AAPL Intraday Updates (Archive)

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    Posted: 21 January 2009 06:54 PM #151

    Did you just catch that IP threat?!!

    edit: Can you say Palm Pre?

    edit 2: Holy Smokes…go Tim!!!!

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    “the market can stay irrational longer than you can stay solvent”
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    Posted: 21 January 2009 06:55 PM #152

    ConMan - 21 January 2009 10:54 PM

    Did you just catch that IP threat?!!

    edit: Can you say Palm Pre?

    the subject just took them back under $90

         
  • Posted: 21 January 2009 06:58 PM #153

    Yeah, that was a VERY thinly veiled threat.

         
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    Posted: 21 January 2009 06:59 PM #154

    Kiwi, the basic white MacBook is now a very good deal (for Apple, heh): its technology is essentially identical to the basic aluminium MacBook now (2 GHz cpu, 2 GB memory, nVidia 9400M graphics) but $300 less.  The graphics are key: far superior to Intel graphics, and from what I understand essential for future-proofing your Mac for the more graphics-intensive OS X iterations we can expect in the future.  I should expect you’ll be able to find this white MacBook at $950ish sooner or later at Amazon, MacMall, etc.

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    Ah, love, let us be true to one another! for the world… hath really neither joy, nor love, nor light, nor certitude, nor peace, nor help for pain

         
  • Posted: 21 January 2009 07:00 PM #155

    Tim didn’t disclose what percentage of the 500mio downloads were free and which were paid.

    That’s it! CC is over.

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    “We hang the petty thieves and appoint the great ones to public office.” - Aesop

         
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    Posted: 21 January 2009 07:02 PM #156

    Winterpool - 21 January 2009 10:59 PM

    Kiwi, the basic white MacBook is now a very good deal ...I should expect you’ll be able to find this white MacBook at $950ish sooner or later at Amazon, MacMall, etc.

    Groovy! and once my son is about 5 and ready for his own laptop, it will go to him! In the meantime, I’ll be earning his college tuition with it.  :wink:

         
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    Posted: 21 January 2009 07:02 PM #157

    Tim reiterated the mandate to defend Apple IP in response to a fairly direct queetion about Palm, right?

    Ah, Goldman remarks: ‘COULD APPLE BE SETTING THE STAGE FOR A LEGAL, IP SHOWDOWN WITH PALM?’ [caps his]

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    Ah, love, let us be true to one another! for the world… hath really neither joy, nor love, nor light, nor certitude, nor peace, nor help for pain

         
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    Posted: 21 January 2009 07:03 PM #158

    ConMan - 21 January 2009 10:54 PM

    Did you just catch that IP threat?!!

    edit: Can you say Palm Pre?

    edit 2: Holy Smokes…go Tim!!!!

    I was thinking more of Psystar

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    Tightwad.

         
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    Posted: 21 January 2009 07:14 PM #159

    I feel a peculiar mixture of joy and frustration at this moment.  I’m thrilled that Apple blew out this quarter, despite the horrible holiday season.  I also note Goldman’s observation that this call didn’t feature hectoring re: Jobs, succession, etc. 

    ...it would appear Wall Street is focusing on Apple’s fundamentals, rather than the ongoing rumors and speculation. We have clear numbers from last quarter, and a clearer forecast than we’ve had in the past. Both go way beyond even the most optimistic expectations by Wall Street analysts.

    Apple has demonstrated yet again what a fantastic company it is, unparalleled in any of the industries it deigns to compete in.  I feel a revival of the old confidence, that Apple will sustain the economic storm, and should prosper when the economy recovers.

    My frustration, of course: I didn’t believe sufficiently in Apple or my own forecast to buy massively at yesterday’s bottom, as I was sorely tempted to do.  And given Apple’s numbers today, I don’t think I’ll be seeing sub-$80 shares for at least a month or two.  rolleyes

    Edited: or to put it more bluntly, bring me the head of Eric Landstrom!  :drool:

    To be fair to Eric, he never told me outright not to buy yesterday, and any decisions I make are of course my own.  And I’ve no doubt Eric generally calls these things better than I do.  :wink:

    [ Edited: 21 January 2009 07:22 PM by Winterpool ]

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    Ah, love, let us be true to one another! for the world… hath really neither joy, nor love, nor light, nor certitude, nor peace, nor help for pain

         
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    Posted: 21 January 2009 07:20 PM #160

    Winterpool, I thought I read you saying you had 50 shares of AAPL. How many do you mean when you say “buy massively”? Just curious.

         
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    Posted: 21 January 2009 07:32 PM #161

    I had 150 shares coming into today.  I was planning on buying at least 500 shares yesterday at 78ish (which is ‘massive’ to someone of my modest means :groucho: ).  Even a $10 profit per share would have netted me quite a bit more than a month’s salary, heh (I don’t earn very much at my day job!).  Though, realistically, I would have followed the strategy I outlined a few pages ago, which means I probably would have held only two or three hundred shares going into the earnings call. 

    I briefly considered even a thousand shares, but I don’t think I could have pulled the trigger on that kind of purchase.

    Of course, once I saw the way things were going today, there was nothing stopping me from buying round $80 most of the day.  (My coworker at the next desk was hollering at me all day to buy at $80, telling me my scenario was coming to pass.)  But I’ve a massive psychological problem with squandered opportunities: now that I’ve seen ‘7’ it will take me at least a couple of weeks before I can bring myself to buy when there’s an ‘8’ in the first digit.  I’ve seen this happen to me every time the share price rises a ‘tens’ digit.  I doubt I’ll be able to bring myself to buy again in the near future even if the price rises for the next few days.

    If it isn’t already obvious, I don’t have a personality at all suited to ‘trading’.

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    Ah, love, let us be true to one another! for the world… hath really neither joy, nor love, nor light, nor certitude, nor peace, nor help for pain

         
  • Posted: 21 January 2009 07:41 PM #162

    Anyone see or figure out the non-GAAP figures/percentages?

         
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    Posted: 21 January 2009 08:01 PM #163

    greyfox - 21 January 2009 11:41 PM

    Anyone see or figure out the non-GAAP figures/percentages?

    The numbers are available on Apple investor relations.

    http://www.apple.com/pr/library/2009/01/21results.html

         
  • Posted: 21 January 2009 08:21 PM #164

    Preview of idiotic commentary to come?  rolleyes

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    “A man who’s not a liberal when he’s twenty has no heart. A man who’s not a conservative when he’s 40 has no brain.” - Winston Churchill

         
  • Posted: 21 January 2009 08:27 PM #165

    deleted