rogifan_new

pjs_socal said:

Microsoft has a P/E ratio of 45 and Apple has a P/E ratio of 15.

Apple and Microsoft have similar margins and Apple had better growth in 2018. Apple makes 2.5x more revenue and 3x more profits. So, why are Microsoft shares valued at 3x Apple’s? Because investors are morons.

In reality Microsoft is worth ⅓ the value of Apple.

Because Microsoft is diversified with recurring revenue streams which Wall Street loves. With Apple if iPhone sneezes the entire company gets a cold.

This seems like a topic that shouldn't even be open for comments.

FYI, the fine print at the end of the press released indicates some of this is only coming to select stores. I'm assuming the mall stores that haven't been redesigned yet will be the last to get some of this stuff.

nunzy said:

mjtomlin said:

dipdog3 said:

Many VNC apps stream live video and send back commands. You could buy the Golden Gate Bridge using a VNC App without giving Apple a cut. How is this any different?

Seriously!?

If I were Apple I would start revoking developer accounts for developers who promise things they clearly know is against the rules. Sorry, but ANY developer who’s serious about developing for iOS WOULD HAVE READ the contract and UNDERSTOOD what is or isn’t possible. And getting your fan base worked up in a tizzy should be an immediate cancellation of your developer account.

The guidelines have been in place since day one, in fact they’ve become more relaxed since then. There’s no reason ANY developer should attempt to step beyond those rules and hope for the best. Unless they think they can rally their fan base and try to force it. As I said, in that case, cancel their developer account. 

Exactly. They knew that they were cheating, but they did it anyway. No surprise that the app got booted.

Apple curates the hell out of these apps. Nobody curates nearly as good as Anple. Google is a joke.

So how was this app approved in the first place? App reviewers at Apple are morons?

Btw guidance of 60-62B would mean YOY revenue increase of 14-17% Wall Street’s 65B would be a 24% increase. I believe the last time Apple reported a YOY increase that high was the March 2015 quarter with 27%. What is Wall Street basing its 65B on?

The Apple online store is not the same as apple.com homepage. Here’s the apple.com homepage from December 22 in prior years. Note only once is a price mentioned: iPod nano in 2009. Now I went back further than 2009 and there were a couple years where a price was listed on the homepage but it was not the first thing you see and it was in small print. And from what I could tell it wasn’t showing a trade-in or discounted price.

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

One reason Cook listed for weak demand was cheaper battery replacement pricing. So is he admitting that the previous way of handling battery issues was intended to drive people to buy new phones?

ihatescreennames said:

davidmalcolm said:

When you ask all but the geekiest of Android users why they don’t have an iPhone nine times out of ten they say iPhones are too expensive. And the timed they don’t it’s normally something stupid like, “my friend says it’s better” or “I had an iPhone and the screen broke.” (Typically their android phone is already broken.) 

Then there are the people, like my brother-in-law (who is not a tech person), who insists he won’t use Android because of the privacy issues he’s heard about but is using a phone running Android and doesn’t seem to know. 

I just checked the top free apps list in the iOS AppStore. #1 is YouTube. #3 is Instagram. #4 is Messenger. #6 is Facebook. #7 is Gmail and #10 is Google Maps.

mubaili said:

Apple must not talk itself into believing that it cannot gain more market share. It must act aggressively, speed up the cycle, and push more variety of devices, i.e., do what they have done to the iPad line up to the iPhone line up. 

The problem is price, plain and simple. In 2016 the flagship iPhone started at $649. One year later the flagship model was $999. Even the Xr which is supposed to be the more affordable model starts at $749, $100 more than the flagship from 2 years prior. It doesn’t matter if the tech inside the phone or the materials it’s made with are more advanced/expensive to manufacture. At the end of the day the average selling price of the iPhone has steadily been going up. And consumers are starting to say no thanks, I’ll keep what I’ve got it’s good enough.

With the X I think Apple was testing how much of a price increase the market would bear (and the higher ASP would allow them to show revenue growth even when sales were flat to down). I think they got their answer. I’d be surprised if there are any price cuts this year and I’ll bet the XS gets removed from the lineup. But I don’t think we’ll see any price increases or storage configurations that push up the price. And I’ll bet we see Apple aggressively pushing trade-ins again.

This tweet is from a current Apple employee:

jcieplinski (@jcieplinski) 7/1/19, 6:40 AM

If I had a nickel for every former Apple employee who told me the company started falling apart just before or after THEY left, I’d be doing well. But not as well as I’ve done by hanging on to my stock.