1 - Share price falling: if you think it's just because of the 5c pricing or some other single factor, there are many, many factors, the biggest one...big fish traders who rely on psychological/emotional reaction to news and media.
2 - Pricing of the 5c: if you think you know better (than Apple) about pricing strategies. Instead, try to be more of a student of this game than a spoiled arrogant brat. This is a long term strategy, one that positions Apple in fundamentally strong ways, not one that is played with one-trick ponies.
3 - End game of Apple: if you think you know the end game. I don't think Apple is anything like the Apple of old, RIM, MS or some <fill in the blank> car company. This is a new paradigm...hardware, software, end to end platform, content delivery, financial transactional BEAST!!
Yes, Apple has made mistakes and will continue to make mistakes. But I compare Apple to a child. Each year, there will be mistakes made that will set it BACK 1 or 2 STEPS. But before you know it, it will grow from a little immature baby to a strong powerful being. That's my prediction. Or it may be doomed as so many of you think /s.
To garner market share. Apple has been downgraded by 3 banks today despite the china mobile deal. The stock market wants apple to surrender margin for share, it is a platform war after all. Android is fast becoming the developer first option here in Europe. America may be an iOS bubble. The world isn't. And why wouldn't apple compete?
One reason android is the 'first option' is that the delivery time for an app across multiple platforms is so long.... You can start your iOS development much much later and still release at the same time.
That's just not been true since 2001. The most remarkable thing about Apple has been its willingness to kill off the old to replace with the new, as long as the customer and the cash flow stayed with the company (recall what they did with the Nano?). The current conservatism is what many people are reacting negatively to.
Listening to Walter Isaacson this morning on CNBC came as a sad revelation, since I found myself agreeing with him (I am sure they'll upload the clip in the next hour or so).
Jesus, what a horrible experience watching that CNBC clip, these blockheads who've never seen what a tab of acid looks like (except for Walter, the hippest among them) yammering about Apple without Steve Jobs.
A sad commentary on everybody's fear of following the visionary path that Steve marked out. I'm pretty sure he infused everybody susceptible around him with the Tao of inventing as he found it. We won't know this for sure for a few more years when we go to the next step beyond post-PC.
Edit: removed a little personal attack, with apologies.
I have a 4" iPhone 5, but I prefer the 3.5" size of the iPhone 4S (and earlier) -- better fit in a shirt pocket.
I mainly use the iPhone to make and receive occasional phone calls, texts. I have an iPad which I always have with me... so the iPhone is just a necessary evil.
Exactly. As great as it would be to have the 5S, or C for that matter, the 4S is a better size for portability. I'm going to get another one while they last.
That's just not been true since 2001. The most remarkable thing about Apple has been its willingness to kill off the old to replace with the new, as long as the customer and the cash flow stayed with the company (recall what they did with the Nano?). The current conservatism is what many people are reacting negatively to.
Listening to Walter Isaacson this morning on CNBC came as a sad revelation, since I found myself agreeing with him (I am sure they'll upload the clip in the next hour or so).
Jesus, what a horrible experience watching that CNBC clip, these blockheads who've never seen what a tab of acid looks like (except for Walter, the hippest among them) yammering about Apple without Steve Jobs.
A sad commentary on everybody's fear of following the visionary path that Steve marked out. I'm pretty sure he infused everybody susceptible around him with the Tao of inventing as he found it. We won't know this for sure for a few more years when we go to the next step beyond post-PC.
Edit: removed a little personal attack, with apologies.
I am somewhat more willing to give the benefit of doubt to someone that Steve Jobs picked and trusted to be his authorized, no-holds-barred biographer -- surely a fairly intimate, far-reaching decision -- than you are.
Perfect? Maybe 5% of the people on China Mobile will buy a phone in that price range. Of that 5% how many will pick an iPhone? 1 or 2 percent?
The reason the stock is tanking is the 5c isn't going to gain Apple any substantial penetration increase (ie revenue increase) and with nothing else announced no reason to expect the EPS to increase.
The reality is EPS could be $30 this time next year. That's a big number, but not big enough to sustain the sock price. Next quarter should look good with both phones being available everywhere for part of September, and then there is the holiday quarter, but hard to see either beating the numbers year over year.
5%, 1%, 2%.....Pulling numbers out of your rear-end.
Comments
I argued that those savings are offset by the use of higher priced custom components and manufacturing costs.
You brought up the A7. That's only relevant for the 5S. I was talking solely about the 5C (which still has the A6).
As I said, read again.
I think you underestimate the courage, skill and risk... yes risk -- that it took to upgrade iOS 7 to 64-bit.....
Again, I was talking about the 5C not the 5S. As far as I know, the 5C still has a 32-bit chip, only the 5S has the 64-bit.
Let me summarize all this B.S.
1 - Share price falling: if you think it's just because of the 5c pricing or some other single factor, there are many, many factors, the biggest one...big fish traders who rely on psychological/emotional reaction to news and media.
2 - Pricing of the 5c: if you think you know better (than Apple) about pricing strategies. Instead, try to be more of a student of this game than a spoiled arrogant brat. This is a long term strategy, one that positions Apple in fundamentally strong ways, not one that is played with one-trick ponies.
3 - End game of Apple: if you think you know the end game. I don't think Apple is anything like the Apple of old, RIM, MS or some <fill in the blank> car company. This is a new paradigm...hardware, software, end to end platform, content delivery, financial transactional BEAST!!
Yes, Apple has made mistakes and will continue to make mistakes. But I compare Apple to a child. Each year, there will be mistakes made that will set it BACK 1 or 2 STEPS. But before you know it, it will grow from a little immature baby to a strong powerful being. That's my prediction. Or it may be doomed as so many of you think /s.
To garner market share. Apple has been downgraded by 3 banks today despite the china mobile deal. The stock market wants apple to surrender margin for share, it is a platform war after all. Android is fast becoming the developer first option here in Europe. America may be an iOS bubble. The world isn't. And why wouldn't apple compete?
One reason android is the 'first option' is that the delivery time for an app across multiple platforms is so long.... You can start your iOS development much much later and still release at the same time.
;-)
Jesus, what a horrible experience watching that CNBC clip, these blockheads who've never seen what a tab of acid looks like (except for Walter, the hippest among them) yammering about Apple without Steve Jobs.
A sad commentary on everybody's fear of following the visionary path that Steve marked out. I'm pretty sure he infused everybody susceptible around him with the Tao of inventing as he found it. We won't know this for sure for a few more years when we go to the next step beyond post-PC.
Edit: removed a little personal attack, with apologies.
Exactly. As great as it would be to have the 5S, or C for that matter, the 4S is a better size for portability. I'm going to get another one while they last.
I am somewhat more willing to give the benefit of doubt to someone that Steve Jobs picked and trusted to be his authorized, no-holds-barred biographer -- surely a fairly intimate, far-reaching decision -- than you are.
Perfect? Maybe 5% of the people on China Mobile will buy a phone in that price range. Of that 5% how many will pick an iPhone? 1 or 2 percent?
The reason the stock is tanking is the 5c isn't going to gain Apple any substantial penetration increase (ie revenue increase) and with nothing else announced no reason to expect the EPS to increase.
The reality is EPS could be $30 this time next year. That's a big number, but not big enough to sustain the sock price. Next quarter should look good with both phones being available everywhere for part of September, and then there is the holiday quarter, but hard to see either beating the numbers year over year.
5%, 1%, 2%.....Pulling numbers out of your rear-end.