10:30 AM (La Jolla, CA-time) update for Wednesday, Sept 26th
Our First-Ever AAPL Conspiracy Theory ...
Today we are Predicting that upon First Availability of the iPhone XR (Fri, Oct 26), something new will occur for the first-time ever in the 11-year History of iPhone Introductions.
Specifically, we are Predicting that a High Number of new iPhone XS & XS Max owners will 2nd Guess their Decision NOT to have waited for the XR.
We don't think something like this has ever happened before.
Hard to tell at this point, but there could be a Flood of Returns (of the XS & XS Max) ... more specifically, Exchanges to the XR.
It's fairly clear the XS Max has Outsold the XS by a 4x factor (mostly because of the small $100 USD difference in Starting Prices, but ALSO because the XS is perceived to be too similar to last year's model).
It's ALSO fairly obvious that XS Max owners would have the most financial incentive to Exchange to the XR.
We also firmly believe "the spacing" between the XS / XS Max launch AND the XR launch was EXTREMELY intentional ... just enough distance between them so that MOST will NOT be able to Return OR Exchange their XS or XS Max.
And now today, we're hearing about the possibility of further Delays for the XR.
If you hear Stories on the internet about AAPL dealing with Production Issues / Delays with the XR, that's just them "Blowing Smoke up your Skirt" (figure of speech there, of course) ... AAPL is deadly worried about this possibility (of XS / XS Max Returns AND/OR Exchanges).
Stated differently, the Delay could be Real, the Reason for the Delay is very-likely Manufactured.
We first started reporting on this just yesterday.
We're usually Ahead of the Curve compared to everyone else, & that certainly includes the so-called Pro Stock Analysts who cover AAPL.
Also, we believe AAPL is currently trading ~2x above it's "true" market value ... that's what Leadership in Stock Buybacks will get you.
Our First-Ever AAPL Conspiracy Theory ...
Today we are Predicting that upon First Availability of the iPhone XR (Fri, Oct 26), something new will occur for the first-time ever in the 11-year History of iPhone Introductions.
Specifically, we are Predicting that a High Number of new iPhone XS & XS Max owners will 2nd Guess their Decision NOT to have waited for the XR.
We don't think something like this has ever happened before.
Hard to tell at this point, but there could be a Flood of Returns (of the XS & XS Max) ... more specifically, Exchanges to the XR.
It's fairly clear the XS Max has Outsold the XS by a 4x factor (mostly because of the small $100 USD difference in Starting Prices, but ALSO because the XS is perceived to be too similar to last year's model).
It's ALSO fairly obvious that XS Max owners would have the most financial incentive to Exchange to the XR.
We also firmly believe "the spacing" between the XS / XS Max launch AND the XR launch was EXTREMELY intentional ... just enough distance between them so that MOST will NOT be able to Return OR Exchange their XS or XS Max.
And now today, we're hearing about the possibility of further Delays for the XR.
If you hear Stories on the internet about AAPL dealing with Production Issues / Delays with the XR, that's just them "Blowing Smoke up your Skirt" (figure of speech there, of course) ... AAPL is deadly worried about this possibility (of XS / XS Max Returns AND/OR Exchanges).
Stated differently, the Delay could be Real, the Reason for the Delay is very-likely Manufactured.
We first started reporting on this just yesterday.
We're usually Ahead of the Curve compared to everyone else, & that certainly includes the so-called Pro Stock Analysts who cover AAPL.
Also, we believe AAPL is currently trading ~2x above it's "true" market value ... that's what Leadership in Stock Buybacks will get you.
