Big mutual funds loaded up on AAPL in Q3, some now worrying about growth

Here's an idea. Why not make some computers that more people can actually afford and try relying slightly less on one product? Apple could do so much more with the Mac and although it's nowhere near the income they've getting from the iPhone, they'll need something solid to fall back on when phones start to become a commodity. Let's face it, the gap between the Chinese phones and the iPhone XS isn't as big as the price difference would suggest. And they're closing the gap all the time, just as Apple is getting really bold about charging. They're leaving SO MUCH room for the Chinese brands to exploit.

Nobody is asking for a $400 MacBook but why not offer a way in with lower specced machine like an updated white plastic MacBook (a bit slower, non-retina, maybe spinning drive) and in a similar way offer a lower-specced version of the Mac mini. These people will move onto the more expensive stuff in time. 

When the gloss goes off the iPhone there's going to be a bloodbath.

KidGloves said:

Here's an idea. Why not make some computers that more people can actually afford and try relying slightly less on one product? Apple could do so much more with the Mac and although it's nowhere near the income they've getting from the iPhone, they'll need something solid to fall back on when phones start to become a commodity. Let's face it, the gap between the Chinese phones and the iPhone XS isn't as big as the price difference would suggest. And they're closing the gap all the time, just as Apple is getting really bold about charging. They're leaving SO MUCH room for the Chinese brands to exploit.

Nobody is asking for a $400 MacBook but why not offer a way in with lower specced machine like an updated white plastic MacBook (a bit slower, non-retina, maybe spinning drive) and in a similar way offer a lower-specced version of the Mac mini. These people will move onto the more expensive stuff in time. 

When the gloss goes off the iPhone there's going to be a bloodbath.

Yawn... been predicted since the dawn of the iPhone... this exact same thing happened last year. People love to hate Apple. Their profit margins have never moved substantially out of the 35-40% range. They’ve always been and will always be a premium device seller. It’s worked for them always, over everyone’s protests who were all about razor thin margins sold to many many people. 

KidGloves said:

Here's an idea. Why not make some computers that more people can actually afford and try relying slightly less on one product? Apple could do so much more with the Mac and although it's nowhere near the income they've getting from the iPhone, they'll need something solid to fall back on when phones start to become a commodity. Let's face it, the gap between the Chinese phones and the iPhone XS isn't as big as the price difference would suggest. And they're closing the gap all the time, just as Apple is getting really bold about charging. They're leaving SO MUCH room for the Chinese brands to exploit.

Nobody is asking for a $400 MacBook but why not offer a way in with lower specced machine like an updated white plastic MacBook (a bit slower, non-retina, maybe spinning drive) and in a similar way offer a lower-specced version of the Mac mini. These people will move onto the more expensive stuff in time. 

When the gloss goes off the iPhone there's going to be a bloodbath.

Apple’s stock tanking has little to do with Apple’s performance. Apple met all of its guidance numbers and had a record breaking quarter. The stock tanking is making somebody money. Investors like buffet load up in times like these because they are long term investors.

While Apple paying more attention to its Macs would be nice, this isn’t a real growth area. Growth will be in services and new categories.

it is easy for Chinese companies to offer products for less when their research budget involves taking somebody else’s ideas. With that said, Apple’s prices are very competitive with Samsung.

The phone doesn’t have to become a commodity is companies like Apple continue to innovate with features like Apple Pay and Face ID.

This Apple stock sell-off seems somewhat fabricated to me. More panic feeds on panic. The panic can be due to conservative guidance or Apple deciding not to be transparent about unit sales, but that doesn't mean Apple's revenue and profits will tank. There's also the additional rumors from component suppliers. None of the rumors have been substantiated. Those mutual funds should be playing a long game so I don't see why they're so worried about a single quarter. As Cramer always says, "Buy Apple and hold it. Don't trade it."

We bought more AAPL during this dip.  Anything over 170 was my dream 15 years ago (pre-split taken into account) so it's all just icing on top now.