SiTime

How can factory owners decide to buy new equipment with all these constant changes to policy? How can small business owners decide to hire additional workers with all of these constant changes to policy? How can workers decide to change jobs with all of these constant changes to policy? How can parents of children approaching college-age make decisions about their 529 college savings plans with all of these constant changes to policy? How can people approaching retirement age make decisions about whether to move from the equities market to the fixed-income market with all of these constant changes to policy? How can anybody do anything with all of this insanity?!?

Stabitha_Christie said:

 “The army of millions and millions of people screwing in little, little screws to make iPhones, that kind of thing is going to come to America" -Howard Lutnick 

So, if there was any question about if the Trump administration knows what it is doing, there it is. Not an f--ing clue. The cult will still carry water for Dear Leader because the cult has gotta cult. 

When I read your reply a few hours ago, I assumed it was a fake quote. Not that you posting fake news, but that you were doing an obvious-parody of something stupid that Lutnick might say. I thought it was a parody and I laughed. And then I gave your reply a ‘Like’ because it was quite funny.

bobroo said:

I'm certain it works out like this:

Trump recinds his 145% tax on Americans for buying Chinese goods because too many Americans don't like paying 145% more for a shopping cart of goods from Costco, Target, Walmart, or Amazon.

President Xi doesn't budge and China doesn't buy as many American made goods ever again.


China will win the battle and show the world that there is a new world powerhouse in control.  

China’s economy isn’t exactly in a position of strength right now. Well… no country’s economy will be strong if this continues. But even before all of this, China’s economy wasn’t doing so well. Various structural issues and whatnot.

If Trump removed the American tariffs, Xi would remove the Chinese tariffs as well. Xi doesn’t want to more than double the prices of American goods for Chinese consumers (if he doesn’t have to in order to retaliate against Trump tariffs). Especially since many of the American goods that Chinese consumers buy are food products.

This tariff war isn’t good for any country (America included, China included). The world is just waiting for one man to realize that. 

9secondkox2 said:

So apple benefits from the panic buy now. Then when September hits and things have cooled a bit, apple benefits again from upgraders? Highly possible. Be interesting to revisit in 5 months. 

Very few buying now are going to buy again just 5 months. This is demand that is being pulled forward. 

twolf2919 said:

You might want to consider reading what you previously wrote :-)

"but now, that may not have been necessary. Exemptions may not occur, and anything could happen or change at a moment's notice, so Apple may continue shipping iPhones in massive quantities to stockpile during the 90-day reprieve."

As you wrote yourself earlier in the piece, China is not part of the 90-day reprieve, so unless Trump specificially excludes Apple, Apple doesn't have 90 days to stockpile.

Many iPhones are assembled in China, but iPhones are assembled in countries other than China as well. Apple can continue to ship iPhones from India (and elsewhere ex-China) to warehouses in America at the 10% tariffs rate during the 90-day pause. America can get the India (and elsewhere ex-China) assembled iPhones, while the China assembled iPhones can go to the rest of the world.

robin huber said:

To those who criticized Tim’s “sucking up to Trump,” you can thank him now for the exemption he got. 

Partial-exemption. There is still a 20% tariff on all Chinese imports into America… unless that gets changed as well on Sunday (or Monday during market-trading hours). The tariff rate changes basically every day, so Lord only knows what the tariff news will be tomorrow. Well… I suppose the people in Trump’s orbit trading on insider information might know what the next tariff news will be. 

Appleish said:

Siri, Show me an iPhone you couldn't pay me to own.

Isn’t that every iPhone? You said previously that you and your family wouldn’t purchase anything more expensive than groceries during the four years of the Trump administration. 

Can someone please let the administration know that: Not every day has to be a major news day. You can have days that are mostly quiet, boring and peaceful. It’s possible. I know it’s possible. I’ve seen it happen (with other administrations).

zimmermann said:

SiTime said:

longfang said:

mikethemartian said:

Bribes are always temporary until the next payment.

He has altered the deal, pray he does not alter it further. 

This deal is getting worse all the time.

What deal?

Actually… yeah, fantastic point.

spunkmeyer said:

The tariffs, threatened or implemented, have managed to destroy a lot of goodwill around the world for the United States for decades. This will directly affect people's decision to purchase products for US companies. It's already happened in Canada and has been well-covered by the media.

Manufacturing origin is one issue; the other is the conscious boycott of Apple products in other countries as a statement of dissatisfaction.

I understand your in-the-moment visceral reaction to all of this, but… America doing ‘unpopular’ things is nothing new. This is just new for certain countries that aren’t usually directly on the receiving end of America’s unpopular decisions. America has done unpopular things for decades and people have continued to buy American products during those decades.