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I reckon I'll get the missus
One of those new touch iPods for her b-day or holidays. Her mini may be getting a little long in the tooth.
On the environmental degradation front
I invest in companies that extract minerals from the Earth's body.
I am probably not a good discussant for the effects of Starbucks, WalMart, or Apple on the environment.
With this morning's jobs report and revision
I trimmed my portfolio - down to core AAPL - about 10% of actively managed accounts
raised cash to around 40%
gold miners - increased holdings, probably close to 40% as well - was ~ 30% before this morning.
Do I get the $100 - I don't know yet. Jobs' letter said details to follow, didn't it?
I'll get iLife 08 with it :)..
I still love my iPhone. It has been very useful and since I do not have public wifi at my office, I need the EDGE network, which works plenty fine around here.
We'll have to see what they do for buyers of 4 gig iPhones
people like me .
Jim: 4 gig nano phone
I have no clue. I think a model for around $199 could be sweet, but I just do not know and don's wanna guess :).
I am not going to tell, other than to say I think the answer is "Not very much", particularly when compared to the probably impact of the new Touch iPod. Among other things, it moves us closer, I think, to the point when Apple can become our VOIP provider, if it wanted to.
The most important question about the Starbucks deal, one that Annie raised, is: "How does it affect Apple's brand?"
The correct answer is - probably a net neutral to slightly positive. I do not see much in the way of negative.
I think the new iPod Touch is brilliant
Not a big surprise, but a wonderful expansion of that new mobile platform. I think sales will be very good, very, very good.
The iPhone price drop was certainly a surprise also, as much for the size of the cut as the timing.
We'll see how it all shakes out over the next year or so.
May be more important that coffee thing. How long until that becomes material to Apple's revenues and earnings :).
Here is what I did today
I sold to close Jan 130 calls - down from the open but up ~25% from purchase. A little later I bought some back a bit cheaper.
I used the rest of the profit from that sale to add to shares in the after market session - not at the low of the after market session, but lower than the close.
We'll see how it works out. I am thinking I may do some more knife catching about every 5% down for another 10-15% :).
Yes, bird of paradise
We had them in our gardens in São Paulo and Santos when I was a kid. I remember the gardener (we loved him as kids), rolling his wheelbarrow full of manure down the street to our house.
Wonderful memories with earthy smells.
Munster and lango :)
So, what are you projecting for the quarter?
What time is that event?
Big Buzz for Another Apple Surprise
By Sam Diaz
Washington Post Staff Writer
Saturday, September 1, 2007; Page D01
When Apple said it was going to make an announcement at the Moscone Center in San Francisco next week, it triggered an elaborate and familiar guessing game.
Could it be the iPhone Nano, the subject of speculation in a financial analyst's report this summer? What about a WiFi-enabled iPod that some bloggers are buzzing about?
Steve Jobs, as usual, won't give a hint to what Apple's new product will be.
Steve Jobs, as usual, won't give a hint to what Apple's new product will be.
C'mon, Steve Jobs, how about a hint? No, Apple remains tight-lipped.
If documents prepared by an Apple partner and obtained by The Washington Post are to be believed, both of those products are in the works and slated for release in the coming months. One would be an iPod with WiFi and a touch screen like that on the iPhone; the other would be an iPhone Nano priced lower than the cheapest iPhone, which sells for $500.
Such speculation not only moves markets, it also prompts action from companies, from retailers to analysts and accessory makers, for whom every Apple launch creates new business opportunities.
A J.P. Morgan analyst in Taiwan scrutinized patent applications and probed overseas vendors, concluding in a July report that an iPhone Nano -- a version smaller than the iPhone launched in June -- would be released this year.
The report caused such a stir that another J.P Morgan analyst issued a subsequent report clarifying the firm's position. "We have been unable to independently confirm . . . so we are not yet convinced this is a likely event" before year's end, the analyst, Bill Shope, wrote.
There are other clues bloggers are trying to imbue with significance. One is that Apple's retail channels apparently have not received new iPod inventory in recent weeks, a possible sign that a new iPod will come sooner, rather than later, bloggers said. A second: The image on Apple's invitation features album cover art used in its iTunes jukebox software.
In the end, it's all a guess, with some guesses more educated than others. But they're also making a few bucks for Apple investors. The buzz generated by Tuesday night's announcement has helped push Apple's stock up 9.2 percent, closing yesterday at $138.48 a share.
It's fun to get excited about a new gadget, but, alas, there is a potential downside for Apple, said Rob Enderle, principal analyst with Enderle Group in Silicon Valley.
"If it brings out a product that doesn't capture the excitement . . . I wonder if people will be disappointed because it doesn't come up to the levels of what's expected," Enderle said.
Apple declined to comment, and Kasper Jade, publisher of the AppleInsider blog, isn't surprised.
"Obviously, it's Apple's job to keep a tight lid on things," he said. But it's his job to try to uncover the news, so he talks regularly with retailers, many of whom are also in the dark on Apple's plans, he said.
Some of the biggest sellers of Apple products, including Circuit City, Best Buy and Wal-Mart, declined comment.
"It kind of goes both ways with the retailers," Jade said. "We talk to them about what's going on, how the inventories are doing. They give us status updates. We share information we have."
http://www.washingtonpost.com/wp-dyn/content/article/2007/08/31/AR2007083101723.html
NBC Universal
I think it is time to start organizing the iTard generations into a powerful market force that can bring companies to their knees if they do not generate enough revenue and earnings for Apple, Inc.
The slogan could be "I wear white ear buds and I buy - and I can also boycott"
Before too long we'll have an iTard political party and we'll be electing local, state, and federal officials. The power behind the throne will be the Fake Steve Jobs and his cabinet of Fake Statesmen and Analysts.
Then someday, we'll all be sitting in a big hall listening to the words of His Steveness on a big screen - someone will run in carrying a big hammer that they will use to shatter the screen.
It will be time for the next movement :)
Central Division
Kinda like grading on the curve, isn't it?
dilleet, looks like that low-talent, high history team, the St. Louis Cardinals, are at it again.:)
hahahaha
Apple is my opium.
I bought some shares at 115.08 or thereabouts on the dip. Bought some Jan 08 130's for 16.70 two days ago.
I am starting to scale back in. Buy on dips, buy on strength.
Holding back though, but will be heavier AAPL before October earnings. It depends on what precious metal miners do. If rate cuts happen, especially one next week - holy crap, gold could fly - or not :).
Chasky (cashky :)
from http://mac360.com/index.php/forums/viewthread/976
go read the whole thing
I’ve been playing with iLife ‘08 for a couple of weeks. Apple just gets better at ease-of-use and integration.
No one is better than Apple at taking our money and making us feel good about it. I’m not sure if I’m being treated at a trough where I pay, or kneeling before an alter-- where I pay.
There’s not much to not like with what Apple is doing these days; save the noise over iMovie ‘08. Apple says people weren’t using iMovie because it was too difficult. Someone told me the real problem is all those Windows switchers who muddy the digital movie waters.
Something struck me as I went to set up my .Mac account so it could receive my iWeb family web site. I wasn’t sure if my revelation was a brilliant observation from an experienced Mac user, or not-quite-ready-for-prime-time baby boy kicking in places he shouldn’t.
Whatever the cause, the revelation struck, stuck, and began to grow. What is it? I have a lot of money invested in Apple products. It’s like I’m slowly being sucked into a comfortable vortex, a digital opium room where I give money, Apple gives pleasure.
snip a lot of the article
Macs and iPods. iLife and .Mac. Money expenditures beget opportunities to spend more money on devices and gadgets and fun that fully integrates with all the other devices and require-- guess what? More money.
The iPod connects to the Mac. The Mac connects to the internet. iTunes connects to the iTunes Store. The iTunes Store connects to my credit card number. I get disconnected from my money but I’m happy about it. That’s the Apple way.
Apple even invaded and integrated the iLife turf with the iPhone. You can connect to the internet two ways, WiFi or AT&T;. AT&T;gets money each month. So does Apple through their revenue sharing deal with AT&T;.
My iPhone uploads photos to a .Mac web gallery. How long will it be before the iPhone camera has movie capability? Then we can upload direct to YouTube from the iPhone. Apple gets a cut of search results from Google when we use Safari. Will Google pay Apple when we upload movies to YouTube?
I’m living in an Apple created digital money funnel and going down fast. Macs. iPods. iPhone. iTunes music, and movies, and TV shows. .Mac. AppleTV. All my digital opium devices are connected by an Apple Airport Extreme that covers my household like a radioactive cloud of pleasure. I pay. I get pleasure.
Facts is facts. Apple is rich, highly prosperous, with a hundred million happy customers, and millions more coming to the Alter Funnel™ every month.
We’ve been sucked into a money funnel of pleasure, a digital opium den of gadgetorial delights. I just smile, click on something, smile again, and hand over my credit card. Again.
tfigs <AAPL Up? Down? Who knows?
roni>
Up I think.
You could go back and look it up, but I did first write of some concerns about the consumer - well, it was months and months ago - and it may have been in 2006. I still have those concerns, though I am unsure when they hit Apple sales and how much effect they have.
I think this quarter is pretty much in the bank, so to speak. We'll see how the holiday quarter goes. Overall, I expect a pretty awful mediocre holiday quarter retail-wise. Apple has a lot of momentum and may do very well, but....
OTOH, there are those juicy rumored revenue sharing plans with wireless providers, the continuing reports of increased Mac sales, etc, etc, etc.
dilleet, along the lines of Deus
Com Christo no barco tudo vai muito bem e pasa o temporal
OT Lango: Bought gold shares too :).
Do this stuff for a decade or two and sooner or later you're gonna hit some good entry points - by random chance alone if nothing else *grin*
I bought some shares at 115.09 yesterday. Also bought some miner shares. Hope my timing does not suck too bad.
That is right Fin
And if Apple had never made iTunes for Windows or iPods for Windows or any of that - it would be a far richer company now, right?
I heard a lot from people who were opposed to iPod for Windows - it would let those people off the hook, they would not have to buy a Mac to use an iPod
Is Apple somewhat immune?
Somewhat; Yes
Totally; No
FWIW, I am down some more AAPL, having closed some calls within 30 minutes of the open this morning - have core shares and 2 Jan 08 120's.
Trying to position myself so that my year continues to be made without going to 90% cash. Mebbe I should go to 90% cash <shrug>
Just NOW thinking about iLife or iWork for Windows?
OK, thinking about it again - and it has been awhile since we have discussed it here, I think .
I have started to think about iLife for Windows.
I am a bit embarrassed to say that this process was really started by Rob Enderle :(, who this morning was speculating about Adobe or someone else coming up with, what in effect would be an iLife type of integrated software for Windows.
I think iLife for Windows has the potential to be a brilliant move. More exposure to Apple software, an easy migration path from Windows to Mac, high margin product that would sell millions and millions of copies.
Just might work out if it were done.
Edge here in Portland, OR is fine - in fact the signal at my college is better than with my Verizon phone.
So how slow is Numbers when you create the tables etc... in Numbers?
Events- I have not carefully keyworded my photos, or grouped into folders. I have a bunch of albums that I have put photos into, but do not have a clue about what that does in the backgroud :).
I will get iLife and try out events.
Anyone else have it yet? The iWork trial download page suggests having it before installing iWork 08.
Golf anyone?
Neighborhood bar-b-que tomorrow - I'm smoking a brisket and drinking cold beer.
I had a zero down mortgage. That and GI Bill assistance through college just about made service during the Vietnam era worthwhile.
We could have borrowed a lot more than we did - I told the mortgage guy he was nuts when he told us how much we were qualified to borrow back in 2001 when we bought our current house .
I treated this morning as an AAPL buying opp. EOM
iMac
Still have and occasionally use our iLamp. Primary home machine is our G5 20" iMac - bought a month or so before the Intel transition started.
Next one,
quien sabe
solo Dios
y elle not esta hablando
:)
I disagree with the criticism of the iMac design
I think it is wonderful!!
But ugly??
The photos did not make me feel as though it was ugly.
tomm - Numbers Excel etc....
I do not use macros much at home :), or at the office for that matter. For me, Excel is mostly a vehicle to ouput my work in the SAS System - I dress it up in there a bit and send it off, often as a pdf.
In fact, most of the formula work I do is in SAS - one line of code does a lot .
I will have to try out iWork sometime, but we already have Office on the Mac, so I don't know when I will get motivated to buy it. I still do pay my annual .Mac tax and bought an iPhone though.
I'll get around to looking at the .Mac changes someday. I really need to retire to keep up with this stuff
I am interested in Numbers also - and it is the first time I have been interested enough in iWork to have any positive thoughts about it strong enough to turn me into a buyer.
Numbers demos here
http://www.apple.com/iwork/numbers/
It was a great game, but then I have been a cardinals fan since the 1950's. Great franchise with a great history. My Dad has been a fan since the 30's *grin*, and saw the Gas House Gang play