No surprise here. Anyone I know under the age of 32 uses a mac. All the microsoft stores are ghost towns in So Cal.
I only know a few people who use a Mac. Most people I know use Windows (and Android). As always, anecdotes are not the same as data.
Apple Reports Fourth Quarter Results
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Re: Apple Reports Fourth Quarter Results
#42Nicely done. The market seems enamoured with larger phones. And it is good validation for Tim Cook given their sales rate.
1. "larger screens" were too obvious to be a validation for cook, everyone was seeing it and only some fundamentalists were insisting on 3.5" or 4.
2. apple 4th quarter is tied closely to the exact timing of launch and availability of the new iphone versions in US and an enough number of other countries. it's an engineered quarter in that sense.
3. even years' 4th quarters (2012,2014,2016) and following quarters do better historically due to renewal cycles of past good performing quarters.
4. in the light of 3, next apple quarter will also be quite well for iphones.
5. iwatch is a better metric to measure cook.
Re: Apple Reports Fourth Quarter Results
#43"Apple is providing the following guidance for its fiscal 2015 first quarter: revenue between $63.5 billion and $66.5 billion" That's ~$5 billion per week. iPhone 6/6+ must be doing amazingly well internationally.
In the keynote they touched on iPhone 6 China release in the coming weeks. I have to assume opening those products up to a market of that size will have a large impact
Re: Apple Reports Fourth Quarter Results
#44Earlier quoted context omitted.
Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
My dad still remembers (and complains about) when his stockbroker was calling him begging him to buy stock in the nearly bankrupt Apple saying it was a good opportunity. Even a tiny investment would've paid off easily even by the mid 2000s.
Pretty useless to mourn about such hypotheticals. I had a few bitcoins about 3 years ago that were lost to a failed harddrive (beyond repair -- believe me I tried to get it come back). I think about how much I would have every now and then... but meh, this is an opportunity lost that's just somehow more realizable than probably a handful of other opportunities lost that I can't even identify. So, just keep on going, be vigilant and hope for better for another day.
Re: Apple Reports Fourth Quarter Results
#45No surprise here. Anyone I know under the age of 32 uses a mac. All the microsoft stores are ghost towns in So Cal.
I only know a few people who use a Mac. Most people I know use Windows (and Android). As always, anecdotes are not the same as data.
Under the age of 32? 100% of windows users i know of in that demographic do so exclusively for PC gaming. Anecdotes will always be less useful, but this strikes me as a repeatable trend among college campuses and young professionals... to say nothing of a generation of children growing up with iPads.
Re: Apple Reports Fourth Quarter Results
#46"Apple is providing the following guidance for its fiscal 2015 first quarter: revenue between $63.5 billion and $66.5 billion" That's ~$5 billion per week. iPhone 6/6+ must be doing amazingly well internationally.
In the keynote they touched on iPhone 6 China release in the coming weeks. I have to assume opening those products up to a market of that size will have a large impact
That plus Christmas.
Re: Apple Reports Fourth Quarter Results
#47No surprise here. Anyone I know under the age of 32 uses a mac. All the microsoft stores are ghost towns in So Cal.
Windows buyers tend to buy at Best Buy.
Re: Apple Reports Fourth Quarter Results
#48Earlier quoted context omitted.
Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
My (non-tech) friend was sighing about this too, until he thought some more and realized he would have certainly sold it at $20. Which would possibly be an even worse feeling.
This happened to me with Tesla. I bought a hundred shares at $35, and had a sell order that said, "sell if it drops more than 10%." Two months later, around $80, it fell to $70 or something like that, and mine automatically got sold. Then it jumped to $250.
But I was gambling with it (it's the only time in my life I've bought a single company's stock like that), and I think in retrospect the result is quite good. I just can't shake away the "if only..." feeling. :-)
Re: Apple Reports Fourth Quarter Results
#49The interesting conundrum here, as I see it, is that the iPad is losing its purpose.
Before, it was between phones- which were small-- and laptops-- which were big. But the Air is becoming a lot more mainstream, laptops overall are becoming knife thin, and phones are getting bigger.
I think the iPad was meant to replace the PC for most use cases-- e.g. the email, web surfing etc.
and I think it's been somewhat successful at that. But like pcs people don't replace them every year (wheras phones seem to be replaced every 2-2.5 years).
Now with the Apple Watch, the phone has moved up to be more tablet sized, and the new smallest form factor is the watch.
Will the iPad move up and become more like a PC?
Re: Apple Reports Fourth Quarter Results
#50Apple at $400 will likely be the best value investment of my career.
Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
Bought at $16 in 1996: https://news.ycombinator.com/item?id=1291314
Still have it (well, them) :).