Apple Inc. (AAPL) Message Board

Does anybody know the pricing of these new phones? Are they cheaper than iphones?

It costs $200 to make ipad vs $329 retail price and $167 vs $650 for iphone5. You have to agree there is a dramatical difference in margins. People are not aware that they pay this kind of money because the real price of iphone is masked in the carrier's contract expenses.

Sentiment: Sell

The problem is that Camaro is not better than Ferarri in your comparission. Many other phones are better now than iphone5. So why paying such a premium for iphone. The pricing for ipads are competetive and i can see they will be in demand. The gross margin for ipad is about 20%. The outdated Iphone 5 for $700 is simply a joke. I can not find any reasonable person who would pay this. The carries subsidy will only keep iphone alive. If you picture Apple as a luxury brand on smartphone market this would mean significant market share drop. You can not have luxury premium margins with mass production at this scale as Apple has been having. The competition has caught up and there is a new reality now.

Sentiment: Sell

Yep that is why was the most valuable company in the world.

Sentiment: Sell

You will not get your money back but you will gain a valuable experience in discovering the true bottom.

There is no way Apple can sustain 70% margin on their iphone. Majority of earning comes from iphones. If they do not make any new product the EPS can only go down period. I don't see that potential increase in revenue will offset the margin compression. Smartphone is a comodity now and marging will be getting soon to ~20% now no matter if it is samsung nokia or apple.

Sentiment: Sell

Your so wrong about RIM as you have been always wrong about Apple. Remeber there is a world outside of Apple. Why do you think RIM went up so much? The new BB 10 based an revolutionary QNX is simply superior to any other OS on the mobile market and Lenovo interest might lead that China Mobile will go for BB.
This is only my speculation but the technicals are always ahead of the fundamentals. We will see in a couple of days.

Sentiment: Sell

You nailed it. I feel sorry for all these retail investors who put all their savings, retirement money in the Apple and do not want to face the new reality.

Sentiment: Sell

Reduce your holding or sell it all. This is my friendly and honest advise. If you want to sleep well reduce apple in you portofolio to max 20%. There will be nothing positive from Apple to lift the stock. Eps will be dramaticaly compressed. I would change my mind if Apple created another revolutionary things as they did with Iphone and ipad. Keep in mind that ipad's marging are only 20% vs 70% on iphone.

Sentiment: Sell

Wow $250 only they will make only $150 vs $500 they make on each iphone5 ....margin will drop below 20% and brand will be completely demadged.

Sentiment: Sell

My honest advise sell everything. The real reason of Apple depreciation will be known after the next financial report and later on. The eps will be detoriating for the rest of 2013. The trend always predicts fundaments. Market will be flooded with smartphones tablets and fat carries subsidy will go away futher pressurize apple's gross margin. There is no way Apple will get $700 for its iphone. The biggest risk for Apple could be also a new RIMM platform which is truly revolutionary and can easly shake smartphone's industry. We'll see in a copule days ... Maybe this is the new thing.

Sentiment: Sell

Big daddie don't be so dramatic. As you stated Apple will go back to $800. So relaxed and stay behind your beliefs. Have you ever considered that besides manipulations, bashing etc there are some real facts behind this recent depreciation. The Apple won't go away, the iphones and ipads will be still selling. The only one thing nobody will pay $700 for iphone5 anymore. The margings will be constantly presusurized from quarter to quarter as every phone is a smartphone now with the same functionality as iphone5. I might buy Apple one day only when they create another revolutionary product as iphone used to be.

Sentiment: Sell

If the subisidy goes away this will the best thing for consumers. We would get competetive pricing on phones and cheap service options. There would be no absurd like now that iphone5 costs $167 to make and it's sold for $650 and more.

Sentiment: Sell

So who pays the full price of the device at the end? Answer: customer. Why are customers fooled and easily manipulated? Let's have a real competition in the service and hardware market. The subisidy must go away and smart consumers will realize this soon. Go to the tmobile webside and compare new plans from value packs which they do not include subisdy expenses.

Sentiment: Sell

Yes that is the great news . The cheap new iphone will be only 50% more expensive than galaxy3 but we are all sure china mobile will be still subsidizing the price as usa carrires do at least $400 to protect apple's 42% margins. There is no better phone that iphone in whole world and we all get very rich.

It is not bold . T mobile already dropped this subsidy. Use your common sense. What carriers can benefit now. The iphone is not a magnet as it used to be and carriers won't be able to compensate this with new customers and data service. All smartphones have now the same functionality and market is flooded with them now so why carriers need to waste so much money now. You see this soon i do not need link for this ....

Sentiment: Sell

You are very wrong about eps $50 in 2013. Without new revolutionary products the eps will be detoriating. There will be tremendous pressure on apple margins and $500 subsidy from carriers will end up soon.

Sentiment: Sell

The problem is that investors are buying the futre. Your statements are based on historical facts. You think that without a new product Apple can sustain this crazy high margins on iphone. You think that people will be still paying $700 for just a phone. Market is getting saturated now and all this smartphones have the same functionality now . Without the Apple's next new thing i would not buy any stock now.

Sentiment: Sell

Why are you such a a...hole. I short aapl too but on different bases.

Sentiment: Sell

You did very good. Never fight with the trend.

Sentiment: Sell