Apple (AAPL) roundup: 1) The USPTO has granted Apple 29 new patents. Among them are a patent...

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bjnflicks Comments (446)
 
Wow, this is huge news. The biggest esitates I heard before were 100 million iPhones and 50 million pads. If true, we are in for a HUGE relief rally in AAPL stock and new highs.
30 Oct 2012, 07:03 PM Reply Like

jamesgisclair Comments (2)
 
It is my opinion that due to the charts ,I have to agree that Apple is oversold and will get moving. It seems that every move they make is right on and calculated to be sucessful.
30 Oct 2012, 10:07 PM Reply Like

pman6 Comments (200)
 
how do you predict a full year's sales of a product?

are they psychic? fortune tellers?

when they say 102m ipads, have they considered a correction factor due to consumers who buy other tablets like the new google tablet with Retina-plus display ?
30 Oct 2012, 07:18 PM Reply Like

gensearch2 Comments (1103)
 
Pundits don't have to be right. Have you ever seen an analyst punished for being wrong?
30 Oct 2012, 07:46 PM Reply Like

aperture1 Comments (173)
 
Apple has a pretty good understanding of the size of the market, the rate the market is expanding (probably thinking about this in ways we simply don't think about), the percent of the market they think they can get, and they also have a pretty good idea of how many people will replace this year what they bought in the past (also thinking about this in ways we simply don't think about). Those three measures give them a very good estimate of what they will sell this coming year.

In addition, Apple certainly has data that nobody has and nobody would really understand it like they do.
31 Oct 2012, 12:10 AM Reply Like

who? Comments (106)
 
Apple sells every phone they can produce so calculating sales = calculating production capacity.

Market has nothing to do with it as demand greatly outstrips supply.

What is amazing is that it means 530 000 iPhones produced per day every day (365)... its mind-blowing.

This is why Tim, the supply chain guru runs the company.
And even at that rate they still can't open all the available markets because they wont have enough stock...
31 Oct 2012, 06:02 AM Reply Like

rocback Comments (649)
 
That would give Apple almost 60% of the tablet market, well above what is being projected. As for the 194 million I phones, thats twice the highest projection out there. Do you think that is possible and what would that do to the top and bottom line?
30 Oct 2012, 07:31 PM Reply Like

Mike Voelk Comments (137)
 
My guess is the model predicts a bigger mobile pie. Stocks are forward looking as I recall but many are looking at things quarter to quarter...that's not that very far looking. How about 2014, 15 etc? Can't predict it? There has to be some way to model this and at least get it directionally correct. There are 8 billion people on the planet to be connected. Apple will own the luxury side of that market...and there will be an adoption rate to mobile for each country. I personally think those short Apple for expiration dates in 2014 are on some scary thin ice. This article must at least give them pause.
30 Oct 2012, 07:51 PM Reply Like

iamkevin1 Comments (9)
 
I think that one thing that makes that number possible is the fact that the smart phone industry is expected to double from 1 billion to 2 billion in the next 2 years. There should be many more sold last year than this year and that is in addition to Apples market share improving over other manufacturers because of the iphone 5.
30 Oct 2012, 10:50 PM Reply Like

Zhang Fei Comments (490)
 
The smart phone industry might increase in unit terms, but very little of that market will be Apple's, which is the high-end, early adopter niche. LCD TV's are ubiquitous today and unit volumes have skyrocketed to the point that CRT's aren't being manufactured any more. But unit prices have crashed and nobody is making any money. We may get to see Apple's P/E hit the triple digits. But that could occur without any movement in the stock price as Apple's unit volumes crash in response to frenzied market-wide price competition that Apple has traditionally chosen not to participate in.
30 Oct 2012, 11:03 PM Reply Like

merechino Comments (127)
 
What did you smoke?
31 Oct 2012, 01:23 AM Reply Like

merechino Comments (127)
 
"Analysts" working with hedge funds hyped HTC up to NT1,400 last year. Now it is down in the low 200's.
They are trying to do the same shorting trick with AAPL this time.
Soon they will be busy covering their shorts.
31 Oct 2012, 01:27 AM Reply Like

madbcolumbus Comments (105)
 
Whatever it is I want some! 7 of my friends switched from android to iPhones.
31 Oct 2012, 01:59 PM Reply Like

JG2000 Comments (177)
 
It's not always a good thing when analysts increase their forecasts because this contributes to higher expectations which Mr Market has a warped way of normalizing. Don't get me wrong...it's great if they sell more units...just not great if analysts are raising the bar to the point that Mr Market treats success with a shoulder shrug or worse (as is so often the case). Sometimes you wonder if these guys are deliberately over pumping expectations and shorting the stock.
30 Oct 2012, 07:47 PM Reply Like

Atkins Comments (644)
 
Yes, hedge funds are master manipulators. The retail investor truly has little chance in today's market.
31 Oct 2012, 10:19 AM Reply Like

Herr Hansa Comments (2951)
 
http://tinyurl.com/944...

A page turn ornamental design patent.

http://tinyurl.com/8ke...

A patent for an icon that used the term "Alternative" in a particular layout. Why is this not a copyright or trademark?

Design patents are a complete bastardization of the US Patent system. Kudos to Apple for playing this game through their attorneys. Literally everything that is a design, instead of going the historical worldwide route of copyrights and trademarks, will instead be funneled through "design" patents. No wonder the US economy is in trouble; any future "innovation" will require teams of attorneys. The lawyers have taken over this once great country.
30 Oct 2012, 08:06 PM Reply Like

rocback Comments (649)
 
The lawyers are needed to enforce the law. When someone steals from you like Samsung did, who are you going to call... an engineer?
30 Oct 2012, 09:45 PM Reply Like

Herr Hansa Comments (2951)
 
I am not faulting Apple, who are simply taking advantage of this broken system. The USPTMO is the problem.

I have successfully fought and prevailed in three copyright cases. I understand the law quite well in that regard, despite that I am not an attorney, and I went up against attorneys. Copyright works and is nearly universal due to international treaties. Trademarks are nearly as widespread and protected.

Patent laws that vary from country to country. Design is covered by copyrights and trademarks in most of the world, and not by patents.

Lawyers do not enforce the law, contrary to your opinion. That is for police. Also, no one was arrested at Samsung.
30 Oct 2012, 10:07 PM Reply Like

WmInce Comments (71)
 
"The lawyers have taken over this once great country."
======================...
Since the beginning . . . they have never given it up.
30 Oct 2012, 10:23 PM Reply Like

Atkins Comments (644)
 
If you ever need a lawyer, I'm sure your entire tune will change and you will suddenly become a supporter. Easy to criticize lawyers until one is needed.
31 Oct 2012, 10:20 AM Reply Like

Herr Hansa Comments (2951)
 
I've used law firms in the past to good effect. One thing that would help many industries in the United States would be tort reform, but it would surprise me to see that happen in the near future. Liability creates expenses that limit productivity and hinder expansion of production.
1 Nov 2012, 01:51 PM Reply Like

VeryCurious Comments (109)
 
I'm long APPL. But these patents are just about ridiculous. My dad has around 10 US-Canadian patents for real inventions (raillroad related). Lubricators, draft gear, etc. and they are all for innovative things. Not for just a word or an icon. As much as I like to reap the benefits of investing Apple, as a consumer, I'm sick of their fanboy ecosystem, high profit margins, and their insane infatuation with patenting dits and dats. I know, good for the stock price and their $120b hoard of cash. Someday the chickens will come back. And how about Steve's iPhone yacht ?
30 Oct 2012, 08:24 PM Reply Like

chopchop0 Comments (1721)
 
As I've said before, the only AAPL product worth owning is the stock. I use that money to buy my infinitely more customizable and less propietary Windows and Android devices
30 Oct 2012, 09:39 PM Reply Like

MagicMarker Comments (7)
 
Don't you mean Apple Store yacht?
30 Oct 2012, 08:43 PM Reply Like

Zhang Fei Comments (490)
 
AAPL patenting other people's inventions yet again. I have to wonder how many patent office people end up working at AAPL.
30 Oct 2012, 08:50 PM Reply Like

madbcolumbus Comments (105)
 
Are you short aapl? If not, please do so.
31 Oct 2012, 02:03 PM Reply Like

Yokyok Comments (276)
 
good thing you don't need a map to file a patent
30 Oct 2012, 09:02 PM Reply Like

rocback Comments (649)
 
Apparently there are a lot of bitter Koreans here that are upset they got caught stealing.
30 Oct 2012, 09:47 PM Reply Like

chopchop0 Comments (1721)
 
Yawn....

http://bit.ly/RvVtAC
31 Oct 2012, 02:19 PM Reply Like

BK0324 Comments (155)
 

For me the truth is: once you go Apple, you never go back! I own Macbook, iMac, iPhone, iPad, and thinking about the mini iPad ... maybe for xmas. ;) OH and I own a truck load of AAPL. From way back when .... :)))
30 Oct 2012, 10:16 PM Reply Like

bailinnumberguy Comments (1086)
 
194M iPhones and 102M iPads is a huge projection. I hope he's correct, but that'll require a perfect storm: (1) supply chain (2) world economy (3) China Mobile.
30 Oct 2012, 10:49 PM Reply Like

Yashinvests Comments (14)
 
AAPL bullrun here we go..
31 Oct 2012, 12:32 AM Reply Like

Grandma69 Comments (2)
 
I may be old, but I don't have my head in the sand. I have bought and sold Apple and Google more than a couple of times around the block: as they say, if it's good, it will be around a long time. I first bought Cisco long ago , as well as Microsoft and Intel. Made lots trading them in the olden days. Apple and Google are still in their prime. I'm anxious to make some real $$ still to be made on them. A happy, grandmother, who will keep going to the bank,.,The fat lady hasn't sung!
31 Oct 2012, 01:22 AM Reply Like

who? Comments (106)
 
Apple sells every phone they can produce so calculating sales = calculating production capacity.

Market has nothing to do with it as demand greatly outstrips supply.

What is amazing is that it means 530 000 iPhones produced per day every day (365)... its mind-blowing.

This is why Tim, the supply chain guru runs the company.
And even at that rate they still can't open all the available markets because they wont have enough stock...

This will mean 400 million iPhone users by end of 2013...
Many future years sales are secure due to the super sticky eco system, once you have a few apple products you will never leave, it simplifies your life and saves time = big deal.
Minimum 30% of existing users will upgrade every year that means at least 120 million existing users buying iPhones in 2014.
Market will double in size so they will easily find 100 million new users
after that just maintaining the existing user base will be enough with savings due to cheaper components and sales of other apple stuff to iPhone users growing automatically for decades...
not to mention content sales to half a billion loyal customers.


In London today a 1 year old 4s 64GB sells for £450 ($ 725) on ebay
upgrading to a iPhone 5 64GB with a 12 month Vodafone (most expensive carrier) contract is £ 319-439...
31 Oct 2012, 06:01 AM Reply Like

mator Comment (1)
 
And tell me why the stock is dropping please?
Bought some of them at 630...
Should I hold on or sell? :/
31 Oct 2012, 10:33 PM Reply Like