johnjohnstone
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rogifan_old said: Pacific Crest just put out a research note essentially accusing Tim Cook of lying: Management’s confidence now looks highly likely to be misplaced, which suggests that it was either ignorant of the challenges it faced or de…
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ireland said: Watch people scramble to still argue why Apple aren't going to make a car. Watch people scramble to say the car market is saturated and we've reached peak car.
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Sjonnie said: johnjohnstone said: Still doesn't make sense. You are saying the Apple install base increased by 100,000,000 from 2014 to 2015. Apple sold 230,000,000 iPhones in 2015. So are you telling me 130,000,000 iPhones got junk…
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jonl said: johnjohnstone said: So then the drop in Cirrus revenue for Dec could be from slow Galaxy sales. In other words Wall Street does not know shit. A small part of it, maybe. Apple's going to be the lion's share. But you…
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Sjonnie said: johnjohnstone said: The install base grew much more than 100,000,000 from Q4 2014 to Q4 2015. Apple sold about 230,000,000 iPhones during that period. Do you seriously think that 130,000,000 iPhones went offline during…
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tzeshan said: The iPhone is not the best smartphone. Several Samsung models are selling at higher prices than iPhones on AT&T. LOL. You are clueless. Those same Samsung models are on BOGO deals. And since when does a higher price = b…
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jonl said: Now wait. I can't speak for the TQNT/RFMD merger AKA Qorvo, but the Cirrus results include their Wolfson acquisition and the unexpected benefit of Samsung going all-Exynos and thus all-Wolfson codec for the Galaxy S6. …
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Its a very real possibility that Apple stuffed the supply channel early last year for the 6s launch to avoid supply constraints. Remember last year the 6+ had a shortage for 30+ days after launch. No such shortages this year for the 6s+. I'm thinki…
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josu said: And this change in mood by you? I misunderstand you yesterday when you predicted a weaker than expected Q2 guidance? Because yesterday I totally disagree with you, sorry if my post sounded rude, sometimes I get lost in tr…
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One possibility that no one on Wall Street in mentioning: APPLE COULD HAVE STUFFED THE CHANNEL EARLY THIS YEAR COMPARED TO PREVIOUS YEARS. It looks like Apple could have placed 'oversized' orders in Aug/Sept to make sure there were no shortages in…
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maestro64 said: Not saying Apple is not forecasting lower, most likely they are, the market is slowing across the world for Cell phone. Wrong. Samsung sold more smartphones in Q4 then last year. There are still 2 billion people who use f…
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benjamin frost said: No smoke without fire. We've had had so many reports of lower orders from critical suppliers, that it is impossible to come to any conclusion other than one of substantially lower iPhone sales than Apple had hoped for.…
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rogifan_old said: I think this earnings call will be brutal unless Apple shocks everybody with good numbers and decent guidance. UBS just came out with a note basically saying people aren't upgrading like Apple expected. Pacific Crest (known …
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And the hits keep coming. Get your pocketbooks ready to buy Apple shares at $80 in a few weeks.
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Sjonnie said: My quick math shows a different story: a 25% drop in calendar Q4 iPhone sales. Several analysts report an installed base of 400 million in dec14 and an estimated 500 million in dec15. Using the 21% in the article get yo…
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benjamin frost said: I'm not flabbergasted that Samsung reported weak profits. Smartphones are are becoming a commodity, I'm afraid, and that means that something has to give: either Apple's margins or Apple's sales. My feeling is that peop…
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delreyjones said: johnjohnstone said: That pretty much nails it. We see $80 very soon. Every single Apple supplier is reporting weak Dec and March results. "Every single Apple supplier"? Seriously? How many suppliers are there…
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wizard69 said: Wall Street is jittery because the economy sucks right now. When you have the fed raising interest rates in such a bear market you also realize that the government doesn't know what the hell is going on. So as an …
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cali said: Can't tell if Sog or pretending not to be Sog. Will you self ban if we don't see $80? Why the hell would I ban myself? Only egomaniacs make that kind of bet. Who knows. If I knew 100% for sure Apple would be $80 this …