Apple an 'antifragile monopoly,' more secure than critics believe, analyst claims

13

Comments

  • Reply 41 of 70
    SpamSandwichSpamSandwich Posts: 25,996member
    sog35 said:
    lkrupp said:
    So after years of predicting Apple’s demise because it doesn’t follow traditional Wall Street rules the AAAA (Amalgamated Asshat Analyst Association) now has to come with some theory as to why Apple is still around. And THIS is what they came up with? Apple is a monopoly? 
    To be fair the person who came up with the Apple monopoly thesis is Horace Deidu who runs Asymco. HE HAS ALWAYS BEEN VERY POSITIVE ABOUT APPLE AND NEVER SAID THEY WERE DOOMED. NEVER.

    Check out his webiste.

    http://www.asymco.com/
    The dude is flatout the best Apple analyst on the planet. He does not give a crap about price targets or other bullshit short term crap. He sees the big picture and was the first analyst to zero in on Apple services.


    On the other hand the clown UBS analyst Steven Milunovich has said numerous times that Apple is in deep trouble. He's a total idiot and should be ignored. Just don't throw Horace Deidu in the same group of asshats.


    Horace is in fact one of the better educated Apple analysts, but he is still woefully under-informed about real-world economics. I've gotten into several arguments with him on various occasions because he wanders into speculative areas outside his experience.
    cornchip
  • Reply 42 of 70
    sog35sog35 Posts: 12,208member
    wood1208 said:
    There is no such thing as "anti-fragile monopoly". At some point disruptive tech comes along and changes into fragility. Google may be more anti-fragile due to it's near monopoly with Search than Apple's with iphone..In fact, Apple is in constant state of paranoid to keep it's products viable.
    Wrong.

    Facebook is stealing a TON of advertising revenue from Google.

    And Google has very weak pricing power. Price per click has been going down 16 straight quarters. Unlike the iPhone which has kept its prices and has avoided price erosion like Google.

    Apple is not in a constant state of paranoia. Only idiots who follow Apple think so.
    watto_cobra
  • Reply 43 of 70
    sog35sog35 Posts: 12,208member
    sog35 said:
    lkrupp said:
    So after years of predicting Apple’s demise because it doesn’t follow traditional Wall Street rules the AAAA (Amalgamated Asshat Analyst Association) now has to come with some theory as to why Apple is still around. And THIS is what they came up with? Apple is a monopoly? 
    To be fair the person who came up with the Apple monopoly thesis is Horace Deidu who runs Asymco. HE HAS ALWAYS BEEN VERY POSITIVE ABOUT APPLE AND NEVER SAID THEY WERE DOOMED. NEVER.

    Check out his webiste.

    http://www.asymco.com/
    The dude is flatout the best Apple analyst on the planet. He does not give a crap about price targets or other bullshit short term crap. He sees the big picture and was the first analyst to zero in on Apple services.


    On the other hand the clown UBS analyst Steven Milunovich has said numerous times that Apple is in deep trouble. He's a total idiot and should be ignored. Just don't throw Horace Deidu in the same group of asshats.


    Horace is in fact one of the better educated Apple analysts, but he is still woefully under-informed about real-world economics. I've gotten into several arguments with him on various occasions because he wanders into speculative areas outside his experience.
    Such as? give us an example. Horace seems to be very knowlegable about the industries Apple is active in
  • Reply 44 of 70
    avon b7avon b7 Posts: 761member
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/
    You're missing my point -- just because your random Android knockoff has a some random feature, does not mean Apple is missing the boat on innovation. In fact I'd argue they're likely out-innovating in hardware tech your knockoff manufacturer who simply dumps Android onto their current handset, throws it against the wall, and hope it sticks. Meanwhile, if it weren't for Apple releasing TouchID your knockoff wouldnt even have a fingerprint scanner. That's the point.

    You have an iPhone-knockoff and in two years nobody will even know what it was, likely including you. I still have iPhone 4-generation devices in use by family members.
    No. I see your point. That's not the issue.

    You seem to have forgotten that my original reply was to someone else and as part of that reply I said Apple couldn't be expected to be first with innovation if they only release one phone a year.

    The same user asked what Android phones had given us after OLED. I gave a spread of answers that went from the simplest (fingerprint scanner gestures) to the most complex (AI phone optimization).

    These are not random or knock offs. 

    Even the fingerprint scanner on the iPhone was developed by someone else. All Apple did was buy the company and integrate the tech. No real innovation as such. Just a repackaging of something that has been around on computers for years. It wasn't even the first phone to feature a fingerprint scanner. Not that I find that an issue at all. I'm all for buying in someone else's work instead of reinventing the wheel.

    Are you saying that AI that learns from your personal use of the phone to optimise response times and reduce memory usage through your usage habits and tries to guess which part of the screen you will touch next is some random knock off?

    Credit where credit is due. Many Android phone features are cool and Apple should unashamedly borrow them if they make the experience better. Being first is not really important.
    edited March 10 Roger_Fingas
  • Reply 45 of 70
    gatorguygatorguy Posts: 15,817member
    What a ridiculous story premise.

    Who in their right mind would question whether Apple's business methods have staying power. I've not heard anyone in YEARS say they thought Apple was in any danger business-wise. Heck with over $250B in the bank and if just collecting interest on it if nothing else they could lose $10B every year and still be viable 30 years out. What a silly idea for a story basis. 
    edited March 10 SpamSandwichavon b7
  • Reply 46 of 70
    sog35sog35 Posts: 12,208member
    gatorguy said:
    What a ridiculous story premise. Who in their right mind would question whether Apple's business methods have staying power. I've not heard anyone in YEARS say they thought Apple was in any danger business-wise. Hech with over $250B in the bank and just collecting interest if nothing else they could lose $10B every year and still be viable 30 years out. What a silly idea for a story basis. 
    There are many in the tech and financial media who have said Apple was doomed in the last 5 years
    watto_cobra
  • Reply 47 of 70
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    StrangeDaysnetmagewatto_cobra
  • Reply 48 of 70
    tundraboy said:
    Christ, stop throwing around words that you don't fully understand.
    'Monopoly' means you are the lone seller.
    You can have monopoly power without being a monopoly.
    You can behave monopolistically without being a monopoly.
    Monopolistic behavior is how a firm with monopoly power behaves.
    Monopoly power a.k.a. Market power a.k.a Pricing power means you have the ability to set a price above your competitors and not lose all your customers.  The less customers you lose, the greater is your power.
    In a market with many competitors, you achieve some degree of market power through unique product differentiation a.k.a branding.  I.e. You are able to raise prices above your competitors (and make more profit, otherwise what's the point of raising prices) because you are perceived by customers as offering something unique that is of value to them.
    All the article is saying is that Apple, despite analysts and pundits talking as if Apple's success is so precarious, actually has, for whatever reason, very robust market power and all they need to do is keep on doing what they're doing and they'll be fine.
    Now all the people who are saying that Apple is doomed because they are not always the lead innovators anymore are not listening to what Buffet is saying.  He said Apple is now a branded consumer products company that happens to be a tech company.  Whether Apple has the latest whiz-bang tech matters only to a very small (and anal-retentive, I might add) segment of its customers.  Most iPhone customers don't give a hoot whether it's an OLED or LED screen that's on their Phone.  They just want it to work right AND work more or less as expected.  Just like coke drinkers do not obsess about the ingredients that go into the 5 cents of carbonated sweetened water that they're willing to pay $1.50 for. (remember pricing power?)
    Does this mean Apple can ease up on the R&D? No, otherwise they'll rapidly fall behind, ruin their brand reputation and lose their customers.  But it does mean they need to be very careful in introducing new features and technology into their product, just like Coke tinkers with the traditional coke 'taste' at their peril.

    Well, I think that Apple seriously tested their pricing power with the new MacBook's Pro they have given us. 
  • Reply 49 of 70
    SpamSandwichSpamSandwich Posts: 25,996member
    tundraboy said:
    Christ, stop throwing around words that you don't fully understand.
    'Monopoly' means you are the lone seller.
    You can have monopoly power without being a monopoly.
    You can behave monopolistically without being a monopoly.
    Monopolistic behavior is how a firm with monopoly power behaves.
    Monopoly power a.k.a. Market power a.k.a Pricing power means you have the ability to set a price above your competitors and not lose all your customers.  The less customers you lose, the greater is your power.
    In a market with many competitors, you achieve some degree of market power through unique product differentiation a.k.a branding.  I.e. You are able to raise prices above your competitors (and make more profit, otherwise what's the point of raising prices) because you are perceived by customers as offering something unique that is of value to them.
    All the article is saying is that Apple, despite analysts and pundits talking as if Apple's success is so precarious, actually has, for whatever reason, very robust market power and all they need to do is keep on doing what they're doing and they'll be fine.
    Now all the people who are saying that Apple is doomed because they are not always the lead innovators anymore are not listening to what Buffet is saying.  He said Apple is now a branded consumer products company that happens to be a tech company.  Whether Apple has the latest whiz-bang tech matters only to a very small (and anal-retentive, I might add) segment of its customers.  Most iPhone customers don't give a hoot whether it's an OLED or LED screen that's on their Phone.  They just want it to work right AND work more or less as expected.  Just like coke drinkers do not obsess about the ingredients that go into the 5 cents of carbonated sweetened water that they're willing to pay $1.50 for. (remember pricing power?)
    Does this mean Apple can ease up on the R&D? No, otherwise they'll rapidly fall behind, ruin their brand reputation and lose their customers.  But it does mean they need to be very careful in introducing new features and technology into their product, just like Coke tinkers with the traditional coke 'taste' at their peril.

    Well, I think that Apple seriously tested their pricing power with the new MacBook's Pro they have given us. 
    They seem to be selling, despite the many (valid, IMO) criticisms I've seen lobbed against them.
    netmage
  • Reply 50 of 70
    gatorguygatorguy Posts: 15,817member
    sog35 said:
    gatorguy said:
    What a ridiculous story premise. Who in their right mind would question whether Apple's business methods have staying power. I've not heard anyone in YEARS say they thought Apple was in any danger business-wise. Hech with over $250B in the bank and just collecting interest if nothing else they could lose $10B every year and still be viable 30 years out. What a silly idea for a story basis. 
    There are many in the tech and financial media who have said Apple was doomed in the last 5 years

    Where? If so it was a joke unless of course you have some link to it that show otherwise. That's a ridiculous claim IMHO and most sane people would agree with me. 
  • Reply 51 of 70
    pk22901pk22901 Posts: 99member
    "I think that the anti-fragility advantage lasts only as long as Apple is able to remain unique in its focus on customer satisfaction at profitable pricing..."

    Exactly, but there's another side to this:

    "
    I think that the anti-fragility advantage lasts only as long as [competitors haven't found a way to boot stars themselves from being low cost sub-premium brands to being a high value premium brand].

    It's very hard to do. Samsung is the closest to being 
    successful in this, but we can appreciate the pressure they put on themselves to perform. (They minimized the Note 7 quality assurance stage too much resulting in exploding batteries.)
  • Reply 52 of 70
    avon b7avon b7 Posts: 761member
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    edited March 10
  • Reply 53 of 70
    brucemcbrucemc Posts: 947member
    gatorguy said:
    sog35 said:
    gatorguy said:
    What a ridiculous story premise. Who in their right mind would question whether Apple's business methods have staying power. I've not heard anyone in YEARS say they thought Apple was in any danger business-wise. Hech with over $250B in the bank and just collecting interest if nothing else they could lose $10B every year and still be viable 30 years out. What a silly idea for a story basis. 
    There are many in the tech and financial media who have said Apple was doomed in the last 5 years

    Where? If so it was a joke unless of course you have some link to it that show otherwise. That's a ridiculous claim IMHO and most sane people would agree with me. 
    Up until a few months ago, Apple's P/E (backing out net cash) implied the market valued Apple as having 10 years at current profits and then making no further profit. So essentially the business had 10 years of profitable life.  Sounds kind of "doomy" to me. 

    The article is a bit weak, but Horace's story around it is quite interesting. 
    edited March 10
  • Reply 54 of 70
    sog35sog35 Posts: 12,208member
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    StrangeDayswatto_cobra
  • Reply 55 of 70
    avon b7avon b7 Posts: 761member
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    Hmmm? Huawei Fanboy? You are confused.

    I try to speak about what I know. I have some Huawei phones so I can reference them. I try not to speak about Samsung as I've never actually owned any of their phones. I have some iPhones at home and quite a few Macs. That puts me in a great position to contrast some of the 'alternative facts' some people here dredge up. Where necessary, I even provide links to at least support what I'm saying. Huawei is doing very well right now and is proving to be a great alternative to Apple. I hope Apple responds to the challenge.

    I wonder how much experience you actually have with Huawei?

    Can we assume you have never even seen one in the flesh, much less actually owned or used one?
    singularity
  • Reply 56 of 70
    Clearly, Avon B7 you are a knowledgeable individual in this realm from your many reasoned comments. And while Huawei may be a user friendly experience with advanced tech, in your opinion. My overriding concern is with security with and Huawei or LTE product.
    China always has it eye on the prize, and one prize is embedding assets and mutiple 'seeing glass' into America the West in general and its secrets.
    https://intelligence.house.gov/sites/intelligence.house.gov/files/documents/huawei-zte%20investigative%20report%20(final).pdf

    Beware of shiny objects!
    watto_cobra
  • Reply 57 of 70
    StrangeDaysStrangeDays Posts: 1,108member
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/
    You're missing my point -- just because your random Android knockoff has a some random feature, does not mean Apple is missing the boat on innovation. In fact I'd argue they're likely out-innovating in hardware tech your knockoff manufacturer who simply dumps Android onto their current handset, throws it against the wall, and hope it sticks. Meanwhile, if it weren't for Apple releasing TouchID your knockoff wouldnt even have a fingerprint scanner. That's the point.

    You have an iPhone-knockoff and in two years nobody will even know what it was, likely including you. I still have iPhone 4-generation devices in use by family members.
    No. I see your point. That's not the issue.

    You seem to have forgotten that my original reply was to someone else and as part of that reply I said Apple couldn't be expected to be first with innovation if they only release one phone a year.

    The same user asked what Android phones had given us after OLED. I gave a spread of answers that went from the simplest (fingerprint scanner gestures) to the most complex (AI phone optimization).

    These are not random or knock offs. 

    Even the fingerprint scanner on the iPhone was developed by someone else. All Apple did was buy the company and integrate the tech. No real innovation as such. Just a repackaging of something that has been around on computers for years. It wasn't even the first phone to feature a fingerprint scanner. Not that I find that an issue at all. I'm all for buying in someone else's work instead of reinventing the wheel.
    Oh GTFO with that "Apple only BOUGHT them! Not innovation!" That's complete garbage. You're moving the goal posts because you have to. The reality is acquisitions are a normal part of tech, and even after buying a company or tech it's up to Apple (those new staff are now Apple, btw) to integrate and implement it.

    And no duh it wasn't "the first" fingerprint scanner -- but it was the first one that worked. Big diff.

    Sorry, but your phone is most definitely an iPhone knockoff. Nobody will even know what that model was a couple years from now. I don't even know what it is today, that's how meaningless those Chinese knockoffs are. Not even a footnote in history.
    edited March 10 netmagewatto_cobrabestkeptsecret
  • Reply 58 of 70
    avon b7avon b7 Posts: 761member
    Clearly, Avon B7 you are a knowledgeable individual in this realm from your many reasoned comments. And while Huawei may be a user friendly experience with advanced tech, in your opinion. My overriding concern is with security with and Huawei or LTE product.
    China always has it eye on the prize, and one prize is embedding assets and mutiple 'seeing glass' into America the West in general and its secrets.
    https://intelligence.house.gov/sites/intelligence.house.gov/files/documents/huawei-zte%20investigative%20report%20(final).pdf

    Beware of shiny objects!
    Great information AJ. I knew about the decisions resulting from the committee reports but had never seen the report itself.

    However, they date back to 2011 and earlier when Huawei received government loans.

    I have skimmed them and will read them over the weekend. It will be a juicy read.

    Since then, Huawei has rolled into Europe and gained approval for exactly the kind of action it wants to take in the US. This leads me to believe that the underlying issues have been resolved. In fact, I remember someone from MWC saying Huawei was close to a deal with a carrier in the US.

    The government could scupper anything of course and the US scrutinises these national security issues perhaps in excess.

    That said, Huawei is largely dependent on getting approval for its networking infrastructure in the US before launching a major campaign against Apple.

    This is from the report

    'Huawei and ZTE cannot be trusted to be free of foreign state influence and thus pose a security threat to the United States and to our systems.'

    I had to smile when I saw that, as the same could be said by the Chinese government about some US companies.

    I've been in some critical infrastructure data centers and seen some of Google's caged equipment in the dark. No one is allowed into the room without registering and everything is recorded. Only Google engineers get into the cages. It's not maximum security but you see how seriously they take their IP.

    In part I can understand why Huawei was unwilling to answer some questions fully.

    These things have to be continually evaluated and I think Huawei could be about to slip in but the document will be an interesting read all the same. Thanks.

  • Reply 59 of 70
    sog35sog35 Posts: 12,208member
    gatorguy said:
    sog35 said:
    gatorguy said:
    What a ridiculous story premise. Who in their right mind would question whether Apple's business methods have staying power. I've not heard anyone in YEARS say they thought Apple was in any danger business-wise. Hech with over $250B in the bank and just collecting interest if nothing else they could lose $10B every year and still be viable 30 years out. What a silly idea for a story basis. 
    There are many in the tech and financial media who have said Apple was doomed in the last 5 years

    Where? If so it was a joke unless of course you have some link to it that show otherwise. That's a ridiculous claim IMHO and most sane people would agree with me. 

    The end of the Apple dynasty?

    https://techcrunch.com/2016/11/29/the-end-of-the-apple-dynasty/

    The end of Apple’s innovation dynasty

    http://www.idsnews.com/article/2016/09/editorial-the-end-of-apple

    Was Mike Daisey right about Apple being doomed?

    https://www.itbnews.info/2017/02/was-mike-daisey-right-about-apple-being-doomed/

    Is Apple Doomed Without Steve Jobs, as Larry Ellison Predicts

    http://www.pcmag.com/article2/0,2817,2423103,00.asp

    Why Apple's future failure is certain

    https://betanews.com/2016/01/20/why-apples-future-failure-is-certain/

    Apple Products: Without Steve Jobs, The Thrill is Gone  

    http://www.breitbart.com/big-journalism/2015/06/22/apple-products-without-steve-jobs-the-thrill-is-gone/


    Do i need to go on?
    watto_cobra
  • Reply 60 of 70
    sog35sog35 Posts: 12,208member
    avon b7 said:
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    sog35 said:
    avon b7 said:
    avon b7 said:
    avon b7 said:
    muadibe said:
    Good observations.   One point: ".. but these technologies have already been implemented in some Android phones." And what new 'innovations' have the Android manufactures implemented since OLED screens and wireless charging?  Since Apple is apparently always behind, surely there are several other new 'innovations' that Apple must be behind on.

    Fingerprint Scanner Gestures?
    AI for phone optimization?
    Fingerprint scanner gestures? Boy you're really digging deep for those missing, uh, innovations. 

    And I don't even know what AI phone optimization means. I'm sure it's mind blowing, tho.
    Clearly spoken by someone who has never even used fingerprint gestures and completely fails to grasp the practicality and simplicity of the idea.

    As for AI optimization:

    http://www.androidauthority.com/huawei-superphone-730347/


    Ios already does all of this.
    determening what app you're going to use based on time and location, and backround app refreshing, done.

    System ram and cpu, why do you think they use a micro kernel?
    Only android will benefet from this.
    AI optemisation, lol.
    Sorry. It's not the same. Its machine learning (and AI) and in the case of Huawei they hope to have cracked deep learning, perhaps on a phone, by 2020.

    oh he's back. The Huawei fanboy plant. Hope they are paying you well for staying up late at night in China to post here
    Hmmm? Huawei Fanboy? You are confused.

    I try to speak about what I know. I have some Huawei phones so I can reference them. I try not to speak about Samsung as I've never actually owned any of their phones. I have some iPhones at home and quite a few Macs. That puts me in a great position to contrast some of the 'alternative facts' some people here dredge up. Where necessary, I even provide links to at least support what I'm saying. Huawei is doing very well right now and is proving to be a great alternative to Apple. I hope Apple responds to the challenge.

    I wonder how much experience you actually have with Huawei?

    Can we assume you have never even seen one in the flesh, much less actually owned or used one?
    Huawei doing well? Only a fanboy would say that.

    They missed profit goals by a MILE. They will be laying off tons of people in the phone division very soon

    http://www.aiainews.com/science-technology/2017/03/01/47093.html

    "as a result of the smartphone business operating profit failed to achieve internal targets, huawei's some employees start instead of worrying about possible arrival of layoffs."
    watto_cobra
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