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Metriacanthosaurus said:The_Martini_Cat said:It doesn't matter to me. I'm not opening my wallet until iMac and Mac Pro are released. I'm not going to get all 3 of these and I want to know the real tradeoffs. I've pretty much decided not to replace my MacBook Pro.
The thing is, there are hundreds of small things that go into s comparison andthese debices are not cheap. The same goes for the phone, if you buy it outright. (Which saves in the long run
The iPad replaces the laptop for a huge majority of people that don't need laptops. There are plenty of people that still need laptop/desktop hardware and macOS. Always will be.
Again, thinking of the developed countries where PC's are widespread, I believe the iPad is additive. It has certainly replaced usage of traditional PC's, and introduced new uses (though smartphone drove many of those, not the tablet on its own). For me, and millions more, it is a great device that "I would not want to do without". I will always upgrade to a new one eventually - or until something completely new comes along. But I would not want to rely upon it for my work where I type a lot and prefer a large screen.
In markets where PC's were not as established, then I can see iPad being the only computing device in some cases, but expect for many it is simply smartphone.
Hard to ever understand what sentiment drives a stock at any given time. In Apple's case, because the iPhone represents such a large amount of Apple's revenue and profit, Wall Street has taken the view of Apple as "the iPhone company", and positive/negative sentiment here tends to be the driver of the stock. Since Apple grew iPhone sales and revenue in fiscal Q1 2017, despite the "concerns" that iPhone 7 going to be "boring", and with the rumours of a visually distinct iPhone 8/X, Wall Street is back aboard the Apple bus (with its usual discount to the S&P 500 because, ya know, Apple has a history of underperforming..../sarcasm but that is Wall Street). The market seems to price Apple on expectations for the next few quarters of iPhone sales.
The reason many of us get frustrated (or laugh, depending on the day), is that Apple's success with iPhone, growing revenue, increasing services, and introducing new categories of products (wearables, like Apple Watch and AirPods) is fairly predictable. They have been executing on this since 1997.
The market looks at Apple mostly as a device maker - sure a product was purchased today, but the only way that person will buy another Apple product in future is if that product is so much better than the competition in wiz-bang features and looks different. While there is some dialog by analysts around the ecosystem, the market doesn't really believe that Apple has "a moat" - like MS had with Windows and the enterprise, Google with search/services, Amazon in e-commerce, and Facebook with social. Even today, it is clear the market doesn't really factor in:
- Tremendously high customer satisfaction
- The growth in the installed base of all products (people are holding onto products longer, not abandoning them for other devices, for the most part)
- Expanding ecosystem (of ancillary hardware products, software, services, content)
- Growing services business that builds off of the increasing installed base
Apple's business is creating customer's of Apple products, the vast majority of which stay with Apple. The iPhone is the leading product in creating these new customers today, but the other product lines contribute as well. The fact that most in the market do not try to track the installed base and its value shows they are relatively poor at gauging future company performance.
I would say the jury is still out on whether a standalone voice assistant in the home will be a big market or not. I think it is fair to say that the Echo is more popular than expected, though there do not seem to be any views as to how many cumulative units have been sold. The simple playing of music type by voice command from an intelligent speaker, at the right price, is bound to have at decent market (Bose sells lots of gear here). As an extension of Apple Music, a standalone speaker with Siri seems like a reasonable extension product concept. However, Apple often steers clear of things that might only sell in the "millions"...
Home automation is still a market in its infancy with many different standards and approaches. And is fairly expensive. I think that market will take many years before it reaches the growth part of the S-curve. So in that scenario, Apple is not late and has time to develop both HomeKit and any home-based voice control systems.
For sure Siri needs a "yuuuge" amount of work to be more reliable and useful, regardless of the physical endpoint. Given the increasing sales of Apple Watch, does a revamped Siri, with some better local processing (on phone at first) and improved mic's, change the game somewhat, in terms of the "assistant". IMO a wearable is the best place to have a "personal assistant". Apple with their lead in premium smartwatches is in as good a position as anyone in that regard.
eightzero said:brucemc said:eightzero said:brucemc said:jameskatt2 said:Fatman said:A welcome addition, but not much true 4K content exists - so the importance of the lack of that feature was over emphasized (for now) . My Amazon Fire 'supports' 4K but processor still chokes with 1080p streams and finally overcame Dolby audio glitches with the most recent update.
What Apple TV really needs is an updated remote! Lack of crucial buttons, overly sensitive touch, inconsistent app mapping to button functions and horrid ergonomics (easy to hold upside down, too thin).
Try repeatedly flicking your thumb on the current remote, scrolling down a list of thousands of movies to reach your desired movie only to accidentally switch to another column on the Apple TV and having to start over flicking your thumb like a mad hamster. It's disgusting a remote control.
What Apple TV needs is a KEYBOARD remote. It doesn't work well with current Bluetooth keyboards.
What would be another needed upgrade is the use of MULTIPLE bluetooth remotes to allow game playing without the need to go through the network - which slows down response.
I have a family member with an ATV and no iOS devices. So there's one.
Do you agree with him that Apple is failing by not offering their own Apple TV keyboard remote?