IMHO, the Israel/Iran story is overblown hype so that oil speculators have a “reason” to run oil up to record levels. Other than CNBC, there is not a lot of other news outlets giving the story much air time. Until I start seeing it becoming a genuine concern outside of the financial industry (where EVERYTHING is spun for some hedgefund benefit), I am keeping my core position in AAPL.

Now, where did I leave that tequila? 

[quote author=“litespeed”]IMHO, the Israel/Iran story is overblown hype so that oil speculators have a “reason” to run oil up to record levels. Other than CNBC, there is not a lot of other news outlets giving the story much air time. Until I start seeing it becoming a genuine concern outside of the financial industry (where EVERYTHING is spun for some hedgefund benefit), I am keeping my core position in AAPL.

Now, where did I leave that tequila? 

Well said my friend.  This topic is a closed chapter in my eyes for now. 

Aapl - long may your rise!!!

[quote author=“pasdeniaisage”]
I’m actually more bullish, I think monday apple will let the world know that the future is here and now, the iphone is the new paradigm in communications and information technologies. this is gonna be huge!

From a product positioning point of view, Apple needs to emphasize the SDK, what developers can do with it, and the App store. These points have far more gravitas and are far more importance for Apple’sfuture than a faster phone. The most compelling thing about a new 3G iPhone is not the speed, but the new hardware, like GPS. Imaging the social networking killer apps that could dominate the market, both consumer and commercial.

The thing Apple needs to do at WWDC is to communicate their enterprise message. Apple has an unprecedented opportunity to expand OS X enterprise presence through the iPhone, and make Macs a line item on corporate buyer’s sheets. If they intro the 3G, their message will be diluted, and they can’t afford that.

Apple needs to tell a compelling story about security, performance and stability, and how they’ll make OS X easy to manage on the desktop and integrate in the data center. Essentially, they need to make OS X attractive to the enterprise.

-ernie

[quote author=“litespeed”]IMHO, the Israel/Iran story is overblown hype so that oil speculators have a “reason” to run oil up to record levels. Other than CNBC, there is not a lot of other news outlets giving the story much air time. Until I start seeing it becoming a genuine concern outside of the financial industry (where EVERYTHING is spun for some hedgefund benefit), I am keeping my core position in AAPL.

Now, where did I leave that tequila? 

The problem is that Israel will provide no warning, and they won’t wait for the US if they smell Iran on the precipice of developing a nuclear weapon. They’ll act fast, slip in, take it out, end of story. The markets will get rocked.

I don’t believe there will be any speculation, deliberation, or collaboration. It will be over as fast as Israel can do a fly over.

-ernie

Not to make this a political thread but hey the markets are closed right now.  I disagree that Israel will act without US approval.  They don’t need approval to launch an attack but need the US as an ally.  They showed restraint when asked during Gulf 1 and were even attacked by scud missiles and did not retaliate.  This Iranian issue is bigger than an Israeli attack.  There is a pro democracy youth movement within the country that combined with lower oil prices on an all ready fragile Iranian economy could be the answer (the only thing this group knows about the revolution is what they read in history books by the way).  An Israeli attack brings out Hezbollah and all other fanatics.  Other European countries such as France under the leadership of Sarkosky (sp?) are finally getting tougher in their stance against Iran.  Don’t forget China and Russia in the equation too.  Piss off China too much and they may start selling some of their treasuries.  Granted we could cut off some of their imports but I think we would suffer more.  It’s not an easy one for sure.

The time may come and the military option may be the only one, but not yet, not in my opinion at least (and hope).

Next issue….

[quote author=“runedge”]Not to make this a political thread but hey the markets are closed right now.  I disagree that Israel will act without US approval.  They don’t need approval to launch an attack but need the US as an ally.  They showed restraint when asked during Gulf 1 and were even attacked by scud missiles and did not retaliate.  This Iranian issue is bigger than an Israeli attack.  There is a pro democracy youth movement within the country that combined with lower oil prices on an all ready fragile Iranian economy could be the answer (the only thing this group knows about the revolution is what they read in history books by the way).  An Israeli attack brings out Hezbollah and all other fanatics.  Other European countries such as France under the leadership of Sarkosky (sp?) are finally getting tougher in their stance against Iran.  Don’t forget China and Russia in the equation too.  Piss off China too much and they may start selling some of their treasuries.  Granted we could cut off some of their imports but I think we would suffer more.  It’s not an easy one for sure.

The time may come and the military option may be the only one, but not yet, not in my opinion at least (and hope).

Next issue….

Agreed. Some blowhard from Israel is just posturing and speculators are taking advantage. If there was a credible story here, more news agencies would be picking up on it.

Something might happen in the future, but it’s not going to be before Monday.

[quote author=“zachbass”][quote author=“pasdeniaisage”]
I’m actually more bullish, I think monday apple will let the world know that the future is here and now, the iphone is the new paradigm in communications and information technologies. this is gonna be huge!

From a product positioning point of view, Apple needs to emphasize the SDK, what developers can do with it, and the App store. These points have far more gravitas and are far more importance for Apple’sfuture than a faster phone. The most compelling thing about a new 3G iPhone is not the speed, but the new hardware, like GPS. Imaging the social networking killer apps that could dominate the market, both consumer and commercial.

The thing Apple needs to do at WWDC is to communicate their enterprise message. Apple has an unprecedented opportunity to expand OS X enterprise presence through the iPhone, and make Macs a line item on corporate buyer’s sheets. If they intro the 3G, their message will be diluted, and they can’t afford that.

Apple needs to tell a compelling story about security, performance and stability, and how they’ll make OS X easy to manage on the desktop and integrate in the data center. Essentially, they need to make OS X attractive to the enterprise.

-ernie

Don’t underestimate that iPhone will also be available in a great many more markets as well. Perhaps this is baked into the stock already, but from a business perspective, it’s critical to Apple’s potential earnings from iPhone sales.