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Verizon Communications Inc. Message Board

thomasthecat69 17 posts  |  Last Activity: Jul 31, 2014 12:56 PM Member since: Jul 9, 2007
  • 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.

  • thomasthecat69 by thomasthecat69 Jun 19, 2014 12:53 PM Flag

    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.

  • Reply to

    Underowned by institutions

    by thomasthecat69 Jun 3, 2014 10:39 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 10:43 AM Flag


  • thomasthecat69 by thomasthecat69 Jun 3, 2014 10:39 AM Flag

    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.

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 10:01 AM Flag

    Apple just changed the world, again.

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 10:00 AM Flag

    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.

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 9:58 AM Flag

    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!

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 9:54 AM Flag

    Fourth, iHome has just scratched the surface. That software will eventually be offered for businesses. Close store Siri.

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 9:53 AM Flag

    Third, they opened up their fingerprint scanner for developers. Hello? This is pretty obviously saying mobile payments are next.

  • Reply to

    Enormous software launch sets Apples future

    by thomasthecat69 Jun 3, 2014 9:48 AM
    thomasthecat69 thomasthecat69 Jun 3, 2014 9:51 AM Flag

    Second they made their Macs extensions of your iPhone. Businesses will love this.

  • First, they integrated the Mac and mobile iOS devices to work seemlessly together which opens door for much larger business adoption of Macs.

  • thomasthecat69 by thomasthecat69 Jun 3, 2014 9:43 AM Flag


  • Reply to

    Very positive stock reaction

    by thomasthecat69 Jun 2, 2014 3:25 PM
    thomasthecat69 thomasthecat69 Jun 2, 2014 3:32 PM Flag

    Without the "normal" selloff, the shorts and Put buyers will need to unwind their bets and up we go.

  • thomasthecat69 by thomasthecat69 Jun 2, 2014 3:25 PM Flag

    Compared to prior years, a non-selloff has to be worrysome for shorts and anyone who followed Fastmoney advice to buy Puts at start of the show. Up from here.

  • thomasthecat69 by thomasthecat69 May 20, 2014 11:11 AM Flag

    They have been amazingly silent in regards to their completely new product, which is supposedly not just an upgrade to existing products. Is it mobile payments and NFC? I don't see an iWatch adding much value to the company even if it has health monitors. The average iPhone user doesn't need that or want it. If they really want to bring in something to move the needle it has got to be something like iPayments.

    Any idea on any technical innovations that may come with the iPhone 6 other than a form factor change and a bigger screen? Again, Apple has kept the lid on this very well, that is if there is anything in the pot to keep under the lid.

    Last, the stock split should have a positive effect to the market cap once the people who believe that it's better to have 10 of something for $60 each instead of 1 of a $600 item. Attention Walmart investors! Serious, we know it's an illusion but I know some very smart people who don't want to buy a $600 stock because it's "expensive" but will snap it up at $60/share. Ridiculous.

    I'm betting that the iPhone 6 will be a blockbuster simply due to the size and that people will be holding back to finally get the big screen. Plus with all of the monthly payment plan option being offered by the carriers, there will be a huge early upgrade this season. And with China Mobile 4G finally being fully ramped up towards the end of the year, and likely an earlier launch alongside CU and CT, could be a 65-70M iphone Oct-Dec quarter coming up.

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