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| Authored by: tknarr on Monday, January 14 2013 @ 08:06 PM EST |
Possibly, but I'd want to see sales figures and the projections they used
initially first. There's a big difference between "The sales rate is down 50%
from what it was last year, that forced us to cut orders to match." and "We've
sold 1 million units each year for the last 5 years. This year we projected
sales of 5 MILLION UNITS! But we only sold 1 million, so we had to cut orders by
80%.". The first is related to demand. The second's related to unrealistic sales
projections.
Plus the figures combine orders for the same part for the
iPhone 5 and the iPod Touch, which confuses matters. [ Reply to This | Parent | # ]
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| Authored by: Anonymous on Monday, January 14 2013 @ 09:03 PM EST |
Yes, but those news looks to be coming from WSJ article that says Apple halved
the order of displays from 65 millions för Q1 2013.
However nowhere in hell would Apple be able to sell that many iPhones in Q1
2013. Given the normal slowdown of phone sold during Q1 - nearly 40% last year -
Apple should be able to sell about 50 million times 60% or about 30 millions
phones on Q1 2013.
So maybe they preordered alot more then they though they could sell in the hope
that they could crush Samsung in the courts. Apples was probably hoping the
judges would stop Samsung phones from being sold so they could take the whole
market.
Now the Apples are not flying in the sky but has fallen down on earth again and
hit reality. So the paper might be right. But not for the right reason. [ Reply to This | Parent | # ]
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| Authored by: symbolset on Monday, January 14 2013 @ 10:04 PM EST |
This story was strategically relaunched just into Apple's quiet period - a
legally mandated time before the quarterly report when Apple can say nothing of
substance. It means that clever manipulators are trying to get the Apple stock
down as low as possible - probably to buy "call options" based on the huge swing
in the stock when the actual huge profits for 2012 calendar Q4 are released.
This allows them to profit disproportionately without having to actually buy the
stock.
I'm not a big Apple fan, but I'm even less fond of these sort of
shenanigans. [ Reply to This | Parent | # ]
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| Authored by: Anonymous on Tuesday, January 15 2013 @ 01:42 AM EST |
"People familiar with the situation" are also searching their
tea leaves, and seeing a picture bigger than the sum of the parts.
Schiller's denial of a "cheap" iPhone means that people looking
for a cheap iPhone won't find one. But cost conscious customers
in China may be satisfied with a more economical, smaller form factor
iPhone which a) runs only on China's unique TD-SCDMA so will
as Schiller said, not exist for users outside China; b) still has
coolness factor of the genuine Apple product; and c) the smaller
screens allow Apple to cancel the bigger screens
they had ordered keep the fabs lined up for them.
Of course Apple never says anything about "future" products,
but what are those more than 25 new Apple Stores going to sell?.
[ Reply to This | Parent | # ]
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- Chinese Mini - Authored by: Anonymous on Tuesday, January 15 2013 @ 04:14 AM EST
- Chinese Mini - Authored by: Anonymous on Tuesday, January 15 2013 @ 09:43 AM EST
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| Authored by: tiger99 on Tuesday, January 15 2013 @ 05:06 AM EST |
| Apple suppliers' shares
fall on report of cut in orders A few choice quotes: Apple has
reduced orders by about 50% for its latest model, according to the Nikkei
newspaper in Japan. And:South Korea's Samsung
Electronics, which offers a wider variety of smartphones, recently overtook
Apple as the world's largest smartphone maker by market share. Of
course, the rise of Samsung's market share was what the recent court case was
really about. Patents were just the excuse to take legal action.[ Reply to This | Parent | # ]
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| Authored by: Anonymous on Wednesday, January 16 2013 @ 12:26 AM EST |
If you anything abt the stock market, you'd know about the "calls" the
big
banks sold.
There are 100,000s of call options sold by the big banks, therefore the big
banks are trying to keep the stock price below $550 until Jan 19th when
those call options expire.
If Apple stock price is $600 on Jan 19th, then the big banks will collectively
lose more than $1 billion.
68-70% of Apple stock is held by institutional investors who need to spread
rumors to keep the stock around $500, so that they don't loose $0.5-1
billion dollars.
This is FUD to any knowledgable investor. The 1% hurting the middle
class.
I've been investing for 15 years and I've never seen any market
manipulation like this, with exceptions of the dot com bust and housing
crisis which were obvious to rational investors of which there are very few.
Take everything with a grain of salt, enjoy life, and don't believe everything
people tell you. [ Reply to This | Parent | # ]
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