Well Apple did provide horrible guidance for this quarter. I think wall street already baked that into the price. The guidance implies lower sales than previous quarter and last year quarter.
apple needs to be pushing out new products now to keep things fresh. the fall is too long to wait for them to maintain and grow market share. i say this as a long time share holder and supporter. android has caught up, and ecosystem stickiness will only keep things going for so long.
Well Apple did provide horrible guidance for this quarter. I think wall street already baked that into the price. The guidance implies lower sales than previous quarter and last year quarter.
"Horrible guidance"…? Please…
More like, "A slight decrease in revenue/margins in a demonstrably weaker market" (and yet, Apple is still guiding well above most of the consumer electronics industry), while transitioning into new products and updates in the Fall… 3rd quarter is typically Apple's weakest for all of the above reasons.
Let's not make mountains out of molehills by calling a minor decrease "horrible"...
I think this is another case of a single supplier report being taken as a market-wide bellwether. Big mistake...
I think it is more likely that Apple is shifting manufacturing responsibility elsewhere (e.g for iPad Mini Retina?) and downsizing the v01 production accordingly. This not only keeps second source supply chains healthy, but keeps the "analysts" and competitors from scoping out Apple's plans via "supplier intel".
Pegatron isn't that likely to step up and freely push out reports like these anyway, not without some compelling reason. Making such open declarations could damage relations with Apple pretty badly. So I think it could could just as easily be market mis-information designed to throw the competition/analysts off the scent.
We'll see what happens. One thing we do know already, is that Apple expects to sell a bit less this quarter than last, and that they are prepping new products/upgrades for the fall and beyond. So changes in Pegatron production schedules are pretty much a given anyway?
I think it is a given that demand for iPads will drop off. There is a limit to how many devices people will update on a regular basis. For some updating is a priority and will do it no matter what, but for a lot of people, there are other financial priorities.
There are five in my family and we now have 5 smart phones and 5 tablets. The smart phones get updated on a two year cycle but we get them as part of our contract. The tablets are wifi only and were bought up front. They will be run into the ground, only being replaced when they can not do what we want them to do. The oldest, an iPad, is nearly 3 years old now and does everything it is supposed to do. I would imagine we would get at least another 3 years out of it, if not more.
Most people do not update their computer every two years (my oldest computer is now 8 years old). I assume most will treat tablets the same.
In developing economies there is less incentive to buy a tablet in the short term. In these markets smart phones are just taking off. Top of the line tablets are unlikely to follow for a few years.
apple needs to be pushing out new products now to keep things fresh. the fall is too long to wait for them to maintain and grow market share. i say this as a long time share holder and supporter. android has caught up, and ecosystem stickiness will only keep things going for so long.
...apart from selling tens of millions of high end devices and taking the lions share of real cash money profits every quarter that is.
AAPL still drops even when ipad mini was first out and selling like hot cakes . I don't care its so-called revenue drop . People say AAPL will rocket when ipad mini came , now what !!! AAPL dived like hell !!
More like, "A slight decrease in revenue/margins in a demonstrably weaker market" (and yet, Apple is still guiding well above most of the consumer electronics industry), while transitioning into new products and updates in the Fall… 3rd quarter is typically Apple's weakest for all of the above reasons.
Let's not make mountains out of molehills by calling a minor decrease "horrible"...
Its depends on someone's point of view. To me its more like YoY and Q2Q declines in booming tablet and smartphone markets. Its horrible to me because last year Apple was dealing with Q2Q decline (normal) but still was doing double digit YoY growth. I am kind of hoping Apple can maintain its YoY EPS at the minimum.
Its depends on someone's point of view. To me its more like YoY and Q2Q declines in booming tablet and smartphone markets. Its horrible to me because last year Apple was dealing with Q2Q decline (normal) but still was doing double digit YoY growth. I am kind of hoping Apple can maintain its YoY EPS at the minimum.
That's just being "fearful". Being fearful doesn't make a "horrible report" from something that simply isn't horrible.
If Apple was operating in the red and forecasting increased losses, THAT would be "horrible" (you could reasonably call RIM or Nokia's positions and forecasts "horrible", but Apple's?). However, Apple today is so far removed from a scenario that any rational person would refer to as "horrible" that I had to comment. It isn't about a point of view, it's about rational, practical reality without hype or hysteria...
Comments
Suppliers delivers X > Forecast is accurate, no need to add new orders.
Supplier reports no new revenue.
Apple finds new supplier for retina iPad mini screens (LG) > orders diverted.
Pegatron story inflated way beyond context.
Apple share price takes a hit > analysts to make their profits.
Originally Posted by schlack
apple needs to be pushing out new products now to keep things fresh. the fall is too long to wait for them to maintain and grow market share. i say this as a long time share holder and supporter. android has caught up, and ecosystem stickiness will only keep things going for so long.
Blah blah blah, shut UP and get off our website.
Quote:
Originally Posted by herbapou
Well Apple did provide horrible guidance for this quarter. I think wall street already baked that into the price. The guidance implies lower sales than previous quarter and last year quarter.
"Horrible guidance"…? Please…
More like, "A slight decrease in revenue/margins in a demonstrably weaker market" (and yet, Apple is still guiding well above most of the consumer electronics industry), while transitioning into new products and updates in the Fall… 3rd quarter is typically Apple's weakest for all of the above reasons.
Let's not make mountains out of molehills by calling a minor decrease "horrible"...
I think this is another case of a single supplier report being taken as a market-wide bellwether. Big mistake...
I think it is more likely that Apple is shifting manufacturing responsibility elsewhere (e.g for iPad Mini Retina?) and downsizing the v01 production accordingly. This not only keeps second source supply chains healthy, but keeps the "analysts" and competitors from scoping out Apple's plans via "supplier intel".
Pegatron isn't that likely to step up and freely push out reports like these anyway, not without some compelling reason. Making such open declarations could damage relations with Apple pretty badly. So I think it could could just as easily be market mis-information designed to throw the competition/analysts off the scent.
We'll see what happens. One thing we do know already, is that Apple expects to sell a bit less this quarter than last, and that they are prepping new products/upgrades for the fall and beyond. So changes in Pegatron production schedules are pretty much a given anyway?
"Apple supplier Pegatron boosts China workforce by 40 percent in second quarter"
http://m.yahoo.com/w/legobpengine/finance/news/apple-supplier-pegatron-boosts-china-034023570.html?.intl=us&.lang=en-us
There are five in my family and we now have 5 smart phones and 5 tablets. The smart phones get updated on a two year cycle but we get them as part of our contract. The tablets are wifi only and were bought up front. They will be run into the ground, only being replaced when they can not do what we want them to do. The oldest, an iPad, is nearly 3 years old now and does everything it is supposed to do. I would imagine we would get at least another 3 years out of it, if not more.
Most people do not update their computer every two years (my oldest computer is now 8 years old). I assume most will treat tablets the same.
In developing economies there is less incentive to buy a tablet in the short term. In these markets smart phones are just taking off. Top of the line tablets are unlikely to follow for a few years.
Quote:
Originally Posted by schlack
apple needs to be pushing out new products now to keep things fresh. the fall is too long to wait for them to maintain and grow market share. i say this as a long time share holder and supporter. android has caught up, and ecosystem stickiness will only keep things going for so long.
...apart from selling tens of millions of high end devices and taking the lions share of real cash money profits every quarter that is.
People say AAPL will rocket when ipad mini came , now what !!! AAPL dived like hell !!
About that Bloomberg report of 'falling iPad mini demand'
http://tech.fortune.cnn.com/2013/05/09/apple-ipad-mini-pegatron-bloomberg/
Thanks for the link. Very interesting. Now it's time for "Get the Reporter."
Quote:
Originally Posted by tribalogical
"Horrible guidance"…? Please…
More like, "A slight decrease in revenue/margins in a demonstrably weaker market" (and yet, Apple is still guiding well above most of the consumer electronics industry), while transitioning into new products and updates in the Fall… 3rd quarter is typically Apple's weakest for all of the above reasons.
Let's not make mountains out of molehills by calling a minor decrease "horrible"...
Its depends on someone's point of view. To me its more like YoY and Q2Q declines in booming tablet and smartphone markets. Its horrible to me because last year Apple was dealing with Q2Q decline (normal) but still was doing double digit YoY growth. I am kind of hoping Apple can maintain its YoY EPS at the minimum.
Quote:
Originally Posted by crazy_mac_lover
AAPL still drops even when ipad mini was first out and selling like hot cakes . I don't care its so-called revenue drop .
People say AAPL will rocket when ipad mini came , now what !!! AAPL dived like hell !!
He says, as Apple gains 20% in value over two weeks….
Quote:
Originally Posted by herbapou
Its depends on someone's point of view. To me its more like YoY and Q2Q declines in booming tablet and smartphone markets. Its horrible to me because last year Apple was dealing with Q2Q decline (normal) but still was doing double digit YoY growth. I am kind of hoping Apple can maintain its YoY EPS at the minimum.
That's just being "fearful". Being fearful doesn't make a "horrible report" from something that simply isn't horrible.
If Apple was operating in the red and forecasting increased losses, THAT would be "horrible" (you could reasonably call RIM or Nokia's positions and forecasts "horrible", but Apple's?). However, Apple today is so far removed from a scenario that any rational person would refer to as "horrible" that I had to comment. It isn't about a point of view, it's about rational, practical reality without hype or hysteria...