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JG2000

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  • Apple's Incredible 10 Million Unit Sales On Launch Weekend - Fact Or Fiction? [View article]
    I don't understand the articles implication that a big chunk of the 4 million pre-orders were channel-stuffed and sitting on third-party shelves/warehouses after the opening weekend. How can that be true with the wait times [after the opening weekend] from most major sources?
    Sep 29, 2014. 03:06 AM | 11 Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Clarification: My comment above was directed to NicZ.
    Sep 26, 2014. 07:25 PM | Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Are you saying that the review sites cannot afford to buy an iPhone? Apple doesn't give out pre-release products. I tend to be suspicious of review samples from companies in general...I'd rather see a review from off the shelf. Apple may only give freebie samples to friendly reviewers but this is hardly being "shut out of products" unless the reviewers are penniless (given that you can sell used Apple products for a high price).
    Sep 26, 2014. 07:23 PM | Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    When you buy an iPhone (from Apple directly or a carrier) you get a 12 month warranty and Apple will replace a defective device for free (did it a year ago and it took 5 minutes, zero hassle). They recently said this includes bending (subject to a visual inspection) but Apple claims so far they have only had 9 cases of bending claims. Apple really does everything they can to take care of the customer...one of the cornerstones to their success.
    Sep 25, 2014. 09:46 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    I do think it's fair to point out that many cases primarily protect against scratches & drops, not bending. For that they need to be really rigid longitudinally and maybe laterally. If Apple believes this is a legitimate problem [which remains to be seen if they do] then I think they will create or recommend or possibly give away a special case that has the needed stiffness.

    There is a report out that Consumer Guide (or similar) is going to do a scientific bend test and will probably make their recommendation. I think that will carry some weight and could influence how Apple reacts.
    Sep 25, 2014. 10:02 AM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    It remains to be seen how much people value the thinness of the 6+ versus the apparent care needed or willingness to use a rigid case. The 4.7 inch model seems to be unaffected so this could move people on the fence to the smaller model. That won't help ASP and the phone replacements won't help the bottom line. It's too early to guess how this plays out or how Apple deals with it in totality.
    Sep 25, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • Apple: Time For The Next Stage [View article]
    I agree the iPhone 6+ will cannibalize the iPad mini. However, the mini screen area is over twice the area of the 6+. Perhaps for many that won't be enough of an incremental difference but consider that quite a few will compare to their iPhone 6 (not plus) and also that for some applications the ~2X+ in screen area makes a huge difference (for example, for aviation charts if you are a pilot).
    Sep 24, 2014. 04:24 AM | 1 Like Like |Link to Comment
  • Apple iPhone 6: The Good, The Bad, The Ugly [View article]
    As they say...imitation is the sincerest form of flattery. You need to look at the percentage of knockoff buyers that would have been iPhone buyers except for the availability of the imitation. This is hard to quantify without substantial unbiased research but clearly many iPhone customers will not choose a knockoff due to either [or both] of actual functionality and also the stigma of buying an imitation. People want the real thing, not a cheap imitation that doesn't work as well (unless they can't afford the real thing...in which case they weren't customers anyway). I agree with stir krazy, the concern is overstated in the article.
    Sep 23, 2014. 10:20 PM | 3 Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]
    RattyUK
    I'm certainly happy to see Apple gain market share from Samsung and I think they will [with iPhone 6] but realistically there are significant numbers that are entrenched in Android and will be an uphill battle to draw them to IOS. So while I agree Samsung has lost a unique selling point...they haven't lost the Android selling point. I can give you 10 reasons why IOS/Apple is better than Android/Samsung but I'm sure you could find Android users that would give 10 reasons the other way. I'm not agreeing with them but I have to admit they exist (poor souls, lol).
    Sep 22, 2014. 01:29 PM | Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]
    I don't recall anyone saying or expecting that "Before the launch numbers, we were told how the iPhone 6 was going to take all of Androids high end users". That claim is rubbish (both the claim itself and the fact that anyone of substance made it). Yes, there have been credible claims of an increase in premium-phone market share by Apple (myself included)...but that is a huge difference from "taking all of Androids high end users".
    Sep 22, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]
    I went and looked at the Car Phone Warehouse website in the UK. They offer next day delivery as a delivery option but many [lame] websites post their general delivery options independent of their inventory on hand. I went partly through the online order process for a silver 16GB iPhone 6 and it says "pre-order" although also implies next day delivery. This has the look of a website that doesn't accurately post available inventory and just wants to get orders. I could be wrong in this specific case but I'm confident that in general the iPhone demand is outstripping supply in most countries where it's being offered.

    We don't need to argue too much about it as estimates will start trickling in as to iPhone market share and we will get Apple results/forecast in October.
    Sep 22, 2014. 12:17 PM | 5 Likes Like |Link to Comment
  • Apple: Had Enough Reasoning / Guessing Why The Stock Must Go Up - Or Down? [View article]
    Peter, can you elaborate on "The way they do it is by hedging those firm capital (at-risk) positions by offsetting positions in derivative securities traded in different markets"? You seem to be saying [in your answer to tstab] it's not done analyzing call/puts. Is this something you consider proprietary? If not, I am confused by why you don't identify what derivatives you are analyzing (without getting into analysis details). This is just a friendly question, not a rebuke.
    Sep 18, 2014. 08:53 PM | 1 Like Like |Link to Comment
  • Investors Can't Believe The Apple Hype [View article]
    I do have some concerns that the iPhone 6 super cycle will be so strong that it will setup as a hard act to follow. Rocco makes valid points. In early 2015 I anticipate some tailwind from a China iPhone ramp plus the watch but will this be enough to offset exaggerated or irrational expectations as Rocco mentions? For the long term investor prepared to ignore or ride out volatility maybe this point is moot but in spite of my general Apple bullishness I prefer to ride the big waves and then paddle out and wait for the next set. We've seen this play out before.
    Sep 18, 2014. 08:19 AM | Likes Like |Link to Comment
  • Apple And Conspicuous Consumption: So What? [View article]
    If some people really are carrying iPhones around to send a message [as a primary reason, however shallow] then it should also follow that a lot of people have first anointed the device worthy of such flattery. You don't see people carrying around ham sandwiches to project a message.
    Sep 17, 2014. 09:11 AM | 1 Like Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    Why do you show market share without also showing profit share? Are earnings inconsequential to your analysis?

    iPhone 6 will absolutely increase market share but more importantly it will do it with a high ASP (increasing profit). Most of the world thinks the new iPhones are impressive with improved resolution/color and larger screens, NFC supporting Apple Pay, better camera, more processing power, 802.11ac and thinner with more battery power. All cellphones are now challenged as far as providing new "blow your mind" features given the number of prior release iterations...but "disappointing" is not a word that comes to mind for iPhone 6 by the logical minded.
    Sep 16, 2014. 11:44 AM | 3 Likes Like |Link to Comment
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