Seeking Alpha

Apple higher following reports of strong iPhone sales, improving supplies

  • Canaccord's Mike Walkley is providing more positive survey data (previous) regarding iPhone 5S (AAPL +1.3%) sales: His Oct./Nov. surveys indicate the 5S was "by far the top selling smartphone at all four tier-1 U.S. carriers and at most channels where the smartphone launched globally."
  • Walkley also reports 5C sales are "steady," and that silver/space grey 5S supplies were "much improved" from September levels, with the 16GB and 32GB models available at many U.S. carrier stores by early November. The gold 5S is said to still be in short supply.
  • Likewise, Gene Munster, who more than once reported of limited 5S supplies at U.S. stores, now says 5S supplies are nearing an inflection point. On the other hand, iPad Air supplies are believed to be tightening.
  • Yesterday: Apple roundup
Comments (33)
  • Humble Eagles
    , contributor
    Comments (2109) | Send Message
     
    The real story is iPads! Offering the mini in early November is a strong sign that Apple has more assembled than the analysts thought possible.
    14 Nov 2013, 01:11 PM Reply Like
  • scott trader
    , contributor
    Comments (5312) | Send Message
     
    Steady pace wins the race!!,
    14 Nov 2013, 01:11 PM Reply Like
  • berniespear
    , contributor
    Comments (244) | Send Message
     
    The news had the top 5 things kids want for Christmas this year. You guessed it...

     

    1. iphone
    2. ipad

     

    3 was like playstation and then clothes

     

    LONG AAPL and if the big boys would stop manipulating CRUS, long that too.
    14 Nov 2013, 01:16 PM Reply Like
  • janeksh
    , contributor
    Comments (17) | Send Message
     
    There was a segment on Jimmy Kimmel last week, where he offered a 5 year old boy a Samsung? tablet for answering questions about former presidents. Without missing a beat, the boy handed it back to Kimmel saying, "give it to someone else, I'm getting an IPad for Christmas. Out of the mouths of babes..
    14 Nov 2013, 08:04 PM Reply Like
  • JamesAlpine
    , contributor
    Comments (74) | Send Message
     
    Don't they want a Galaxy Gear? Surely that's got to be top....
    15 Nov 2013, 02:42 PM Reply Like
  • JamesAlpine
    , contributor
    Comments (74) | Send Message
     
    He he he :)
    15 Nov 2013, 02:44 PM Reply Like
  • rocback
    , contributor
    Comments (1118) | Send Message
     
    My wife and I both went to Verizon to buy new 5s's and I got mine because I wanted black but Wife had to wait for a champaign color and in fact the Verizon guy told her privately, she had a better chance getting one at the Apple store. He told me the 5 s is by far the best selling phone. He also said the GS4 from Samsung had less than half the resale value of the I phone 5.
    14 Nov 2013, 01:24 PM Reply Like
  • IGUART
    , contributor
    Comments (371) | Send Message
     
    I did a little checking of supplies at my local AT&T stores today for the Gold 5S in 32gb and they were waiting on the next shipment but the local Apple Store had them in stock. Apple's website touts 1-2 week delivery.
    14 Nov 2013, 01:34 PM Reply Like
  • chopchop0
    , contributor
    Comments (3792) | Send Message
     
    "He also said the GS4 from Samsung had less than half the resale value of the I phone 5."

     

    Rocback, is tim cook still paying you to troll SA?
    14 Nov 2013, 02:50 PM Reply Like
  • rocback
    , contributor
    Comments (1118) | Send Message
     
    you must be confusing me with yourself who is being paid to shill for Samsung like the rest of the Korean high school students, which by the way, they have admitted to.

     

    The salesman at Verizon was not the only one. Check out this article on how Apples I phones hold resale value much better than Samsung:

     

    http://cnet.co/14j3UUw
    15 Nov 2013, 09:05 AM Reply Like
  • 2puttwo
    , contributor
    Comments (543) | Send Message
     
    Nothing us "Bulls" didn't already know. Why do think we are bullish in the first place. The market got this wrong since the A7 and M7 chips were introduced to the public. As far as I'm concerned, the market has a lot of catching up to do. A hell of a lot of catching up to do.
    14 Nov 2013, 01:26 PM Reply Like
  • grange402
    , contributor
    Comments (139) | Send Message
     
    Good news. Goes to show , a good product trumps the vain attempts of short sellers to run a superior stock down in the long term. I look for Apple to climb to new heights, especially as the holiday buying accelerate.
    14 Nov 2013, 01:53 PM Reply Like
  • kimboslice
    , contributor
    Comments (1557) | Send Message
     
    Of course. Apple is crushing the also-rans. Road kill like Blackberry, Nokia, and the others taking up the rear are not going to slow Apple sales growth and profits.

     

    Today I got another Apple dividend, I take it in the form of shares. I hope Apple shares don't go up too fast again.

     

    Unlike some others my goal in life is to have a lot more shares of AAPL when I am shopping for my boat for exploring the Sea of Cortez.
    14 Nov 2013, 02:50 PM Reply Like
  • jamesingram32
    , contributor
    Comments (633) | Send Message
     
    Ha! new highs! . I like th bullish sentiment and confidence creeping back in.
    14 Nov 2013, 02:52 PM Reply Like
  • Deja Vu
    , contributor
    Comments (1373) | Send Message
     
    In the meantime, outside the US, Apple continues to eat dust...Android shipments top 80% of units shipped for the first time and Apple global sales market share is poised to fall into single digits...

     

    http://wrd.cm/1idBzZ6

     

    Perhaps it has escaped the Apple permabulls that US is saturated and almost all growth of market share is overseas and Apple is being outsold almost 10-1.

     

    Perhaps its escaped the Apple permabulls that all of the comments from analysts above referred only to the US market. Or that supply is readily available is perhaps a leading indicator of lesser than anticipated demand...
    14 Nov 2013, 03:23 PM Reply Like
  • UnStopaBull!
    , contributor
    Comments (178) | Send Message
     
    You talk about being outsold 10-1 but what I want to know is the ratio they are out earned. If it was 10 -1 then I'd have concern.
    14 Nov 2013, 04:04 PM Reply Like
  • WisPokerGuy
    , contributor
    Comments (961) | Send Message
     
    Blah... Blah... Blah...

     

    I've heard this song and dance before. Apple is, was and will continue to be the phone everyone (or most) in the emerging markets would want if they had the income to afford one.

     

    The fact is, Apple will absolutely sell more phones this holiday season then any of the so called "experts" thought possible 6 months ago. Therefore, margins are really the only important data point in my opinion. Google sells a lot of phones. No doubt. But their margins aren't anywhere close to Apples on a unit basis.

     

    Just my .02
    14 Nov 2013, 04:28 PM Reply Like
  • User7766461
    , contributor
    Comments (156) | Send Message
     
    "Perhaps it has escaped the Apple permabulls that US is saturated"..."Perhaps its escaped the Apple permabulls that all of the comments from analysts above referred only to the US market"

     

    So which is it? These two statements are in contradiction with one another. Is the US saturated? Or is the strong data only referring to the US market? Because if the data supports strength in the US market then it is obviously not saturated.

     

    Perhaps logic has escaped Deja Vu...
    14 Nov 2013, 04:30 PM Reply Like
  • beefy136
    , contributor
    Comments (479) | Send Message
     
    apple is out earning them 3.5 to 1. would you rather sell 10 million units but you only make 100 $ apiece on the units as most discounted phone manufactures do or sell 5 million units and make 250-350 dollars per unit like apple . the numbers are approximations but close to reality . me personally I would take the later (apple)!!
    14 Nov 2013, 05:24 PM Reply Like
  • NY2LA 1
    , contributor
    Comments (551) | Send Message
     
    When I visit Asia, apple is still the most sought after, Samsung is losing brandshare as Chinese competitors roll out cheap phablets And Samsung cuts prices left and right at local vendor malls. This is what I am seeing. I am seeing people crying out for a larger iPhone with premium high end components, and locals are not making high end phablets so apple would clean up. I can't speak to India, but I see what I see. Hope it's helpful.
    14 Nov 2013, 10:36 PM Reply Like
  • TaylorH
    , contributor
    Comments (55) | Send Message
     
    Cheap phones. It's the race to the bottom where there is no money. Apple is competing in only the profitable mid and high end market where they're doing very well and growing.
    15 Nov 2013, 01:37 AM Reply Like
  • scott trader
    , contributor
    Comments (5312) | Send Message
     
    Well, now it looks like Apple is having the last laugh. The Google Maps mobile apps, on both iOS and Android, were used by 81 million people in September 2012. By September 2013, according to ComScore, that number had fallen to 58.7 million. In just one year, Apple Maps has gained 35 million regular users.
    14 Nov 2013, 03:38 PM Reply Like
  • chopchop0
    , contributor
    Comments (3792) | Send Message
     
    I guess AAPL users don't mind driving off of roads and onto airport runways LOL
    14 Nov 2013, 04:26 PM Reply Like
  • chenmj
    , contributor
    Comments (681) | Send Message
     
    chopchop0 seems delusional and can't take truth.
    14 Nov 2013, 04:57 PM Reply Like
  • Sherelock
    , contributor
    Comments (6) | Send Message
     
    The free iWorks and iLife software was the push I needed to upgrade the wife's iPad(original) to iPad Air, my Dell laptop PC to iMac Pro (which also gets software update for kids iMac) and an iPhone 5s to get my iPad2 iWorks and iLife installed.
    I'm glad I own the stock with all that spend - and hope I'm not the only one doing it!
    14 Nov 2013, 04:27 PM Reply Like
  • khoa_van
    , contributor
    Comments (33) | Send Message
     
    you're not alone, before Nov, none of our family members are using Apple products because it is more expensive than other manufactures. Now, 6 of us switch to Iphone 5s already. We glad we switched and I can said that our family is sold to the Apple ecosystem. All my future products purchase will be from Apple from now on. We just love the quality and the user experiences. I plan on getting at least an Ipad air for my kids this Christmas. I can't wait for the iWatch and iTV.
    14 Nov 2013, 05:19 PM Reply Like
  • UnStopaBull!
    , contributor
    Comments (178) | Send Message
     
    I'm looking forward to the IHouse ;)
    14 Nov 2013, 06:52 PM Reply Like
  • GaoDawei
    , contributor
    Comments (124) | Send Message
     
    Apple products and software always make my day happier.
    14 Nov 2013, 07:21 PM Reply Like
  • Rollo Tomasi
    , contributor
    Comments (248) | Send Message
     
    Just looked over Apples web site, the iPad air, iPad mini with retina, and all colors of iPhones 5s cannot ship within 24 hours. The only new item that can ship within 24 hours are certain colors of the 5c. I'd say demand for apple products is pretty damn awesome. They are such an amazing company.
    14 Nov 2013, 07:51 PM Reply Like
  • bfmil
    , contributor
    Comments (221) | Send Message
     
    Can't wait to use my employee personal 25% discount on my next iPhone.
    14 Nov 2013, 09:31 PM Reply Like
  • flabingo
    , contributor
    Comments (90) | Send Message
     
    Tim Cook was good as COO, delivering product, now as CEO he may be the wrong guy. And Peter Oppenheimer has to be a problem
    15 Nov 2013, 01:34 AM Reply Like
  • JamesAlpine
    , contributor
    Comments (74) | Send Message
     
    Flabingo. Fortune runs a exec team 'dream team' feature where captains of industry say who they'd hire from around the world to fill C-positions - money no object etc etc. Who are your picks?
    15 Nov 2013, 02:46 PM Reply Like
  • flabingo
    , contributor
    Comments (90) | Send Message
     
    Excellent question.
    1. first of all Tim Cook does not pick the Board of Directors. They pick him, who are picked by the stockholders.
    2. I aware of McKinsey and other advisors. I would take the time and money to get their opinions
    3. My first choice would be Warren Buffet, since he has to be one of the most creative. Financial minds in the world. He created two classes of stock, one sells at 174,000 and the other at 103.00. Geico gives discounts to owners of Berkshire Hathaway stock.
    4. I would look outside the USA for their opinions
    5. I would also ask Icahn if he could recommend anybody.
    6. The question who has the interest to get other opinions and ideas, Not Cook, Oppenheimer, Al Gore, and the existing directors.
    7. We, the interested investors, have a voice, and maybe there is a way to mobilize it, by organizing and communicating with the execs and directors of Apple, whether by letters, tweets, or any other microphone. Maybe Bloomberg, now that he is retired would have an interest. I think George Soros is a stockholder.
    8. There are a number of outstanding venture capitalists, such has Steve Jurvetson, who may have Ideas
    But somebody must admit that getting other opinions would be a positive.
    9. New directors such as Elon Musk, Mark Zukerberg, would be a big positive
    Remember when General Motors was King of the mountain, but competition came along, and they went bankrupt. That would have been unthinkable 60 years ago.
    The best evidence to me is their balance sheet, and the fact that they have no money invested in property and equipment. And they depend on their major competitor to make their components.
    But to me the worse remark, was when Cook, said "We do not make Junk", suggesting that a Chevy is a piece of junk, and then tells us that the hiring of Miss Burberry
    who is not coming on board for six months is very very important.
    When I look at the resumes of Oppenheimer and Cook, I have the impression that they can be replaced with a much better person.
    Close your eyes and imagine if Warren Buffet bought the same amount of stock as Icahn.
    16 Nov 2013, 04:09 PM Reply Like
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