michael_c

Rayz2016 said:

Logitech have been flogging detachable iPad keyboards since before the Surface appeared. I think the popularity of the iPad Pro is due to something else: the massive screen or the pencil. 

The extra real estate is an added benefit especially when using split screen, however the pencil is the biggest reason I picked one up.  I'm not using the iPad Pro with a physical keyboard, but can see why some would want one - especially if they were trying to use the iPad Pro instead of a laptop, but, I just switch to a Macbook Pro if I need to use a keyboard (or the 12" Macbook when I'm on the road).

thewhitefalcon said:

The analysts all seem reasonable here. Cook did well with the messaging overall, I think. 

I think Cook did reasonably well, but could have put the 2014 holiday quarter into perspective a little better, as I don't see the slowdown in iPhone sales as real as it's being made out to be. The 2014 holiday season, included sales from the first large screen iPhones, and was a monster quarter and could be understood to be an unusual situation. One of the points Cook made was how next quarters year over year comps (YOY) were going to be most challenging as the 2015 2nd quarter sales included iPhones delayed due to production constraints - these would have normally been fallen in the 2014 holiday period. This, would have made the 2014 holiday season even higher, resulting in a YOY miss for this last holiday season, but the 2nd quarter YOY would be in better shape. I think a miss in the holiday quarter is easier to understand when factoring in the introduction of the first large screen iPhones.

thewhitefalcon said:

Herbivore2 said:

An iPad Air 3 with an A9X CPU will be a very compelling machine. 

And Pencil support.

My thoughts also - only problem I see in making the Air work with the Pencil is it's availability issue.  Still showing 2-3 weeks out (to be shipped).  Great design and worth the wait, but production would need to be higher if you add another product in the mix.

sog35 said:

mjtomlin said:

LMAO

This has to be the dumbest comment ever posted.

Why is it dumb?  This fine is the only reason the stock is down so much. 

Because of Tim Cook every single slight negative gets blown out of proportion. The reason is because Wall Street thinks Apple is a hardware company, the iPhone Inc.  And that is a failure of Tim Cook not conviencing Wall Street Apple is an ecosystem company.

I agree AAPL is grossly underpriced, but the drop today has more to do with the ~109 resistance level than the Italian tax issue.  AAPL has been in a sideways trading range since the end of Feb of this year. 

It doesn't matter if AAPL's PE is ridiculously low, or AMZN's is ridiculously high, as the large investors (collectively) are putting their money where they think will get the largest gains.  One of my largest position is in AAPL, and I see it staying range bound until the large institutions decide it's gong to move.  I don't "trade" AAPL and am in it for a long term investment, so the price fluctuations don't matter to me unless I have a need to sell.

One of the questions I asked myself, which helped me understand how the markets work was "Would you put any new money into AAPL right now?"  And, follow up questions "What compelling reason would you do so?"  "Can you put money to work in other areas and have better chance for short term gains while AAPL stays in it's range?"  Poor AAPL stock performance does not correlate to the performance of Apple as a company.  

One of the reasons I like Apple is their long term focus - not that they are perfect at it, but I don't know of anyone better.  I think a number of good things come with this mindset, but the timetable may be inconvenient at times.  I think the short term price action of AAPL is, at times, a casualty of Apple's long term approach.