Nothing to worry about. They now have two lines of iPhones and they want to announce it together. If they announced how popular or unpopular the 5c is, the 5s launch could be altered so they are hanging in there until the dust settles.
Agreed. That number, next Monday would most likely be a SURPRISE....
It appears to me that Wall Street suffers from cognitive dissonance when it comes to Apple. They wanted a cheap iPhone, but if they actually got a cheap iPhone they would instantly switch gears to fears about declining margins.
How do you know? Did Apple ever released a cheap iPhone and the markets plummeted? No? Then how do you know how the markets would have reacted to a cheap iPhone? You are just speculating without any base.
everyone, focus on the larger issue, China. The sales will be through the roof in China, we are a tiny market compared to China. China Mobile ALONE has over 700m subscribers, 2x the US population! Even if they sell a paltry % of that say 5% thats over 30m phones.
with regard to the 5c: yesterday unlocked models were 'delivers 09/20'; today they are 'available to ship by 09/25'. carrier-specific phones are still delivering on 09/20. whatever that means
My only rationalisation of the 5c price is that when Apple intro's the 5+ or '6' with a 4.8-ish screen, the 5c will be 'old' enough in spec similar to the 4s idea in the current £350 bracket.
The 5S may go middle ground £450.
...and the + model at £540.
Something like that.
You'd have a phone and a price for most people that way.
2014. Will be more interesting for me, I think...re: iPhone. I'd like a slightly bigger and wider screen rather than get eye strain on the 4 inch and narrow screen. *said as a '5' owner.
This number does not include "all" models, in the example above 4S and 4 are NOT included.
Whatever floats your boat friend.
Just remember that this year is the only year so far with two new models .
Read my post a bit more carefully and u will get my point!
5C sales will both both incremental and canabalistic. If Apple launched the 5S into a vaccuum it will sell more than with the 5C present. Total unit sales will be a more meaningful statistic, especially given the fairly similar price points.
I do agree that the lack of announcement likely indicates figures below the launch figures of the 5 the year prior, but again, the flagship phone will significantly outsell the 5C. Apple likely believes such an announcement would be viewed negatively by the market and instead chose to wait until the 5S opening weekend to report any kind of sales figures. (note: interpreted negatively by the market doesn't mean correctly per the reasons above).
It would be pretty amazing if their alternative model sold in numbers greater than the 5 a year ago. In such an event, Apple's stock should skyrocket
The problem is people are not sure how they should interpret the 5C yet. Its not going to be the volume driver people anticipated when they thought Apple was releasing a low cost device. Will it be 30% of units shipped? 50%? 10%?
Sentiment is negative so people will assume the worst i.e. >50% until proven otherwise.
Just remember that this year is the only year so far with two new models .
Read my post a bit more carefully and u will get my point!
The only "point" I can get from any of your posts is that Apple never release model specific sales or pre-order numbers, which is undeniably incorrect.
And that in a couple of weeks Apple will announce X Million IPhones sold in first week (which includes 5s, 5C and 4S) again which I seriously doubt.
This number does not include "all" models, in the example above 4S and 4 are NOT included.
But the 4 and 4S are not new phones. On quarterly conference calls Apple did not break out sales of 5 vs. 4S vs. 4. What's unique this year is Apple released two new phones but only had a presale for one of them. None of us know for certain why only the 5C was presale but its not a surprise to me that Apple would choose to give one one sales number next Monday.
Again Apple has two new phones. Announcing numbers for just one phone model will give info to its competitors. Apple will announce the first weekend numbers for the combined 5C/S.
That's aligned with their quarterly report practises.
You mean the analysts who have all the inside information? The analysts whose job security depends on being more right than wrong in their expectations in spite of having no control over the price of stocks? They're definitely just throwing shit at the wall to see what sticks.
That's why I'm wearing my iwatch, watching my Apple TV set, while playing with my NFC enabled iPhone and Apple netbook right now.
Believe me if Apple had something to shout about they would have already done it. Possibly when 5C and 5s sales are combined some record will be broken and an announcement will be made but the reason for no announcement on the 5C is obvious.
My guess is they are not disclosing the number because the number would be meaningless.
Let's take the scenario: Apple has not sold vast numbers of 5c. I doubt this is the case, but for the moment just let's assume it is. Is this a good thing or a bad thing? It may actually be a good thing (!) if the primary reason is that people are thinking - the 5S is a lot better for not much more cash (this would be my view). In which case, demand for the flagship 5S would be significantly higher, and probably a good thing for Apple.
Then again, that's assuming that Apple makes more money on a 5s. I suspect so, but it may not be by very much. Given a 32Gb 5C is only 100$ short of a 16Gb 5S, and out of that 100$ Apple have increased costs of: a fingerprint sensor; higher quality camera/flash; A7 and M7 processors, and far more expensive case (materials and manufacturing process). OK they save a few $ on storage memory. Still the difference may not be that great.
Only when we get combined 5C/5S numbers and the usual cost of manufacturing estimates, will we see how successful the launches have been.
Comments
Nothing to worry about. They now have two lines of iPhones and they want to announce it together. If they announced how popular or unpopular the 5c is, the 5s launch could be altered so they are hanging in there until the dust settles.
Agreed. That number, next Monday would most likely be a SURPRISE....
Then sell sell sell on stock up ramp.
It appears to me that Wall Street suffers from cognitive dissonance when it comes to Apple. They wanted a cheap iPhone, but if they actually got a cheap iPhone they would instantly switch gears to fears about declining margins.
How do you know? Did Apple ever released a cheap iPhone and the markets plummeted? No? Then how do you know how the markets would have reacted to a cheap iPhone? You are just speculating without any base.
They will release one combined iPhone sales number after the launch weekend.
Again you are wrong. Apple announce the new flagship specific model sales a week after sales begin.
http://www.apple.com/pr/library/2012/09/24iPhone-5-First-Weekend-Sales-Top-Five-Million.html
This number does not include "all" models, in the example above 4S and 4 are NOT included.
Time to go private
I wish Tallest were around. He would clarify all this mumbo jumbo.
Please don't glorify him
My only rationalisation of the 5c price is that when Apple intro's the 5+ or '6' with a 4.8-ish screen, the 5c will be 'old' enough in spec similar to the 4s idea in the current £350 bracket.
The 5S may go middle ground £450.
...and the + model at £540.
Something like that.
You'd have a phone and a price for most people that way.
2014. Will be more interesting for me, I think...re: iPhone. I'd like a slightly bigger and wider screen rather than get eye strain on the 4 inch and narrow screen. *said as a '5' owner.
Lemon Bon Bon.
If Apple is going to be profitable, wouldn't you want to buy, not sell??
The stock is trading pretty low at $454...how low do you think it's going to go?
There is not a single person in the world who knows that. Why do you think anyone here knows the answer?
Just remember that this year is the only year so far with two new models .
Read my post a bit more carefully and u will get my point!
There is some merit to YoJimbo's argument.
5C sales will both both incremental and canabalistic. If Apple launched the 5S into a vaccuum it will sell more than with the 5C present. Total unit sales will be a more meaningful statistic, especially given the fairly similar price points.
I do agree that the lack of announcement likely indicates figures below the launch figures of the 5 the year prior, but again, the flagship phone will significantly outsell the 5C. Apple likely believes such an announcement would be viewed negatively by the market and instead chose to wait until the 5S opening weekend to report any kind of sales figures. (note: interpreted negatively by the market doesn't mean correctly per the reasons above).
It would be pretty amazing if their alternative model sold in numbers greater than the 5 a year ago. In such an event, Apple's stock should skyrocket
The problem is people are not sure how they should interpret the 5C yet. Its not going to be the volume driver people anticipated when they thought Apple was releasing a low cost device. Will it be 30% of units shipped? 50%? 10%?
Sentiment is negative so people will assume the worst i.e. >50% until proven otherwise.
Whatever floats your boat friend.
Just remember that this year is the only year so far with two new models .
Read my post a bit more carefully and u will get my point!
The only "point" I can get from any of your posts is that Apple never release model specific sales or pre-order numbers, which is undeniably incorrect.
And that in a couple of weeks Apple will announce X Million IPhones sold in first week (which includes 5s, 5C and 4S) again which I seriously doubt.
What do the whiny babies of the stock market want, for BOTH the 5c AND the 5s to shatter all previous iPhone sales records in the first 24 hours?
What? They expect iPhone sales magically to DOUBLE, just because Apple stuck a pretty plastic back on the old iPhone 5?
I'm sure Apple will sell plenty of phones. Plenty. Record numbers of TOTAL iPhone sales.
Will that make any difference for the stock price? Probably not.
Again Apple has two new phones. Announcing numbers for just one phone model will give info to its competitors. Apple will announce the first weekend numbers for the combined 5C/S.
That's aligned with their quarterly report practises.
That's why I'm wearing my iwatch, watching my Apple TV set, while playing with my NFC enabled iPhone and Apple netbook right now.
There are two new models now. Why give the competitors the product split between the C and S?
Believe me if Apple had something to shout about they would have already done it. Possibly when 5C and 5s sales are combined some record will be broken and an announcement will be made but the reason for no announcement on the 5C is obvious.
My guess is they are not disclosing the number because the number would be meaningless.
Let's take the scenario: Apple has not sold vast numbers of 5c. I doubt this is the case, but for the moment just let's assume it is. Is this a good thing or a bad thing? It may actually be a good thing (!) if the primary reason is that people are thinking - the 5S is a lot better for not much more cash (this would be my view). In which case, demand for the flagship 5S would be significantly higher, and probably a good thing for Apple.
Then again, that's assuming that Apple makes more money on a 5s. I suspect so, but it may not be by very much. Given a 32Gb 5C is only 100$ short of a 16Gb 5S, and out of that 100$ Apple have increased costs of: a fingerprint sensor; higher quality camera/flash; A7 and M7 processors, and far more expensive case (materials and manufacturing process). OK they save a few $ on storage memory. Still the difference may not be that great.
Only when we get combined 5C/5S numbers and the usual cost of manufacturing estimates, will we see how successful the launches have been.
Speaking of announcements Apple is rumored (BGR) to have scheduled it's iPad event for October 15th.
http://www.macg.co/news/voir/261224/des-stocks-d-imac-au-plus-bas-et-un-special-event-le-15-octobre