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StrangeDays said:This is terrible news. Further proof that Cook is a terrible CEO and Apple's ability to design, build, and sell products people value left with Jobs as the WSJ and Bloomberg articles are eager to remind us.
stevenoz said:melgross said:This isn't just because of rumors of the iPhone 8. In fact, I believe that most of the share price on iPhone rumors is already built into the price, and has been in the mid 140s.
what I'm reading is a deeper reading of Apple's sheet. Several things pop up.
apple's enterprise business is growing strongly at a 40% rate. A number of large businesses are standardizing on Apple iPhones and iPads. Macs in the enterprise are growing strongly. The deal with IBM is paying off in software and services.
the services business itself is growing strongly, at an 18% clip.
sales of "other" is growing at a 31% clip. Within that, Apple Watch sales have doubled YoY.
its been pointed out that iPhone sales were actually slightly higher than last year's quarter, not lower, when considering the drawdown in the channel, which was 1.2 million last quarter, compared to 450 thousand last year's quarter.
sales in China have been moving back up, as Cook pointed out during the call, it's up from the last two quarter;s of last year. Mac sales in China did very well. 80% of all phones sold in China above $600 are iPhones. The Chinese want the newest products, so a cycle is expected when that happens later this year, and next year for all products.
in addition Apple is still trading at a discount, average P/E in the industry is 22, Apple's is about 18. Moving to the average would bring Apple's stock to about $183. Adding the $30.40 in cash per share, after debt, would bring the stock to about $213.
so there's plenty room for improvement.
Why don't you capitalize sentences? Punctuation, grammar, style, and the rules of writing all affect one's effectiveness to the reader.
Fatman said:Kalanivk is a border line criminal, and just a bad human being. Now that I posted that comment I probably will never be able to hail an Uber ride again.
pakitt said:I own a 6 - 64GB; since I removed the FB app,I get 2 days of battery lifetime. For all my purposes and as long as the battery holds, no reason to upgrade. I would need a really compelling unique selling point. All rumors today point more to new features that I am really not interested in.
Considering I actually buy the thing, since I don't want a 2-year contract (I have a pre-paid; in Germany they offer mostly 2 years contracts otherwise), before I dish 800€ or more for a phone, I really need a compelling reason.
If that is not the case, I will wait another year assuming my phone doesn't die before...