rogifan_old

radarthekat said:

This report stinks of contrivance.  How convenient to get news of a government susidy that likely happens to be tied to Foxconn having created tons of jobs in the local area throughout the year, right in the midst of the annual seasonally-driven production cut rumors (which themselves are being perverted to promote the Apple-is-doomed narrative).  Let's link the subsidy to the supposed production cuts and claim it's an effort to keep idle workers on the job.  Any evidence?  This is the Wall St Journal.  When have they ever needed evidence?

Apple Cuts Orders for iPhone Parts

anantksundaram said:

rogifan_old said:

Isn't Apple in a quiet period right now where they can't comment? We just have to wait for the numbers. I'm in the stock for the long term and we see this panic every January so it's kind of a yawn for me. 

In the past decade, AAPL has gone up during the first week of January about as often as it has gone down. In other words, there is no "panic" associated with "every January."

Second, the pre-earnings "quiet period" is a bit of made-up nonsense born out of excessive cover-your-ass caution -- something that Apple is prone to, and is the very basis for the criticism here. There is absolutely nothing in the SEC regulations that require it. What is more, the whole issue has become utterly irrelevant with Reg FD: as long as the information is publicly shared, there's probably no issue. 

In any event, a company with the resources of Apple shouldn't be shy about getting important factual information out with a view to make sure that FUD is not destroying value for its shareholders: at a minimum, it should be willing to take on the regulators, and get out there with factual information; then, if someone complains, take it head on by taking it to a court of law if necessary. 

tzeshan said:

Apple will face stiff competition from Chinese manufacturers soon.  Huawei is making copycats of all Apple devices including iPhone, iPad, and iMac.  They look almost identical to Apple devices but at lower prices.  This is going to stop Apple momentum in the China market.  

canukstorm said:

rogifan_old said:

I still want to know what exactly the analysts think the iPhone 7 will have that will magically erase the D&G. If the 6S is a dud (according to them) what will make the 7 not a dud?

Is the 6S a "dud" because it lacks innovation? I don't think so. There are other factors:

1.  China's declining economic growth
2.  US currency's strong appreciation
3.  Maturation of smartphone market => users not upgrading as frequently