AAPL.O

Nice woody. I wish I could 'go there' in my mind. I've had massive head pains today and feel like I'm going to burst.

Are your doctors helping at all, Jeffe?

I guess. I tried to push the docs faster/harder, but it does not seem to work.

Well damn, hang in there.

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rino
Well damn, hang in there.

You need a better camera. It only takes partial photos of things. 1/4 of your head. 1/3 of your boat.

Sheesh.

Ok, I understand that the markets are being hit hard, but why is Apple down 4x the market?

Two investment firms downgraded Apple from "buy" to "hold."

man, traders are a superstitious and cowardly lot.

for all their talk of being "masters of the universe" and "risk", they really don't do anything that isn't what everyone else is doing, neh?

so what has changed since talk of a bailout deal fueled a huge buy-in to the market?

ddt

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ddt
so what has changed since talk of a bailout deal fueled a huge buy-in to the market?

A couple of analysts were in the elevator together and one of them forgot to tap the railing 3 times before the doors opened. As soon as word got out, it was all downhill from there.

http://www.marketwatch.com/news/story/apple-shares-pounded-after-downgrades/story.aspx?guid=D8B5E31F-6C1E-47F3-9BB6-657A7F7F2C79&dist=SecEditorsPicks

The analysts are, IMHO, quite wrong. The reality is that Apple is NOT a luxury priced company AT ALL. I mean for $149 the 8G Nano offers a great deal of value. It is not "underpriced" but should represent a terrific buy for just about anyone. It is cheaper than its most heavily promoted competitor: http://www.google.com/products/catalog?q=Zune&oe=UTF-8&cid=14930608961341062961#ps-sellers


The pricing of Apple laptops is a bit high, but "luxury" is the wrong word. Do these analysts even know the competition? http://accessories.us.dell.com/sna/productdetail.aspx?sku=A1577167&cs=19&c=us&l=en&dgc=SS&cid=27530&lid=627063

There are some places that have a big investment in older Macbooks and if they are shopping price alone than there is similar HW available from all the vendors for MUCH less, but the age old arguement still has not changed: Are you shopping HW or SOLUTIONS? The Mac solution is head and shoulders above anything else.

their (the analysts') job isn't to price computers, dammit -- and _everyone just knows_ apple equals luxury items at luxury prices!

like i said, actions based on what everyone else does. being an outlier, even if you're right, doesn't make you a profit.

ddt

Netbooks are getting to be a big, if low-margin, market. And Apple isn't in there. Yet.

I am sure that I saw analysts predicting $200/brl oil by end of year, few if none predicting oil prices would be only a hair above $100...

I liked the bit about "in the current economic circumstances, Apple is going to be affected by reduced consumer demand". Well, duh! What company wont be?

Frankly I do not think Apple will be hurt. People can spend anything under about $800 w/o financing. That puts ALL the iPods & iPhones in great shape. If Apple has a "low end" Macbook there is not a better time to release it... http://blog.wired.com/gadgets/2008/09/apples-brick-a.html

I want an Apple netbook. My Acer is fantastic with Leopard on it, but I can't update the OS and I want some kind of fancy Apple sync software to keep specified apps and docs up to date with my main Mac. For $500, Apple could make a solid OS X netbook. Margins would suck, but it would sell. And where would users turn when they needed more? Switch to a whole new OS, or get an iMac or MacBook?



Edited 1 time(s). Last edit at 09/29/2008 06:34PM by John Willoughby.

Me and you both JW, I hope we are not the only two dodo birds out there, but that is only part of Apple's fear. If they make the damned thing too powerful it destroys the sales of MBAs and regular Macbooks, maybe even Minis... If they try and cripple it too badly then it is "self dooming" -- has to be at least different enough not to kill iPhones too. Tough niche to fill...

Why would anyone believe a story saying that Steve Jobs had a heart attack? Everybody knows he doesn't even have a heart.

Steve job's heart tells chuck norris ....blah blah blah.....insert joke here.

I just naturally assumed the fake news story leaked out while Q was giving Steve a chance to go back in time, to teach him that he shouldn't change anything, because the happy-go-lucky, quick-to-a-fight young Steve who got kicked out of Apple the first time is still part of the Steve he is today. Steve's life is a rich tapestry; if you pull on one loose thread, you may unravel the whole thing.