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

To: slacker711 who wrote (190071)	4/28/2016 2:44:59 PM
From: Art Bechhoefer	4 Recommendations Recommended By AJ Muckenfus david1951 JakeStraw sylvester80 Read Replies (1) \| Respond to of 213182

Full disclosure of information that can affect share price is an SEC rule. The notion that ". . . Cook/Apple saw [nothing] worrisome, which is worse than them knowing and not telling investors," would result in significant class action lawsuits if Apple tried to hide something when they knew what was really going on. In regard to upgrading, it seems to me that the next model iPhone would have to include: 1. A better display than the current model, probably an OLED display that is brighter and easier to use in sunlight. 2. A better performing modem that would reduce dropped calls to a minimum, probably a Qualcomm model. 3. A better camera for still and video that would at least perform as well as the camera on the LG-G5. These features might motivate Apple users to upgrade. Otherwise they might either keep their existing iPhones or switch to some of the newer Android phones that do have these features. In my own case, I recently bought the Samsung Galaxy S7 Edge, with AMOLED display and a camera at least as good as that on the iPhone 6s. The Edge also uses Qualcomm's Snapdragon 820 processor with integrated modem. The processor is at least as good as the A9, and the modem is much better than that on the 6s. I also liked the extra memory slot on the Edge, making it possible to add a 128 GB microSD card at a price less than the extra cost of the 128GB iPhones. Note that with the internal 32 GB on the Edge, the total available memory is greater than on any iPhone, but the price remains lower. If the next iPhone model doesn't meet or exceed the performance of the Galaxy S7 Edge, then Apple sales will sag even more. Art

To: slacker711 who wrote (190071)	4/28/2016 7:43:52 PM
From: pyslent	1 Recommendation Recommended By Bill from Wisconsin Read Replies (1) \| Respond to of 213182

Everything points to the company preparing for record 6S sales followed by an incremental upgrade for the 7/7S. They didnt see this coming which makes it harder to trust the implications of their commentary on the upgrade rate for the 6S vs. the 5S. Yes, it should have been obvious that 6S upgrades would be slow after the first quarter. Whereas 13% of iPhone users upgraded to the 6 series after one quarter, only 8% of that 2014 installed base upgraded to the 6S at launch. Add in the miniscule number of the "new to iPhone" pool that would have upgraded to the 6S after a year or less, and we are talking about a blended userbase wide upgrade rate south of 7% fo the 6S (nearly half the comparable figure for the original 6's). Apple's decisive reduction in component orders in January and follow through in March makes it clear they had concluded (rightly) that the upgrade component of iPhone sales were tracking significantly behind their original expectations and specifically, behind the iPhone 6 cycle. It should have been made clear that it wasn't only going to the be March quarter that was affected by this slowdown. Instead we got a "trough" comment. Horrible.