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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (108955)	2/11/2011 6:02:58 PM
From: Cogito	2 Recommendations Read Replies (1) \| Respond to of 213185

I agree that the Verizon iPhone launch was underwhelming at best. Have to quibble with one point the author of that piece raised, however. He mentions that Piper Jaffray conducted a survey of a whole 40 people at Apple and Verizon stores, and found that only 8 percent of them (3 people?) were switching from ATT. But he claims that it invalidates predictions of 26% of AT&T users switching to Verizon. Those predictions may prove to be false, but I don't think that survey is a valid basis for questioning them. The two numbers aren't directly related, and nobody said 26% of AT&T users were going to switch on the first day of sales. Then he complains about Apple's share price being based on perception. Right. The stock price has nothing to do with the company's actual performance. I completely disagree with his conclusion that anything that happened this week shows that Apple is an unsafe investment.

To: FJB who wrote (108955)	2/11/2011 6:11:10 PM
From: rnsmth	Read Replies (2) \| Respond to of 213185

<<No matter what sales numbers Apple or Verizon eventually boasts about, iPhone 4's launch on the carrier cannot be called a resounding success >> Apple and Verizon will report on sales numbers. The report will contain facts. How will that constitute boasting? The facts may meet expectations and they may not meet expectations. <<3. Apple's stock is nowhere as safe as Wall Street analysts lead investors to believe, >> and <<I've been complaining for more than 18 months that too much of Apple's share performance is about perception -- something the biased blog posts and news stories feed. >> Apple is a company whose quarterly year over year growth accelerated from 32% in Q1 2010 to 48% in Q2, 61% in Q3 and 67% in Q4 FY 2010. That is not perception, those are also facts. We'll see what the year over year growth rates end up being for FY 2011.

To: FJB who wrote (108955)	2/11/2011 7:53:15 PM
From: NAG1	Respond to of 213185

FUBHO, Anecdotal story. My company is with Verizon wireless. They had established a que on a first come first serve basis for the iPhone on Verizon. Some people had their orders placed on the original sign up day. Mine finally was able to be placed yesterday. I am wondering if the real issue may be that most people decided to place orders online and not wait in line at the stores. I should be able to get my phone in about a week and a half. Another anecdotal story. One of my partners was trying to decide if they should go with an android phone or an iPhone. He eventually decided to go with the iPhone because his kids have iPod touches and he has an iPad and he is familiar with the platform. I think facetime also influenced his decision. I am wondering if this story will play out in many other households. What will also be interesting is that the Verizon coverage around his house can be a bit spotty. Didn't matter which phone he was using at the time. I will be interested to see how things work with the iPhone on Verizon. Neal