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The Blackstone Group L.P. Message Board

thomasthecat69 20 posts  |  Last Activity: Jan 28, 2015 11:24 AM Member since: Jul 9, 2007
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  • thomasthecat69 by thomasthecat69 Jan 28, 2015 11:24 AM Flag

    Why? Because those who bought since it hit $119.75 are selling now that they are even or close to even. Aapl has been range bound for the last two months. By about 2 pm, they should be out and only long term holders and buyers will be around. Aapl WILL be the first trillion dollar company within 2 years.

  • 75M+ phones will sell again. Seems like people just don't understand the long tail of prior sales which will convert to future sales while adding customers from fragmented devices that don't have ApplePay, don't have integration across platforms, don't have iTunes or the biggest Ap store, don't have fingerprint security, and don't have innovation but instead just cling to copying. Get on board because the next two years will make Aapl the first trillion dollar company. Don't forget their foray into the business market with IBM. Maybe with just half of this quarters profits they can snap up blackberry and all their enterprise clients.

  • thomasthecat69 by thomasthecat69 Jan 26, 2015 3:17 PM Flag

    Subsidized iPhone sales will crimp their profits this quarter.
    $10 Billion write off and pension fund asset hit.
    VZ already shown that subscriber growth got hurt by competition and in particular their margins.
    Fed interest rate hike looming.
    Likely below expectation forecast going forward due to increased competition by Sprint & Tmobile plus the Google entry doesn't help.
    Maybe DirecTv might add something.
    I'm expecting T will be in low $31s after earnings miss, forecast miss, and uninspiring cc.

  • thomasthecat69 by thomasthecat69 Jan 22, 2015 4:29 PM Flag

    Sounds like Apple really spiked their sales. Plus their forecast for current quarter is only slightly off from the holiday quarter. Both bode extremely well for Aapl earnings and forecast.

  • Reply to

    Growth is the story

    by thomasthecat69 Jan 22, 2015 4:20 PM
    thomasthecat69 thomasthecat69 Jan 22, 2015 4:23 PM Flag

    Correction: There is no reason to NOT believe....

  • thomasthecat69 by thomasthecat69 Jan 22, 2015 4:20 PM Flag

    Just look at how iPhone sales growth has gone yoy for each quarter. Some fear that the iphone6 will be the end of this growth as pent up demand for bigger phones has been satisfied or will be satisfied throughout this fiscal year. That might be the case if people weren't on 2 year update cycles. That argument works if the iPhone was like the iPad and people just kept their iPhones for 5 years. Undoubtedly there won't be a spike with the next launch and growth yoy with the next launch won't be as big as this year but it will still be growth and record sales. Plus there will be new revenue from ApplePay, iWatch, and IBM business related increased transactions. There is no reason to believe Apple iPhone sales will continue to grow as people abandon the fragmented Android systems and get into the very sticky Apple ecosystem. Apple Home will also further integrate consumers into the Apple ecosystem capturing more and more customers, sales, revenue, and profits. While iTunes and the App Store continue to be ever growing annual cash cows. $200 by end of 2016.

  • thomasthecat69 by thomasthecat69 Jan 15, 2015 11:46 AM Flag

    Simply because investors will believe that Aapl won't be able to best iphone sales figures with next iteration. And they may be right as there was a lot of pent up demand for a larger phone. If Aapl iPhone sales decrease with the next iteration, unless the iWatch and Apple Pay or unknown other new products make up the difference, Aapl will be heading to a 2016 with decreased revenues and profits quarter after quarter. There are no new countries for Aapl to grow in anymore. They have to take market share while fending off Xiaomi which undoubtedly won't abide by any patent laws nor will China enforce them.

  • thomasthecat69 by thomasthecat69 Jan 14, 2015 10:37 AM Flag

    I'm going on the record that I predict Tesla will go bankrupt. Musk's announcement today that they won't be profitable for 5 years when their low cost model comes out is a fatal admission. Competitors have already caught up and GM will go to market with a mass market electric car with 200 miles per charge next year while Tesla is still delaying their SUV with rain soaking gull wing over substance. The advantage all the other car manufacturers have is that the rest of their businesses can carry a money losing electric car while Tesla just keeps losing money and will undoubtedly go to another cheaper stock offering or bond sale to keep afloat. I wouldn't be surprised if Apple buys their gigafactory one day to get the debt load off them in a last ditch effort to save the Tesla brand. Musk is moving too slow and losing money every day.

  • Where oh where will Aapl stock price end up this Friday at 4 pm? Here's another hard question: what color is the sky?

  • Reply to

    Article: Sorry but Apple didn't win CES

    by thomasthecat69 Jan 10, 2015 12:49 PM
    thomasthecat69 thomasthecat69 Jan 10, 2015 2:18 PM Flag

    100% right.

  • The fact that Apple is getting free publicity from this writer and the writer mentions Apple ELEVEN times and the MacBook Air once while mentioning only one company that actually was at CES, Samsung, a single time and not one of its products, Apple clearly won CES. How Apple doesn't win CES is when a writer like this writes about all the innovation and great products from other companies and doesn't mention Apple at all. Losers don't get press.

  • With market down all day and finishing well down, investors and traders piled into Aapl on this very weak day. Look for Aapl to reach new high before earnings. Might be this week or early the following week.

  • He's pretty much a straight shooter and hasn't seemed to try to create positive news to pump the stock up or to negate negative future news. He could have just waited to announce the App info on the conference call but chose to announce it early. I may be wrong, but my gut tells me that Cook was purposely trying to convey the message that the quarter was very strong and that the new quarter is also starting out strong and not just Apps.

  • Reply to

    Anyone know answers on Apple Pay?

    by thomasthecat69 Dec 30, 2014 1:06 PM
    thomasthecat69 thomasthecat69 Dec 30, 2014 1:34 PM Flag

    Over $7T.
    800M accounts
    Even if Apple Pay got 100% of the cc transactions, they'd only earn $10B from setting up Apple Pay. At best, they may get up to 15% IMO and that would give them only $1.5B in additional revenue every year when it's all built out. So what really is Apple up to with Apple Pay? Are they just creating stronger stickiness to their platform to create continuing sales of new iphones?

  • thomasthecat69 by thomasthecat69 Dec 30, 2014 1:06 PM Flag

    What is gross worldwide credit card purchases in 2013? (All credit cards)
    What is percentage Apple is getting for use of Apple Pay?
    Number of iTunes users with credit cards on file?
    This is going to snowball rapidly with very high margins over next three years once iphone users transition to iPhone 6 and future models that have Apple Pay. Remember when iTunes started getting people stuck in the Apple ecosystem and Apple took over the music industry? Seems very similar to me. Make it easier for people to buy stuff....

  • thomasthecat69 by thomasthecat69 Dec 30, 2014 12:51 PM Flag

    End of year tax selling of Aapl will continue tomorrow. And others will sell on Friday to lick in their profits without having to pay taxes for 16 months. Then the buyers will come in at these lows to accumulate ahead of earnings run. Only negative for Apple this quarter is the rapidly strengthened dollar which will hurt overseas profits BUT may also have helped with lower costs of parts purchased overseas. Look for great margins this quarter with most iphone buyers buying 64gb model and low costs of iPads as no major upgrades increasing parts costs. 80M phones.

  • Thought he/she was lucky to be brought in in the last week of a ten year old legal action as the lead plaintiff. But now they are potentially on the hook for paying all of Apple's defense costs. Probably won't though as law firm probably backed that plaintiff to get them in this late but someone is going to get a hefty bill.

  • thomasthecat69 by thomasthecat69 Dec 4, 2014 2:19 PM Flag

    No wonder Aapl plunged on Monday taking all of these out of the money and now Aapl struggles to get to $116.

  • So some retailers don't want Apple Pay in their stores. So in essence they've made the business decision that they don't see a reason to try to attract higher average $ purchasing iphone users to their stores. Hmmm, seems like there is going to be a definite division or retailer haves and have nots and when that info gets out in January, Aapl begins it's 1 year March to 200 for next years holiday shopping season where every retailer is going to want to have Apple customers coming to their stores.

  • With the new larger iPhones, there is going to surely be increased foot traffic in Apple stores from non iphone users who will more than buy an iPhone 6.

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