Notes of interest from Apple's Q4 2014 conference call

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  • Reply 21 of 33
    wizard69wizard69 Posts: 13,377member
    You can't be serious here. IPad got the most complete update to date and by far is the biggest overhaul of a prioduct that Apple has released to date.

    What we are seeing here is perfectly normal behavior for a hot product. You see a massive rush by everybody and their brother to get a new device then eventually the market cools off and you get sales to people that actually need the device.
    rogifan wrote: »
    I must say I'm not bullish on iPad at all. On last quarters conference call Cook said Apple had interesting things planned for iPad. This quarter he says he's perfectly fine if people choose to buy an iPhone or Mac instead of iPad. And at the iPad event when Cook was talking about how great the Air is and what can Apple do to improve on it, he runs a video showing it get 18% thinner than the previous version. And Schiller spends most of his time focusing on the camera! Either Apple has no clue what to do with iPad or their research tells them Steve was wrong and people don't want an in between device. iPad can't replace their phone or their Mac so they'd rather have a bigger phone and a Mac and bye bye iPad. I hope I'm wrong because I really love my iPad but I think Apple needs to shake up iPad in a big way next year and if they don't that means they're willing to let it die a slow death.

    I'm not going to defend what happened in the keynote, from my standpoint it is asinine to focus on a camera in a tablet. However what was glossed over indicates that we basically have an entirely new iPad Air. So Cook wasn't blow bull crap around, they actually did deliver a vastly better tablet.
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  • Reply 22 of 33
    foggyhillfoggyhill Posts: 4,767member
    Quote:
    Originally Posted by Rogifan View Post



    I must say I'm not bullish on iPad at all. On last quarters conference call Cook said Apple had interesting things planned for iPad. This quarter he says he's perfectly fine if people choose to buy an iPhone or Mac instead of iPad. And at the iPad event when Cook was talking about how great the Air is and what can Apple do to improve on it, he runs a video showing it get 18% thinner than the previous version. And Schiller spends most of his time focusing on the camera! Either Apple has no clue what to do with iPad or their research tells them Steve was wrong and people don't want an in between device. iPad can't replace their phone or their Mac so they'd rather have a bigger phone and a Mac and bye bye iPad. I hope I'm wrong because I really love my iPad but I think Apple needs to shake up iPad in a big way next year and if they don't that means they're willing to let it die a slow death.

     

    Are you even joking? 18% thinner, less than a pound, 250% faster GPU with much less throttling than the competition!! 40% faster CPU, a camera similar to the Iphone 5, with some

    iphone 6 like processing, touch ID, faster network, Apple Sim, universal cell network chipset, more color choices, a much better display, x265 encoding, decoding, a top notch free software suite, etc.

     

    WTH are you expecting. They're at the top. That's equivalent to a mid range 2011 laptop (with 2012 level GPU) in a ridiculously small form factor. If someone showed you this 5 years ago you'd think its magic!!

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  • Reply 23 of 33
    heliahelia Posts: 170member

    Now that the world has seen what a horrible failure Tim Cook is, when do we get to replace him?

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  • Reply 24 of 33
    Quote:

    Originally Posted by SolipsismX View Post



    But don't infer I'm saying the iPad will crumble. The iPad is a widely successful device that can't be disputed, even with the haters suggesting that the drop in unit sales mean it's a flash in the pan. I see no other outcome but a long history of iPad sales, and likely a larger iPad size, too.

     

    If a larger iPad had been introduced we would have bought one as soon as it was available.

     

    Now we are most likely to buy an iPad Air 32 and save a few bucks.

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  • Reply 25 of 33
    aaronjaaronj Posts: 1,595member
    Quote:

    Originally Posted by foggyhill View Post

     

     

    Are you even joking? 18% thinner, less than a pound, 250% faster GPU with much less throttling than the competition!! 40% faster CPU, a camera similar to the Iphone 5, with some

    iphone 6 like processing, touch ID, faster network, Apple Sim, universal cell network chipset, more color choices, a much better display, x265 encoding, decoding, a top notch free software suite, etc.

     

    WTH are you expecting. They're at the top. That's equivalent to a mid range 2011 laptop (with 2012 level GPU) in a ridiculously small form factor. If someone showed you this 5 years ago you'd think its magic!!




    Yeah, I've seen this sentiment on various boards today, and one thing they all have in common is that they never say what *would* have been a significant upgrade.  You nailed it.  The thing's loaded, and it's thinner than an iPhone 6+!  Come on.  

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  • Reply 26 of 33
    Quote:

    Originally Posted by wizard69 View Post



    You can't be serious here. IPad got the most complete update to date and by far is the biggest overhaul of a prioduct that Apple has released to date.



    What we are seeing here is perfectly normal behavior for a hot product. You see a massive rush by everybody and their brother to get a new device then eventually the market cools off and you get sales to people that actually need the device.
    Quote:

    Originally Posted by Rogifan View Post



    I must say I'm not bullish on iPad at all. On last quarters conference call Cook said Apple had interesting things planned for iPad. This quarter he says he's perfectly fine if people choose to buy an iPhone or Mac instead of iPad. And at the iPad event when Cook was talking about how great the Air is and what can Apple do to improve on it, he runs a video showing it get 18% thinner than the previous version. And Schiller spends most of his time focusing on the camera! Either Apple has no clue what to do with iPad or their research tells them Steve was wrong and people don't want an in between device. iPad can't replace their phone or their Mac so they'd rather have a bigger phone and a Mac and bye bye iPad. I hope I'm wrong because I really love my iPad but I think Apple needs to shake up iPad in a big way next year and if they don't that means they're willing to let it die a slow death.




    I'm not going to defend what happened in the keynote, from my standpoint it is asinine to focus on a camera in a tablet. However what was glossed over indicates that we basically have an entirely new iPad Air. So Cook wasn't blow bull crap around, they actually did deliver a vastly better tablet.

     

    I have been seeing quite a few of these comments about iPad and the camera. Apple doesn't guess about this stuff. They can look at the data. I'm quite positive they can run a query against iCloud and find out what devices are taking pictures, how many, etc. We know you can do this on flickr and that is just a subset of Apple users using that service. 

     

    Keep in mind that these iPad numbers are pretty damn strong for as crappy as the cameras have been as compared to the phones. 

     

    All Apple Cameras used in the Flickr Community












































































































































    Rank ? Name # of items Avg. daily users Activity Factor Type
    1 iPhone 5s 58,556,748 11884 21 Cameraphone
    2 iPhone 5 145,905,771 11897 25 Cameraphone
    3 iPhone 4S 144,762,517 7209 27 Cameraphone
    4 iPhone 4 127,786,873 4058 30 Cameraphone
    5 iPhone 6 621,731 433 16 Cameraphone
    6 iPhone 5c 10,136,611 2825 8 Cameraphone
    7 iPad mini 4,433,844 682 9 Cameraphone
    8 iPad 8,020,421 722 9 Cameraphone
    9 iPad Air 1,042,065 395 6 Cameraphone
    10 iPod touch 9,912,165 564 12 Cameraphone
    11 iPhone 3G 57,640,530 366 15 Cameraphone
    12 iPad 2 3,899,053 310 5 Cameraphone
    13 iPhone 3GS 33,388,933 326 19 Cameraphone
    14 QuickTake 200 14,728 1 - Point & Shoot
    15 QuickTake 100 124 1 - Point & Shoot
    16 QuickTake 150 0 1 - Point & Shoot

     

    Take a look at some of the pictures posted from iPad minis and you can see right away that people are using them for actual photography. 

     

    https://www.flickr.com/cameras/apple/ipad_mini/

     

    I can't wait to see what impact the new iPad portfolio has on the next quarters numbers. Touch ID and Apple Pay are nothing to sneeze at (iPad mini 3 haters), and the Air 2 was an update to the whole device. Lower prices and higher capacities will also help.

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  • Reply 27 of 33
    Originally Posted by Phone-UI-Guy View Post





































               
    14 QuickTake 200 14,728 1 - Point & Shoot
    15 QuickTake 100 124 1 - Point & Shoot
    16 QuickTake 150 0 1 - Point & Shoot

     


     

    This makes me really happy.

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  • Reply 28 of 33
    aaronjaaronj Posts: 1,595member

    Not that this really means anything, not concrete anyways.  But AAPL is up 1.29% in after hours trading, for whatever that's worth.

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  • Reply 29 of 33
    Steve would be proud.

    I think he would, too.
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  • Reply 30 of 33
    rogifanrogifan Posts: 10,669member
    It blows my mind that the stock is only up a little over 2% pre market. When even Joe Kernan on CNBC is scratching his head you know it doesn't make any sense. I wouldn't call him an Apple fanboy by any means. But maybe too many on Wall Street think like he does; that Apple's just a hits driven business and they're running out of hits, there's no next there. I think it's dumb but as long as iPhone is such a huge percentage of total revenues this thought will prevail.
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  • Reply 31 of 33
    icoco3icoco3 Posts: 1,474member
    Quote:

    Originally Posted by Phone-UI-Guy View Post

     

    ...

     

    Take a look at some of the pictures posted from iPad minis and you can see right away that people are using them for actual photography. 

     

    https://www.flickr.com/cameras/apple/ipad_mini/

    ...

     

    Much more telling are the  numbers at this link.... https://www.flickr.com/cameras

     

    Interesting to note how Apple devices top the list followed by Canon and Nikon professional cameras.  Samsung comes in after that.

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  • Reply 32 of 33
    knowitallknowitall Posts: 1,648member
    wizard69 wrote: »
    I'm not going to defend what happened in the keynote, from my standpoint it is asinine to focus on a camera in a tablet. However what was glossed over indicates that we basically have an entirely new iPad Air. So Cook wasn't blow bull crap around, they actually did deliver a vastly better tablet.

    It isn't. Phil is right, it is the best viewfinder and he has that info because it comes from the 'field'.
    I know it because it was the first thing I noted.
    Look at is this way, this isn't a feature for everyone, but it is for people making (semi) professional fotos and even film.
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  • Reply 33 of 33
    knowitallknowitall Posts: 1,648member
    rogifan wrote: »
    It blows my mind that the stock is only up a little over 2% pre market. When even Joe Kernan on CNBC is scratching his head you know it doesn't make any sense. I wouldn't call him an Apple fanboy by any means. But maybe too many on Wall Street think like he does; that Apple's just a hits driven business and they're running out of hits, there's no next there. I think it's dumb but as long as iPhone is such a huge percentage of total revenues this thought will prevail.

    It will never make sense, because it's a gamblers market.
    Compare it to horse race gambling.
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