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From: Moonray6/14/2019 1:54:39 PM
   of 209127
 
Apple June quarter China iPhone demand 'in line with expectations,' says Wedbush

Wedbush analyst Daniel Ives tells investors in a research note that all eyes will be on any
signs of demand weakness out of China in light of the ongoing U.S.-China trade battle as
Apple CEO Tim Cook heads into the next month. Ives says he believes the June quarter
China iPhone demand has so far been tracking "in line with expectations," or a "modest"
rebound from the softness seen in the December and March quarters, but notes a
"nervous" environment across the supply chain. Ives, who maintains an Outperform
rating and $235 price target on Apple shares, notes that China represents roughly
20% of all iPhone upgrades over the next 12-18 months.

o~~~ O

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From: Doren6/14/2019 4:19:48 PM
   of 209127
 
Who is dying for a 3 camera iPhone?

Personally for me low light is more interesting. Maybe that's what Apple is going for.

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To: Doren who wrote (205144)6/14/2019 4:40:29 PM
From: OrionX
   of 209127
 
Personally for me low light is more interesting. Maybe that's what Apple is going for.
Ditto!

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From: Henry J Costanzo6/15/2019 12:44:07 PM
4 Recommendations   of 209127
 
TA update:

A second marginal advance last week, after testing and being rejected by 197 horizontal resistance area. Underlying horizontal support area now at 185, with next uptrend support area 172-175ish.

The relatively strong advance from the Jun low suggests that a significant basing/bottoming pattern may have been completed....

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To: Henry J Costanzo who wrote (205146)6/15/2019 4:08:51 PM
From: clean86
1 Recommendation   of 209127
 

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To: Henry J Costanzo who wrote (205146)6/15/2019 7:49:50 PM
From: MGV
7 Recommendations   of 209127
 
Hi Henry. Wishing you love, peace, and joy for your upcoming big day.

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From: NAG16/17/2019 8:45:20 AM
   of 209127
 
JP Morgan drop Apple price target from 235 to 233

appleinsider.com

They feel the China issue is "somewhat overblown". Interesting choice of words

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From: Moonray6/17/2019 10:02:13 AM
2 Recommendations   of 209127
 
Japan Display, in need of funds, says Taiwan's TPK decided not to invest
JUNE 16, 2019 / 8:10 PM / UPDATED 12 HOURS AGO

TOKYO (Reuters) - Japan Display Inc on Monday said it has received notice from
TPK Holding Co Ltd that the Taiwanese screen maker has decided not to invest a
proposed $230 million, muddying the outlook for the Apple Inc supplier.


More at: reuters.com


Apple agrees to wait for c.$1.5B owed by Japan Display, to assist bailout
Ben Lovejoy - May. 30th 2019 5:47 am PT

Apple has agreed to wait for money owed to it by Japan Display in order to assist
the bailout of the troubled display-maker …

Reuters doesn’t go into details on the money owed to Apple, but it likely relates to
the Cupertino company paying most of the upfront costs of a new LCD factory built
specifically for iPhone production back in 2015.

It was reported back in March that Apple paid most of the $1.5B cost of the facility,
with an agreement that it would be repaid as a percentage of each screen sold.
However, little was repaid due to falling demand for LCD panels as smartphone
makers switched to OLED.

More at: 9to5mac.com

o~~~ O

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To: NAG1 who wrote (205149)6/17/2019 2:29:35 PM
From: Moonray
   of 209127
 
Apple analyst commentary at Loop Capital

Apple analyst commentary at Credit Suisse

Apple analyst commentary at Longbow

o~~~ O

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From: Moonray6/17/2019 2:39:04 PM
   of 209127
 
Rumor, Rumor, Rumor...

Kuo on 2020 iPhones: 5.4-Inch and 6.7-Inch Models With

5G, 6.1-Inch Model With LTE, All With OLED Displays
Monday June 17, 2019 6:13 am PDT by Joe Rossignol

Apple plans to release three new iPhones in the second half of 2020,
including high-end 5.4-inch and 6.7-inch models with OLED displays
and a lower-end 6.1-inch model with an OLED display, according to
analyst Ming-Chi Kuo. Those display sizes line up with a DigiTimes
report from a few months ago.

More at: macrumors.com

o~~~ O

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