Android has gained significant market share in key markets.

[tbayrgs]

He is bargain hunting. He will sue Apple again to make them return profits to shareholders.

That's Carl Icahn, not Warren Buffet. Big difference.

 

[Blaze4G]

Warren buffet just invested a billion dollars into Apple stock. That can't be bad right?

Doubt he is the one that made the investment. He doesn't like investing in tech companies. More likely its the 2 guys he has been grooming to take over made the investment.

Also they did this over a month ago when the stock was at 109. I think they may be regretting it now.

 

[jamezr]

That's Carl Icahn, not Warren Buffet. Big difference.

Oh ok my bad......what is the difference?

 

[epicrayban]

Doubt he is the one that made the investment. He doesn't like investing in tech companies. More likely its the 2 guys he has been grooming to take over made the investment.

Also they did this over a month ago when the stock was at 109. I think they may be regretting it now.

Really? Interesting. I did not know that last part.

 

[tbayrgs]

Doubt he is the one that made the investment. He doesn't like investing in tech companies. More likely its the 2 guys he has been grooming to take over made the investment.

Also they did this over a month ago when the stock was at 109. I think they may be regretting it now.

Maybe but Apple's financial results this past quarter didn't come out of nowhere and had been expected for quite a while. Berkshire also isn't your typical flip a stock quickly type of company.
[doublepost=1463496355][/doublepost]

He is bargain hunting. He will sue Apple again to make them return profits to shareholders.

Investment strategies. Icahn is more akin to Gordon Gekko, bit of a corporate raider and activist shareholder. Berkshire (Buffett) favors blue chips stocks, generally more conservative.

 

[jamezr]

Investment strategies. Icahn is more akin to Gordon Gekko, bit of a corporate raider and activist shareholder. Berkshire (Buffett) favors blue chips stocks, generally more conservative.

Thank you for the explanation

 

[Blaze4G]

Maybe but Apple's financial results this past quarter didn't come out of nowhere and had been expected for quite a while. Berkshire also isn't your typical flip a stock quickly type of company.
[doublepost=1463496355][/doublepost]

Investment strategies. Icahn is more akin to Gordon Gekko, bit of a corporate raider and activist shareholder. Berkshire (Buffett) favors blue chips stocks, generally more conservative.

Yeah but if Berkshire was expecting it to go so low wouldn't they just wait 1 more month to invest? What benefit does it do investing a month before? I don't think they anticipated this drastic drop.
[doublepost=1463502600][/doublepost]

Really? Interesting. I did not know that last part.

Yep. No reason for them to invest a month before if they anticipated it was going to fall by a large amount (19 dollars) if they waited.

 

[epicrayban]

http://www.phonearena.com/news/Sams...ow-has-23-of-global-smartphone-market_id81333

Samsung widens lead over Apple, now has 23% of global smartphone market

It'll be interesting to see how Samsung plans to keep this momentum going once the iPhone 7 cometh. And more interestingly, how will Apple respond to these latest numbers later this year? Will we see the rumored modest-update iPhone? Or more?

Competition is great for all.

 

[gotluck]

huawei's growth is pretty wild

surprised about oppo, I am still scared of them, would rather go xiaomi, but all three of them mostly ignore the us

 

[Mildredop]

Yep. No reason for them to invest a month before if they anticipated it was going to fall by a large amount (19 dollars) if they waited.

Which means they've already lost around $174m. Ouch!
[doublepost=1463762956][/doublepost]

Yep. No reason for them to invest a month before if they anticipated it was going to fall by a large amount (19 dollars) if they waited.

Which means they've already lost around $174m. Ouch!

 

[epicrayban]

huawei's growth is pretty wild

surprised about oppo, I am still scared of them, would rather go xiaomi, but all three of them mostly ignore the us

Huawei's the farthest along in the US, that's for sure. Getting that Nexus deal with Google really helped them break into the market here.

 

[jamezr]

huawei's growth is pretty wild

surprised about oppo, I am still scared of them, would rather go xiaomi, but all three of them mostly ignore the us

The Nexus 6P really helped Huawei. Not sure where OPPO is selling their phones....must be overseas...cause I never see or hear anything about them tbh...
[doublepost=1463763365][/doublepost]

Huawei's the farthest along in the US, that's for sure. Getting that Nexus deal with Google really helped them break into the market here.

Yep that and the quality of their phones has been pretty top notch. The Mate 8 and recently released P9 and P9 Plus have gotten good reviews.

 

[epicrayban]

I actually think it's a damn shame Google isn't giving Huawei a second chance at the larger Nexus this year.

Would have loved to see a 5" range HTC Nexus, and a 5.5" range Huawei Nexus.

 

[jamezr]

I actually think it's a damn shame Google isn't giving Huawei a second chance at the larger Nexus this year.

Would have loved to see a 5" range HTC Nexus, and a 5.5" range Huawei Nexus.

That would be the dream lineup imho....the HTC 10 Nexus phone almost as it exist as the 10. Then the 6P maybe with a better battery...move the buttons up just a little on the right side and for me its a total winning lineup!

 

[epicrayban]

That would be the dream lineup imho....the HTC 10 Nexus phone almost as it exist as the 10. Then the 6P maybe with a better battery...move the buttons up just a little on the right side and for me its a total winning lineup!

And no more visor! More akin to the P9.

 

[Zaft]

http://www.phonearena.com/news/Sams...ow-has-23-of-global-smartphone-market_id81333

Samsung widens lead over Apple, now has 23% of global smartphone market

It'll be interesting to see how Samsung plans to keep this momentum going once the iPhone 7 cometh. And more interestingly, how will Apple respond to these latest numbers later this year? Will we see the rumored modest-update iPhone? Or more?

Competition is great for all.

At this point whatever apple has is what they go with. Too late to make any big changes.
I will be confused if Apple makes the Plus model the only one with the dual camera.

 

[tbayrgs]

http://www.phonearena.com/news/Sams...ow-has-23-of-global-smartphone-market_id81333

Samsung widens lead over Apple, now has 23% of global smartphone market

It'll be interesting to see how Samsung plans to keep this momentum going once the iPhone 7 cometh. And more interestingly, how will Apple respond to these latest numbers later this year? Will we see the rumored modest-update iPhone? Or more?

Competition is great for all.

That headline really is a bit of a misdirect. Yes, the difference in market share between Samsung and Apple is larger but really that's due to Apple's fall, not Samsung's growth. Samsung's smartphone sales increased less than 0.1% and overall, they lost market share too. The truly relevant info from that chart is the growth of the Chinese OEMs (to toot my own horn, exactly what I predict last year when we saw this info ). This is what should give Samsung and Apple serious pause. Within just a couple years, maybe less, Apple will be 3rd on this list and both Apple and Samsung will both see very significant drops in their market share.

 

[epicrayban]

At this point whatever apple has is what they go with. Too late to make any big changes.
I will be confused if Apple makes the Plus model the only one with the dual camera.

Confused? Maybe. Disappointed? For sure.

https://www.macrumors.com/2016/05/20/apple-sony-lg-dual-cameras-iphone-7-plus/

Apple Turns to LG as Sony Falls Behind on Dual-Lens Camera Production for iPhone 7 Plus
[doublepost=1463779785][/doublepost]

That headline really is a bit of a misdirect. Yes, the difference in market share between Samsung and Apple is larger but really that's due to Apple's fall, not Samsung's growth. Samsung's smartphone sales increased less than 0.1% and overall, they lost market share too. The truly relevant info from that chart is the growth of the Chinese OEMs (to toot my own horn, exactly what I predict last year when we saw this info ). This is what should give Samsung and Apple serious pause. Within just a couple years, maybe less, Apple will be 3rd on this list and both Apple and Samsung will both see very significant drops in their market share.

Yeah, I'm happy to see others rising. Samsung needs to be kept on their toes, too. They're pushing ideas and technology so fast, they'll have to start getting either very fine-tuned in their next flagship updates for 2017, or start getting wild again (foldable displays, etc.).

Rising competition is good for all. Samsung and Apple posturing back and forth amongst each other only does so much.

 

[tbayrgs]

Confused? Maybe. Disappointed? For sure.

https://www.macrumors.com/2016/05/20/apple-sony-lg-dual-cameras-iphone-7-plus/

Apple Turns to LG as Sony Falls Behind on Dual-Lens Camera Production for iPhone 7 Plus

I know we'd all love to see the dual camera across the product line but as I previously speculated, Apple's decision not to do this could very well me impacted by available components and that appears to be the case.

 

[epicrayban]

I know we'd all love to see the dual camera across the product line but as I previously speculated, Apple's decision not to do this could very well me impacted by available components and that appears to be the case.

Yeah. That's just unfortunate.

 

[apolloa]

That headline really is a bit of a misdirect. Yes, the difference in market share between Samsung and Apple is larger but really that's due to Apple's fall, not Samsung's growth. Samsung's smartphone sales increased less than 0.1% and overall, they lost market share too. The truly relevant info from that chart is the growth of the Chinese OEMs (to toot my own horn, exactly what I predict last year when we saw this info ). This is what should give Samsung and Apple serious pause. Within just a couple years, maybe less, Apple will be 3rd on this list and both Apple and Samsung will both see very significant drops in their market share.

As per the report I linked to at the beginning of this thread, Samsung and others have gained from Apple, its not due to Apples fall, the market has grown too and the majority of that, according to the article from the front page, is down to low cost Android handsets so whilst it might not be all Samsung, others are still gaining from the market and people are not choosing Apple, it makes it worse for Apple to lose market share to its competition whilst that market has grown.

 

[The-Real-Deal82]

I know we'd all love to see the dual camera across the product line but as I previously speculated, Apple's decision not to do this could very well me impacted by available components and that appears to be the case.

I think Apple struggles to see the difference between the Plus and the standard model from a consumer perspective. They think packing the Plus with the better features makes it more desirable and justifies the price difference, but the deciding factor for many consumers is the size. I am yet to meet somebody who says they 'didn't go for the Plus because it is £100 more expensive'. It is always because it's far too big. Specs don't even come into the decision.

Apple needs to offer decent specs on both sized devices in this day and age IMO.

 

[gotluck]

I think Apple struggles to see the difference between the Plus and the standard model from a consumer perspective. They think packing the Plus with the better features makes it more desirable and justifies the price difference, but the deciding factor for many consumers is the size. I am yet to meet somebody who says they 'didn't go for the Plus because it is £100 more expensive'. It is always because it's far too big. Specs don't even come into the decision.

Apple needs to offer decent specs on both sized devices in this day and age IMO.

Its all about the size, not cost I agree

 

[epicrayban]

I think Apple struggles to see the difference between the Plus and the standard model from a consumer perspective. They think packing the Plus with the better features makes it more desirable and justifies the price difference, but the deciding factor for many consumers is the size. I am yet to meet somebody who says they 'didn't go for the Plus because it is £100 more expensive'. It is always because it's far too big. Specs don't even come into the decision.

Apple needs to offer decent specs on both sized devices in this day and age IMO.

Excellent point and I agree.

The s7e was more expensive than the standard model but because the design allows for the 5.5" screen to exist in such a small package, I had no problem upgrading with my money.

Whatever the reasons are, it's a shame Apple may not be able to do the same between their two size options. And there are so far no indications of them sizing down the Plus model in any way.

As for specs, I think if the larger models had obvious and natural advantages (like larger screen or larger battery because the device is larger!) that would be fine. It makes sense for the large device to have these advantages. But the dual camera? I don't think that's something that should be compromised considering that may be one of the few big new features this year for Apple. It's a shame suppliers can't accommodate. Can't necessarily blame Apple for this, of course. Just unfortunate in my opinion for iPhone devotees who prefer the standard model size.

And then if there really ends up being a Plus Pro model? It'll be unfair to even Plus owners who may not want to spend the money. Cause if a Plus Pro model does come to fruition and it's the only model with the new dual camera... and Apple really tries to position it as a "professional" device, you can bet it'll be expensive. Price then might factor in.

 

[yellowscreen]

I am currently a CFA Candidate and you are wrong in your analysis.Its specifically stated in Equity valuation that the price of a share is the function of present value of all expected cash flows discounted at market rates.Apple's stock price is nosediving because analysts pretty mucch expect the iPhone 7 to flop hard relative to the iPhone 6 success decreasing their revenue

well, when you're so knowledgeable and condescending, why dont you compare google's and apple's p/e ratio. would you be so kind? so everyone here can grasp the valuation of both companies. thank you

also, please explain what p/e ratio is and why is it where it is, im quite unsure myself