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A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right...
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Friday, January 25, 6:32 PM ETA 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages."
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None of you understand this? That is how the big dogs, and us that can follow along, make money.
Gesture-based OS is the future
Go to an Apple store, stand by the Genius bar, and watch the iPhone 5 buyers. Talk to them. Roughly half, in my experience, were upgrading from iPhone 4 and 4s, half from Androids, mostly Galaxy flavors. Both Verizon and AT&T earning announcements showed that there is no significant Samsung erosion of the Apple market share here in the USA, though admittedly, it is significant internationally. But as the Samsung figures released Thursday show, the profitability of that business is low, and getting lower.
this happened to me, Droid X was fine but switched to iphone and am not switching away.
i took the strong sales of iPhone 4 however to mean that Apple is luring more new users. Intuitively i would think a former iPhone user would upgrade to the 5, not the 4, while a new smartphone customer probably sees the differene as minimal and both as light years from their old cellphone so they get the cheapest. as we know, one Apple product usually leads to another.
There is a huge difference.
That was a while ago that I wrote that. We never really had a full market correction last year. I rarely ever buy shares in any company when the market is high overall, though sometimes hedges are good choices. In a market decline, I would look at AAPL shares. I still think the level between 355.00 and 420.00 is a good range for AAPL shares, though it depends upon the level of the overall market. I would hope for a decline on the S&P prior to then, though we might not see that for another week or three. The real key to watch is SPXA50R.
If that is true, then dontcha' think that inking an agreement with CHL is almost a done deal?
When that happens AAPL will have access to over 1 BILLION Chinese consumers.
Think about that.
I leave in Belgium. I have a IP4 & plan to upgrade to 5S. My wife, my son & my daughter have an Android because of the price. They tend to use my IP4 for many purposes instead of their devices
What market are you talking about? Surely not the Cn high-end cell phone market?
Are you? If you think Samsung has the advantage, you are gravely misinformed!
Remember a few months back when the iPad Mini announced, reviewers and guys like me (with an iPad 3) turned up their noses at the non-retina screen and higher-than-competition pricing? - and it immediately sold out, even in China? Even I, who've been watching small computer devices in the Akihabara for decades "forgot" how popular small novel devices are in Asia - and how prestigious it is for a yuppie in Tokyo or Beijing to whip out a small Apple device in an after-hours bar...and how declasse' it is to pull out an Asian brand in that setting.
Apple will come back, but as a stock, not for awhile. I see it bumping along the 420-450 level for months, until the introduction of another "new" device, the predictable bombing of the BB10, etc. Klein's refusal to discuss Surface or Windows 8 phone sales on the MSFT conference call - and the absence of Steve Ballmer - spoke volumes. Though I rarely agree with Jim Cramer on anything, his comment that the MSFT earnings call could be recorded and used as a treatment for insomnia ("Lunesta-soft") was right on.
MSFT spent $9 billion on R&D last year, 3X AAPL. MSFT has nothing to show for it. Samsung's ad spend was almost as much as AAPL's R&D, and they have little to show for it - sure not mobile profits.
"dump the Samsung in a Bejing minute"
Agreed, though I've been noticing more high-end Samsung Galaxy smartphones in Shanghai.
furthermore, Beijing is either flooded, freezing and always over-polluted, which distorts reality.
Glad I am not there, though the people were very hospitable ...
The whole hubbub of size, shape, interoperability of screen density, area, overlapping products in iOS just got too difficult for Cook... so he fired the software problem child & made Ivy the second coming of Jobs The Product Designer... what do you think?
Is Apple going for profits or gross margin?
I'm glad to hear they are considering a larger phone; 4.7 should be the minimum...otherwise they are just tossing business to Samsung. Why not also create a version of the ipad mini that is a phone? Instead of just chasing the evolving larger Samsung phones this would be a nice attack from higher ground. Before I get the comments again...you would use a bluetooth headset or speakerphone (no...you don't hold the giant thing up to your head).
Did you note that during Alicia Key's "Obama's on Fire" during the inauguration ball, a few of the iOS devices held aloft were iPads? Even here.
Big iOS devices don't seem to pose a portability obstacle to many people!
I don't think the momentum will change until the commentary on the stock is overwhelmingly bearish here and everywhere else. That will be a bottom. Maybe it happens sooner rather than later but this stock is still too loved in my opinion.
For holders of AAPL I hope I am wrong. I will be looking to become one of those direct holders (if you own the SPY or another index you own it) at some point.
Best,
Paul