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More on Apple: Raymond James reports many iPhone suppliers have "recently indicated an...

  • Friday, March 8, 12:21 PM ET
    More on Apple: Raymond James reports many iPhone suppliers have "recently indicated an expectation of earlier seasonality," and takes it as evidence of a pending refresh. A big drop in shipments is expected for the June quarter, followed by Sep. quarter growth. The big question for Apple is whether an iPhone 5S that keeps a 4" display (as has been reported) will lead to a major sales pickup in the face of growing demand for larger displays, and the upcoming launch of Samsung's Galaxy S IV. However, an early 5S release would suggest an accelerated launch for an iPhone 6 rumored to have a bigger display.
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This news story has 37 comments:

  •  
    I'm burned out on AAPL stories. I ain't gunna read um and SA shouldn't print um.
    8 Mar, 12:28 PM Reply Like
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    You don't like the rumor mongering? It's kind of lost it's shine for the Apple, too many other phones out there. They have lost the WOW.
    8 Mar, 12:39 PM Reply Like
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    This is the best thing I've read on SA. Refreshing to say the least. Thank you!
    8 Mar, 12:43 PM Reply Like
  •  
    I'm not going to read your comment.

    Wait. I just did.
    8 Mar, 04:42 PM Reply Like
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    The Galaxy 3 was beaten by the YEAR OLD 4s not to mention having the iPhone 5 sell double the 3's numbers.

    There's a reason Samsung is downplaying their phone divisions future income.
    8 Mar, 12:42 PM Reply Like
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    I suspect Apple cranks up the rumor mill during rollouts by competitors to keep the interest on Apple products, not the Samsung S IV! The flood of rumors over the last couple of weeks on vaporware at this point---TVs, watches, EM iPhones, big iPhones, new iPads--you name it; well, it tells me Apple Inc is very worried about Samsung's announcement.
    8 Mar, 12:44 PM Reply Like
  •  
    Wrong. Apple is not worried about Samsung. They worry about the quality of their products and the satisfaction level of their customers. If they do worry about Samsung, it's what new invention they have that Samsung will steal or copy next.
    8 Mar, 01:03 PM Reply Like
  •  
    Where do you think the flood of rumors to Apple's trusted leak outlets is coming from? Why are they leaking so much information now? Because they are scared to death of the Samsung SIV? Or do you think these are random events?
    8 Mar, 01:07 PM Reply Like
  •  
    Like the rectangle with rounded corners or the store front with 6 benches?

    http://onforb.es/10hLbYA
    8 Mar, 01:07 PM Reply Like
  •  
    You could well be right.....a person I know in the PR sector tells me that Apple's PR machine have been working over time in the last two weeks. They use sub-agencies to push out info, but if you know who they are, you can easily trace it back to its originating source. Where do you think WSJ get their stories from?....A person with knowledge of such things APParently.
    8 Mar, 01:14 PM Reply Like
  •  
    if these rumors were deliberate wouldn't they be more positive? Who reads these things? People who check financial news? How many do that?

    Apple wants to move the needle with products, not rumors.
    8 Mar, 01:18 PM Reply Like
  •  
    Humble Eagles, Who cares at least people listen and possibly push AAPL shares positive for a change. SS will continue to clone if AAPL continues to innovate.
    8 Mar, 01:38 PM Reply Like
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    Eric, I think it is a decent indicator of what Apple HQ is thinking. The fact that they are leaking all of this info tells me they may be pretty worried. They could also be diverting attention away from something--like a TV set. People pay very close attention to the rumors and plan upgrade decisions, so they are important. That is why they aren't Apple's first choice, I suspect. They would much rather keep the public in the dark, so existing product demand stays strong until they feel like updating. The problem is that the geek press, and the regular press will likely go nuts over SS's new phone next week. The buzz about what Apple has coming prevents a stampede toward Samsung--PR and actual customers.
    8 Mar, 01:48 PM Reply Like
  •  
    Apple seems to be very good a depleting old stock before the new. I have noticed in my area more ads for iPad and discounting on other apple products that you don't normally see. I believe there is a new iPad coming out soon. The iPhone has always been advertised but mostly by the telecoms. I was surprised that Target was rebating the iPod so soon after it was released maybe to compete with Amazon on the tax issue but still that was surprising.
    8 Mar, 02:00 PM Reply Like
  •  
    Its an old trick Applecrat, you feed some small bits of " positive " news with some slightly " negative " news to hide you activities. If you look at some of the " negative " news, most that originates from Apple also finishes with some positive news, so it kind of says " Apple are in trouble, but dont worry, they are on top of it and will fix it and come out on top again ". Then there is the reverse negative where you throw a fox amongst your competitors chickens. The story about Google allegedly wanting to dump Samsung was one such example. Of course whoever spread it knew it would be countered so its impact would only last a few days, but it was picked up by a few media players and put out an element of doubt when Apple's shares were dropping. It happens all the time and a lot of the stuff flying around now is from the companies themselves. And of course, it isn't just Apple, they are all at it.
    8 Mar, 02:26 PM Reply Like
  •  
    don't buy it as a concerted effort. News stories change daily. Stock moves on anything and everything. Whose job would it to manage that minutia? to what end? everyone knows earnings and product developments are what cause sustained trend reversal. Why pay someone to disseminate a vague story that moves your stock fo a few hours or days?

    If anything it's not worth the reputational fall out of getting caught manipulating the media.
    8 Mar, 03:27 PM Reply Like
  •  
    Apple is scared. Apple is worried...

    Keep in mind, the company is run by successful adults. Your comments only show you have some personal feelings against Apple. Over telephones.

    I'm going to go out on a limb and say odds are Apple is more focused on their own products, but if there is ever a "stampede" over a Samsung announcement, that'll be something, no doubt!
    8 Mar, 05:58 PM Reply Like
  •  
    Just how large a display does a phone have to get before makers finally see that it has become the size of a small pad? And then make the Ah-Ha! decision to make a combo phone/pad? Double Duh.

    Logically one might think that phone makers are too obtuse to see the future when it is right in front of them, but the real reason is that they want to squeeze every last penny of profit out of present products before making better others, and then do the same with those, and on and on.
    8 Mar, 01:00 PM Reply Like
  •  
    You are right, there is a maximum size, however, one of my business partners, who is a guy, has to put his iphone 5 into landscape mode to be able to type. If he does it in portrait mode, his fingers keep hitting different letters. When he uses my Xperia Z with a 5 inch display, he doesnt have the problem, so there is a need for a wider screened iphone.
    8 Mar, 01:19 PM Reply Like
  •  
    The iPad mini is already a combo phone/pad! Triple Duh...Apple did it already.
    8 Mar, 01:14 PM Reply Like
  •  
    No. Only using an app can you phone using a Mini and it limits minutes. Phone capability is not inherent. Apple wants to make all possible profit from separate devices before combining features, but it will do it when the revenue stream of both slow. That's marketing!
    8 Mar, 02:24 PM Reply Like
  •  
    I have a ?.

    Often it is faster to open a program in a web browser than using the specific app.

    Are you saying Skype, GVoice, ... are non-functional in an iPAD or Nexus pad?
    8 Mar, 02:29 PM Reply Like
  •  
    Yes that can be true for Skype, etc. But come on, read my post. It says that phone cape is not a built-in in a Mini, you have to add an app for it to work as it is made now.

    But someday, yes, it will be inherent.
    8 Mar, 02:53 PM Reply Like
  •  
    You'd better check the Apple store...you buy a phone-capable iPad mini, get a data plan, and you have full phone capabilities just like an iPhone. No app required. Your Apple conspiracy theory, once again, falls flat.
    9 Mar, 10:57 PM Reply Like
  •  
    $AAPL All Apple has to do is make the iPAD Mini LTE 4G Cellular and you have a 9.7" iPhone PHABLET that kicks all other Phones in the Market.
    8 Mar, 01:36 PM Reply Like
  •  
    Could be too large a screen. Not sure yet. I have done a lot of experimenting with device screen sizes and women seem to accept a larger combo device size more readily than men due to having large purses. Men carrying a 9.7 iPad on their belts looks to be doubtful right now. That could change if the device is made lighter and men accept a carrier case, and that all depends on how it's marketed. If it's cool, it will become a must-have like all Apple stuff. After all, what is so diff about that from carrying around an ultrabook?
    8 Mar, 03:04 PM Reply Like
  •  
    You heard it here first.
    Apple will introduce a new feature on its upcoming iphone that will begin an all new revenue stream for Apple; one that is big, and requires no hardware, as lucrative as itunes, if not more so. If you aren't long AAPL now, you should be soon. We'll never see this stock price anytime soon.
    8 Mar, 04:05 PM Reply Like
  •  
    is it the happy ending app?
    8 Mar, 04:44 PM Reply Like
  •  
    Last chance to get aapl at $600. Wait, last chance to get aapl at $500. Wait...

    Aapl has clearly lost it's "cool". SS & Nok are out cooling them. Given a choice between an iphone and a Galaxy I'll take the latter for its larger screen. Nok's Win8 phones are pretty impressive too. Aapl made the classic mistake of most behemoths: complacency. A phablet and mini a year ago would have take the wind out of the competition. Now they have to play catchup. Aapl needs new game changers like iGlasses (beaten to the punch by Google), iWatch, iTV, etc. for another stock rally.
    8 Mar, 05:48 PM Reply Like
  •  
    Samsung and Nokia are not cool.

    Everything looks like a commodity, but if you want a larger screen.

    But concerning after sales service, Samsung sort of sucks, and Nokia outsources it in Cn.

    Actually the Genius Bar services in Cn are better than in the Bay Area!
    9 Mar, 05:21 AM Reply Like
  •  
    Have read that in Asia big phones are popular, however, I live in a huge metro area in the states and I just don't see many larger screen phones. In fact, very few. Not a youngster but I do go out to restaurant and shopping areas occasionally. See a bunch of iPhones so I do take note of phone brands people are using. Perhaps they are coming but not yet here.
    9 Mar, 08:44 AM Reply Like
  •  
    I think the official Apple 'Rumor' app will be released in next upgrade. Then you can have Apple rumors on demand or make a few of your own. It will have 3 levels, believable, moderately believable and total BS. Not sure if it will help share price though.
    10 Mar, 08:38 AM Reply Like
  •  
    The comments on this string are really full of a lot of easily cured ignorance. Both the iPad mini (7.9") and the regular iPad line (9.7") can be purchased with full cellular LTE capability. Go to the Apple store and LOOK, for God's sake. The iPhone is nothing but an iPod with cellular capability. So the iPad (mini and maxi) are convertible to large phones if you just buy one with cellular capability and then let your phone company know. Getting on Seeking Alpha and whining about Apple's lack of capability and what "they should do", has, in this case, just revealed your own lack of initiative to study the issues. Don't presume to instruct others when you demonstrate absolutely no ability to instruct yourselves. This goes for Bobbobwhite, and AgKinFLA in particular.

    As for the Apple Rumor app...not necessary, we already have the Seeking Alpha app. It serves the purpose quite well.
    10 Mar, 01:47 PM Reply Like
  •  
    Ionias & JOHNT, you two are a riot! I need the SA upgrade, not. Happy being long AAPL.
    10 Mar, 10:40 PM Reply Like
  •  
    I was an executive for a large publicly traded company and I have been on the board of directors for two others. Believe me, people in these key positions at Apple do not spend their time plotting to spin petty story's about their competitors. Their primary aim is two fold: making the greatest products that they can and provide world class service to current and future customers.
    11 Mar, 03:21 AM Reply Like
  •  
    Agree madmax99...and they are doing quite well on both counts. Long AAPL.
    11 Mar, 10:13 AM Reply Like
  •  
    But then madmax, would/will the speculators talk about?
    11 Mar, 12:26 PM Reply Like
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