AAPL

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lilitulip 发表于 2012-11-7 06:42 PM
suddenly everyone so bearish about AAPL

不需要太bearish，瘦死的骆驼比马大，果子的P/E并不高如果能跌倒500~520，主席就流口水了

jamesmith

Today is Ex-Dividend day, did anyone get some Apple?  :)

hellofriend

dividend_growth

市场的问题比俺想像的严重，liquidity非常紧张，所以以AAPL带头的风险资产狂泻。

微软的Surface基本上没戏了。刚出来的时候大家好奇，排队去试试，但抹过之后就会发现：
1. 附带键盘用起来很不舒服，用Office的痛苦程度远远高于多带几斤行李（laptop）；
2. 完全没有应用，Office是唯一的亮点；
3. 群众用平板主要在床上，沙发上，和马桶上，而Surface只能正正经经放在桌上用；
4. Surface还存在大量的硬件软件bug；
5. 号称32GB内存，但OS占了一半以上，微软当用户是傻子吗？

jamesmith

dividend_growth 发表于 2012-11-9 10:11 AM
市场的问题比俺想像的严重，liquidity非常紧张，所以以AAPL带头的风险资产狂泻。

微软的Surface基本上没 ...

exactly, I played with it last weekend at the mall, agree with what you said. OS took half of the hard drive.
It's a good concept, the one with Intel that supports all Windows application will be better.
Future Windows 8 Tablet might be good, but current version has too many problems.

jamesmith

dividend_growth 发表于 2012-11-9 10:11 AM
市场的问题比俺想像的严重，liquidity非常紧张，所以以AAPL带头的风险资产狂泻。

微软的Surface基本上没 ...

When the market drops and in panic, it creates opportunities for investors to buy shares of quality companies at lower price.
I am bad at Charting and TA, so I have no idea when it still start to bounce...but I believe Apple is still one of the better quality company out there, and current price is very attractive with 1.92% dividend.

fighton

dividend_growth 发表于 2012-11-9 10:11 AM
市场的问题比俺想像的严重，liquidity非常紧张，所以以AAPL带头的风险资产狂泻。

微软的Surface基本上没 ...

nice sharing! so AAPL is still leading, FAwise

dsp

dividend_growth 发表于 2012-11-9 10:11 AM
市场的问题比俺想像的严重，liquidity非常紧张，所以以AAPL带头的风险资产狂泻。

微软的Surface基本上没 ...

I can ignore all these bugs @$199 price, but no way to buy a junk @$499. Anyone charging $499 for its tablet will get burned in consumer market except AAPL. Microsoft has long way to go, and HP is a bad example already for an over-priced tablet.

dividend_growth

AAPL既然被打下去了，就不会那么快跳起来。

AAPL作底的过程至少一个月。

whiteskyb

dividend_growth 发表于 2012-11-12 02:27 AM
AAPL既然被打下去了，就不会那么快跳起来。

AAPL作底的过程至少一个月。

dg: 谈谈为什么“liquidity 问题很严重？“

dividend_growth

whiteskyb 发表于 2012-11-12 09:56 PM
dg: 谈谈为什么“liquidity 问题很严重？“

那帮炒家本来赌Fed和ECB大力印钱的，所以操家伙上了；结果两边都按兵不动，反而财政悬崖越来越近，你说他们能不害怕吗？

dividend_growth

现在我们知道的是：

iPad Mini断货，iPhone 5还在断货，Nexus 4也断货。

Surface没卖出多少，行里人士全骂Win 8，Win 8设计师被炒鱿鱼。

MS Office过去卖$150-300，以后能卖$30就不错了；
MS Windows过去卖$50-150，以后能卖$15就不错了；
MSFT的margin会怎样？

jamesmith

dividend_growth 发表于 2012-11-14 05:04 AM
现在我们知道的是：

iPad Mini断货，iPhone 5还在断货，Nexus 4也断货。

Windows 8 is actually not bad...surface tablet sucks... -_-!  microsoft is not good at hardware design...
The one based on Intel would be very interesting, however the current version of Intel Atom is not good enough imo...

jamesmith

dividend_growth 发表于 2012-11-14 05:04 AM
现在我们知道的是：

iPad Mini断货，iPhone 5还在断货，Nexus 4也断货。

Apple's margin

iPhone 5 CPU cost $17.5, 20% increase is $3.5

Add that to total cost we get 210.5, 220.5, 241.5. That hurts Apple's margin by 0.45%...Let's say we were too optimistic, samsung increased price more than that. At most, it probably effect Apple's margin by 1%.

At Apple's earning, it said margin will go down, I think that's because iPhone 5 is so much harder to make, it already decreased margin by 2% compared to iPhone 4S. This will carry over when Apple announce new phone next year, and reduce price for iPhone 5.

dividend_growth

jamesmith 发表于 2012-11-14 08:27 AM
Windows 8 is actually not bad...surface tablet sucks... -_-!  microsoft is not good at hardware  ...

国内PC店里的人也都在骂Win 8，因为笔记本，台机上没法用，过去一步到位的操作现在要好几步。

俺要是老板也不会给员工装Win 8：把什么社交媒体游戏放第一页，应用藏在最后一页，有病！

jamesmith

dividend_growth 发表于 2012-11-15 03:00 AM
国内PC店里的人也都在骂Win 8，因为笔记本，台机上没法用，过去一步到位的操作现在要好几步。

俺要是老 ...

I am still using Windows XP at work... -_-
I am sure companies won't install Windows 8...most companies are moving from XP to 7.

jamesmith

i fall and hit my head on a brick, bleeding pretty bad and got six stitches on my head now... :(

a friend from Hong Kong came to visit. she said her bf got a iphone 5 when it launched, and sold it for over $1000 usd. iPhone shortage in HK and black market prices are high -_-!

lilitulip

jamesmith 发表于 2012-11-19 04:36 PM
i fall and hit my head on a brick, bleeding pretty bad and got six stitches on my head now... :(

...

jamesmith

iPhone production are finally catching up with demand, wait time reduced to 1 week in Asia Pacific Apple store website.



Facebook and Apple are working closely together, now people can buy iTune gift cards from facebook :)

http://forums.macrumors.com/showthread.php?t=1496641

Facebook today announced that it has added iTunes Store digital gift cards to its Facebook Gifts platform, making it easier for users to send iTunes credit to their networks of Facebook friends.
Quote:
Starting today with Facebook Gifts, you can instantly gift your friends iTunes digital gifts and recommend albums, movies, games, apps, and more available on the iTunes Store.

Search for a specific song or album to recommend, or let your friend decide. iTunes digital gifts are available for $10, $15, $25, or $50.

AllThingsD notes that the partnership offers increased visibility for the iTunes Store and gives Facebook a part of what is currently estimated to be a $260 million business in iTunes Store gift cards for third-party retailers.
Quote:
Per Apple's last 10-K, the company generated $7.5 billion from the iTunes Store during fiscal year 2012. Industry sources say that more than $2 billion of that revenue comes directly from iTunes gift cards. Sources also tell us that existing retailers who sell iTunes gift cards (like Best Buy, Target and the like) usually keep around 13 percent of each gift-card dollar sold.

So that adds up to around, say, a $260 million-dollar market size for physical iTunes cards split among participating retailers, of which Facebook will now be an active participant. That pie is small compared to Facebook's overall revenue ($3.71 billion in 2011), but another digital product with less overhead and high demand is definitely a win for Facebook's Gifts department.
Apple and Facebook have had a bit of a rocky history, with the two companies having sparred over Apple's efforts to offer Facebook integration in its failed Ping social networking service for iTunes. The companies have, however, been working more closely together recently, with systemwide Facebook integration now included in iOS 6 and OS X Mountain Lion.


Article Link: iTunes Digital Gift Cards Now Available Through Facebook

hellofriend

接着涨。