Good idea. Android never forces an upgrade because of the non-compatibility of all the devices. Owning an Android device is like the movie Groundhog Day.
Wow. That was quick. Their sales are so poor at a subsidized price of $199, that they've basically decided to try and unload inventory by giving them away. Sounds like the MS Surface. Quite frankly, nobody buys a smartphone predominantly to shop with it but Bezos thought they would. Stick to the tablets Amazon and cut your impending Fire-sale losses soon.
I think you are right. Everyone keeps saying that everything is already priced in, but what is really priced in is what is known such as the sizes of the new iphones and increased demand for them. There may be some partial pricing in of an iWatch but nobody knows exactly what software and capabilities it will have. There is rumor of NFC and mobile payments but that has not been confirmed either. What if Apple announces a perfectly workable mobile payment system such that nobody will need to carry a credit card with them? And if they announce that VISA and MC and AMEX are all ready to begin accepting charges via the iPhone on Sept 19th? Sure, that is something that every other tech company is working on and will likely copy Apple but if Apple actually launches it and it works seamlessly, this stock is going to pop $10. That is absolutely a game changer which will draw more purchasers of iPhones while the other manufacturers try to catch up.
If Apple announces and demonstrates a new form of paying for products with NFC on the iPhone and/or iWatch and people can see the utility in that, the stock will start a new run to $125 over next 6 months. If Cook just comes out with a bigger iPhone and a satellite operating iWatch, then expect Apple to drop to low 90s if not below in coming weeks. This is the time that Cook has to show that Apple is indeed innovating and changing how consumers use Apple products and create demand for them and new items. Apple attained $700 in 2012 because there was hope that Apple would continue to grow and innovate. It dropped to $380 because Apple showed no evidence of ability to innovate post-Jobs. The hope is back and the stock is back to $700 but it won't maintain it if just tweaks on size are presented tomorrow with minor tech enhancements.
I 100% agree. I will say this though. When I used to invest based on logic, I never made much progress. But when I changed my premise to The Market is Corrupt, my account went up substantially. You have to know who to listen to and determine why someone is saying what they are saying. Why did GS come out and publicly recommend GM when it was $36? Why are they so benevolent to the public instead of saving their advice for their paying millionaire customers?
The one guy announced his short position (1 share or 1000?) and his counterpart disagreed with the move on the premise that Aapl usually moves up approaching new iphone releases. Aapl has been up since his very loud short announcement. Did he really expect Aapl to drop or was he hoping to get the herd to follow him in hopes that in 30 days, the short herd has to buy back at $105+? Isn't Finerman long again also?
With the S&P currently down 1.6% today, it's more or less up 5% now for the year, a dangerously overexhuberant 8.57% annual rate. That's just a normal historic return for the market. All, not just some or most, but all US economic indicators are solidly positive. There is no real estate bubble and the Fed isn't going to repeat the Greenspan mistake by slamming on the interest rate brakes and cause another seizure in the liquidity markets. It's pretty clear Yellen will ease on the brakes and will likely do so simply by slowly reversing QE by selling accumulated US Treasuries, at a trickle and well within the demand so as to slowly decrease bond prices and raise rates. Only what the market will absorb. August is historically a lemon of a month so it wouldn't be a surprise to anyone if it was flat or down somewhat like all the chicken littles coming out of the woodwork. Remember the fear mongerers stirring Sell in May? Didn't happen.
I read somewhere that Apple is going to launch the 4.7" new model in Sept and the 5.5" one a few months later. Is there any truth to this rumor? If they do this, they are going to undermine the sales of the 4.7" phones until the 5.5" phone comes out and people can compare the two before they choose which to buy.
So iPhone 3rd fiscal Q sales expected to be around 39M while Samsung S5 sales expected to be about 25% lower than expected. Yes, Apple lost share after others stole their tech IP and came out with their own devices and millions of people bought Samsung and other manufacturers phones because they were cheaper or they just didn't want to buy into the Apple crowd and be different. That's all understandable for the first few years but now people are coming to their 2nd or 3rd round of upgrades and the majority of iPhone users are staying with iPhones while an ever increasing percentage of non-iPhone users are moving to iPhone. Apple is winning the war.
I have read only one analyst article that "got it". Apple is integrating your life seamlessly between everything you use. They are getting car manufacturers to build with iOS. They are working your home security, garage door openers, lights, HVAC, and likely more home appliances to connect via iOS. They have now seamlessly connected all of your Apple devices together to share info. And last, they will be launching into mobile payments with the opening up of the fingerprint scanner feature. No other company has done this. MS has aspects of this and Google/Android have aspects of this, but what happens when one of those two companies upgrades their software? Will they automatically integrate or will something lose use-ability or get left behind in insecure malware land? Apple just punched a huge hole in the way MS and Goog do business and they won't be able to match Apple moving forward. All of the pieces are coming together for Apple to dominate the next decade.
And with split coming up, the retail investors will also start buying more Aapl under the convoluted thinking that it's cheaper. But they will be buying more shares for their money. I'm thinking $800 by end of year with this, increased Mac sales and at least 60M iPhones in the holiday Q, maybe 70M with China Mobile getting the 6 launch at same time as US.
Sixth, your Mac is an extension of your iPhone! Look up a customers number and click on it and dial away. Businesses love this and want this.
Fifth, cook made it abundantly clear that if you write Apps, or want your customers accessing your latest business software, or if you want all of your employees all using the same OS on their phones and computers and that they will work together seemlessly and if you as a consumer want all your devices to work together in a perfect network, you buy Apple products for efficiency and productivity gains as well as free software upgrades. Android smashed!
Fourth, iHome has just scratched the surface. That software will eventually be offered for businesses. Close store Siri.
Third, they opened up their fingerprint scanner for developers. Hello? This is pretty obviously saying mobile payments are next.