AAPL Intraday Updates (Archive)

  • Posted: 13 March 2011 04:12 PM

    Tragedy in Japan on a scale almost unimaginable and continued economic and political crises around the globe. How will world events impact AAPL in early Monday trading?

    [ Edited: 19 March 2011 02:00 PM by DawnTreader ]      
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    Posted: 13 March 2011 04:18 PM #1

    I got a bad feeling about tomorrow.  :cry:

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    Adversity does not just build character, it reveals it.

         
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    Posted: 13 March 2011 04:18 PM #2

    Fabulous ipad 2 launch muted by world events. We start and end the week near 350

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    AAPL: to boldly go where no stock has gone before

         
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    Posted: 13 March 2011 04:40 PM #3

    Regardless of price I am buying more.  Apparently Etrade is giving me 4 dollars for each of mine own.  So I will transfer more tonight and buying more.

    Keep in mind I am investing for the future.  I don’t think we will see 340 again.  This weekend in light of the Japan earthquake is pointing out that Apple’s iPad 2 is a huge hit.  WS was not counting on that last week.

         
  • Posted: 13 March 2011 04:53 PM #4

    mbeauch - 13 March 2011 07:18 PM

    I got a bad feeling about tomorrow.  :cry:

    The Nikkei will probably take a hit 1-2% from weekend events.  Whether this carries over to other markets is an open question, at least from what I’ve read.  Apple has another monster hit on its hands—THAT much is clear.  We have a possible Apple announcement on iPad 2s sold.  I’m hopeful for 500k - 1M sold.

    Bloomberg has a piece titled “Global Stock Rally May Withstand Japan Disaster as Economic Growth Tops 4%”  Read here.

    [ Edited: 13 March 2011 05:42 PM by ByeTMO ]      
  • Posted: 13 March 2011 05:11 PM #5

    I was at the Washington Square mall in Portland, OR this morning.  No iPad 2 units in stock, none expected till Monday (no mail on Sunday, I was told).

         
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    Posted: 13 March 2011 06:21 PM #6

    Mercel - 13 March 2011 07:53 PM
    mbeauch - 13 March 2011 07:18 PM

    I got a bad feeling about tomorrow.  :cry:

    The Nikkei will probably take a hit 1-2% from weekend events.  Whether this carries over to other markets is an open question, at least from what I’ve read.  Apple has another monster hit on its hands—THAT much is clear.  We have a possible Apple announcement on iPad 2s sold.  I’m hopeful for 500k - 1M sold.

    Bloomberg has a piece titled “Global Stock Rally May Withstand Japan Disaster as Economic Growth Tops 4%”  Read here.


    Mercel, I understand that the economic aid that will be given to Japan will create a surge in building. My concerns are near term. Oil should continue to fall. The powers that be understand that oil will have to come down to make all this happen. Japan has a very large economy and their purchasing power is going to become very focused on rebuilding. I just really believe that people are going to get out of the market for fear of the market dropping because of the events unfolding. Granted, the fundamentals of most companies have not changed, but perception is everything. I own shares and LEAPS, I am not going anywhere, will just have to endure the storm.  :innocent:

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    Adversity does not just build character, it reveals it.

         
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    Posted: 13 March 2011 06:31 PM #7

    ipad 2 build cost estimates starting to pop up around the web, as I thought the build costs are likely to be cheaper than the ipad 1 was on its launch. This is due to the fact that the cost of its most expensive components like the screen, battery & flash, which havent changed, are much cheaper than 12 months ago.

    The only parts that have changed - the SOC, camera & Gyro additions & device enclosure - are less additional cost than the amount saved on the unchanged components.

    To sum up: iPad 2 has better margins than the ipad 1!

    [ Edited: 13 March 2011 06:57 PM by Burgess ]

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    Full Disclosure:

    - Long Apple
    - Pro: Apple HDTV, iPhone Air, Stock split, Consumer robotics

         
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    Posted: 13 March 2011 07:03 PM #8

    Mercel - 13 March 2011 07:53 PM

    The Nikkei will probably take a hit 1-2% from weekend events.

    I foresee more.  It’s 2 % right now.  Using my rule of thumbs developed over centuries of trading, a 4-6 % drop is in easy reach.

         
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    Posted: 13 March 2011 07:06 PM #9

    First report I saw was 35 bil in damages, I think that number is insanely low. Katrina was not as bad as this is and Katrina cost 100 bil. Japan will start selling treasuries Monday and money will be taken out of the market, down is coming, it is just a matter of how much.

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    Adversity does not just build character, it reveals it.

         
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    Posted: 13 March 2011 09:29 PM #10

    Down 5% now.

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    Adversity does not just build character, it reveals it.

         
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    Posted: 13 March 2011 09:34 PM #11

    Toyota and Honda shares trading down 11%

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    Tim Cook: iPad is 91% of all tablet web traffic. I don’t know what these other tablets are doing.

         
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    Posted: 13 March 2011 09:39 PM #12

    mbeauch - 14 March 2011 12:29 AM

    Down 5% now.

    Not good.  I think they will end down about 3%.

    Our futures are holding up well. NASDAQ is futures are down less then 1%.  Just talked to Mercel via FaceTime on my iPad:). The apple store up in his neck of the woods is packed.  This can be said about most Apple stores this weekend.

      Folks the iPad 2 is a monster of a huge hit for Apple. It will make the iPhone 4 release less important.  We could trend down with overall market this week, however anyone who sees the lines and has the power to buy will buy this week and take us up.smile. And then in one month we will see 400 :-D

         
  • Posted: 13 March 2011 10:11 PM #13

    *NIKKEI 9772.75   -481.68 -4.70%
    *HSI 23249.78—-  UNCH
    *CHINA 2933.80—-  UNCH
    *S&P/ASX 200 4613.10   -31.70 -0.68%
    *OIL 100.00   -1.16 -1.15%
    *S&P FUT 1297.20   -4.00 -0.31%
    DOW FUT 12029.00   -36.00 -0.30%
    NAS FUT 2296.00   -9.25 -0.40%

         
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    Posted: 13 March 2011 10:15 PM #14

    Tokyo just hit with a 6.2 quake

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    Adversity does not just build character, it reveals it.

         
  • Posted: 13 March 2011 10:19 PM #15

    mbeauch - 14 March 2011 01:15 AM

    Tokyo just hit with a 6.2 quake

    I believe Japan has had over 200 aftershocks since the 8.9er.  The most serious one was in the 7+ range.