push him out the door.  This company going nowhere but down with him leading it. We are over $300 billion of value evaporated at this point in less than a year.  Its really an epic implosion.  Its like a train wreck.  What you are watching has never happened before, no CEO has every destroyed that much value, let alone in such short order.  Harvard Business Review case studies will be written about this. 
  • Reply 32 of 77
    In case you haven't noticed, THE ECONOMY SUCKS! Lots of energy sources at home, but the government won't allow them to be exploited (or even construct a pipeline for Canada's oil heading to our refineries). Upcoming ObamaCare rules and regs causing restaurants, movie chains (Regal Cinema the latest) and other small businesses to cut hours back to under 30 per week to avoid new taxes. Health insurance is going up, gasoline is always around $4 a gallon, but hey, if you dig getting food stamps, like scamming Social Security with fake disability claims, live on extended unemployment checks, think that the new higher minimum wage proposal ($9) is the answer to more jobs (if so, why stop at $9? Why not $50? $250?), then Obama / Reid / Pelosi is your government trifecta! You reap what you sow, people, and for you suckers who bought into what this flim-flam front man and his liberal band was selling, get used to "living the dream."
  • Reply 33 of 77
    Who's buying computers these days? They're too doggone good already! Dude! So stoked for new retina MINI-iPad, right? The truck just doesn't have the charm of the sportscar.
  • Reply 34 of 77
    jfc1138jfc1138 Posts: 3,090member

    Quote:

    Originally Posted by Applelunatic View Post


    Well except for record revenues and profits, right?



    Right.

  • Reply 35 of 77
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by coffeetime View Post

    In case you haven't noticed, THE ECONOMY SUCKS! Lots of energy sources at home, but the government won't allow them to be exploited (or even construct a pipeline for Canada's oil heading to our refineries). Upcoming ObamaCare rules and regs causing restaurants, movie chains (Regal Cinema the latest) and other small businesses to cut hours back to under 30 per week to avoid new taxes. Health insurance is going up, gasoline is always around $4 a gallon, but hey, if you dig getting food stamps, like scamming Social Security with fake disability claims, live on extended unemployment checks, think that the new higher minimum wage proposal ($9) is the answer to more jobs (if so, why stop at $9? Why not $50? $250?), then Obama / Reid / Pelosi is your government trifecta! You reap what you sow, people, and for you suckers who bought into what this flim-flam front man and his liberal band was selling, get used to "living the dream."


     


    I'm uncertain what any of this has to do with the thread, or anything outside PO, for that matter.




    But if you're claiming that "slowing sales" and "lower numbers" would be a result of the economy, please note that during the entirety of the recession (I will make no statement as to whether or not we're "out of it" yet, so if you believe we aren't, simply append an "as of yet". Otherwise, continue), Apple posted record-breaking quarter after record-breaking quarter. People just kept buying their stuff. 




    Now, that doesn't preclude the current state of affairs heading toward a WORSE situation, but it should put into perspective doomsayers that base their thoughts on the economy.

  • Reply 36 of 77
    jfc1138jfc1138 Posts: 3,090member

    Quote:

    Originally Posted by DogCowabunga View Post



    Who's buying computers these days? They're too doggone good already! Dude! So stoked for new retina MINI-iPad, right? The truck just doesn't have the charm of the sportscar.


    Well I actually see an argument for a swing back in the direction of desktops: for the desktop. Mobile is largely satisfied with an iPad or iPad mini (outside content creation and that's a fraction of overall mobile use I'll warrant) so that eats into laptops and for the desk, why settle for a more exspensive, smaller and less powerful machine and screen?


     


    There's always turnover as well as new users.

  • Reply 37 of 77
    tkell31tkell31 Posts: 216member

    Quote:

    Originally Posted by coffeetime View Post



    In case you haven't noticed, THE ECONOMY SUCKS! Lots of energy sources at home, but the government won't allow them to be exploited (or even construct a pipeline for Canada's oil heading to our refineries). Upcoming ObamaCare rules and regs causing restaurants, movie chains (Regal Cinema the latest) and other small businesses to cut hours back to under 30 per week to avoid new taxes. Health insurance is going up, gasoline is always around $4 a gallon, but hey, if you dig getting food stamps, like scamming Social Security with fake disability claims, live on extended unemployment checks, think that the new higher minimum wage proposal ($9) is the answer to more jobs (if so, why stop at $9? Why not $50? $250?), then Obama / Reid / Pelosi is your government trifecta! You reap what you sow, people, and for you suckers who bought into what this flim-flam front man and his liberal band was selling, get used to "living the dream."


    The economy does suck that is true.  


     


    The minimum wage comment was the dumbest thing I ever read.  Pretending a $1.75 an hour increase could then turn into a $41.75 an hour increase is moronic.  I guess this is the internet, home of idiots everywhere.  People who think minimum wage is so bad crack me up because I always wonder if they are in favor of slave labor.  Essentially you are saying $7.25 is too much, so what would be too little?  $5? $3? Work for food and shelter?  The reason so many people scam disability is they wouldn't make anymore if they actually worked.


     


    Or to put this in another way, if you trimmed the average CEO's salary from 12 to 10 million a year, you could provide a $2 an hour increase to 500 workers who are likely to just put the money back into circulation anyway.  And if you say that is "socialist" well if you think a guy making 10 million a year, and a guy making 9.25 an hour is socialism you are as dumb as your comment makes you seem.


     


    It's human nature not to be able to control yourself.  Left without rules and regulations we would have Kings and Lords again.  If you dont believe it ask yourself why it took 1000s of years for a democratic country to be formed.  Or a more modern example, why do "smart" people like GMs and Owners need a salarly cap to prevent them form spending more than they make?  It's human nature and nothing else.  Boards and CEOs are the same way, one guy gets a raise, then the next guy, and before you know it CEOs make 355 times more than the average worker in the US.  In other words their 1 day is worth someone else's years worth of work.


     


    So call me socialist, call me whatever you want, but 1000s of years of history dont like.  Neither does what is happening in the US right in front of us with a shrinking middle class.  The new feudalism.

  • Reply 38 of 77
    mad42mad42 Posts: 6member
    I really like AppleInsider, but come on! You need to stop this absurd reliance on DigiTimes for information. What is your problem? You know they're wrong 90% of the time. What on Earth could make you keep pushing out thier crap?

    Step up, AI. You have the "Apple" part down, but an "Insider" Digitimes is not. It might help if you pretend for a minute that the "I" stands for Integrity.
  • Reply 39 of 77

    Quote:

    Originally Posted by jdnc123 View Post


    <snip> Harvard Business Review case studies will be written about this. 



    With all due respect jdnc, referring to the idiots that Harvard turns out as some sort of den of 'experts' does not help your case.  I'll remind you that it was these same nose-in-the-air Harvard business 'types' that almost drove Apple into the ground back in the 1990's - coincidentally at the exact same time I bought all of my Apple stock for $12.00 a share and even then the news was reporting that Apple had less than six months to survive.  Just because you go to a business college doesn't mean that you actually know anything about running a business.  It just means that you went to college.  A fair number of the dumbest business people on this planet went to college and some of those went to Harvard.

  • Reply 40 of 77

    Quote:

    Originally Posted by wizard69 View Post



    What was never there can't evaporate. Apples high price last year was due to market manipulation and speculation and had little to do with real value.


    Exactly. All those ridiculous estimate share prices were nothing more than a way to create a pump-and-dump scheme. Now that all the big boys have made their money riding the wave up they're driving the stock down to pump-and-dump again. One should have been selling through the rise not buying more and more. It's your own damn fault if you lost money in this by being greedy rather than taking your profits. You were set up to be pigs for the slaughter.

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