focher

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focher
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  • Apple guides first-ever iPhone sales decline in Q2

    focherfocher
    Mr_Grey said:
    foggyhill said:
    The rise of 40% of the US dollar over 2 years.... That's one major obstacle to buying in many places.
    It may lead to you're #1, but the main factor is that.
    Others are not a factor directly.
    Indeed.  A 16Gb iPhone (commonly referred to on this forum as "useless"), costs one thousand dollars in Canada.  The prices are set to go up soon as well. 

    I still think that the answer (not that Apple will ever take it) is to reduce prices.  Apple still has the highest margins of all tech companies.  Their profit on each product has been variously estimated at two or three times the profit the other manufacturers make.  

    There are only so many rich people in the world.  They should try making a phone for the "regular" person instead of just the rich, if they truly want to dominate the market.  They could also try to be better world citizens and stop raping their customers for cash.  
    This is exactly the fundamental misunderstanding about Apple. They do not care to "dominate a market".  Apple wants to create the best products in its category. It's not relevant to understanding Apple to agree whether they successfully do this, but it is important to understand that this is their primary motivation. 

    Apple belives things like sales, revenue, and profit come as a result. Market share doesn't even factor. 

    If you want to consider the market opportunity versus Apple's share then there's still a lot to be had.  Every Android smartphone user is an untapped sale. 

    Considering the overall global economic conditions, Apple continues to do amazing in its sales and financial performance. 
    pscooter63Rayz2016netmagemrboba1argonautnolamacguy

  • Apple returns to over $100 per share ahead of Q1 2016 earnings report

    focherfocher
    AAPL articles are funny. Just results in the same, tired discussion. 
    nolamacguy

  • UBS sees record 75M holiday iPhone sales driven by Apple's lower priced models

    focherfocher
    lord amhran said:
    sog35 said:
    The same crap.
    Different quarter.

    This is why Apple needs to refute supply chain bullshit when its first reported.
    IMO, Apple would be at $110-$115 right now if Cook refuted the supply chain rumors in early December.
    It would be still down 15% from its highs because of the broad market decline but no way would it be down 30% like it is now.

    This is all about controlling the narrative. When the first supply chain rumors began in early December, Cook could have simply tweeted this to kill of these rumors:

    "We are on pace for our best holiday quarter EVER!"
    "Remember supply chain checks are inconclusive at best and misleading at worst."
    "Remember those supply chain rumors in 2012? 2013? 2014? How did that work out?"
    Just for future reference, will you be posting this same bs every time an article like this appears?
    Is that one of those rhetorical questions?
    singularity

  • Apple stock closes first negative year since 2008, but Wall Street upbeat

    focherfocher
    Fred Smith said:
    IMO, Tim Cook is having some major problems as CEO. I'm really glad other people are seeing what I see. I feel he is too quiet, and doesn't give the impression of a man who wants to lead the biggest company in the world. He hasn't defended the stock, nor given the Wall Street bullshitters to look forward to, leaving them to make up some nonsense that tanks the stock. He hasn't done anything about that. Sorry for this, but, just for a moment, compare him to Steve Jobs. Imagine what Steve's reaction to this nonsense about the stock would be. He would have gone nuts on the Wall Street guys, giving the impression to the public and other investors that he has control as a CEO. Tim hasn't done anything. I feel he needs to hire a new IR/PR team ASAP, or he needs to resign and someone capable and bubbly needs to replace him. Enough is enough, Apple can't take another year like 2015.
    And there it is...the "Steve Jobs would never have allowed that" argument. Steve Jobs was more dismissal of Wall Street and Apple's stock price than anyone. He was very vocal about not giving a crap about the ebbs and flows of AAPL. As others have stated, the price of AAPL is not at all tied to the performance of Apple. It's just a short term betting environment for day traders. 

    If Tim Cook starts spending his time talking about the price of AAPL, then that's when I'll sell because it tells me he's not focused on doing what Apple was created to do ... create great products.
    canukstorm

  • Apple stock closes first negative year since 2008, but Wall Street upbeat

    focherfocher
    sog35 said:
    rogifan_old said:
    Here's something I think Apple could do that would have a positive impact on the stock:

    Right now Wall Street is obsessed with the Cloud and companies like Amazon, Google and Microsoft have been rewarded for it. Wall Street is also looking for more recurring revenue streams outside of hardware. Cook should poach a top notch cloud expert and make them an SVP running Apple's cloud business, maps and Siri. I think it's pretty clear the cloud is not Eddy Cue's forte. Brining someone in from the outside and making it an executive level position would signal that Apple is serious about the cloud, machine learning and improving all of Apple's cloud services. This would free up Eddy Cue to focus all of his efforts on Apple's content businesses and expanding Apple Pay. This would show everyone that Apple TV, Apple Music and Apple Pay aren't hobbies but serious platforms Apple wants to expand and better monetize.

    Second I think Apple has to become better at controlling the narrative and presenting their vision. On John Gruber's latest podcast he said this years WWDC was the worst Apple keynote ever mostly because of the Apple Music section and that it ran over 2 hours. The first question is, why was Apple Music even part of that keynote? It's first and foremost a developer conference. And when they did a run through why didn't anybody tell Eddy the Apple Music piece was a bit of a mess and it should have been tightened up (and shortened)? The 60 Minutes piece took us inside Jony's lab but we didn't really see anything. Why not use it as an iPad Pro/Apple Pencil marketing opportunity and show us the development of those products? And why let CBS even bring up taxes and China manufacturing? In theory this is supposed to be a puff piece, but all the media focus ended up being about Tim's comments on taxes. Then just after Tim gets done saying Apple pays every tax dollar it owes we find out about this $300M+ settlement with the Italian government over taxes. Wut?!? Maybe Steve Dowling is in over his head and Apple needs to bring in a stronger PR chief.
    excellent points.

    I think Apple should buy Box and get a step ahead in cloud.
    Thankfully, you're not in charge because that's a terrible idea. 

    Your reaction just shows you're interested in short term gains from AAPL. Tim Cook, just like Steve Jobs, does not care about the short term stock price. Not evenover the course of a year. Instead of expecting Apple to change how it has always managed its stock, you should never have invested in the stock because they've always handled it exactly how they're handling it now. 

    To paraphrase George Constanza, it's not them.  It's you.

    if you buy AAPL today, it will very likely outperform the market over the next 3+ years. That's called investing. 
    netmageradarthekatnolamacguybrucemcthepixeldoc