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AAPL death watch

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Anecdotal at best but on the ground I'm not seeing this anti-apple thing at all. The iphone is almost synonymous with a smart phone. On the metro I'd say 90% are using apple products. The only place I really have seen a major difference is Africa where there seemed to be a vast majority running blackberries.

The only real place that I see Android products is with people buying their cheaper stuff. It's a small minority since people don't want to be seen as cheap. They get that bottom of the barrel phone plan and end up with a cheap phone instead of an iphone. Same thing with tablets. They get a cheap tablet like the Nexus 7. Very few people seem to be choosing an Android product at the same price point as Apple.

People just like to hate Apple. It's always been this way. Yet everyone is out there buying their products. The thing that Apple really has going for it besides being trendy is that you never hear about something going wrong with an iphone or an ipad unless someone breaks the screen. On the other I have friend's who have android phones and I can't hear them, it sounds like shit, the screen has weird sensitivity issues, if it's older it's slow as balls and can't play media content correctly, etc.
 
randomrogue said:
Anecdotal at best but on the ground I'm not seeing this anti-apple thing at all. The iphone is almost synonymous with a smart phone. On the metro I'd say 90% are using apple products. The only place I really have seen a major difference is Africa where there seemed to be a vast majority running blackberries.

The only real place that I see Android products is with people buying their cheaper stuff. It's a small minority since people don't want to be seen as cheap. They get that bottom of the barrel phone plan and end up with a cheap phone instead of an iphone. Same thing with tablets. They get a cheap tablet like the Nexus 7. Very few people seem to be choosing an Android product at the same price point as Apple.

People just like to hate Apple. It's always been this way. Yet everyone is out there buying their products. The thing that Apple really has going for it besides being trendy is that you never hear about something going wrong with an iphone or an ipad unless someone breaks the screen. On the other I have friend's who have android phones and I can't hear them, it sounds like shit, the screen has weird sensitivity issues, if it's older it's slow as balls and can't play media content correctly, etc.
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Everything in the quoted post is complete and utter BS. Nice try tho.
 
randomrogue said:
Anecdotal at best but on the ground I'm not seeing this anti-apple thing at all. The iphone is almost synonymous with a smart phone. On the metro I'd say 90% are using apple products. The only place I really have seen a major difference is Africa where there seemed to be a vast majority running blackberries.

The only real place that I see Android products is with people buying their cheaper stuff. It's a small minority since people don't want to be seen as cheap. They get that bottom of the barrel phone plan and end up with a cheap phone instead of an iphone. Same thing with tablets. They get a cheap tablet like the Nexus 7. Very few people seem to be choosing an Android product at the same price point as Apple.

People just like to hate Apple. It's always been this way. Yet everyone is out there buying their products. The thing that Apple really has going for it besides being trendy is that you never hear about something going wrong with an iphone or an ipad unless someone breaks the screen. On the other I have friend's who have android phones and I can't hear them, it sounds like shit, the screen has weird sensitivity issues, if it's older it's slow as balls and can't play media content correctly, etc.
Click to expand...

In India the only iPhones I saw were in the hands of westerners.

At my current company + my family/friends, it's pretty much a fleet of iPhones with a few android phones thrown in the mix. I know 1 person with an MS phone, and zero people with BB phones (they all traded in for iPhones/Samsung phones)

I still have never seen an android tablet out in the wild that wasn't mine.

I will say, however, when contract renewal time comes around I'm dropping my iPhone for a Note2. When I do that, I'll probably also pick up an iPod or nano.


/anecdotal post
 
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There exists three types of Android user: The poor uninformed consumer who is happy with anything resembling an iPhone as long as it's cheap, the finicky PC geek who rabbits on about "customization" and rails against Apple's "walled garden," and the perpetually unsatisfied consumer cum former iPhone user who wants something different purely for the sake of different.

I have never seen a non-iPad tablet in the wild. Not once. Board a flight and it's all iPads. Walk into a coffee shop and it's a sea of iPads and MacBooks.

I know Android is selling, but who is buying these things and where the hell do they live?
 
brigden said:
The negativity surrounding APPL stems from the collusion of Streeters pumping and dumping the shit out of the shares, who, in reality, are all bullish on the company; they know how to feed the rumor mill with negativity to maximize their returns.
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Apple's margins are falling. It's only a matter of time before the iPhone's margins start to crater (see what happened to the iPad with the release of the Mini) to the point where revenue and profit growth slow to a crawl. You can't justify the sky high stock price if Apple is going to stagnate.

Plus, the iPhone doesn't really sell at all in non-subsidy countries and it's only a matter of time before the subsidies go away in the US. What is Apple going to do then?

I know Android is selling, but who is buying these things and where the hell do they live?
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People who want big screens? You'd be surprised, not having a big screen is turning out to be a bigger disaster than being exclusive to AT&T for so long.
 
I was a longtime PC die hard until I had my first child and found that my grandpa and grandma were easily able to communicate with me (pics/movies/video calling) on iStuff as opposed to other phones/tablets. Thankfully I gave the brand a closer look after that and let my guard down on the "closed system".

The decline in stock price has given a number of folks the opportunity to cast out "2+2= pickle" type of logic because they mistakenly think the stock price = the company. Wall Streets integrity has never been it's strong suit. Any and all types of criticisms have been made (mini too expensive and won't sell, iPhone not cool, teens don't want Apple anymore, ect...) To these folks the stock price going down means that their criticisms are proved correct despite clear information that they are mistaken. Confirmation Bias in effect and people want a reason for the stock price drop. Incorrect "stories" out their to explain the drop in price, but the stories stay clear of discussing sales numbers and customer loyality, they stick to rumor and speculation.

By the numbers it's clear Apple has never been stronger. iPhone sales (not profits just numbers of iPhones) grew by 39% yoy and iPads grew at 60%. They sold a lot of iStuff before, and the user retention is strong. In china Apple had triple digit growth yoy.

Margins are down from 2012 levels,... but that's not exactly describing customer satisfaction or approval, and 2012 was highest margin level ever, comparisons of declining margins are cherry picking the time period to give false impression of the history of that metric.

A lower stock price is clearly affecting some folks perception, though I think this is due to folks needing to have a story. Some folks who have a vendetta against apple have been given some fuel as the stock price crashed. Media been scrambling to explain the stock price drop, and some of the BS is easy to swallow. High frequency trading and some analyst games have been contributing to the decline and the story, despite the numbers, appears to be scaring a lot of people away from the investment. May correct may not, but it gives a false impression of the company.

Thankfully Tim Cook, like Steve Jobs appears to understand wall street is not the one to answer too. Tim Cook is completely focused on customer experience when determining his high level bid for what he wants Apple to achieve.

Apple iStuff is not for everyone, but this holiday quarter Apple sold a record amount of phones and tablets. Nobody cutting the company down wants to address that when talking about the "death of Apple".
 
I think it has to do with hedge funds being forced to dump AAPL since it was too large a part of their portfolio. I think as a business it won't be a growth dynamo anymore but it is still a good company.

I would re-buy the stock once the hedge funds are done dumping. It's gonna be awhile.
 
brigden said:
I know Android is selling, but who is buying these things and where the hell do they live?
Click to expand...

I think (no joke) I've seen no more than 4 or 5 Android tablets in the past 2 years. I'm not saying they don't exist, but everyone seems to have an iPad.
 
Ns1 said:
In India the only iPhones I saw were in the hands of westerners.

At my current company + my family/friends, it's pretty much a fleet of iPhones with a few android phones thrown in the mix. I know 1 person with an MS phone, and zero people with BB phones (they all traded in for iPhones/Samsung phones)

I still have never seen an android tablet out in the wild that wasn't mine.

I will say, however, when contract renewal time comes around I'm dropping my iPhone for a Note2. When I do that, I'll probably also pick up an iPod or nano.


/anecdotal post
Click to expand...

iPhones and Apple products do well in India. They will only increase due to the perception of Indians that the products are superior/higher-end.
 
xanis said:
I think (no joke) I've seen no more than 4 or 5 Android tablets in the past 2 years. I'm not saying they don't exist, but everyone seems to have an iPad.
Click to expand...

I believe the iPad had like 80 something % of the tablet market share in 2011. In 2012, the gap closed a bit but it was still over 50%. This year, Android is supposed to surpass iOS for tablet market share. Smartphones are a different story and Android took a piece of the pie earlier.
 
xanis said:
I think (no joke) I've seen no more than 4 or 5 Android tablets in the past 2 years. I'm not saying they don't exist, but everyone seems to have an iPad.
Click to expand...

I'm starting to see a few Kindle Fire tablets out there. I've seen Motorola Zoom and Archos 7" tablets out there as well, but that's a pretty rare occurrence.

If I was going to get a new tablet to replace my iPad, I'd get a Nexus.
 
Wow, it briefly hit $398 today.

Has it bottomed out, or does it still have a little ways to fall?
 
Oyeve said:
Apple will be back on top when they have a new device. All eyes are in the s4 and the One for now.
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They closed at $700/share on September 21st, 2012, when the iPhone 5 launched. Now they're at $400.

If anything, they've been on a steady decline since their flagship device launched.
 
Oyeve said:
Apple will be back on top when they have a new device. All eyes are in the s4 and the One for now.
Click to expand...

Apple needs a 5 inch iPhone yesterday, even if they do look silly. The market is headed towards cheaper devices with bigger screens, neither of which Apple has.
 
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