Weekend Updates - Archive

  • Posted: 28 July 2012 01:21 PM #46

    macorange - 28 July 2012 02:05 PM

    I laughed out loud at two of the ads, but maybe I have a warped sense of humor.

    More important than the humor quotient, the ads effectively start making the practical case for owning Apple products, instead of just the gee-wiz case.  They depict what people actually use computers for away from work, and they show how the combination of a good device, good software, and superior support all combine to get the job done. 

    Apple competitors can ape the gee-wiz factor, but they can’t come close to making the practical case offered by the Apple ecosystem.

    I think the new Mac ads might be marginally entertaining to the average person.  They portray extreme situations and are kindof stupid.  But I do think they are memorable. 

    The message is simple.  Apple Geniuses will be there for you for at the important moments in your life—weddings, childbirth, etc.  The interesting thing is you barely see the product—where is the hardware porn? 

    The ads are more about Apple differentiating the company from its competition.  Apple and its army of nerdy t-shirt dudes know what you need and you can call them like you would a doctor or a dentist.  What do the PC vendors’ call center guys in India have to offer (besides telling you for the umpteenth time to reboot your operating system)? 

    In a way, this is the Mac vs. PC campaign all over again except they do not need to bother with addressing PC guy’s zits anymore—everyone knows Windows’ flaws and bugs.  Apple is reframing the choice between PC vs. Mac as Apple and its Geniuses vs. [Windows OEMs and their impersonal unreliable all-but-worthless customer support]. 

    I think these ads are a new attempt to leverage the ubiquity and appeal of Apple stores (at least in the U.S.).  Apple has invested in, and steadily built, a massive support and services infrastructure.  It’s time to flaunt it.

    [ Edited: 28 July 2012 01:23 PM by Trainspotter ]      
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    Posted: 28 July 2012 01:37 PM #47

    johnG - 28 July 2012 11:31 AM
    lovemyipad - 27 July 2012 08:43 PM

    I sold half of everything.  If we never see this price again, the other half can enjoy the profits.  If we go lower, I can buy everything back cheaper.

    I always enjoy reading your level headed comments pertaining to the uncertainty of ‘investing’ in aapl.

      much appreciated
          JohnG

    Thanks, John!! smile

         
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    Posted: 28 July 2012 01:52 PM #48

    Big Al - 28 July 2012 11:37 AM

    (...)
    Lovey, one question…

    ...is there a way to link your TA analysis somehow with the valuation analysis. What I mean is that there is a difference between a sell-off from a PE of 17 to 15 than from a sell-off from a PE of 15 to 13. Shouldn’t TA incorporate this in our thinking of what retracement levels should be most likely/appropriate?

    Perhaps.  Zaky is my go-to guy for expertise in both FA and TA and the combination of the two, and his take is: the most relevant/actionable application of PE in the short-term is establishing a floor (barring a global meltdown).

         
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    Posted: 28 July 2012 01:58 PM #49

    I’ve seen a couple of the ads on Utube and I laughed, but hey, I’m pretty simple.  I haven’t experienced an apple store yet as the closest one is 150 miles rt from me, but the phone help over my few years of apple has been impeccable.

    Until early 2009 I was in dell hell .  Then I ordered an iMac by phone in the middle of the night when the 5Oth dell “help” call made my brain explode.  36 hours later the Mac was here and running.  Ahhhh.  As for quality ?  I’m still living in 2009 with my iPhone 3g and that 24” Mac, both of which to be upgraded as soon as the new stuff comes out.  And yes,  I still use my iPod classic, and 2 nano’s from the same year. 

    And of course I upgraded my iPad 2 to the new one. Went into the local PO to get a priority shipping box before I listed the iPad 2 on eBay and the postmistress bought it for her kid. 

    This is the apple story for millions worldwide.  They really do know that quality is the key, even if WS is a bit confused.  And millions of ordinary middle class people like me and my neighbor haying his fields with his iPod on the tractor and the postmistress whose entire family has iPhones and iPads are buying apple.  So don’t be discouraged.  If the middle class survives,and keeps buying groceries, we’ll all still be buyingy extra “fruit”.

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  • Posted: 28 July 2012 02:43 PM #50

    rutgersguy92 - 27 July 2012 10:11 PM
    Rosie - 27 July 2012 08:39 PM
    rutgersguy92 - 27 July 2012 08:18 PM
    gyromac - 27 July 2012 08:03 PM

    don’t know if we should be happy….sad….or just glad the week is over….

    WHAT A WEEK….

    The last one, “glad the week is over”.

    This was a week for minimizing the damage done on Tuesday.  If today is the beginning of an upward move, then fantastic.  I don’t trust it, so I have a handful of short calls (total of 5) balancing my two handfuls (total of12) of long calls which are underwater.

    I have another reason for being glad the week is over.  I had to leave my dog at the vet on Monday, since he checked in with a 106F fever and low white blood cell count.  Looked pretty uncertain (and nervous) early on, but by Wednesday Sammy’s fever had dropped to 100-101, and yesterday his WBC count had tripled but still a little below where they could release him.  Vet took another blood sample today, so we’re hopeful continued improvement in the WBC count will allow us to take him home tomorrow.  So compared to this, AAPL has not been my main concern this week.

    However, AAPL did have a role in my dog’s situation, since trading that big drop on Monday, and buying back the short end of a spread on Wednesday, was able to finance his stay at the vet, which is running about $3K.  As I told my wife, who was nervous about the bill because she knew how expensive these bills can run, God provides.


    sending good thoughts to Sammy…I have a separate cc I keep for those “little”  3k vet/pet emergencies.  It’s worth every penny.

    Thanks, Rosie.

    God will bles all who care and nurture their animals. It cost me well into five figures to extend our Dudley’s life for another year when he came down with pneumonia at the age of 14. It was the best money I ever spent, and since he heft us there is a hole in my heart that no amout of money can repair.
    We measure our humanity by how we treat our animals.

         
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    Posted: 28 July 2012 03:03 PM #51

    Gtrplyr - 27 July 2012 10:51 PM
    rutgersguy92 - 27 July 2012 10:11 PM
    Rosie - 27 July 2012 08:39 PM
    rutgersguy92 - 27 July 2012 08:18 PM
    gyromac - 27 July 2012 08:03 PM

    don’t know if we should be happy….sad….or just glad the week is over….

    WHAT A WEEK….

    The last one, “glad the week is over”.

    This was a week for minimizing the damage done on Tuesday.  If today is the beginning of an upward move, then fantastic.  I don’t trust it, so I have a handful of short calls (total of 5) balancing my two handfuls (total of12) of long calls which are underwater.

    I have another reason for being glad the week is over.  I had to leave my dog at the vet on Monday, since he checked in with a 106F fever and low white blood cell count.  Looked pretty uncertain (and nervous) early on, but by Wednesday Sammy’s fever had dropped to 100-101, and yesterday his WBC count had tripled but still a little below where they could release him.  Vet took another blood sample today, so we’re hopeful continued improvement in the WBC count will allow us to take him home tomorrow.  So compared to this, AAPL has not been my main concern this week.

    However, AAPL did have a role in my dog’s situation, since trading that big drop on Monday, and buying back the short end of a spread on Wednesday, was able to finance his stay at the vet, which is running about $3K.  As I told my wife, who was nervous about the bill because she knew how expensive these bills can run, God provides.


    sending good thoughts to Sammy…I have a separate cc I keep for those “little”  3k vet/pet emergencies.  It’s worth every penny.

    Thanks, Rosie.


    Ironic read as I’m about to go pick up our dog from the eye specialist ... been a rough couple of weeks for her and she’s been to the vet now 3 times ... around 4K including this mornings surgery, which went well.  Expensive but she’s been a part of our family for 15 years and I didn’t hesitate one bit when told of the cost .... just glad we are able to spend that amount on her I can’t imagine if we were living paycheck to paycheck ... 

    Good luck to all the longs ... been a rough week for many.

    That’s the problem with these guys: they never live long enough and it gets expensive toward the end.

    FWIW, I use VIP pet insurance which pays out more than I ever pay in kicking back about 1/4th to 1/3rd the cost of vet bills. I’ve also learned that the rural vets available to me can provide the exact services as city vets for about 1/4th to 1/3rd of the cost of the city vets.

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    Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).

    For those who look, a flash allows one to see farther.

         
  • Posted: 28 July 2012 03:06 PM #52

    As the owner of 3 dogs and having list one well before her time - this last post By bolivar made me cry.  So touching.

    [ Edited: 28 July 2012 03:10 PM by Phoebear611 ]

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    Keep Calm and Carry On

         
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    Posted: 28 July 2012 03:27 PM #53

    Phoebear611 - 28 July 2012 06:06 PM

    As the owner of 3 dogs and having list one well before her time - this last post By bolivar made me cry.  So touching.

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    Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).

    For those who look, a flash allows one to see farther.

         
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    Posted: 28 July 2012 03:35 PM #54

    Eric Landstrom - 28 July 2012 06:27 PM
    Phoebear611 - 28 July 2012 06:06 PM

    As the owner of 3 dogs and having list one well before her time - this last post By bolivar made me cry.  So touching.

    Thank you for posting the 10 Comandments of Pets.  Many of those things apply to people too. We can earn a great deal from our pets.

         
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    Posted: 28 July 2012 04:41 PM #55

    Mav - 28 July 2012 07:08 AM

    Apple Genius ads have arrived!

    Apple…retail…Genius…ads?  You know what, they’re not bad!  I guess it helps that the genius channels a little bit of Marty McFly.

    http://www.apple.com/mac/videos/

    i agree with PED, they’re bad.  except the plane one is okay.  but not up to Apple’s standards.  and they shouldn’t show users as idiots.

    [ Edited: 28 July 2012 04:46 PM by kloot ]      
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    Posted: 28 July 2012 05:06 PM #56

    Eric Landstrom - 28 July 2012 06:27 PM
    Phoebear611 - 28 July 2012 06:06 PM

    As the owner of 3 dogs and having list one well before her time - this last post By bolivar made me cry.  So touching.

    I came here to say how glad I am that we are only -$15 after an earnings miss. But now you have depressed me. This right after my friend’s Facebook update was him canceling a trip due to imminent dog loss.

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    We filed for over 200 patents for all the inventions in iPhone and we intend to protect them. — Steve Jobs, 2007

         
  • Posted: 28 July 2012 06:41 PM #57

    AAPL, Twitter Not Currently in Discussions for Stake - Reuters

    http://in.reuters.com/article/2012/07/28/apple-twitter-idINL2E8IS2GO20120728

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    Keep Calm and Carry On

         
  • Posted: 28 July 2012 06:52 PM #58

    My friend’s husband did this ad for HP.  It is AAPL worthy…more than what we are currently getting out of AAPL PR right now.  I really like it - too bad HP is awful but the ad is great!

    http://www.youtube.com/watch?v=80RI3VepJDI

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    Posted: 28 July 2012 07:21 PM #59

    kloot - 28 July 2012 07:41 PM
    Mav - 28 July 2012 07:08 AM

    Apple Genius ads have arrived!

    Apple…retail…Genius…ads?  You know what, they’re not bad!  I guess it helps that the genius channels a little bit of Marty McFly.

    http://www.apple.com/mac/videos/

    i agree with PED, they’re bad.  except the plane one is okay.  but not up to Apple’s standards.  and they shouldn’t show users as idiots.

    Well crap.  More ads not universally loved.  Apple is doomed!

    Actually, Mac v. PC was pretty controversial too.  And people got really tired of iPod and the Silhouettes.  BUT, maybe those celebrity Siri ads are tanking iPhone 4S sales.  I’m so confused!

    (Don’t mind the sarcasm.)

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Teamâ„¢
    Thanks, Steve.

         
  • Posted: 28 July 2012 07:22 PM #60

    Everyone is a critic.  I get a little tired of the negativity, but it is all right and it is part of the discussion.

    Genius Ads >> John Moltz

    Here is the end of the short piece

    But I?m sure we?ll be treated to a host of opinions this week about how this is another sign of Apple?s impending doom. Just like whatever happened last week was.