It ain't baked in!!! However, carriers do the media event when they add Apple. Apple doesn't run the event. When China Mobile kills this rumor the stock will tank. Throw in the shorts coming back in and we could see the low 400s.
Wouldn't we love that to be the case!! Unfortunately, the wireless carrier puts on the media event when they add Apple. Apple has never held a media event to add a carrier have they?
I'm with you, but remember Apple's 24 hour/2 million sold PR said that many of the first two million ordered would not be shipped until Oct. I would be very wary of getting people hyped up about Ip5 in the 4th qtr. It could be as small as 3-5 million. The key point is that they are planning on selling way more than the 4S and total sales for last year's 1Q were 37 million.
What matters is that Apple has been sold out of the Iphone 5 for over a month, when they have said that each generation outsells all preceding generations combined. They are making a bunch. New and market leading Ipads, and Macs. If you thought you could have bought this stock for 610 *after* the IP5 had been sold out for a month, you would have called yourself crazy.
Figuring out women would be easy!
They sold half as many phones as Apple Super-analysts thought, and the stock is down less than two percent! Only Apple could do this. Most companies would be off 10% or more.
This is the greatest phone ever produced by all reviews, and it is selling flat with last year! This has to be related to macroeconomic issues imo. Apple sells 10 million if Europe wasn't on the ropes, and Americans had any extra cash.
To some, this looks like a revenue management game. They can't push too many sales into this qtr, or they will rob the next quarter. Quarter ends this week, so what do you think? 6-10 million this qtr and 50 million next...sounds about right. That will produce two blowout quarters.
Japanese carriers publicly saying that they don't think Apple can meet demand; Best Buy memo quoted saying they can't fulfill orders before October, Wal-Mart same. Everybody is sold out. Apple is believed to have 25 million Iphones ready for delivery in the initial wave--one conclusion--this thing is selling beyond anybody's expectations. Better buy now.
Cross platform can be tough, but note the Sunspider scores--the IP5 is close to 100% faster than the ATT Galaxy SIII; we still don't know a lot, but the new Iphone just screams!
Yep, but don't forget that the initial stock could easily last through Monday or Tuesday and they would still have lines. I suspect this thing is moving much faster than forecast.
Estimates were that Apple's initial 10 million IP5s might sell before the end of the quarter, now it looks like they could be sold by the weekend! 4S sold 4 million in first weekend, so 10 million 5s quite possible.
Designed in California and built by slaves in China? Is that what it says? I think they know what is going on, but even if they don't, how will it be stopped?
I love Apple products and would love to own the stock, but this kind of stuff has to be answered. Either it is true or not, and Apple needs to either admit and apologize for what most Americans would call slavery, or refute the people who are making this up. I see it as a huge risk to the stock price. A couple of publicity seeking celebrities, a youtube or two, and a boycott will take hold.