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DaffyDuck
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Quote: from Buttman 007 on 12:45 pm on Oct. 14, 2008
I know they are going to refresh their notebooks and, most likely, lower the prices, but what the hell is this "state-of-the-art, new product," and "product transitions" that is suppose to be revealed before year-end?
First of all, unlike everyone else, congratulations on paying attention to historical statements -- it seems none of the 'experts' are able to do so.
Now, as with regards to your purchase of AAPL today - while I will certainly always advocate investments in AAPL as a wise long-term investment, it is generally unwise (with very few exceptions) to purchase stock before a big announcement -- historically (again, with very few exceptions) AAPL has always run up, up to the day of the announcement, and then dropped significantly. In fact, the better the announcement, the more promising the product, the steeper the drop. This is so regular that, in fact, I was genuinely surprised when AAPL bucked this trend twice in the past 3-4 years.
So, I fully expect AAPL to start dropping during and after tomorrow's annoucements, as part of AAPL's natural cycle (or rather, the investor's natural cycle), only to slowly climb back up towards January MacWorld.
Furthermore, we are going to see several more zingers in the next few weeks/months that will depress the markets, that AAPL will, of course, not be immune to.
In my opinion, when AAPL was at $82/$85 was the right time to buy, with selling it off today, when it reached $110 - and then waiting until it drops back down to $90 to pick more up again. I wish I could have acted on picking some up at $82/$85 to play this game, but at the time I did not have any expendable /free cash available for it - bummer, really.
Let's see what happens in the next 14-21 days, though.
Lastly, in terms of wild speculations, I'd like to see Apple introduce a rev'd version of the MacBook Air, with SATA internal storage (a logical evolution), and reduced to entry level MacBook, priced at under $1000 - this would fit the 'product transition' announced, as well as the associated write-off (discontinuing the existing MacBook line), and reinventing the MacBook Air into a sub-$1000 netBook.
Apple's R&D on the MacBook Air has been transfered into whatever new MacBook Pros will be released, and as many of the parts will be the same, Apple will benefit from the usual economies of scale that allow it to seriously reduce pricing.
As I said - wild speculation.
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Thai Girls : Meet Sexy Thai Girls
Posted on: 11:54 pm on Oct. 13, 2008
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snpark
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Quote: from snpark on 8:45 am on Oct. 13, 2008
another lie?
what was the first one?
daffy still waiting for you??
youre doing your usual thing of only replying to things you feel like, youre happy to throw accusations around without backing them up but when you know you are wrong you are not even man / duck enough to admit it
always just the sound of your convenient silence or change of topic
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Bangkok Women : Meet Sensual Bangkok Women
Posted on: 6:46 pm on Oct. 14, 2008
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DaffyDuck
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Quote: from quack quack on 3:07 pm on Oct. 15, 2008
An interesting aspect yesterday was that Apple`s top executives featured prominently, does this imply that Steve Jobs plans to exist Apple
(sigh) - it's obvious that no matter what Steve Jobs does, this just won't die (pun intended).
Apple announcements have featured Apple top execs a number of times in the past, over several years. This is not news, nor necessarily means much of anything. It's only recently that people have begun to pay attention when this is being 'noticed'.
If anything, this is being done in an effort to deflect all the attention being on Steve, and to try to demonstrate that Apple is a *team* of talented individuals, and not 'just' Steve -- in fact, the joke about Steve's Blood Pressure would support that.
Once again, though -- it proves that it doesn't matter what Apple does to try to reassure investors, people will keep returning to assumptions of doom -- confirming my much earlier opinion/statement as to why Apple historically does *not* talk about anything (because it doesn't matter).
Agreed on waiting for stock to drop further, and picking some up at bargain prices after the earning calls on October 22nd. Just shoring up my cash reserves in anticipation of that. 
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Thai Girls : Meet Sexy Thai Girls
Posted on: 8:47 am on Oct. 15, 2008
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DaffyDuck
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Quote: from quack quack on 11:34 am on Oct. 22, 2008
iPhone sales have done rather well for the September quarter.
I'll say - outselling all RIM Blackberry sales (6.9 mio iPhones versus 6.1 mio Blackberries) - making Apple, in overall profitability, the #3 mobile phone seller worldwide, right behind Nokia and Samsung, and ahead of both LG and Motorola. Not bad for someone who's only been in the market for 15 months
Quote: from quack quack on 11:34 am on Oct. 22, 2008
Wonder how great the threat from Google's Android is?
Negligible, as I already addressed -- despite the wet dreams of most pundits, Google is not even remotely targeting Apple as a competitor.
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Bangkok Girls : Meet Sexy Bangkok Girls
Posted on: 10:17 pm on Oct. 21, 2008
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DaffyDuck
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In fact, let's do a compendium of past naysayers and 'experts' that 'know' how the iPhone 'will' fail. It's always fun to engage in Schadenfreude:
In a perfect world, the next quote you'd hear from the following buffoons would be, "You want fries with that?"
• "[iPhone] just doesn't matter anymore. There are now alternatives to the iPhone, which has been introduced everywhere else in the world. It's no longer a novelty." - Eamon Hoey, Hoey and Associates, April 30, 2008
• "We are not at all worried. We think we've got the one mobile platform you'll use for the rest of your life. [Apple] are not going to catch up." - Scott Rockfeld, Microsoft Mobile Communications Group Product Manager, April 01, 2008
• "Microsoft, with Windows Mobile/ActiveSync, Nokia with Intellisync, and Motorola with Good Technology have all fared poorly in the enterprise. We have no reason to expect otherwise from Apple." - Peter Misek, Canaccord Adams analyst, March 07, 2008
• "[Apple should sell 7.9 million iPhones in 2008]... Apple's goal of selling 10 million iPhones this year is optimistic." - Toni Sacconaghi, Bernstein Research analyst, February 22, 2008
• "What does the iPhone offer that other cell phones do not already offer, or will offer soon? The answer is not very much... Apple’s stated goal of selling 10 million iPhones by the end of 2008 seems ambitious." - Laura Goldman, LSG Capital, May 21, 2007
• Motorola's then-Chairman and then-CEO Ed Zander said his company was ready for competition from Apple's iPhone, due out the following month. "How do you deal with that?" Zander was asked at the Software 2007 conference. Zander quickly retorted, "How do they deal with us?" - Ed Zander, May 10, 2007
• "The iPhone is going to be nothing more than a temporary novelty that will eventually wear off." - Gundeep Hora, CoolTechZone Editor-in-Chief, April 02, 2007
• "Apple should pull the plug on the iPhone... What Apple risks here is its reputation as a hot company that can do no wrong. If it's smart it will call the iPhone a 'reference design' and pass it to some suckers to build with someone else's marketing budget. Then it can wash its hands of any marketplace failures... Otherwise I'd advise people to cover their eyes. You are not going to like what you'll see." - John C. Dvorak, Bloated Gas Bag, March 28, 2007
• "Even if [the iPhone] is opened up to third parties, it is difficult to see how the installed base of iPhones can reach the level where it becomes a truly attractive service platform for operator and developer investment." - Tony Cripps, Ovum Service Manager for Mobile User Experience, March 14, 2007
• "I'm more convinced than ever that, after an initial frenzy of publicity and sales to early adopters, iPhone sales will be unspectacular... iPhone may well become Apple's next Newton." - David Haskin, Computerworld, February 26, 2007
• "There's an old saying -- stick to your knitting -- and Apple is not a mobile phone manufacturer, that's not their knitting... I think people overreacted to it -- there was not a lot of tremendously new stuff if you think about it." - Greg Winn, Telstra's operations chief, February 15, 2007
• "Consumers are not used to paying another couple hundred bucks more just because Apple makes a cool product. Some fans will buy [iPhone], but for the rest of us it's a hard pill to swallow just to have the coolest thing." - Neil Strother, NPD Group analyst, January 22, 2007
• "I can’t believe the hype being given to iPhone... I just have to wonder who will want one of these things (other than the religious faithful)... So please mark this post and come back in two years to see the results of my prediction: I predict they will not sell anywhere near the 10M Jobs predicts for 2008." - Richard Sprague, Microsoft Senior Marketing Director, January 18, 2007
• "The iPhone's willful disregard of the global handset market will come back to haunt Apple." - Tero Kuittinen, RealMoney.com, January 18, 2007
• "[Apple's iPhone] is the most expensive phone in the world and it doesn't appeal to business customers because it doesn't have a keyboard which makes it not a very good email machine... So, I, I kinda look at that and I say, well, I like our strategy. I like it a lot." - Steve Ballmer, Microsoft CEO, January 17, 2007
• "The iPhone is nothing more than a luxury bauble that will appeal to a few gadget freaks. In terms of its impact on the industry, the iPhone is less relevant... Apple is unlikely to make much of an impact on this market... Apple will sell a few to its fans, but the iPhone won't make a long-term mark on the industry." - Matthew Lynn, Bloomberg, January 15, 2007
• "iPhone which doesn't look, I mean to me, I'm looking at this thing and I think it's kind of trending against, you know, what's really going, what people are really liking on, in these phones nowadays, which are those little keypads. I mean, the Blackjack from Samsung, the Blackberry, obviously, you know kind of pushes this thing, the Palm, all these... And I guess some of these stocks went down on the Apple announcement, thinking that Apple could do no wrong, but I think Apple can do wrong and I think this is it." - John C. Dvorak, Bloated Gas Bag, January 13, 2007
• "I am pretty skeptical. I don’t think [iPhone] will meet the fantastic predictions I have been reading. For starters, while Apple basically established the market for portable music players, the phone market is already established, with a number of major brands. Can Apple remake the phone market in its image? Success is far from guaranteed." - Jack Gold, founder and principal analyst at J. Gold Associates, January 11, 2007
• "Apple will launch a mobile phone in January, and it will become available during 2007. It will be a lovely bit of kit, a pleasure to behold, and its limited functionality will be easy to access and use. The Apple phone will be exclusive to one of the major networks in each territory and some customers will switch networks just to get it, but not as many as had been hoped. As customers start to realise that the competition offers better functionality at a lower price, by negotiating a better subsidy, sales will stagnate. After a year a new version will be launched, but it will lack the innovation of the first and quickly vanish. The only question remaining is if, when the iPod phone fails, it will take the iPod with it." - Bill Ray, The Register, December 26, 2006
• "The economics of something like [an Apple iPhone] aren't that compelling." - Rod Bare, Morningstar analyst, December 08, 2006
• "Apple is slated to come out with a new phone... And it will largely fail.... Sales for the phone will skyrocket initially. However, things will calm down, and the Apple phone will take its place on the shelves with the random video cameras, cell phones, wireless routers and other would-be hits... When the iPod emerged in late 2001, it solved some major problems with MP3 players. Unfortunately for Apple, problems like that don't exist in the handset business. Cell phones aren't clunky, inadequate devices. Instead, they are pretty good. Really good." - Michael Kanellos, CNET, December 07, 2006
• "We've learned and struggled for a few years here figuring out how to make a decent phone. PC guys are not going to just figure this out. They're not going to just walk in." - Ed Colligan, Palm CEO, November 16, 2006
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Thai Women : Meet Matured Thai Women
Posted on: 11:58 am on Oct. 22, 2008
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snpark
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you talking to yourself again duck?!?
yeh, I agree with all these points
nice of you to mention them again though
bye see you next week when I pass by to see what you are talking to yourself about
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Bangkok Women : Meet Beautiful Thai Girls
Posted on: 10:28 pm on Oct. 22, 2008
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mokewen
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i need a "since last month" update on the status of "unlocked iPhone 3G". my daughter decided she wanted my new at&t tilt for her birthday, so I am back to my 3 year-old nokia 6650.
i looked at the specs of the 3G and it seems to overcome the objections I had with my original iphone. I would prefer to use my soon to be purchased 3G when in bkk and not to deal with a "travel phone" - if possible.
i will probably have to deal with at&t as I believe they have to re-set your account if I go back to an iphone. why problems will that entail?
there will be no evaluation of the at&t tilt as I had hardly turned it on before it was pirated away by a suddenly very sweet & loving 28-year-old daughter. it always amazes me how nice they can when appropriate!!
thanks for the help and cheers...........
moke
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Thai Girls : Meet Active Thai Girls
Posted on: 9:16 am on Oct. 23, 2008
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DaffyDuck
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Quote: from mokewen on 11:50 pm on Oct. 23, 2008
i need a "since last month" update on the status of "unlocked iPhone 3G".
The short of it, is there is still no software unlock for the iPhone 3G (and there most likely won't be one for a long time).
There are various unlocks using SIM card bypass / hardware methods -- which usually involves a small programmed bit that sticks to your SIM card and which does the magic. I have tried to purchase several of the most touted ones, but have been unable, as it seems that those offering these don't actually deliver the goods paid for...
Your best bet, if you are going to be picking up an iPhone from AT&T, is our favorite hunting ground - MBK.
While not having ascertained this myself yet, I am quite certain that some shop over there offers the SIM solution to use your existing iPhone on the Thai networks with your SIM card.
That's probably your best bet right now.
The other option is that I could loan you my 'travel' iPhone, which is a prior generation (non-3G) iPhone that works very well in Thailand.
Quote: from mokewen on 11:50 pm on Oct. 23, 2008
i will probably have to deal with at&t as I believe they have to re-set your account if I go back to an iphone. why problems will that entail?
No 'reset' really - they just switch your data plan to the 'iPhone data plan' which gives you unlimited data and visual voicemail. This data plan costs $30/month. You then need to select an SMS plan as well - the minimum plan, at 200 SMS', costs $5/mo.
Let me know if you have any other questions.
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Thai Women : Meet Matured Thai Women
Posted on: 11:01 am on Oct. 23, 2008
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mokewen
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thanks doctor DD -
that's what I was afraid of. I think I will just go to at&t, buy the 3G, and do what is required.
let's get together before we return home to bkk in dec.!
cheers..............
moke
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Bangkok Girls : Meet Attractive Thai Girls
Posted on: 11:21 am on Oct. 23, 2008
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