[fireman15]

Swing and miss, leading to a $60 Billion loss for investors... Ouch! It looks like Apple won't have to worry about anyone trying to copy the iPhone X after all.

[Mark17]

Ping

[dayglored]

Hey Swordmaker, got some pre-earnings report SOP FUD for ya.

I don’t know about the accuracy of the claims, but the timing is obvious.

[vette6387]

“It looks like Apple won’t have to worry about anyone trying to copy the iPhone X after all. “

Well, my wife and I both have new iPhone X’s and they are amazing! But the price point is probably where a lot of sales are being lost, as they are not cheap.

[Swordmaker]

This is typical pre-Financial Conference Call report FUD Seasun shenanigans that the Nikkei paper pulls every January. It’s nothing new and it’s always way off the mark. If you read it, you’ll find it’s based, like a New York Time Trump hit piece, on unnamed sources!

This is based on reports that ALL use a single source that tracks back to a Korean/Taiwanese blogger with links to Samsung who claims that unnamed Apple suppliers are reporting cuts in orders, except if they reported such cuts, Apple would cut them!

On the other hand on primary important single iPhone X only Exclusive part supplier, for which there is NO ALTERNATIVE SUPPLIER, just had their quarterly report this week, and provided huge increases in their next quarter and year guidance! If Apple were cutting iPhone X orders, that supplier would not have done that.

In addition, several far more accurate prognosticators are suggesting that Apple’s holiday quarter was actually an iPhone sales blow-out quarter, with some predictions topping 100 million iPhones in all models, contrary to the bears at Nikkei.

Last year, Nikkei news reported in January that Apple was slashing orders for the new iPhone 7 models due to "sluggish holiday sales". . . But the model’s sales were 4.7% above the previous year quarter on quarter. Similarly, in 2016, Nikkei confidently reported in January that due to sluggish holiday quarter sales Apple was slashing orders by 30% for the iPhone 6s models, . . Yet again the claim was false. . . And on and on as far back as you may want to go.

Even here, cutting just iPhone X production to 20 million units means little when activation statistics show that as a percentage of all of Apple’s new iPhones sold in the Holliday quarter, it was only about 29% of all NEW iPhones activated, with the iPhone 8, 8+, 7, 7+, and SE, sharing the remaining 71% of new activations. If that percentage continues in the second fiscal quarter, then Apple will sell ~66 million to ~68 million of all model new iPhones in that quarter! Figure an average selling price of $700, you’re looking at ~$47 Billion in iPhone revenue alone! and that’s historically the slowest quarter of the year!

[HonorInPa]

In that other phones have had those features already, perhaps the Apple fans are finally saying “a thousand bucks for a me too phone?”

[From The Deer Stand]

I-Phone X at $1,000. Nope!

[bmwcyle]

Apple, over prices and when the phone gets old, Apple screws you.

[RideForever]

$1,000 ‘throw away’ phones because batteries not consumer replaceable. No used phone market for same reason.

[Swordmaker]

Another pre-Financial Conference Call FUD article, claiming that AAPL is dropping due to poor iPhone X sales in the holiday quarter, which actually has zero evidence. This one is from the Wall Street Journal echoing the original article from Nikkei News which is based on a Taiwanese blogger's unnamed sources. In fact, ALL the articles claiming poor iPhone X sales are based on that same single source Taiwanese blogger. Other better sourced articles are claiming the holiday quarter was a blowout iPhone sales quarter. The truth, one way or the other, will be known on Thursday. — PING!

Apple Financial FUD
Ping!

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