“Apple has reportedly stopped placing component orders for its Mac series products recently and related upstream suppliers so far have not yet received any word about when the US-based vendor will resume its orders, according to sources from the upstream supply chain,” Aaron Lee and Joseph Tsai report for DigiTimes.
“The suppliers originally expected to finish digesting their Mac inventories in April, but are now stranded waiting for further instructions from Apple,” Lee and Tsai report. “Since Apple hardly mis-estimates its shipment forecasts, the sharp order drop may imply that Apple has underestimated the PC industry’s weak status and its iPad products are affecting the PC industry more seriously than it expected.”
Read more in the full article here.
MacDailyNews Take: Not enough information to draw any sound conclusion. Could be anything from unsubstantiated rumor to a shift to MacBook Air models with Retina displays (finally!). We’ll likely know more soon enough – on April 23rd during Apple’s Q213 earnings results conference call with analysts.
It is like blinds touching elephant . Each one say different things , but all of them only tells part of the story .
Search” blind touching elephant ” , u will know what I mean .
I get thinking it’s a snake and a tree trunk … but why would there be a broom in the jungle? o.O
Next they will be telling us that people leaving the Apple Stores really only have toilet paper in those white bags they are caring out of the stores. Or that Tim Cook is sending out his resume to other IT companies and “patiently” watching for responses. Ok, I could believe the second one about Tim “being patient”.
Apple is abandoning planet Earth. They have decided to go Intergalactic.
So you’re saying this is a case of “So long…and thanks for all the Macs.”??
Actually it is a case of “So long… and thanks for all the fish” as they will be taking all the Macs back with them. Since there has not been enough humans showing a need for macs, they will be teleporting all of them back on the mothership soon.
Possibly as soon as Apr 23 at 7:00pm. Just a thought.
en
I am going to encase my in aluminum foil to keep them from stealing mine. Hey it works for peoples heads and mind reading,,,,,,, ???????? right??
/s
“Apple is abandoning planet Earth.”
Not till they finish their space ship in Cupertino.
Aint they doin all they can to dig up news that might cast a negative shine on Apple? And if not negative they do everything possible to spin it that way, bah!
Perhaps Apple is switching to other suppliers? Those who don’t feed the rumor mill?
sounds like it’s official THE MAC IS DEAD!
Not again!
Apple is stopping the manufacturing of Macs, because it feels that it’s not fair to be the only company in tech that’s selling Macs while the rest of the industry continus to shrink for the last ten yeats.
Apple has decideed to also give away all it’s cash and IP in solidarity with the losers.
To my fellow commentators up there (@Raymond, @Jersey Trader), you guys make my day. I love you guys. Keep on trucking with the anti-anti-trolling Apple hate. How many antis is that? 😉
All of this country’s security and crime problems would be solved instantly if only the secret service, FBI and CIA could recruit these brilliant forecasters and their uncanny deductive abilities to serve and lead.
A nightmare scenario. Our federal government is clueless enough already, thank you. 😉
😝
Apple now at PE of 9 (including the cash). Even Dell is at 10!
What a joke. Just goes to show that the market is run by a bunch of crooks who spend their time working out better ways of manipulating the market to make money.
If only the stock trader sheeple would wake up and perform their own analysis. When you let wolves lead your flock…
*Crunch*Crunch*Nom*Nom*
No use guessing, that’s what everyone else is doing. Maybe these articles are true and maybe they’re not? Why say they’re wrong? Who has proof that the articles are false? Why say they’re true? Who has proof that the articles are accurate? But guess what? We’re going to know Tuesday afternoon. I say we all gather round the campfire about 2:30 PM PST next Tuesday. Then all the naysayers can have a big laugh. All the conspiracy theorists can whoop it up. I’m not taking either side. I just don’t know. Seems like an awful lot of people are saying that Apple is going to miss their own numbers next Tuesday. They’ve been wrong before. But all the bullshit will end in five days. Because then we’ll know the truth. And I can’t wait to see who’s going to eat crow.
I’ll bring the marshmallows.
I’ll bring the graham crackers. There will be a choice of two chocolate bars: Milk and dark. I get first dibs on dark!
Seriously: When/if I see any actual reason to worry about Apple, you’ll hear about it. I’m planning on roasting ‘Apple Bears’ over a fire spit.
The whole problem is that even if Apple does beat its own numbers the stock will continue to fall. Apple is pretty much tainted from an investor’s standpoint. By the way Apple is being judged as a company, it can’t possibly succeed against Wall Street.
Apple can’t beat a generalized belief that everything it does will be quickly replaced by cheaper products. Apple temporarily making money means nothing because only the future matters to Wall Street. So, only Apple building a product that can’t be duplicated by any other company will make the company worth investing in by the big players. All the big money players believe the iPhone has absolutely no advantage over Android smartphones. They’re saying that Apple’s product quality isn’t worth anything. That really came as a shocker to me.
The share price can never go back up under those circumstances. Dividends will likely increase, but Apple will probably never have a share price like Google. Why Brian White called out for $1,001 price target will never be determined now that the company seemingly isn’t even worth half that much.
GM, you’re right. We don’t know. Neither do they. But what I do know is that the track record of “sources from the upstream supply chain” is dismal to say the least. So just going on that I choose to think that it’s the same old game.
And the hits just keep on coming!
$394. $350 by Wednesday?
But the real question with Apple stock is… music please… “How low will it go? How low will it go? How low will it go? How low will it go?…”
Wonder if anyone here wants to take the MDN posters brilliant stock pickers advise that at $400, AAPL is a steal and people should buy, buy, buy! Probably the same that said that at $600.00 and at $500.00. Makes me wonder if THEY ever took their own advice?!
I’ve gotten out of AAPL while it made me some money, although sure would have loved that $300.00 per share more when it was $700.00…
$393
Or could it mean the product they were getting parts for is the one that will be manufactured in the US going forward (New Mac Pro)?
April 23rd can’t come soon enough to hopefully put the anal-cysts in their place. I can’t believe simple component order changes now have become doom ‘n gloom as the naysayers glom on to anything that could be construed as a disingenuous negative.
I find it rather unusual how a company some claimed to be a trillion dollar company has ended being worth a little more than nearly a third of that within a seven month’s period. Andy Zaky probably ruined more investors than Madoff did considering Apple is supposed to be more than just a Ponzi scheme. As far as the news media is concerned, all the reasons why Apple was valuable at one point have been turned into all the reasons why Apple is pretty much worthless. So far, all the critics were right about Apple.
Apple is pretty much appearing to be a latter day Enron at this point. Heck, Enron only lost investors $11 billion or so, but Apple is losing far more than that for recent investors in a shorter time. I realize the cause is not the same thing, but the results are pretty much looking the same for recent investors. With the rumors flying that Apple is now headed for $350 by earnings call, it can get pretty scary for those who thought it was Amazon in a bubble and Apple was a rock. Now it turns out to be the polar opposite. I honestly don’t think there is any way for an investor to tell the value of a company and that long-term investments in technology companies are too big a gamble.
“…. Apple is pretty much worthless.” Is that right?
If what you are saying is true, then in ten years Apple will be lucky to have a $50 stock price. I own it as about 4% of a very large portfolio. I am not selling it, I am reinvesting dividends, and I could give a shit what is happening in April of 2013, because I believe that it will significantly outperform over the next ten years, which is the time frame that is of concern to me.
Just as Puppy Mills are investigated, and if found guilty, they are shut down and the guilty are arrested. Should be the same with Rumor Mills.
Since you need a Mac to develop iOS apps, I hardly think Apple can cancel the Mac product line. At least until there is a 27″ iPad 🙂
Try and find a bag or case for that!
I can’t be bothered to read the article, but how many macs would the previous orders that are supposedly now responsible for an over supply have made? If they have enough to make twice as many as they’ve ever sold we can surmise that they’re either in for a very good quarter, or they have maybe overspent a little, but that costs will be way down subsequently. If the orders were small anyway and were still too much then that’s bad, but do we know anything?
Digitimes has been known to be wrong before.
We also know that many ‘news’ agencies like CNBC , have connections with companies and funds that want to manipulate stock prices (CNBC for example with hedge fund owner Doug Kass).
For all I know some asian PC company is suffering and nudged Digitimes to whack apple.
But that’s all CONJECTURE.
Thing is:
Why doesn’t Apple Say Anything when situations like this arise?
If Macs are doing ok and things are going to plan would it kill them to release a press note (like a few lines) to say so? I know they can’t release numbers close to the quarterly report but a generic statement? (of course if macs are doing bad they can shut up)
No saying anything means:
1) others have taken the agenda
2) Negative news reinforces itself. (add this report to that of Hon Hai bad financials is due to apple, NYT pulitzer winning nonsense series on Apple, Waze and Google saying apple maps suck, Louis Gassee comments etc and thats just from RECENT reports. )
3) when you don’t fight back Manipulators and those like NYT who want to cash in on apple whacking (apple whacking gets circulation) have FREE REIGN.
If apple had deflated some of the nonsense coming out maybe it’ll still slow down the negative press? If the NYT series first came out this should have issued a statement saying THIS, THIS and THIS is not true and these are the real facts. Now the NYT stuff has become the ‘accepted truth’. When Waze CEO whacked apple , apple could have noted that iPhone 5 has the highest satisfaction rating (JD powers award) beating out every Android, Win Phone so Maps can’t be THAT bad and they are improving every day…
but apple does not do damage control..
When one analyst firm gave a questionable call on Rim, Rim called the Canadian Government and the U.S SEC. You might not like Rim but I’m sure that put the FEAR of GOD in analyst firms .
But when CNBC manipulates apple with Doug Kass hedge fund owner much worse than that ) — pumping and bashing apple to help Kass with his shorts and longs (Kass says he has info that apple sales is bad on CNBC, shorts apple then announces he has bought aapl at the bottom and sheepishly apologizes that his info was wrong and rides aapl up again). The manipulation with the conniving of a ‘news’ agency is so clear yet apple does NOTHING.
(Long Term Investors HATE this manipulation as they can’t trust the stock fundamentals so they don’t invest or sell the stock)
It’s time for apple to get get INFRONT OF CONTROLLING ITS OWN IMAGE before all the effort Jobs spent building apple’s image is tarnished beyond repair. (aapl has lost 50% of its value in a few months and stock prices is due to perception).
It’s become standard now to say Apple has ALWAYS stayed mum, but that’s not true as I’ve pointed out before Jobs attacked Netbooks even though he knew he had iPad in the Lab. he didn’t just wait thiking “I’ll show them when I launch iPad” . When analysts said apple will fail because he didn’t have a netbook , he attacked netbooks BEFORE Ipad Launch saying they were junk, cramped keyboards etc.
Aapl lost 5% yesterday and 3 % today. So far in the last few months investors have lost $200 billion plus so its not like shareholders are complaining without reason. I think its time for some concern.
We forget that Jobs built apple from the ground up i.e besides being a superb PRODUCT GUY he was also a MARKETER and P.R guy of genius . Woz still complaints that Jobs spent so much time SELLING and Promoting and thinking of money and being always combative (Woz wanted to give stuff away for free and didn’t like to get into arguments). Jobs since a teenager was hustling all the time.
The product part seems still intact at apple but the combative spirit (think Mac PC ads) and marketing and P.R seem gone or weak. I don’t think any of the SVPs or Cook have started or run their own companies and their marketing skills compared to Jobs seem weak. (Entrepreneurs like Jobs, Sam Walton, Trump etc who started their own successful businesses are always great marketeers and publicity guys ).
apple needs to up its PR, its marketing, its defense (against bashes and manipulators)
Apple is now like someone saying “I’m Gorgeous , come Rape Me”.
Yea we have to wait and see.
We are looking forward to the iPhone 6 or 5s and the iPad mini 2 which will drive demand higher and significantly improve Apple’s margins.