New iPhone/iPhone5/iPhone 2012 Thread

[Red]

Originally Posted by sclitheroe

Except that Apple has always striven to be the every-person's computer. They very definitely position their machines as something that anybody can use, from kids, to grandma, to artists and creative types, to "normal" people to do useful things, rather than the hard-core gearhead that a Porsche style marketing campaign would target, with an emphasis on raw performance and power.

But they never tried to be cheaper. That's both R&D and the final product.
To this day the various department directors do not have anything to do with budgeting. They say that product developers don't need to worry about financial bottom lines. Very different from other companies.

[Tinordi]

Got me, iPad was a huge success when I predicted it wouldn't be.

For the stock to continue to have room to grow it well either need to eat into Android market share, something I just do not see this phone doing our they will need to release another huge new device and market.

Sure Apple TV maybe that product but I wouldn't hold my breath as the market place is much different and rigid.

what do you think will continue to propel growth because I don't see it.

[Senator Clay Davis]

AppleTV has to be the endgame to grow the company any more. There's really nowhere else for them go. I also think the iPhone 5 being forecasted to be the largest selling consumner electronics good ever is not a good thing for Apple, because obviously if it turns out to be anything less than the biggest selling electronics product of all-time, Apple will see a big dip in the stock.

[Red]

Originally Posted by Tinordi

Got me, iPad was a huge success when I predicted it wouldn't be.

For the stock to continue to have room to grow it well either need to eat into Android market share, something I just do not see this phone doing our they will need to release another huge new device and market.

Sure Apple TV maybe that product but I wouldn't hold my breath as the market place is much different and rigid.

what do you think will continue to propel growth because I don't see it.

Why? Android is losing money for most involved. At the other spectrum Apple is making a killing despite Android's "success".

[Tinordi]

Those profits are priced in and then some. For it to grow further it will need to grow the company, how does that happen?

[polak]

Just so it's clear, I specifically used Android in my marketshare spiel because most users don't specifically care what company makes their phone. They just want the best Android phone available. Hell if Apple some day caved and ditched iOS and made the best Android phone ever, I would not hesitate to shell out my cash for it (as long as it was fairly priced).

[chemgear]

Originally Posted by Tinordi

Impressive chemgear but I'm sure the exact same thing could have been written about RIM teen years ago.

The forward outlook is what matters.

Ten years!? Man, if you or I could make calls that far out we both wouldn't be posting here. Then again, maybe we'd be posting A LOT more with the extra free time.

Originally Posted by Tinordi

For the stock to continue to have room to grow it well either need to eat into Android market share, something I just do not see this phone doing our they will need to release another huge new device and market.

I think IDC figured the market would grow 40-50%. Even if Apple has the exact same market share, the market itself is growing substantially. And many Android makers could continue to limp along at negative profit for a while longer but that isn't sustainable. Heck, customers are going to fall off just based on them not being able to support a product that isn't making money.

[oilyfan]

Originally Posted by Senator Clay Davis

AppleTV has to be the endgame to grow the company any more. There's really nowhere else for them go. I also think the iPhone 5 being forecasted to be the largest selling consumner electronics good ever is not a good thing for Apple, because obviously if it turns out to be anything less than the biggest selling electronics product of all-time, Apple will see a big dip in the stock.

Apple still has significant potential in China and India, they just haven't really bothered with it yet but already phones like the iPhone 4 and the 3GS are getting cheaper they will start penetrating those markets significantly. American "made" (I know that term means nothing in this global supply chain world, but it is perception) carries huge cachet in the developing world.

[photon]

Originally Posted by polak

What is the point of upgrading to every single model that they put out then?

If they're such fine quality products they should work and relatively up to date for at least one or two generations.

All the non-nerds I know that have iPhones do not upgrade to every single model they put out, I know people with 3Gs, 3GS's, and 4's. Even the nerds I know don't upgrade to every model (I have a 4, not a 4S, wasn't worth upgrading). And most nerds I know have more than 1 phone, usually an iPhone and an Android phone, plus a half dozen older phones.

You seem to be assuming that just because Apple introduces a new phone that EVERYONE that has one upgrades, then you are basing your arguments on your assumption. That's fallacious.

Originally Posted by polak

I'm referring to the people who buy all apple products despite logic.

And before you said that ALL Apple users buy Apple products ONLY because they want to own an Apple product, no other reason. So either your reasoning is a bit circular, or your just pointing out the obvious that irrational people do irrational things.

Originally Posted by polak

The fact that there are IPad owners out there who want an IPad mini should tell you that Apple fanboys are mindless cult followers.

This is dumb, I own an iPad (which I hardly ever use, got it more for travel) and then I got a Nexus 7 and I like the size MUCH more.

So there's a good reason to get an iPad mini if you own an iPad; you prefer the form factor.

There's also a good reason to get an iPad mini vs. a Nexus 7; you have a large inventory of purchased apps/music/etc. App vendors don't let you download the "other" version of their app (they should), so if you've got a lot of money invested in one platform then moving to another could be expensive. (This isn't unique to Apple either, Amazon encrypts their eBooks).

Originally Posted by polak

If you were a nerd than you wouldn't be getting an IPhone...

Lots of nerds own iPhones including me. Some jailbreak them, I haven't recently because the recent releases of ios do what I used to jailbreak for.

Originally Posted by polak

Sorry, I forgot that this thread was ment for all Apple fanboys to praise each others great taste and pat each other on the back.

I'll leave

Or just simply post reasonably instead of making bad and inflammatory posts.

[HELPNEEDED]

Originally Posted by Tinordi

Got me, iPad was a huge success when I predicted it wouldn't be.

For the stock to continue to have room to grow it well either need to eat into Android market share, something I just do not see this phone doing our they will need to release another huge new device and market.

Sure Apple TV maybe that product but I wouldn't hold my breath as the market place is much different and rigid.

what do you think will continue to propel growth because I don't see it.

False: Apple just needs to continue growing its itunes sales.

They sell H/W so people buy of itunes, its a perpetual money making machine.

[bomber317]

Originally Posted by Tinordi

Got me, iPad was a huge success when I predicted it wouldn't be.

For the stock to continue to have room to grow it well either need to eat into Android market share, something I just do not see this phone doing our they will need to release another huge new device and market.

Sure Apple TV maybe that product but I wouldn't hold my breath as the market place is much different and rigid.

what do you think will continue to propel growth because I don't see it.

You would be on the opinion of Sell Apple, Buy Google.

I'm ok with that, you believe there's more upside to Google than Apple. I can't argue that, because that's a tough call. No Jobs, and possibly no groundbreaking device that Apple will release. While Google is trying anything and everything.

My problem with the post was an outright sell your apple position. And then do what with the cash?

If you don't agree with where Google is going, I think holding on to Apple is fine for now. While the iPhone 5 isn't groundbreaking, a lot of people will still purchase it. The growth will come mostly from international markets at this point. The iPad will still drive sales and also the iPad mini if rumors about it are true.

I'm of the same opinion of Apple TV, it would have to be quite the technological breakthrough to make a significant impact on their bottom line.

I'd be a fool to say "Stay in AAPL forever", but in the near term, I believe AAPL stock will outperform GOOG.

[sclitheroe]

Originally Posted by HELPNEEDED

False: Apple just needs to continue growing its itunes sales.

They sell H/W so people buy of itunes, its a perpetual money making machine.

Pssst...It's the other way around. iPhones, iPads, and iPods hardware sales are a 26 billion dollar revenue per quarter business. iTunes is about 2 billion a quarter.

Apple claims (and I have a hard time believing it) that iTunes is almost a break even proposition, but even if they are turning a profit, it's insignificant compared to all other facets of the company.

[Senator Clay Davis]

Originally Posted by oilyfan

Apple still has significant potential in China and India, they just haven't really bothered with it yet but already phones like the iPhone 4 and the 3GS are getting cheaper they will start penetrating those markets significantly. American "made" (I know that term means nothing in this global supply chain world, but it is perception) carries huge cachet in the developing world.

I'm sure the Chinese have their own iPhone ripoff/counterfeit device ready to go. China I think would still rather buy an "American" made product than a Japenese one though.

[chemgear]

Originally Posted by Tinordi

Got me, iPad was a huge success when I predicted it wouldn't be.

Actually, I forgot about this as well. The original iPad was released only 2.5 years ago - it's now solidly shaking up the PC space and I'd think there is a LOT of sales left in the line (even ignoring the "mini" that might be coming out). Both profit and marketshare is dominant - it makes up about 90% of all the internet traffic from tablets I believe.

They've already started making their way into medicine/hospitals, businesses and school. Heck, half of all the NFL teams now use it for their staff and players this year instead of a physical "playbook". They introduce that line to all these (young) people, get them into the "walled garden" and voila! More and more purchases down the line. Profit!

[Rathji]

Originally Posted by polak

Also, in my opinion, Apple supporters are buying their phone ONLY because they are Iphones and they just want to say that they own an Iphone. That is it. The one defense you here from them is "I don't want android cause I'm not going to customize it"... Well thats great, don't customize it then. They're still cheaper then an Iphone and can do literally everything an Iphone does.

Actually, it can't.

The ecosystem that people are invested in can't be duplicated without extreme cost.

I am in the market for a new phone, and will probably get one in the new few months. Right now, I am using my wife's old iPhone (because it is head and shoulders above my Blackberry).

At home we have iTunes (and have since 2004 when the iPod was the only quality MP3 player). All my music is ripped in Apple lossless or purchased from iTunes, because it has always been simple to buy. We got a Apple TV 2, because the 2 media terminals we tried before it were garbage, so now all our DVDs are imported into iTunes as well.

I can sit at home with my phone, pull up a video that I took with my phone, or from youtube and play it on my Apple TV instantly. I can use my phone as a remote for the Apple TV if I want to watch something from netflix or my library.

So here I am with all this time, and money, invested in this ecosystem and it doesn't make sense to break free because Apple made it work so well together, before anyone else did.

So when I look at the iPhone 5, I see a phone that I will probably break and cost me a ton later on to fix. I see a phone that I will spend a little bit more money on (maybe $50 extra, with a contract), but I also see a phone where I don't need to rip my entire CD library again. I see a phone where all my current settings, apps, will transfer over seemlessly and I wont need to screw with both figuring out a new OS and then setting it up how I like.

I really want to buy a S3, because I think it is far more durable, but the reality is, there is much more to the product that Apple offers than the physical device or the OS it has installed. I have slowly bought into that ecosystem over the years, because as I adopted a new technology, I would try other options and eventually end up with Apple product, because they were the best.

Just my 2 cents.

[You Need a Thneed]

There has been rumours of Apple negotiating with TV content providers in order to offer live TV. Imagine if Apple puts out a TV set top box that can access any live TV? Potentially, they could change another industry like they have with the music industry.

Of course that's a big if at this point, but I certainly wouldn't count it out.

[HELPNEEDED]

Originally Posted by sclitheroe

Pssst...It's the other way around. iPhones, iPads, and iPods hardware sales are a 26 billion dollar revenue per quarter business. iTunes is about 2 billion a quarter.

Apple claims (and I have a hard time believing it) that iTunes is almost a break even proposition, but even if they are turning a profit, it's insignificant compared to all other facets of the company.

Grost Profit percentage my friend.

[sclitheroe]

Originally Posted by HELPNEEDED

Grost Profit percentage my friend.

What does that even mean

[oilyfan]

And for me the ability to sync all the devices across my family is pretty cool.

I download music on my phone, it automatically downloads on my wife's phone (she uses the same account) and to my son's ipad and vice versa. I put the latest songs in one playlist and she puts hers in another playlist and they are all synced. We come home and want to listen to some music on the stereo, hit airplay from my phone to the Apple TV and bingo same song. Same thing with apps, they get synced to all the devices. Not sure what reason I have to move from Apple products?

[HELPNEEDED]

Originally Posted by sclitheroe

What does that even mean

Gross profit = revenue minus costs

Gross profit percentage: Gross Profit/Revenue

So itunes has a >>>>>GPP than h/w sales.