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05/01/2019 Live Update

Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 12:41 pm

I have to agree the Apple Services area looks good. My concern is they are moving beyond music and going after Comcast, Disney, Netflix and Amazon toe to toe. So once again going from an area they invented and monopolized into a highly contested area. So it always gets back to the same thing, who got them into the music business and who upended the full length animation business and where or where is his successor.

There are no outsized margins when you are in a highly contested product market. The big margins come to the innovative new must have products and then that nasty product cycle circle chart we learned about in biz school shows up. That is my issue, everything they have is moving into the lower margin areas of product life cycle. Except the PC business where they have differentiated their product but the buyers tend to be a small part of the public limiting growth.
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 12:46 pm

ES 06-19 (8000 Tick) 2019_05_01 (10_43_25 AM).png

Overshot by 2 points at the beginning of a limited Asian session.
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Re: 05/01/2019 Live Update

Postby BullBear52x » Wed May 01, 2019 12:55 pm

If we hit 39-40ish, I will sit out. move my sell stop down to 52.25
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Re: 05/01/2019 Live Update

Postby BullBear52x » Wed May 01, 2019 12:58 pm

so far sell the rip were going real good. any time the new sell creates new LL (vise versa on the buy) it's normal, it suppose to be normal unlike the fake of yesterday. :D
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Re: 05/01/2019 Live Update

Postby Al_Dente » Wed May 01, 2019 1:06 pm

5min
Second Panel: SPX is starting to wedge a bit
Third Panel: inverted VIX shows a triangle with lower highs and higher lows
51five.png.png
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Re: 05/01/2019 Live Update

Postby K447 » Wed May 01, 2019 1:13 pm

Trades with cats wrote:I have to agree the Apple Services area looks good. My concern is ... going from an area they invented and monopolized ...


Sounds like you are misremembering Apple's past, or their method.

Apple did not invent the portable compact music player. There were numerous other succesful products around when the iPod shipped, and the competition did not roll over right away. iPod eventually become the dominant product, but not for lack of competition.

Apple did not invent the mobile phone or even the 'smart phone'. Blackberry and Nokia were successful, and quite dominant. The iPhone was 'late' and 'too expensive'. Andoid became significant while iPhone was still establishing itself. To this day, the majority of the smartphone sales volume is Android handsets. Somehow the iPhone became sucessful.

iTunes Music store gerw out of the iPod era, and eventually music sales become a revenue driver. While music label physical CD sales were a thing, the 'real competition' was mostly piracy, actual 'free music' from numerous online sources. Somehow iTunes managed to accumulate paying customers.

Areas that Apple did 'pretty much' invent might include the iPad, Apple Watch and Airpods. These product lines are current growing at rates ranging from quite good to impressive.

The wearables category is now a significant revenue portion for Apple.

There may never be another single product as huge as iPhone. Asking Apple to create another 'iPhone' may not be a good way to look at it. iPhone is not going away anytime soon, and it may not matter so much whether year over year sales rise or fall a little.

The surrounding product categories, services and new directions Apple is extending not only defend the desiability of using Apple devices, they reduce the overall influence of iPhone current sales on the company's future viability.

Apple is now the only company from which you can have an integrated computing environment. Watch, Mac, iPad and iPhone all natively coordinate. And not just with Apple software. Third party apps also work across the device types. Software from all the major players works on Apple devices - Microsoft Office, Outlook, Google Maps, Google Docs, Adobe, etc

And so on. Apple is just not going to suddenly evaporate. The Windows PC dominant era is a distant memory and not a useful paradigm. Mobile has outrun PC market scale for a long time now. Not just in devices sold but in money scale.
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Re: 05/01/2019 Live Update

Postby BullBear52x » Wed May 01, 2019 1:15 pm

I think the bottom of today is in, I am sitting out until the Fed minute.
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Re: 05/01/2019 Live Update

Postby BullBear52x » Wed May 01, 2019 1:23 pm

something like this but today will be especially volatile, I am leaning bearish as usual see $VIX
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Re: 05/01/2019 Live Update

Postby K447 » Wed May 01, 2019 1:29 pm

Trades with cats wrote:... who got them into the music business and who upended the full length animation business and where or where is his successor...


The missing Messiah thing is not useful.

Disney is doing just fine, but Walt has been gone for a long time.

Steve stepped back from running Apple how many years ago?

Steve introduced the original iPad back in 2010, which I think was the last product intro he did on stage. This was the era of the iPhone 4 and then 4s. We are coming up on a decade after Steve, and Apple is not 'lost'.

https://www.google.com/url?sa=t&rct=j&q ... __um7uKMid
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Re: 05/01/2019 Live Update

Postby Al_Dente » Wed May 01, 2019 1:41 pm

Crocks (CROX) launches a new style with “Mini Fanny Packs” on the back and I’m not kidding
Costs $53
[CNBC few minutes ago]
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 1:43 pm

My understanding is not that Apple has always made a me two follow the crowd product and then refined it to become the industry leader. Rather my understanding is that they have consistently made a key innovation that has made a huge difference in consumer acceptance. Of course I can easily be mistaken. What I do know for sure is that major tech companies have to re-invent themselves on a regular basis. We will know in a couple of years if the current changes at Apple are enough to turn things around and get growth back to prior levels.
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Re: 05/01/2019 Live Update

Postby Al_Dente » Wed May 01, 2019 1:49 pm

Wakey Wakey
I’m calling HAPPY HOUR early today:
HAPPY HOUR
oy cat.png.png
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 1:57 pm

Everybody out of the pool, it's almost time.
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Re: 05/01/2019 Live Update

Postby BullBear52x » Wed May 01, 2019 2:00 pm

Trades with cats wrote:Everybody out of the pool, it's almost time.
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Re: 05/01/2019 Live Update

Postby Cobra » Wed May 01, 2019 2:00 pm

show time in 1 min.
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Re: 05/01/2019 Live Update

Postby Al_Dente » Wed May 01, 2019 2:02 pm

NO CHANGE

“Powell is Pavlov’s Dog” :lol: :lol: :lol: :lol: :lol: :o :o
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 2:03 pm

Looks like algo's are waiting for the presser.
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 2:08 pm

Testing the line again.
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Re: 05/01/2019 Live Update

Postby Trades with cats » Wed May 01, 2019 2:15 pm

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Re: 05/01/2019 Live Update

Postby JFR » Wed May 01, 2019 2:22 pm

DOW stocks. IBM, CSCO up. HD, NKE down.


2019-05-01_1115.png
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