Verizon's 4M iPhone activations in line with expectations, showing Apple's 'stability'

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  • Reply 21 of 45
    al_bundyal_bundy Posts: 1,525member

    Quote:

    Originally Posted by jason98 View Post


     


    Explain me this, if on the largest three US cell network operators (with addition of t-mobile now it is likely on top 4 now), iPhone has more than 50% smartphone share (on AT&T it is actually close to 80%), how come iPhone's market share is less than Androids (52% vs 39%) according to Comscore... ? image



    that's US market share. worldwide android has higher share because its cheaper. most countries there are no contracts like in the US. You pay full price for the phone. iphone is close to $1000 in some countries after the 20% VAT tax.


     


    the magic price that a lot of people buy phones at is $300. at that price range android is a better deal

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  • Reply 22 of 45
    tribalogicaltribalogical Posts: 1,182member

    Quote:

    Originally Posted by jason98 View Post


     


    Look at this article: http://www.forbes.com/sites/investor/2013/04/18/three-apple-charts-you-need-to-see-now/


     


    The guy is basically saying that if Apple reports badly next week it may hit $200 (see the chart) which is almost below the cash reserves. image




     


     


    He also opens with "Apple is taking a pounding. The bubble has burst."


     


    Erm, what "bubble" exactly? Their price valuation was spot on, if not a bit low at $700.


     


    They weren't in a position like the real estate market in '07… 


     


    Bubble my arse… when a "columnist" opens with a sentence like that I don't even bother reading the rest.


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  • Reply 23 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by tribalogical View Post


     


     


    He also opens with "Apple is taking a pounding. The bubble has burst."


     


    Erm, what "bubble" exactly? Their price valuation was spot on, if not a bit low at $700.


     


    They weren't in a position like the real estate market in '07… 


     


    Bubble my arse… when a "columnist" opens with a sentence like that I don't even bother reading the rest.



    What exactly do you call it when a company approaches losing 60% of its value in 7 months.  $305 billion of lost value in 7 months while the broader market and competitors increase value.  I don't think the stock was in bubble territory, but I also don't get all the people here who are saying this is just a normal correction, stocks go up, stocks go down all the time.  This is fascinating to watch even if I'm getting creamed as its never happened before in the history of the world financial markets.  Nobody has ever seen this happen before.  There is no precedent to say 'oh its just like all those other times the stock came back.'  Those who think this is just another simple correction aren't seeing what I'm seeing.  Apple employees are getting smoked.  They will all want to move on to someplace they can make money with stock options for their valuable talent.  Many of them leverage up restricted stock and are likely getting margin calls.  The company could easily come out and start buying their own stock if they saw value.  The fact that they don't is the really, really scary part of this move.  The volume shows that even the former ardent supporters and long-term shareholders of this company are bailing on it.  


     


    13Fs hit today showing Apple's two biggest shareholders (State Street and Blackrock) started dumping the stock yesterday......at a 52-week and multi-year low, with the valuation the lowest its been in the history of the company and the former two biggest supporters of the company are dumping the stock.  They aren't shorts, they aren't out to scare people, they aren't short-term investors.  The two biggest investors and supporters of this company want out.  Tell me why?

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  • Reply 24 of 45
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by jdnc123 View Post

    …getting creamed… …never happened before in the history of the world… Nobody has ever seen this happen before.  …getting smoked.  They will all want to move on to someplace they can make money with stock options for their valuable talent… …really, really scary… …bailing…


     


    Any more fearmongering phrases, or are you done for today? 




    Seriously. BE. DONE. FOR. TODAY.

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  • Reply 25 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by Tallest Skil View Post


     


    Any more fearmongering phrases, or are you done for today? 




    Seriously. BE. DONE. FOR. TODAY.



    Answer the question my friend..... why are Apple's two biggest and longest term holders dumping the stock.  Anything I say isn't scaring the market as much as Blackrock getting out of Dodge at the lowest valuation in at least 10 years.


     


    http://blogs.wsj.com/moneybeat/2013/04/18/apple-shares-are-dirt-cheap-so-what/?mod=yahoo_hs


     


    Just answer the question without a personal attack, without taking comments out of context and I won't have a single post the rest of the day.  Why do you think Blackrock started dumping Apple yesterday?  I should add its indiscriminate selling which is causing the plummet the last two days.  When your biggest supporters want out at any price as fast as they possibly can get out.  This is what happens.  You don't think the biggest shareholder of the company have access to management?  The takeaways for me is they are not liking what they are hearing.  Oh by the way, the other thing large shareholders will do versus selling is the same thing I have been doing, call for Cook to step down or force him out.  He's gone and new HQ cancelled in the next year.

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  • Reply 26 of 45
    slurpyslurpy Posts: 5,398member

    Quote:

    Originally Posted by Rogifan View Post





    Oh it will. Doesn't ever seem to be a bottom with this stock. You'd think being down $300 or so in the last 6 months would have already priced in bad news. But if the quarter is not great or even if its totally predictable the stock will still drop, and we'll get more screaming about how Apple is doomed. And probably calls for Cook's head. If the quarter is better than expected the stock will be flat or maybe jump a bit, but not 5%. Only Amazon can lose money in a quarter and jump 5% the next day.


     


    Apple should just go private if it drops anymore. Not like they need the market cap, their quarterly revenues and cash pile are more than enough. Would be worth it to avoid all this drama and get the pressure and burden of investors off their backs, and the negative perception all the stock talk brings to the company. 

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  • Reply 27 of 45
    slurpyslurpy Posts: 5,398member

    Quote:

    Originally Posted by jdnc123 View Post


    Answer the question my friend..... why are Apple's two biggest and longest term holders dumping the stock.  Anything I say isn't scaring the market as much as Blackrock getting out of Dodge at the lowest valuation in at least 10 years.


     


    http://blogs.wsj.com/moneybeat/2013/04/18/apple-shares-are-dirt-cheap-so-what/?mod=yahoo_hs


     


    Just answer the question without a personal attack, without taking comments out of context and I won't have a single post the rest of the day.  Why do you think Blackrock started dumping Apple yesterday?  I should add its indiscriminate selling which is causing the plummet the last two days.  When your biggest supporters want out at any price as fast as they possibly can get out.  This is what happens.  You don't think the biggest shareholder of the company have access to management?  The takeaways for me is they are not liking what they are hearing.  Oh by the way, the other thing large shareholders will do versus selling is the same thing I have been doing, call for Cook to step down or force him out.  He's gone and new HQ cancelled in the next year.



     


    Serious question: What the **** do you want? Who, in your opinion, would be a better fit to lead Apple instead of Cook? Give us a name. And why on God's green earth should Apple cancel their new HQ? You're aware that wasn't conceived by Cook, right?  


     


    The words you use make it clear you take great joy in seeing Apple get hurt, and that you WANT them to burn to the ground. In all your foaming and screeching you still haven't pointed out a single real mistake that the company has made, in terms of products, all your arguments in attacking management revolve around stock, which is so utterly short-sighted and clueless. 

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  • Reply 28 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by Slurpy View Post


     


    Apple should just go private if it drops anymore. Not like they need the market cap, their quarterly revenues and cash pile are more than enough. Would be worth it to avoid all this drama and get the pressure and burden of investors off their backs, and the negative perception all the stock talk brings to the company. 



    Please stop with the Apple going private talk.  Nothing in life is impossible, but Apple going private is about as close as you can get to impossible.  

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  • Reply 29 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by Slurpy View Post


     


    Serious question: What the **** do you want? Who, in your opinion, would be a better fit to lead Apple instead of Cook? And why the **** should Apple cancel their new HQ? 



    Someone that knows how to communicate and is willing to take the cash and invest for growth far beyond what they have been doing.  That's all I ask for.  Take your money, hell don't give it shareholders, take it and invest so the company doesn't shrink earnings like it is now.  Articulate a plan.  Articulate a strategy.  Really not a lot to ask.


     


    Why cancel the HQ....because it is a sign of extravagance and arrogance and will reinforce the idea that the leaders of the company are clueless and don't care about shareholders.

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  • Reply 30 of 45
    nelsonxnelsonx Posts: 278member

    Quote:

    Originally Posted by Apple ][ View Post


    I'm not complaining here, since it doesn't affect me personally, and I'm not holding any AAPL at moment, but you have to admit that the stock action is kind of ridiculous, wouldn't you agree?


     


    It really is bizarro world, IMO. Up is down and good is bad.


     


    Who are all of these morons that are selling the stock? There has got to be tons of morons out there, as the selling never seems to stop, no matter which level AAPL drops to. And the volume is heavy too, both yesterday and today.



    Ha, ha, ha, ha! Sorry but this is just too funny! You really want to know and I quote from you "Who are all of these morons that are selling the stock?" Well, YOU are one of these "morons". You just said it and I quote again from you "I'm not holding any AAPL at moment". So, you did have AAPL actions and... sold it, just like "these morons"! image

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  • Reply 31 of 45
    slurpyslurpy Posts: 5,398member

    Quote:

    Originally Posted by jdnc123 View Post


    Please stop with the Apple going private talk.  Nothing in life is impossible, but Apple going private is about as close as you can get to impossible.  



     


    Oh, f*ck off. I can talk about whatever I damn well please. We have to tolerate all your raving and ranting in every single damn thread, where every post of yours is a near duplicate of the last. So don't tell me what I can and can't talk about, because all you've been doing is gloating and trolling, just foaming at the mouth with joy and excitement over the stock price, and demanding ridiculous measures. 


     


    My question to you, is what the f*ck do you want? You keep demanding the ouster of Cook, so give us a name you would suggest instead of the person who has been with Apple for decades, was instrumental in its success, understands the company to the core, and hand-picked by Steve Jobs to be CEO.


     


    Who should lead Apple? Come out with it and tell us, and explain what makes them more qualified to lead a company like Apple. You don't offer any solutions except firing the CEO, hiring a random shmoe instead, and cancelling their planned HQ. You never once articulated what you think Cook should do, besides spilling Apple's entire future product line to investors, or dying, or quitting. You have absolutely nothing to offer.  What an insightful visionary you are. 


     


    And why are you demanding that Apple cancel their new HQ? You realize that wasn't conceived by Cook, right? And that Apple desperately needs a new HQ? But suddenly, they should just completely scrap it because of the current stock price, even when they can easily afford it? How the **** is that a wise long term decision? You make it seem like Apple's n the red. They have $140B in the bank and just pulled in almost $50B of revenue last quarter. Yet they're not allowed to build a new HQ that has been in planning for years? Please enlighten us with the absurdity of your logic. The extent of your plans is to get rid of the CEO and cancel the HQ, and you have provided absolutely nothing in terms of Apple's future strategy beyond that- because you have absolutely no understanding of Apple as a company or how they achieved their success. You're utterly clueless and can therefore only offer rabid, sensational, kneejerk reactions. 

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  • Reply 32 of 45

    Quote:

    Originally Posted by Tallest Skil View Post





    Originally Posted by jdnc123 View Post

    …getting creamed… …never happened before in the history of the world… Nobody has ever seen this happen before.  …getting smoked.  They will all want to move on to someplace they can make money with stock options for their valuable talent… …really, really scary… …bailing…


     


    Any more fearmongering phrases, or are you done for today? 




    Seriously. BE. DONE. FOR. TODAY.



    He'll be back. He has more adjectives in store...... I am sure he's waiting for his tag-team partner....image

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  • Reply 33 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by Slurpy View Post


     


    Oh, f*ck off. I can talk about whatever I damn well please. We have to tolerate all your raving and ranting in every single damn thread, where every post of yours is a near duplicate of the last. So don't tell me what I can and can't talk about, because all you've been doing is gloating and trolling, just foaming at the mouth with joy and excitement over the stock price, and demanding ridiculous measures. 


     


    My question to you, is what the f*ck do you want? You keep demanding the ouster of Cook, so give us a name you would suggest instead of the person who has been with Apple for decades, was instrumental in its success, understands the company to the core, and hand-picked by Steve Jobs to be CEO.


     


    Who should lead Apple? Come out with it and tell us, and explain what makes them more qualified to lead a company like Apple. You don't offer any solutions except firing the CEO, hiring a random shmoe instead, and cancelling their planned HQ. You never once articulated what you think Cook should do, besides spilling Apple's entire future product line to investors, or dying, or quitting. You have absolutely nothing to offer.  What an insightful visionary you are. 


     


    And why are you demanding that Apple cancel their new HQ? You realize that wasn't conceived by Cook, right? And that Apple desperately needs a new HQ? But suddenly, they should just completely scrap it because of the current stock price, even when they can easily afford it? How the **** is that a wise long term decision? You make it seem like Apple's n the red. They have $140B in the bank and just pulled in almost $50B of revenue last quarter. Yet they're not allowed to build a new HQ that has been in planning for years? Please enlighten us with the absurdity of your logic. 



     


    I didn't literally mean stop talking.  Feel free to say what you want.  I won't call you names or bash you or use expletives.  Where might I ask would Apple come up with over $200 billion to take themselves private and why would shareholders allow them to do so.  Answers...they can't and they won't.


     


    ABC is what I want.  Anybody But Cook.  History lesson.  Steve Jobs has a bad track record at picking CEOs.  In no way shape or form should Cook tell anybody about the product line.  A CEO is paid to create shareholder value.  That is his sole job.  Lets start by doing that.  


     


    The cost of the HQ has ballooned recently.  So if it cost $40 billion, you are cool with that just because it was planned and they can easily afford that?  That doesn't make any sense.  If they need space, while things get re-designed go lease space like every other company in the world.  I'm not saying cancel really, I'm saying spend maybe $1 billion, not $5 billion.  So they can't give the owners of the company any more money in the form of dividends or buybacks, but they can give employees one of the most extravagant office spaces ever built?

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  • Reply 34 of 45
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by anantksundaram View Post


    He'll be back. He has more adjectives in store...... I am sure he's waiting for his tag-team partner....image



    I'm a man of my word. Same offer to you.  Give me one logical explanation why Apple's biggest and perhaps longest term shareholders are dumping right before earnings at multi-year lows and I'm gone for the day or heck until Monday.

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  • Reply 35 of 45
    jason98 wrote: »
    Explain me this, if on the largest three US cell network operators (with addition of t-mobile now it is likely on top 4 now), iPhone has more than 50% smartphone share (on AT&T it is actually close to 80%), h<span style="line-height:1.231;">ow come iPhone's market share is less than Androids (52% vs 39%) according to Comscore... ? </span>
    <img alt="1confused.gif" id="user_yui_3_7_3_1_1366301360290_1076" src="http://forums-files.appleinsider.com/images/smilies/1confused.gif" style="line-height:1.231;" name="user_yui_3_7_3_1_1366301360290_1076">

    Android growth peaked jan 2012 and has been slowing since. At that time it was 2-3 x the rate of iPhone growth
    http://tech.fortune.cnn.com/2013/04/05/apple-android-comscore/

    Also - AT&T plus Verizon plus Sprint is about 2/3rds of cellular market so you need about 2/3rds of this market to get to about 50/50 depending on how long the average use of iPhone vs Android phone.
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  • Reply 36 of 45
    solipsismx wrote: »
    Is your "Really" comment a disagreement with my comment because the rest of your comment is restating what I said in my last sentence?
    I define stability as no growth like Android. How do you define stability?
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  • Reply 37 of 45
    jfc1138jfc1138 Posts: 3,090member

    Quote:

    Originally Posted by jdnc123 View Post


     


    I didn't literally mean stop talking.  Feel free to say what you want.  I won't call you names or bash you or use expletives.  Where might I ask would Apple come up with over $200 billion to take themselves private and why would shareholders allow them to do so.  Answers...they can't and they won't.


     


    ABC is what I want.  Anybody But Cook.  History lesson.  Steve Jobs has a bad track record at picking CEOs.  In no way shape or form should Cook tell anybody about the product line.  A CEO is paid to create shareholder value.  That is his sole job.  Lets start by doing that.  


     


    The cost of the HQ has ballooned recently.  So if it cost $40 billion, you are cool with that just because it was planned and they can easily afford that?  That doesn't make any sense.  If they need space, while things get re-designed go lease space like every other company in the world.  I'm not saying cancel really, I'm saying spend maybe $1 billion, not $5 billion.  So they can't give the owners of the company any more money in the form of dividends or buybacks, but they can give employees one of the most extravagant office spaces ever built?



    The demanded occupancy capacity has more than doubled: so the intial construction estimate is going to go up in line with that. Oldest story in the construction game.

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  • Reply 38 of 45
    slurpyslurpy Posts: 5,398member

    Quote:

    Originally Posted by jdnc123 View Post


     


    I didn't literally mean stop talking.  Feel free to say what you want.  I won't call you names or bash you or use expletives.  Where might I ask would Apple come up with over $200 billion to take themselves private and why would shareholders allow them to do so.  Answers...they can't and they won't.


     


    ABC is what I want.  Anybody But Cook.  History lesson.  Steve Jobs has a bad track record at picking CEOs.  In no way shape or form should Cook tell anybody about the product line.  A CEO is paid to create shareholder value.  That is his sole job.  Lets start by doing that.  


     


    The cost of the HQ has ballooned recently.  So if it cost $40 billion, you are cool with that just because it was planned and they can easily afford that?  That doesn't make any sense.  If they need space, while things get re-designed go lease space like every other company in the world.  I'm not saying cancel really, I'm saying spend maybe $1 billion, not $5 billion.  So they can't give the owners of the company any more money in the form of dividends or buybacks, but they can give employees one of the most extravagant office spaces ever built?



     


    Yeah, just as I expected. "Anybody but Cook". You don't have a fucking clue. You're cool with a random person coming in, not having a shred of insight how Apple functions, their DNA, their culture, and just predict they'll do a fantastic job? 


     


    " Steve Jobs has a bad track record at picking CEOs."


     


    What a ridiculous comment. You can't compare Scully to Cook. Scully came from a fucking soda company, knowing nothing about Apple. Cook has been with Apple for a damn long time and has been absolutely instrumental in it's success. Yes, there's a history of outsiders having a shitty affect on Apple and not understanding the company. See Scully, papermaster, John Browett- all pulled from other companies and subsequently crashed and burned. Meanwhile, Jobs HAS a fantastic track-record of attracting talent, and the talent that stayed with Apple have proven to be some of the best of the best. Cook is one of these people, and he was hand chosen by Jobs based on their countless hours spent together. Yet, you're cool with some random duded coming in from the outside to lead Apple, a company that has shown time and time again is unique and does not do well with people coming from the outside with typical management philosophies. This uncaring attitude proves that you actually couldn't care less about the future of Apple, and are simply using this opportunity to repeatedly kick them in the face and hope for the worst. 


     


    "but they can give employees one of the most extravagant office spaces ever built?"


     


    Yes, I think giving Apple's core employees, the people who's work determines the future success of the company, the best possible workspace possible is money well fucking spent, and spent better than distributing dividends that will mean absolutely nothing in the long run and has no guarantee of changing anything. And yeah, because I'm fine with $3-$5B, that means I think $40B for an HQ is reasonable. When you don't have an argument, just put words in to my mouth. I also liked how you randomly pulled $1B out of your ass, and state that Apple should just spent that. Are you 15? Ok then. Also, what the  hell did the last dividend accomplish? And yet that's your solution, as if another dividend will magically fix everything?The fact that you can't see the value of a great HQ, and you have no idea and no care who you'd want to replace Cook- simply that he be gone- speaks volumes about how little you care about Apple's longterm. It shows you're a troll who is giddy about Apple's stock being bruised and would fantasizing about the company being burned to the ground by bringing in some new random management. Apple is currently one of the (if not THE) healthiest companies on the planet.


     


    Under Cook, ALL their metrics are way up. Revenues, profits, customer satisfaction is thorugh the roof, consumer/enterprise/education adoption, usage, adoption in developing countries, taking the biggest chunk of all profits in ALL their respective industries- yet you want to cut off the head because of the stock, which has shown it is the product of manipulation and an agenda, and has no correlation to performance whatsoever. You don't even want to give the company a chance to show the world what it's been working on to see what happens-because that would make too much fucking sense. Better to get rid of the CEO and **** up/delay whatever product roadmap Apple is on, because that will magically fix the stock. Why not fire the rest of Apple's executive team? You know, the team which has remained largely unchanged through all of Apple's explosive success and industry changing products? I'm sure they share blame for the stock too, right? All easily replaced by some bean-counters. It's not like Apple's long term success depends on developing products or anything. No, it just depends on greedy, short-sighted people like you getting some money money in their pockets and thinking they have a clue on how to get that accomplished. 


     


    You joined the forum last month and 100% of your posts have been about the stock and asking for Cook's head. You clearly don't care a whif about the company or its products beyond that, as not a single one of your posts discusses these. You haven't had a single positive thing to say since you registered,and that says alot. You can't give your opinion on what Apple should and shouldn't do when you have absolutely no interest in their products, don't like their products, and therefore don't understand what has made them successful or what will keep them successful. 

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  • Reply 39 of 45

    Quote:

    Originally Posted by jdnc123 View Post


     


    I didn't literally mean stop talking.  Feel free to say what you want.  I won't call you names or bash you or use expletives.  Where might I ask would Apple come up with over $200 billion to take themselves private and why would shareholders allow them to do so.  Answers...they can't and they won't.


     


    ABC is what I want.  Anybody But Cook.  History lesson.  Steve Jobs has a bad track record at picking CEOs.  In no way shape or form should Cook tell anybody about the product line.  A CEO is paid to create shareholder value.  That is his sole job.  Lets start by doing that.  


     


    The cost of the HQ has ballooned recently.  So if it cost $40 billion, you are cool with that just because it was planned and they can easily afford that?  That doesn't make any sense.  If they need space, while things get re-designed go lease space like every other company in the world.  I'm not saying cancel really, I'm saying spend maybe $1 billion, not $5 billion.  So they can't give the owners of the company any more money in the form of dividends or buybacks, but they can give employees one of the most extravagant office spaces ever built?



    Small minded, short sighted Wall Street Bullshit.  Your type are dinosaurs, learn to adapt and change before you go extinct. 

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  • Reply 40 of 45

    Quote:

    Originally Posted by jdnc123 View Post

    Give me one logical explanation why Apple's biggest and perhaps longest term shareholders are dumping right before earnings at multi-year lows and I'm gone for the day or heck until Monday.


    Maybe because they're stupid? They need the cash? Their investing horizons are too short? They don't think markets are efficient? They think they can get in on any upward bounce and still make a profit assuming the bounce has legs?


     


    Who knows...

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