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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#91

Down 5.8% (-18.70) in AH trading: http://www.google.com/finance?client=ig&q=AAPL edit: whew, and seeming to stabilize around a 4.5% drop still leaving it above $300. I was amazed it broke $300 so easily last week and was afraid it'd fall back below with this drop.

That was profit-taking. The sell-off wasn't because the news was bad.

ah, you edited your post since i was about to reply (and HN crapped out on me). here was my original response:

Finance-related articles: I read several. Margins are depressed[1]. iPad sales were lower than expected[2]. Revenue was above expectations, but profits were below [3].

[1] http://www.nytimes.com/2010/10/19/technology/19apple.html

[2] http://online.wsj.com/article/BT-CO-20101018-713881.html

[3] http://blogs.barrons.com/techtraderdaily/2010/10/18/apple-fy...

Re: Apple Reports Fourth Quarter Results

#92
I guarantee in a generation or so we will look back and do case studies of Apple and Steve Jobs. What made them so successful, etc. Things like to how to develop amazing products, create compelling user experiences, create new markets, market to customers, etc, etc.

Companies like this aren't created everyday.

Re: Apple Reports Fourth Quarter Results

#93
post #84

Earlier quoted context omitted.

It would be interesting to learn just how aggressively leadership must filter and otherwise confine these impulses to end up with the focus, profits and product mix we see today. A big key is that things don't ship unless Steve thinks they're great. There's lots of stuff that doesn't ship, and lots of stuff that isn't pursued. However, as a consequence, there's a lot of internal competition to get Steve's attention -…

Oh, too interesting. So because Steve holds the keys to the kingdom, incentives align in such a way that competition within Apple surrounds capturing his interest. Every system has an exploit – Apple's would then depend upon hacking Steve, or his circle, for maximum personal gain. Steve ends up being the filter for ambition that doesn't match Apple's long term agenda, while amplifying ambition that does. He's sitting…

Saigon...Shit.

(Sorry, just realized that was way too cryptic. the Illusive Man was a character in Mass Effect 2 voiced by Martin Sheen. Martin Sheen, of course, played the main character, Willard, in the eminently quotable Apocalypse Now. One of the best lines in the film, in addition to the oft-quoted "I love the smell of napalm in the morning. It smells like...victory," as stated by Colonel Kilgore is Willard musing to himself: "Saigon...shit. I'm still only in Saigon."

Incidentally, Sheen was drunk during the filming of the opening scene, and really did cut his hand up. I highly recommend watching the making-of documentary Hearts of Darkness if you ever have the chance.)

Re: Apple Reports Fourth Quarter Results

#94

Down 5.8% (-18.70) in AH trading: http://www.google.com/finance?client=ig&q=AAPL edit: whew, and seeming to stabilize around a 4.5% drop still leaving it above $300. I was amazed it broke $300 so easily last week and was afraid it'd fall back below with this drop.

That was profit-taking. The sell-off wasn't because the news was bad.

If it was predictable it would not have happened. Markets are anti-inductive... oh, never mind.

Re: Apple Reports Fourth Quarter Results

#95

Not a single cent of my money. I stopped using Apple products when they started to lock down the iPods (by using encryption) and tied devices to a specific installation of iTunes. And do not even get me started on the closed platforms that are the iPhone or the iPad (i.e. the Apple Store). The amount good will this company has with consumers is staggering.

Your religion is not serving you.

Re: Apple Reports Fourth Quarter Results

#96

Earlier quoted context omitted.

That was profit-taking. The sell-off wasn't because the news was bad.

ah, you edited your post since i was about to reply (and HN crapped out on me). here was my original response: Finance-related articles: I read several. Margins are depressed[1]. iPad sales were lower than expected[2]. Revenue was above expectations, but profits were below [3]. [1] http://www.nytimes.com/2010/10/19/technology/19apple.html [2] http://online.wsj.com/article/BT-CO-20101018-713881.html [3] http://blogs.b…

Yeah... I thought the bit about "read some articles" sounded snide :)

I guess I also agree it's up to debate, but I don't see how the results Apple posted are a cause for deflation, margins or no. 20 billion in revenue, nearly a quarter million devices a day, and Verizon yet to come.

Everything looks rosy for Apple, with only the Android dark horse to worry about (which has been worried about for some time).

Re: Apple Reports Fourth Quarter Results

#97

Earlier quoted context omitted.

That was profit-taking. The sell-off wasn't because the news was bad.

ah, you edited your post since i was about to reply (and HN crapped out on me). here was my original response: Finance-related articles: I read several. Margins are depressed[1]. iPad sales were lower than expected[2]. Revenue was above expectations, but profits were below [3]. [1] http://www.nytimes.com/2010/10/19/technology/19apple.html [2] http://online.wsj.com/article/BT-CO-20101018-713881.html [3] http://blogs.b…

Also, iPad sales are lower than "some" expected. Not everyone.

Re: Apple Reports Fourth Quarter Results

#98

Not a single cent of my money. I stopped using Apple products when they started to lock down the iPods (by using encryption) and tied devices to a specific installation of iTunes. And do not even get me started on the closed platforms that are the iPhone or the iPad (i.e. the Apple Store). The amount good will this company has with consumers is staggering.

Your religion is not serving you.

Yes, I could have stated it more friendly:

I disagree with Apple's policies so I do not buy their products. On some level I also do not understand why not more people are bothered by Apple.

Re: Apple Reports Fourth Quarter Results

#99
post #70

Earlier quoted context omitted.

When you look at it closely, Apple, as a portfolio of talent, technologies and interacting businesses, resembles the sort of microorganism that Intelligent Design proponents advance as evidence of a god. Having been an Apple employee, it's funny to me when people describe Apple this way. If you think of their operations as perfect, godlike, or seamless, you have no chance of really understanding them or replicating t…

> Having been an Apple employee, it's funny to me when people describe Apple this way. If you think of their operations as perfect, godlike, or seamless, you have no chance of really understanding them or replicating the good parts yourself. A completely agree, so I think you may have missed my point. It's worth noting that I think Intelligent Design is horseshit, so god leaps neither from that argument nor from Appl…

[deleted]

Re: Apple Reports Fourth Quarter Results

#100

Earlier quoted context omitted.

Your religion is not serving you.

Yes, I could have stated it more friendly: I disagree with Apple's policies so I do not buy their products. On some level I also do not understand why not more people are bothered by Apple.

Because the things you think are important just aren't to most people.
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