ValueAnalyst

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ValueAnalyst
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  • Shipping delays continue to dog Apple's 4" iPhone SE

    ValueAnalystValueAnalyst
    OBVIOUSLY Apple is restriction supply to keep margins in line. A company that can source 250m iPhones in a year must be able to meet demand for a paltry one million a month demand for iPhone SE (which so far makes only 1% of apple installed base) ESPECIALLY during a fiscal year where the flagship product is suffering. It's as obvious as trump's craziness.
    radarthekatlilsmirky

  • How Apple Watch became the iPod of the future

    ValueAnalystValueAnalyst
    I love the content of the article, but some parts are highly speculative. Specifically, I'd like to see the math around "$7B revenue in 3 quarters" and "high margin" statements.

    $7B revenue would imply ~14m unit sales t best and the estimates I've seen are between 10-12m units for calendar year 2015.

    On margins: In response to an analyst question on lower-than-expected gross margin forecast, during the fiscal 2Q15 earnings call, CFO said:

    "And also, we’re launching the Apple Watch. Apple Watch is not only a new product, but it’s a brand new category with a lot of new features, a lot of new, innovative technologies. And Apple Watch margins will be lower than company average."

    He made that comment when Apple Watch was priced $50 more than what it sells for now, so I disagree with the "high margin" comment.
    jonl

  • Apple Pay gains 30 more US banks amid wait for more retail chains

    ValueAnalystValueAnalyst
    redstater said:
    daye said:
    Apple should persuade more retailers to accept Apple Pay.  Apple should make P2P /ATM on Apple Pay.



    And how are they going to do that? Apple would be asking the retailers to spend millions (and for larger ones, billions) in new hardware that they will have to roll out and support, when they will get no more money from it than they already are. Apple Pay - and mobile payments generally - only benefit Apple (and Google) and the banks. They do not increase profits for the retailers, so why bother? "Your competition down the street does." That only works if it is a mom-and-pop shop. Usually the competition will be a regional or national chain. And in any case, you are talking about the small percentage of the population that A) owns an iPhone 6, 6s or an Apple Watch, B) has signed up for Apple Pay and C) wants to use Apple Pay any given day and D) is motivated to choose their retailer over who gives them the opportunity to pay with their phone or watch instead of paying with their credit card like they have all their previous life. That is going to be, like 10 people per store MAYBE? They are willing to give that up in order to avoid the expense of buying, installing and supporting the new equipment. Until large retailers give up on MCX or their own proprietary mobile payment apps - because stores want to lock their own consumers in AND collect data for their own advertising campaigns - you may not see any real action on Apple Pay.
    I'm not sure if the "millions" comment is correct. Square offers a $50 product that accepts Apple Pay, and I'm sure there are even cheaper ways to get it done. I would assume merchants would care about their customers' satisfaction in exchange for $50.

    in addition, in just a few months, hundreds of millions of people will have upgraded to 6, 6S, 7, and SE and Apple Watch and Apple Watch S. We're not talking about just 10 people per store. And to top it off, these hundreds of millions of people are the top spenders in the world...
    patchythepiratelolliverradarthekat

  • Investor George Soros latest to snap up Apple stock as prices reach trough

    ValueAnalystValueAnalyst
    jonl said:
    3,100 shares is a "vote of confidence"? lololololol

    And for goodness sake, show some integrity and correctly report "Berkshire's massive outlay" instead of "Buffett's massive outlay". Buffett specifically disclaimed having anything to with the AAPL purchase, saying it was due to his underlings. There's no excuse for perpetuating this misinformation.
    I second this post.
    jackansi

  • Apple Pay gains 30 more US banks amid wait for more retail chains

    ValueAnalystValueAnalyst
    It baffles me that Apple is focused on adding more banks when CLEARLY the roadblock in front of Apple Pay is lack of vendor support. When can I leave my cards home?
    calianantksundaramjuanm105jony0