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  • Apple Music's Start Looks Promising, But Don't Get Blindsided By Early Numbers [View article]
    The Kush,

    Apple Music is available in the whole EU as well. Get your facts straight.

    If Apple Music attracted only 11m users while it is completely free and all over the Internet you could find articles regarding how to turn off the automatic subscription after the end of the trial, it is completely obvious that these numbers are all but promising.

    I want to see the numbers right after the end of the trial. Everything else is meaningless. Since the service is completely free, I expected at least 50m subscriptions by August. Seems like not that much customers are interested in this service even if it is offered for free.

    With only 11m users, it might be even more interesting to offer the service for free permanently. Apple would offer a great selling argument at an extremely low cost. $15/month for 6 family members shows that Apple could easily afford 1-2 years free music for a purchase of an iPad, an iPhone or an Apple Watch.
    Aug 6, 2015. 01:58 PM | 3 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    "Yet Apple didn't have the watch in stores until 6 weeks after launch. Nor have they made them available to outside retailers. Nor are they available in all Apple markets."

    -> In deed, Apple displayed Watches in European stores for 2 weeks and started selling them only afterwards, creating the effect of rarity and the artificial urge to buy. Some people have most certainly rushed in to buy one, but there was very few of them in EU. When iPhone 6 and 6+ got released, there were crowds, cues and stock shortages in Dusseldorf, Lille, Paris and Brussels. I saw it by myself. Nothing comparable could not be noticed regarding the watch.

    "If they had an over-abundance of watches they would have been selling them everywhere and there wouldn't have been multi-week shipping delays."

    -> It is Apple, it is not like it absolutely needed to clear its stocks. It is not a question of selling or going bankrupt, but rather to create a long term pattern. Apple sticks to its regular strategy of creating an envy and rolling out new products progressively on different markets. Unfortunately that strategy did not work out in this case and stocks are clearly overwhelming, while people do not rush to buy watches. All that despite hundreds of millions spent on marketing and promotions. I think that the worst strategy was to present a geeky watch as a lifestyle fashion accessory and advertise it in fashion and haute couture magasines.

    "I'm not suggesting Apple sold millions upon millions of watches and that demand is massive. All I'm saying is it's pretty clear their supply situation for the first couple months after launch was way behind demand."

    -> Maybe in the US. I read a report arguing that Apple was selling 200,000 units a day in the US during the first week. According to the same report, released before the quarterly earnings reports, sales supposedly fell to 5,000 units a day a couple of weeks after the release (extremely fast). I think that it is not even close to EU sales. I am all the time in the city centrum and as I said, I did not see anyone wearing one, while Apple Stores, nor the Apple site have not been out of stocks.

    Meanwhile even suppliers cannot reach the break-even point and do not expect to reach it during the next 2 quarters :
    Aug 3, 2015. 07:08 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    Dennis Baker,

    What I wrote was based on my personal observation, Apple's site checks and Apple Store (the only distributor in EU) checks upon the release. I could not observe any stock shortages on Apple EU sites. I was considering a purchase, so my interest was double, as an APPL long investor and as a potential buyer.

    The 1st wave of releases was in the US, the 2nd Germany, UK, France, Netherlands, Switzerland, etc. It was all in the same quarter. In Europe there was no supply constraints whatsoever and the demand did not follow since the very first weeks of the European launch. There were huge crowds around Apple Watches in stores, a lot of interest, but no one was buying. No crowds today, people barely look at watch stands. The first time that I saw someone wearing an Apple Watch (watches is my passion and looking at what men are wearing on their wrists is a sort of a reflex) was 9 days ago in Zurich. My observation was confirmed by the last quarter results.
    Aug 3, 2015. 06:30 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    Dennis Baker,

    I don't know what is going on in the US buy here, the few Apple Stores that we have got around Belgium (our Apple Store in Brussels will be opened in September) have a lot of stocks. Moreover there are thousands of watches that are being resold or sold on eBay and other eBay-like sites.

    UK : -> 7 pages of authentic Apple Watches (350 in total)
    France : -> 5 pages (250)
    (I put price starting at 150€ in order to avoid all the Chinese replicas)

    I saw many Apple amateur French speaking sites where people decided to buy 2-3 watches abroad upon the release and resell them for a premium in Belgium before the official release, but they simply could not find any buyers.

    Now that I read your comment, I have also checked (Germany), (France), and (Netherlands) and all the models are in stock and can be immediately purchased without any problems.

    In any case, I simply cannot believe that there is a supply problem and if there is one, it might have been artificially created by Apple.
    Aug 3, 2015. 06:00 PM | 3 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    I do not know where you see any supply constraints on Western markets. When Apple Watch was released in France, UK and Germany (second wave) I had the possibility to go to Apple Stores in London, Paris, Lille and Dusseldorf. Since the weeks 1-3 upon the release they had enough Apple Watches in stock to sell me. Did not buy, but as an investor I found it interesting to check. Approximate sales numbers from the last quarter indicate that the demand is weak, while the supply seems to be sufficient.
    Aug 3, 2015. 04:36 PM | 4 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]

    It might be unrepresentative, but from all the people I know, the only ones who purchased an iPhone 6 were former Samsung users. Others kept theirs 4, 4s, 5 and 5s and they do not seem to have an intention to upgrade. The fact that only 23% of consumers upgraded might indicate that :
    1. iPhone users are not interested in upgrading to newer models because they are satisfied with their current iPhone.
    2. iPhone users do not want to buy a new iPhone and wait for some other brand to release something different.

    It is only my personal opinion, but I think that in the Western markets, people are genuinely fed up with this duopoly and are getting more and more uninterested in the current phone market. I do not know how long this situation can last, when you have got a generic OS, a generic design and generic refreshments used by all phone makers. It is like if you had 2-3 same car models from all the car makers.

    I have been on a party in Paris recently. I was surprised to see that the most popular phones among young people became the old Nokia and SonyEricson feature phones from the early 2000's that are being sold new by some specialized companies. Apparently these phones drag more attention than any other phone on the market.
    Aug 3, 2015. 04:12 PM | 6 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    Never did? Apple Watch does not count?
    Aug 3, 2015. 03:55 PM | 3 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]

    Just because this article is written about Apple and it irritates some investors, does not mean that the author seeks a controversy. Paulo presented his point of view that he backed with a sound argumentation. It is a forecast and it can obviously be right or wrong, just like any other forecast. Nevertheless, claiming that his approach is unprofessional is simply ridiculous, especially based on this piece of work.
    Aug 3, 2015. 03:50 PM | 38 Likes Like |Link to Comment
  • Is Apple Making An iPhone Mistake? [View article]
    Just out of curiosity, does Apple still produce new iPhones S5? I thought that when it comes to older models Apple sells the unsold units that it had in stock.
    Jul 28, 2015. 05:55 PM | 3 Likes Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]

    First of all, most of the artists work for free for the sake of art. In fact, the most talented artists, who became recognized and entered into the history upon their death were all extremely poor.

    I am not implying that artists should work for free. I am saying that they should work for a reasonable wage, just like anyone else does, especially since being "bankable" does not mean being particularly talented.

    Seeing talentless bimbos, reality show cast members or some playback singers earning dozens of millions a year is a shame for our sick society and I am very glad that Internet took a significant part of the revenue of these greedy bastards.

    What kind of example do these circus freaks give to our children if they earn thousands of times more than doctors, layers and entrepreneurs? How many teenagers drop their education, knowing that being intelligent, educated or talented is not a requirement to become wealthy anymore?
    Jul 9, 2015. 03:25 PM | 3 Likes Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]
    I think that it is a ridiculous mid 20th century misconception that music should be payable. The United States made a few artists incredibly wealthy, while they do not deserve it at all. Artists have never been wealthy in the world's history and I do not see why it should be different now.

    Taking some old chords, putting a different rhythm and changing a few words is not supposed to make you a billionaire. Release free music content on the Internet as commercial spots and make money on concerts and merchandising. It is plain simple. The world has changed and it is pointless to fight the new market rules. Fortunately, Internet started to restore this greedy market and now we go back to the right path.
    Jul 9, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]
    An antitrust lawsuit will most certainly be filled by EU against AAPL. Spotify pointed out that AAPL takes already 30% of each of its monthly subscription under the AppStore fees. The real price of a Spotify subscription is 9.99€, but due to AAPL's percentage it becomes 12.99€. Clearly an unfair competition and an abuse of the dominant position. I think AAPL has much more to lose with Apple Music than the potential revenue, especially considering the subscription fees in line with competitors and an equally lagging service.
    Jul 9, 2015. 01:22 PM | 2 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Sorry buddy, English is not my first language. Perhaps you use a different word for a "forced work"...

    Anyhow, where I live and in other civilized countries, it is called modern slavery.
    Jun 22, 2015. 01:11 PM | 2 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]

    May I ask you what the hell are you talking about? It is not about doing the right thing or being a good person. It is about putting Apple in a bad position and creating a damaging precedent. I could not care less about the greedy artists or the Foxconn's slaves. But I do care about the Apple's already too problematic reputation and what kind of other scandals and actions could follow, now that Swift changed Apple's policy in less than a day.
    Jun 22, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • Taylor Swift > Apple [View article]

    Basic marketing concept : dissatisfaction spreads 5 times faster than satisfaction. Now that Swift got what she wanted, we will never hear her talking about Apple again, unless she gets hired. The whole thing took just 17 hours this weekend and it is already making the headlines in France, Spain, Germany, Netherlands, etc. on Monday.

    On the other side people will start talking to each other and they will say that Apple only thinks about crashing people and making profits. They corrected it? Hmm... Why did not they do the right thing from the beginning? Swift boycots Apple? Well the other 100 million fans should perhaps follow her. And so on and on... It is all but positive for Apple. Today it is about Apple Music, next it could be about the working conditions at Foxconn or anything else, now that Apple bent.
    Jun 22, 2015. 11:57 AM | 2 Likes Like |Link to Comment
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