Technology Stocks | Apple Inc.


Previous 10 | Next 10 
From: Keith Feral10/4/2011 7:02:51 PM
   of 154013
 
blogs.barrons.com 

Apple will be selling a lot more phones with the free 3GS. ASP's should decline to $575. I think that will create some trading flow back and forth til we get closer to earnings for last quarter.

ATT is getting a competive advantage over Sprint and VZ since they can offer the free 3GS phones. ATT and VZ will both have an advantage over Sprint with the $99 iPhone 4.

Sprint will sell a lot of iPhones to existing customers, but I can't see them bringing in new customers with the 4GS. They have 1 key selling point which is the $10 unlimited data plan. The only way Sprint gains an edge if they have something nobody else gets like the 4G iPhone 5 to compete with all their other 4G models from Samsung and HTC. They are still the lowest in the pecking order at this point. The only way they can pull ahead is with a new 4G iPhone. That's entirely up to Sprint's strategic decision to push the iPhone 5 with 4G Wimax or wait til they upgrade Wimax to LTE like everyone else.

At this point, the iPhone 4S will keep them from becoming more irrelevant. But, today's news does very little to take advantage of their 4G network. They come out slightly behind on the news, but maybe better off for not making a suicide bet on the iPhone 5 - yet. I'd love to see them give it a try!

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: slacker711 who wrote (119013)10/4/2011 7:20:52 PM
From: Eric L   of 154013
 
"The Dirty Secret of Today’s 4G: It’s Not 4G"

<< Both Sprint (WiMax) and Verizon (LTE) have handsets that qualify as real "4G". >>

So sayeth the marcomm hypesters from both firms (and also their counterparts at T-Mobile USA and AT&T Mobility in re HSPA+). To be sure we are a nation of gullible folks that are easy marks for them and it is fitting that the nationwide 4G battles started here while many les susceptible are waiting for "True 4G" -- i.e. commercial implementations of fully standardized IMT-Advanced due in a few more years.

Sprint's iEEE's 802-16e WiMax (which is the 6th sanctioned ITU IMT-2000 '3G' technology and Verizon's 3GPP Release 8 LTE are as much "real 4G" as 1xRTT or EDGE are "real" 3G access modes, and of course AT&T Mobility's HSPA+ if not "true 4G" is also every bit as real as Sprint's or Verizon's current ersatz 4G access technology offers. even if not quite as fast.

<< If you want to use the definition as used by the industry outside of AT&T and T-Mobile, you would drop HSPA+ from the definition since it doesn't use OFDM and its speeds don't match LTE or WiMax. >>.

Whether the access technologies are OFDM/OFDMA or CDM/TDM based has absolutely nothing to do with the price of onions under discussion here, and purists in the industry will wait for commercial implementations of IEEE 802.16m WiMax and 3GPP LTE Release 10 ITU IMT-Advanced before hanging out the 4G tag.

The ITU has again chosen some weasel words to deal with the subject ststing that the term 4G is undefined but may be (already was) applied to LTE, WiMax, and evolved 3G technologies thus granting poetic license to the hypesters.

"Following a detailed evaluation against stringent technical and operational criteria, ITU has determined that “LTE-Advanced” and “WirelessMAN-Advanced” should be accorded the official designation of IMT-Advanced. As the most advanced technologies currently defined for global wireless mobile broadband communications, IMT-Advanced is considered as “4G”, although it is recognized that this term, while undefined, may also be applied to the forerunners of these technologies, LTE and WiMax, and to other evolved 3G technologies providing a substantial level of improvement in performance and capabilities with respect to the initial third generation systems now deployed. The detailed specifications of the IMT-Advanced technologies will be provided in a new ITU-R Recommendation expected in early 2012.".

gizmodo.com 

Cheers,

- Eric -

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

From: Gabriel00810/4/2011 7:22:52 PM
   of 154013
 
In trying to understand AAPL's strategy in the wake of the 4s launch Blodget's comments that they had to launch now in order to get the 3GS upgrades in before Xmas makes some sense since the 3GS makes up app 50% of the total current iphone volume currently in use. They quite possibly had all the technology features settled, but not the new outer case/larger screen, resulting in the 4s launch. The iphone 5 launch will incorporate the new outer case - possibly in the January-March period. Time will tell.

Share Recommend | Keep | Reply | Mark as Last Read

To: Keith Feral who wrote (119088)10/4/2011 7:25:58 PM
From: Kelly G.   of 154013
 
ATT and VZ will both have an advantage over Sprint with the $99 iPhone 4.


Sprint has the iPhone 4: apple.com 

Sprint does not have the 3GS.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: slacker711 who wrote (119027)10/4/2011 7:27:25 PM
From: Doren   of 154013
 
No one knows what 4G is.

Share Recommend | Keep | Reply | Mark as Last Read

To: Eric L who wrote (119089)10/4/2011 7:28:03 PM
From: slacker711   of 154013
 
Whether the access technologies are OFDM/OFDMA or CDM/TDM based has absolutely nothing to do with the price of onions under discussion here, and purists in the industry will wait for commercial implementations of IEEE 802.16m WiMax and 3GPP LTE Release 10 ITU IMT-Advanced before hanging out the 4G tag.



First off, welcome back :-).


and I can only say, I havent heard many purists in the industry.


Slacker

Share Recommend | Keep | Reply | Mark as Last Read

To: stock bull who wrote (118970)10/4/2011 7:28:09 PM
From: Doren   of 154013
 
> 4s

Thought so. Said so a long time ago.

Share Recommend | Keep | Reply | Mark as Last Read

To: Keith Feral who wrote (119011)10/4/2011 7:29:01 PM
From: Doren   of 154013
 
> why would they roll out the iPhone 4S for all the carriers and then introduce the iPhone 5 for 1 carrier.

$20,000,000,000 ?

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Doren who wrote (118837)10/4/2011 7:30:40 PM
From: Doren   of 154013
 
Told ya so.

-----

Message 27676566

We've been watching Apple make disappointing announcements for 15 years now. Every time they seem to come up with something that people think is nice but not ground breaking, like the iMac and the iPod and the IPhone and the iPad...

and they keep piling on profits.

Why would this time be any different?

Seem to me ALL their announcements have been disappointing. The only time the stock when up is when Jobs retired.

: v )

-----

OK so no one knows whether Sprint will get to announce the iPhone 5 because they gave Apple 20 billion.

No one knows if Apple just might release an iPhone 5 before Xmas.

No one knows is Apple might not have it ready until next spring.

No one knows if its going to have a liquid metal case.


But sure as shït everyone WILL be conjecturing and everyone is disappointed as usual.

I guess all we can do for sure is hope Allen is right about earnings, and that Apple sells a shït load of everything they make before Xmas.

Share Recommend | Keep | Reply | Mark as Last Read

To: Lahcim Leinad who wrote (119085)10/4/2011 7:44:47 PM
From: clean86   of 154013
 
STFU. Not on AAPL you didn't. If you did, should have spoken up before you did, otherwise you're a twin of Syl's: living in a paper trade dream land.

Not interested in portraying fantasy trades just real ones, don't trade and tell espesially when the market is moving as fast it as was today.

Better to actually make money than blab on a thread.

It's fun to chat but SI isn't providing any form of income generation except through listening to the advice of a very limited number of people that have a proven track record of winning moves.

As to the twin thing sorry but not from the same gene pool.

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 | Next 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.