- 07-25-2007, 08:26 PM #1676
- 07-25-2007, 08:53 PM #1677
- 07-25-2007, 08:58 PM #1678
- 07-25-2007, 09:13 PM #1679
- 07-25-2007, 09:15 PM #1680
- 07-25-2007, 09:17 PM #1681
- 07-25-2007, 09:18 PM #1682
- 07-25-2007, 09:20 PM #1683
- 07-25-2007, 09:23 PM #1684
- 07-25-2007, 09:27 PM #1685
- 07-25-2007, 11:07 PM #1686
- 07-25-2007, 11:09 PM #1687
- 07-25-2007, 11:10 PM #1688
- 07-25-2007, 11:28 PM #1689
- 07-25-2007, 11:53 PM #1690
"How many iPhones did AT&T stores have left over?" Most of their stores were stocked out, but there were still some in transit to AT&T at the end of quarter. 270K includes some AT&T store iPhones."
You sure you don't work for CIBC MikeC?
- 07-26-2007, 01:53 AM #1692
You gotta love it mobileman. The windows fanboys like mikeC were chomping at the bit for apple to report dismal sales of the iphone with comments like "reality sucks for apple fanboys" just prior to the earnings reports.
It didn't happen, and in fact apple's stock exploded on the news so now they try backpeddling with comments like ," well I never said this or never said that" or "yeah, the iphone sales were amazing but not "insanely amazing". pfft. Come on. Who's kidding who?
You just have to laugh at it, all the way to the bank if you're invested in apple as well.
For a first stab at the cellphone industry, the iphone is an absolute hit. period. Whether the sales matched predictions 100% perfectly or not, it's still a success and will only expand that success as it is made available to other carriers in both Europe and Asia in the coming year or so.
The 'doze fanboys would love to have been able to boast such a positive showing with WM smartphones on just a single carrier like this.
They can't, hence their constant displays of apple envy.
Pure entertainment, I say.
- 07-26-2007, 01:59 AM #1693
- 07-26-2007, 03:50 AM #1695
The game of semantics. The stock's gains were due to impressive mac / ipod sales and bolstered with strong iphone numbers. That doesn't take away from its contribution to the runaway share price increase.
All three branches of apple's business model were very successful. The iphone particularly so as it is just in its infancy compared to the others.
Obviously, it will play an even bigger role in the future as it is made available to additional carriers in other countries.
- 07-26-2007, 06:18 AM #1696
- 07-26-2007, 06:20 AM #1697
- 07-26-2007, 08:27 AM #1698
Part of the bias is due to the relationships between investment banks and their clients. Since companies rewarded investment banks for good coverage, analysts had to balance the needs of fund managers (who read their reports) with the needs of the corporations. That was diminished somewhat a couple years back through rules changes, but I'm sure it still exists in some form.
Most of the rest can be explained by the fact that analysts choose which companies they cover. Analysts generally don't waste their time covering stocks that no one owns or wants to buy. So of course they'll have positive ratings for the majority of stocks they cover. There's little point in spending countless hours and resources studying a company they've told their clients not to own - unless that company is a significant competitor to a more highly rated one.
And in any reasonably large industry you will find most stocks are covered by one analyst or another. When an analyst rates a stock as outperform, he doesn't mean "it will outperform some closely held penny stock from some LLC in Nevada."
Name an analyst who, long term (say, over the course of 10 years) has been right more often than wrong.
I suspect that you're confusing analysts with fund managers. It's well known that the majority of fund managers underperform the market average. But they're a different group of people, and their jobs and objectives are completey different.
I'm not aware of any comprehensive study of analyst performance (not bias) over a long period of time.
- 07-26-2007, 09:07 AM #1699
Now that the opening weekend brouhaha is more or less over, back to our regular programming; Why the iPhone sucks...
Check for Update -- still current
Every day I connect my iPhone to the computer, open iTunes, and excitedly click "Check for Update", hoping a bunch of new functionality will come rushing into my iPhone. And every day, there's nothing.
I don't want much -- just the sort of features my first Palm Pilot had in um... 1996. Sync ToDo list and Notes, cut and paste between records and applications, search the entire device for text, the possibility of other applications being added to it. Sure, I'd also like some features that didn't yet exist in 1996, but I don't want to push it.
Oh yeah... Steve said something like, "It is an iPod that can also be used as a telephone." So my expectations are completely unfounded.
But I'll keep dreaming. And clicking that "Check for Update" button.
Dreaming of an update... As Treo 700p owners know, its a sad life, and an update is not even guaranteed to fix all the issues...