Apple Q4 2011 earnings disappointment attributed to iPhone transition 'hiccup'

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Comments

  • Reply 41 of 93
    Quote:
    Originally Posted by island hermit View Post


    I think you're right, and it's become obvious... iPhone 4S sales have been disappointing so far.



    4 millions on a weekend disappointing?

    Really?
  • Reply 42 of 93
    stelligentstelligent Posts: 2,680member
    Quote:
    Originally Posted by island hermit View Post


    I think you're right, and it's become obvious... iPhone 4S sales have been disappointing so far.



    Be sarcastic all you want. The earnings call was not about 4S. You're either stupid or being deliberately obtuse. It's above you to ever admit even a single Apple misstep. If they fart, you'd think it's a quaint new scent.



    Is it not possible to examine a company from more than one perspective? Are you so intellectually limited so you cannot admit this is the biggest dip in iPhone sales ever? Clearly, Apple has tacitly admitted to this themselves. So are you saying they are lying?



    I can enjoy my iPhone 4, 4S, Galaxy S and still see good and bad in Apple and Samsung. Can you?
  • Reply 43 of 93
    stelligentstelligent Posts: 2,680member
    Quote:
    Originally Posted by plokoonpma View Post


    4 millions on a weekend disappointing?

    Really?



    It's a defensive attempt at sarcasm. He has never been good at it and never will be.
  • Reply 44 of 93
    jragostajragosta Posts: 10,473member
    Quote:
    Originally Posted by stelligent View Post


    This is the biggest ever dip in iPhone sales ever (both in absolute numbers and in %?). This is the real disappointment (as opposed to not meeting analyst predictions). The cause is clear.



    I really wish people would stop with the blatant falsehoods.



    iPhone sales didn't dip. In fact, they were 21% over the same quarter in the previous year which is the way that cyclical businesses are typically measured.



    And, as someone else pointed out, if the iPhone 4 launch were just 14 days earlier, the entire story would have been different. Doom and gloom over a 14 day window is absurd - especially when all the other news was so positive.
  • Reply 45 of 93
    Quote:
    Originally Posted by stelligent View Post


    Be sarcastic all you want. The earnings call was not about 4S. You're either stupid or being deliberately obtuse. It's above you to ever admit even a single Apple misstep. If they fart, you'd think it's a quaint new scent.



    Is it not possible to examine a company from more than one perspective? Are you so intellectually limited so you cannot admit this is the biggest dip in iPhone sales ever? I can enjoy my iPhone 4, 4S, Galaxy S and still see good and bad in Apple and Samsung. Can you?



    I wasn't talking about this report... I was answering your damn post. Read your post... read my reply (complete with sarcasm tags)... and get back to me.



    [here... I'll even help you... you talked about some stupid ass chaos theory for Apple's customers... now read my reply]



    We all know who you are... nobody takes you seriously... all we ever do is laugh at your weak attempt to slander Apple.
  • Reply 46 of 93
    nvidia2008nvidia2008 Posts: 9,262member
    Quote:
    Originally Posted by stelligent View Post


    Take a pill, dude. Are you going to bring up the nuclear disaster in Japan too?



    Yes, Apple is clearly one of the most successful companies in the world and Wall Street calls it having "disappointing results".



    If people have to take a pill to deal with this then something is out of whack.



    The lies of Wall Street and the western global financial system is finally out in the open.



    Just by debt restructuring Apple could buy one or two small European countries.



    And get this... Apple actually has innovations, ie. value creation that has income flowing in from around the world, not just shuffling money around or printing money which is crippling the US.



    Time to wake up. At least that is what Steve would've wanted. Whether wilfully or not, leaving a legacy of $80billion in real reserves has also made another final statement to how he wanted to change the world.
  • Reply 47 of 93
    conradjoeconradjoe Posts: 1,887member






    None of the ANALysts seem to have come to this conclusion.
  • Reply 48 of 93
    Quote:
    Originally Posted by plokoonpma View Post


    4 millions on a weekend disappointing?

    Really?



    Actually, yes. They were expecting iPhone 5, and 13 million iPhone 3G customers in U.S. to jump into the queue within the first week. Didn't happen. I am interest to see to if by this Christmas 3GS users hasn't upgrade their handsets in large enough number. Wall Street's ballpark number right now is 8 million. That is what they are going to tell their clients, no matter what Apple say. Jobs can shove stock analysis aside, Cook cannot.



    Numbers reported from gray markets in SEA aren't good either. Less RAM, same camera, don't recognize Thai, Chinese and Malay speech yet. iPhone 4 was almost too successful and we don't have large pool of 3GS users to draw on like US does. Most of them already left for Android which keep releasing new ones with 30% discount and more of everything every 10 months.



    And for those who already carrying 4, they read specs and said 'Half a memory, same of everything, 5 weeks waiting list and no 0% interest for 10 months? No thanks.'
  • Reply 49 of 93
    Quote:
    Originally Posted by ConradJoe View Post


    data:image/jpg;base64,/9j/4AAQSkZJRgABAQAAAQABAAD/



    Whoa, something's wrong. Repost it.
  • Reply 50 of 93
    Quote:
    Originally Posted by Minnesota_Steve View Post


    It's a good strategy. I hold some long also. But for some quick returns on cash, very nice. Better than a bank.



    I'll stretch that to 395.
  • Reply 51 of 93
    nvidia2008nvidia2008 Posts: 9,262member
    @ConradJoe Do you always look at the Matrix in code?
  • Reply 52 of 93
    nvidia2008nvidia2008 Posts: 9,262member
    Quote:
    Originally Posted by Fairthrope View Post


    Actually, yes. They were expecting iPhone 5, and 13 million iPhone 3G customers in U.S. to jump into the queue within the first week. Didn't happen. I am interest to see to if by this Christmas 3GS users hasn't upgrade their handsets in large enough number. Wall Street's ballpark number right now is 8 million. That is what they are going to tell their clients, no matter what Apple say. Jobs can shove stock analysis aside, Cook cannot.



    Numbers reported from gray markets in SEA aren't good either. Less RAM, same camera, don't recognize Thai, Chinese and Malay speech yet. iPhone 4 was almost too successful and we don't have large pool of 3GS users to draw on like US does. Most of them already left for Android which keep releasing new ones with 30% discount and more of everything every 10 months.



    And for those who already carrying 4, they read specs and said 'Half a memory, same of everything, 5 weeks waiting list and no 0% interest for 10 months? No thanks.'



    Umm... I'm from Malaysia and trust me people will be buying as many iPhone 4S as is shipped into Malaysia. Malay speech recognition is not that important since the iPhone users will speak a variety of accented English, Malay is hardly ever spoken formally in daily use by younger people, and Cantonese-speaking people will form a non-trivial portion of Malaysian iPhone users.



    BTW what are you talking about regarding the specs? The iPhone 4S camera is much better, the still and flash pictures are great, video is stabilised and 1080p, it still has 512MB of RAM and now an A5 chip. It also now has a much better antenna compared to the standard iPhone 4. It's a joy to use the iPhone 4S without a case because there is almost no reduction in signal, whereas the iPhone 4 definitely had the "weak spot" issue. Plus, the white iPhone 4S is a good reason to upgrade to a white iPhone if people haven't yet, it's nice. And, iOS5 is silky smooth on the iPhone 4S.



    I agree though, the language Apple needs to add next is Mandarin. Sorry, Europeans.
  • Reply 53 of 93
    Ah I see. So Seri can be turn off for non-English market and you won't miss much.



    Still, I still stand by my old point that those who want iPhone 4 in Thailand at least has done so already. All 3 main carriers have them and scalpers brought them over from Hong Kong and Mainland in huge number. No restriction or shortage to speak of. And 3Gs now pile in trade-in stalls for the price of entry-level Android.



    Us have 13 million 3GS supposedly waiting for the contract to expire. We don't have them here. I just don't see where buyers will come from this year, honest.
  • Reply 54 of 93
    jragostajragosta Posts: 10,473member
    Quote:
    Originally Posted by aaarrrgggh View Post


    Stock price is based on expectations of earnings more than company guidance for earnings, so you have the incorrect baseline for promoting an escalating stock price.



    That's where the logic fails. If the stock price is to be based on an expectation of future earnings, then the blowout $37 M guidance given by Apple for the 4th quarter should have increased the stock price, not decreased it.



    Quote:
    Originally Posted by Fairthrope View Post


    {4 M iPhone 4S sales were disappointing?} Actually, yes. They were expecting iPhone 5, and 13 million iPhone 3G customers in U.S. to jump into the queue within the first week. Didn't happen.'



    That's nonsense. It was the fastest selling phone of all time (by far). In fact, it appears to be the fastest selling standalone electronic product of all time. Apple sold twice as many as the number of iPhone 4 phones sold in the first weekend - in spite of all the complaints about it not being a real upgrade. How many more would they have sold if it was the iPhone 5? or iPhone 2,000? or iPhone superdeluxpeachykeenphone?



    Calling the 4S a disappointment is ridiculous.
  • Reply 55 of 93
    stelligentstelligent Posts: 2,680member
    Quote:
    Originally Posted by jragosta View Post


    I really wish people would stop with the blatant falsehoods.



    iPhone sales didn't dip. In fact, they were 21% over the same quarter in the previous year which is the way that cyclical businesses are typically measured.



    And, as someone else pointed out, if the iPhone 4 launch were just 14 days earlier, the entire story would have been different. Doom and gloom over a 14 day window is absurd - especially when all the other news was so positive.



    Blatant lie?



    Note that you're the one deliberately adding the qualifier of year over year comparison, which is not what I stated. To twist someone else's words and call them a blatant liar is juvenile and amateurish libel. But I understand well that's your schtick.



    This is the biggest dip in iPhone sales ever from quarter to quarter. Why dance around it?
  • Reply 56 of 93
    nvidia2008nvidia2008 Posts: 9,262member
    Quote:
    Originally Posted by Fairthrope View Post


    Ah I see. So Seri can be turn off for non-English market and you won't miss much.



    Still, I still stand by my old point that those who want iPhone 4 in Thailand at least has done so already. All 3 main carriers have them and scalpers brought them over from Hong Kong and Mainland in huge number. No restriction or shortage to speak of. And 3Gs now pile in trade-in stalls for the price of entry-level Android.



    Us have 13 million 3GS supposedly waiting for the contract to expire. We don't have them here. I just don't see where buyers will come from this year, honest.



    Do you mean iPhone 4 or iPhone 4S? I'm sure there's a lot of demand in Thailand for iPhone 4S. Scalpers I don't think have enough to supply Thailand to the level that everyone is happy with enough iPhone 4S supply.
  • Reply 57 of 93
    Perhaps jrgosta and Apple][ put their entire life savings in Apple stock and bet on AAPL hit $500. They will say anything to keep the day of reckoning when AAPL dip below $300 away.
  • Reply 58 of 93
    stelligentstelligent Posts: 2,680member
    Quote:
    Originally Posted by island hermit View Post


    I wasn't talking about this report... I was answering your damn post. Read your post... read my reply (complete with sarcasm tags)... and get back to me.



    [here... I'll even help you... you talked about some stupid ass chaos theory for Apple's customers... now read my reply]



    We all know who you are... nobody takes you seriously... all we ever do is laugh at your weak attempt to slander Apple.



    Slander Apple? First of all, you don't understand the definition of slander.



    Second, I'm one of the few around here who posts sentiments pro and against Apple and Android. But I understand why those with biased view should laugh at balanced perspectives. I get that, to you, those who do not wear blinders must look silly.
  • Reply 59 of 93
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by nvidia2008 View Post


    Here's the real irony. Apple has $80 billion dollars. That's *real money*, not the made up stuff Wall Street plays with. Due to the fractional reserve system Apple itself can be an $800 billion dollar bank.



    I don't think that you really understand fractional reserve banking. How can Apple be an "$800 Billion dollar bank" with only $80 billion in capitalization?



    Fractional reserve? Explain please, if you can.
  • Reply 60 of 93
    conradjoeconradjoe Posts: 1,887member
    Quote:
    Originally Posted by nvidia2008 View Post


    Just by debt restructuring Apple could buy one or two small European countries.








    Apple has no debt to restructure.



    Why do you say this sort of stuff? Fractional reserve? Restructure debt?



    There has got to be stuff you know more about than this financial stuff. Chill.
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