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boisterousbob

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  • Is Apple Making An iPhone Mistake? [View article]
    Do we know whether apple inventory of 5 to 7 weeks includes or excludes phones shipped to a carrier but not yet sold by the carrier?

    I was under the impression it only includes inventory physically held by apple and ready to ship to a carrier or end customer.

    Has anyone researched the detail?
    Jul 29, 2015. 03:21 PM | Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Ernie, I agree to be honest maybe it's just a question of timeframe.

    I see Apple's revenue and share price for the next 1-2 years as driven by the phone.

    Beyond that and when the baby eco-rabbits grow up I agree the phone will hopefully matter a lot less.
    Jul 26, 2015. 04:42 PM | 2 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    I think we are reaching the end of anyone's ability to sell thinner phones, faster networks or marketing megapixels. How fast is fast? How thin is thin? Just how large do I need to print a foto of an ant?

    I agree there are exciting things coming such as force touch. My point is more so now than ever before, we need Apple to keep pulling that rabbit out of that hat!

    I agree your Mac point. If the phone upgrade cycle slows to that of the Mac then revenues will suffer quite a lot.

    I think the next year looks comfortable for the phone. Beyond that perhaps the watch will be pulling more weight.

    Can anyone really forecast 5-10 years out or is that just a bit of artistic license?
    Jul 26, 2015. 03:04 PM | Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    I don't think the concern is that people will suddenly stop using smartphones and Apple will suddenly collapse.

    I think the concern is that people will stop finding a smartphone upgrade nearly as compelling as they used to, and greatly reduce the rate at which they spend on them.

    It is inevitable this happens the question is when, and how prepared is Apple with diversification of revenue.

    For the next iteration, maybe force touch provides the excitement and will help keep the phones flying off the shelves at an increasing rate.
    Jul 26, 2015. 07:24 AM | 1 Like Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    The market says yes.

    Your return on investing in shares is predicated on what the market says.
    Jul 24, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    If the upgrade cycle doubles in length then the number apple sell roughly halves, give or take android conversions.

    This is *really* of no concern?

    You genuinely wouldn't prefer greater sales of the iPad?

    Really?

    Android doesn't have to answer this for apple.

    Apple have to answer this for apple.
    Jul 24, 2015. 09:45 PM | 2 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    People view FB's potential as greater than AAPL.

    Is this really so surprising when Apple is already top of the pile?

    Apple can surprise to the downside by releasing a stinky phone.

    FB can surprise to the upside by finding a dramatic new revenue source.

    Why is this so unreasonable?
    Jul 24, 2015. 08:37 PM | 4 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Everyone bullish is a negative. If everyone is bullish they already bought.

    Perhaps you should be asking who is going from bearish to bullish? Who is still left who will buy?
    Jul 24, 2015. 08:16 PM | 3 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Sony who at their innovative peak invented personal music that Apple merely refined, met their maximum hubris when they started buying media production.

    I hope and expect Apple TV will do well.

    Apple buying Disney would be a time to sell.
    Jul 24, 2015. 07:24 PM | 1 Like Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Yay. They can be just like Sony.
    Jul 24, 2015. 07:09 PM | Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Yay. They can be just like Sony.
    Jul 24, 2015. 07:09 PM | 3 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Yay. They can be just like Sony.
    Jul 24, 2015. 07:09 PM | 3 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Yay. They can be just like Sony.
    Jul 24, 2015. 07:09 PM | Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    Yay. They can be just like Sony.
    Jul 24, 2015. 07:09 PM | 3 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    I think this is interesting. Cook portrays limited upgrade progress on iPhone as a positive. Is it really a positive?

    This is the same guy who is positive about iPad but in his own words cannot explain the upgrade cycle there.

    Perhaps force touch will re-accelerate the upgrade cycle for iPhone.

    Perhaps we are in a secular decline of upgrade cycles for smartphones that frankly already do what everyone needs.

    Sent from my LG G2 which is, as a practical, matter no better or worse than a G4.

    Worth watching.
    Jul 24, 2015. 07:01 PM | 4 Likes Like |Link to Comment
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