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SOURCE:
http://www.theatlanticwire.com/business/2011/12/iphone-killing-mobile-carriers/46489/
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What’s the deal today? Negative reaction to pricing?
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Nicu
Unless you look at charts, do not try to find reason in the short term moves. And even then, you only get a “probable” prediction / explanation.
Maybe somebody was simply afraid that the good news would push it up so they pounded the brakes a bit too hard ?
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GotWake
Yeah, I just thought I was missing something the way it was getting hammered earlier today.
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conshmillo
More like knee-jerk reaction to yesterday’s 300+ “bump”.
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conshmillo
oops. Now I noticed you are posting in TSLA.
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Shameless self promotion.
SOURCE:
http://seekingalpha.com/article/315207-apple-analysts-perpetually-clueless-
Birra
Excellent article @nicu. After reading yours and the related links and comments I have found my favorite post.
‘Most importantly, I think, is that Apple people are continuously looking around for things that irritate them or piss them off. Then they analyze “what can I do to this to make my (and everyone else’s) life better?”‘
Remote control(s) piss me off. After being forced by Comcast to install a ‘box’ on every TV with an associated ‘universal’ remote control I find it necessary to use at least two complex remote controls to access even the simplist of functions like volume. Even then things don’t work. In one case even upping the volume to 100 is not enough and it must reek havoc with the set. No doubt Apple will be fixing this.
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Nicu
thanks – I hesitated to publish after the second article by Horace
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Bunratty
good job….always nice to have different concepts/projections/understandings etc.
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I find two things that are fantastic and slightly unexpected:
- for the large battery pack, the warranty does not have a limit on miles (8 years warranty for all packs)
- they have very reasonable prices for options, not trying to nickel and dime customers; for example, they charge $10k more for the performance version but they include about $5k of options in thatOf course the fact that there are no price hikes nor delays is also absolutely great, but expected for those familiar with the values of this company.
SOURCE:
http://www.teslamotors.com/blog/model-s-update-pricing-and-options-
Nicu
Small disappointment (myself and others on Tesla forums) that tech pack (navigation system, keyless access, rear camera, xeon headlights etc.) is not included and priced at $3.5k.
Nice surprise that the panoramic roof blocks 93% of visible light in addition to 79% heat. I was afraid of the sunlight glaring on my shiny controls / screen … well, it will become mine after the short squeeze or in 1.5 years of nice growth in TSLA.
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Nicu
Shorts (or at least bears, I cannot find shares to short – must be the big sharks) have some fun with TSLA now. It’s quite funny, innocent investors on Tesla’s forum thought that this announcement should boost the shares. I could not post there anymore to warn them, probably because I made fun of the most childish of them and someone hit the “flag as inappropriate” in panic mode.
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Bunratty
Have a color and wheels and top among my saved preferences! Will ck out the options….
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Bunratty
Ok…..here’s what I come up with: Looking at the Model S 85 kWh:
85kWh
Metallic Blue paint
Panoramic sun roof
Nappa leather
Tech pkg
Sound studio pkg
Active air suspension
Parcel shelf
Twin chargers/HP Wall connector
$82,800
(think I will keep this figure away from She Who Must Be Obeyed, and pray that there is a hell of a run up to AAPL earnings over the next 23 trading days!) -
conshmillo
Didn’t they messed up front mask? Front grill in particular. I think it looked different in original prototype.
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Nicu
That is the prototype
http://www.ecoautoninja.com/wp-content/uploads/2011/01/tesla-model-s-alpha.jpgThey changed a bit below the mask, for aerodynamic and cooling purposes.
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conshmillo
Bottom part of the grill feels slightly plasticky. I will paint teeth there on mine.
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Nicu
didn’t know you plan to buy one
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http://www.huffingtonpost.com/2011/12/19/google-ftc-antitrust-probe_n_1159164.html
“In a written response to questions posed by the Senate antitrust subcommittee, Schmidt attempted to position Apple’s Siri technology, which allows for voice-controlled search, as a “competitive threat” to Google.”
Also somewhat interesting analysis by Scott Cleland (who IIRC, is a consultant whose biggest client is Microsoft):
Implications of Senators’ Call for Google Antitrust Probe:
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conshmillo
Stochastic upswing is finally in progress. Now, the big test comes at 12,285, which is current mother of resistances for DJIA. Index price should be attracted to this resistance like to a magnet. That’s what these big resistances usually do to prices. At a minimum they try to peek at least slightly above them. But last DJIA stochastic downswing has a very low retracement, indicating strength, so my bet is that 12,285 will be followed by breakout. As I posted before, I expect December to end up higher. If 12,285 is not conquered in December, I would expect DJIA to keep trying in January until it is so and new stair and new suport is established.
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conshmillo
No sell off into market close either. Alway better sign than intraday rally followed by the sell off in last 30 minutes.
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Nicu
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I love this. The guy made a prediction. This isn’t even a rumor. I’d imagine this is an attempt to start beating this drum… I’ll believe it when I see it. (Perhaps though: they might have SOOO much cash…)
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GotWake
I always like it when they start the “must give a dividend” banter. It’s always fun to take a look at their darlings that give dividends. Of course, they use a time frame that supports their argument.
If I’m on the board of a company, I want to see how the dividend helps the stock price in the long term. When you look at the two companies this guy uses as the leaders of the dividend stocks and aapl over the last 5 years, I wonder which stock he would have picked?
I kind of like the one that has 372% return.
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Senator Gronk
Sure. I will admit that if they have a MASSIVE quarter that they might award a one-time dividend (assuming such a thing exists) simply to off-load some cash. They might even start a dividend. Steve might have hated the idea and steve’d it. Oppenheimer might see a strategic advantage to it moving forward. So yeah, it MIGHT happen. And we can quietly discuss those reasons.
But to go on record and claim that it WILL happen? Ridiculous.
Apple never does what people want it to do. They never do what “conventional wisdom” (contradiction in terms?) dictates. If they offer a dividend it will be on their terms for their reasons on their time. No other way to frame it
I’m fascinated by the talking heads. They will say anything to fill silence.
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conshmillo
If anything, buyback is more probable than dividend. But I think Apple is not letting go of any of its cash until Google is punished for Schmidt’s backstab. If Apple is still Steve Jobs’ company, this thing is on the list and it doesn’t have a low priority.
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Nicu
I think one goal should be to kill the stolen product (which is stealing market), not obsess over a person. I wouldn’t like “my money” (technically not true, because I do not own shares, only calls) to be spent on a man hunt.
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conshmillo
It’s not man hunt for man hunt. It’s man hunt for broken principle that have put in jeopardy the whole company. It’s man hunt for breaking the trust. Unpunished will encourage similar behavior in the future. Godfather like, huh?
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Nicu
I still prefer to see the guy and Google as collateral damage, not the main target. But if the only way to kill the stolen product is by killing Google, so be it.
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Birra
Here’s some better links. These seem way too generic and in no way related to what makes the iPhone unique to be of much consequence.
http://www.macrumors.com/2011/12/19/itc-rules-for-apple-in-patent-case-bans-some-htc-imports/
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rastard
“Apple shares rise 3% in wake of HTC patent ruling”
(http://www.marketwatch.com/story/apple-shares-rise-3-in-wake-of-htc-patent-ruling-2011-12-20?link=MW_latest_news)HTC shares rise 7% in wake of Apple patent ruling
http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=2498:TT
“CHANGE TODAY +31.00 6.97%”Huh?
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rastard
Interesting — HTC might have actually risen even higher than just 7% today had it not been for a Taipei trading limit. But a share buyback also contributed the increase.
“Shares in HTC rose by the daily maximum allowed 6.97 percent in Taipei trading on Tuesday, also helped by a company announcement that it would buy back 10 million of its shares.”
http://finance.yahoo.com/news/apple-wins-u-trade-body-000601382.html
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conshmillo
So, come on! Your initial post suggested, by stating that comparison that it was somehow more of the HTC victory than Apple’s. It’s like bragging I kicked someone’s ass, and then saying – by the way there was another 20 guys on it with me.
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rastard
And HTC’s “CHANGE TODAY +33.00 6.93%”. Apparently it hit a trading limit again.
“Your initial post suggested, by stating that comparison that it was somehow more of the HTC victory than Apple’s.”
I suggested no such thing. I’m actually trying to figure out why HTC’s stock is reacting the way it is, as HTC itself seems to be the only one saying that HTC was victorious. My best explanation is that while the ruling is a loss, people had baked a far worse loss into HTCs stock price. But still — +14% in 2 days?
Re your other analogy:
“It’s like bragging I kicked someone’s ass, and then saying – by the way there was another 20 guys on it with me.”
Are you asserting that the share buyback was 20x more impactful than the ruling’s impact? I interpreted it more as gravy on the meat…
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Birra
Looks like MS has better lawyers. Guess it doesn’t matter Apple wins too.
Microsoft Wins Ruling in Case Over Motorola Android Phones
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I want this piano, but they’re not cheap.
http://www.cultofmac.com/136157/siri-plays-piano-like-beethoven-video/
http://www.bonanza.com/listings/Yamaha-PLAYER-Grand-Piano-Disklavier-G2-5-8-1995/23474135
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Upcoming elections don’t bode well for current leaders….
Nicu 6:54 pm on December 21, 2011 46 days ago Reply
That same analyst called the ascent of the iPhone “a wealth transfer from AT&T shareholders to Apple shareholders.”
mreyes_104 8:58 am on December 22, 2011 46 days ago Reply
I guess technology transfer is so fast paced that what is new today will be obsolete tomorrow. Now its the iPhone but tomorrow it will be something else.
Birra 12:45 pm on December 22, 2011 45 days ago Reply
That certainly is true but in this case and many others it’s not nearly that simple. This was caused by Apple’s ability to disrupt or at the risk of causing controversy shifting the paradigm. You would be hard pressed to find a handful of company’s in the last century that had that ability.
rastard 4:10 pm on December 22, 2011 45 days ago Reply
There seem to be more than a handful, but I suppose that varies based on one’s perspective. Forbes and CBS both rank Apple as #1 most disruptive; I can’t tell whether Baseline’s ordering doesn’t seem to be reflective of anything.
http://forbes-disrupt.com/
http://www.cbsnews.com/8301-505125_162-31545277/most-disruptive-companies-of-the-decade/
http://www.baselinemag.com/c/a/IT-Management/25-Disruptive-Forces/