thompr

sflocal said:

sog35 said:

WTF.

So Apple can respond to some silly ass rumor about an Android App, yet they can't respond to supply chain rumors that caused the stock to lose over $200 billion in value?

I just don't understand Tim Cook sometimes.

Oh Yeah?? What I don't understand is some whiner breaking his promise of self-banning himself for losing a bet, and pretend it never happened.

Enough with the rhetoric Sog.  You've beaten that dead horse long enough. 

Is not keeping your word something you do on a regular basis?

Sog has never shown any intellectual integrity on this board.  We shouldn't expect that to change.

It seems that Sog's position now is basically that Tim Cook lost his bet for him, so the bet should be forgotten along with the penalty.  Sog was right and Tim Cook and the rest of us are wrong.

sog35 said:

WTF.

So Apple can respond to some silly ass rumor about an Android App, yet they can't respond to supply chain rumors that caused the stock to lose over $200 billion in value?

I just don't understand Tim Cook sometimes.

Apple is trying to manage their business and how it is perceived by customers.  Ms. Muller's statement goes to customer expectations.  Apple is not trying to manage the stock market, which is what you want them to do and is about as effective as herding cats.

You never will understand Tim Cook unless you understand this:  (1) he doesn't believe that persistently repeating himself (for example, regarding supply chain tea-leaf reading or China's economy bringing Apple down) will have enough staying power to live past the next FUD storm anyway, and (2) he fervently believes that in the long run, the best talking is done by the numbers.  Everything else is just short term share price swings, large though they may be, and real investors can handle that. 

sog35 said:

cnocbui said:

He doesn't want to set a precedent?

But he already disputed the rumors/lies that China sales were in the tank.
Remember he sent an email to Jim Kramer that China was doing fine?

And his email worked for about 2 days, and the stock didn't fully recover until the facts came in.  Wait for the facts.

sog35 said:

thompr said:

Whatever Tim Cook says gets washed away by more FUD in a matter of days, not months, so it ultimately takes a back seat to performance.  Should he fight the crazies every day?  If the rumors are bogus, there's no sense in arguing continuously against them.  Time and facts will win.

Then Cook should hire a staff of 3 people to write press releases disputing these reports. 

When the rumors where that China was going to reach doom, Tim Cook did response to the rumors and said everything in China was okay in a letter to CNBC.  That stopped the bleeding after the stock tanked to $92.

I mean how hard is it to release a simple press release a couple times a month to counter these ridiculous reports?

If the news media was reporting rumors that McDonalds was serving horse meat do you not think McDonalds would respond?  Of course they would.  What if these rumors came up every week? McDonalds would respond every week. Its not that hard to do.

A rumor about serving horse meat would hit the mainstream media and has the potential of damaging the performance of McDonald's business (not just their stock) in a material way.  They MUST respond.  Not so these rumors via-a-via Apple's business.  99.999% of consumers don't follow analyst notes about stock predictions to determine what gadgets they want.

sog35 said:

aeassa said:

I don't think Apple will miss their FQ1 numbers, but the odds are looking good that FQ2 guide will be pretty downbeat. They wouldn't warn about a quarter they haven't guided to yet, hence no warning. 

Wow. You are just like every other Wall Street analyist troll.

"Sure Apple did great this quarter. But they will suck next quarter"
Next quarter comes, and Apple beats again.
"Sure Apple did great this quarter. But they will suck next quarter"

Go write your crap on Montly Fool

A fall from 60 million units in the March quarter is possible, but it's completely baked in now.  Up from here later this year.