jonl
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waltfrench said: Remember the days when the Big Bad Apple put the screws to suppliers, who couldn't make any money because Apple was such a hardass business negotiator? Haven't seen one of those stories in a while; seems now that the supplier…
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Glaringly inaccurate colors, yay! I would never use this, and I say this sitting in front of my calibrated PC monitor at 2 AM, about to go to bed and sleep like a baby as always.
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thompr said: I'm pretty sure that by "the other guy", you didn't mean me. You mean the other "other guy". For my part, I have accepted your observations as facts and have also accepted all of the other rumors, news, and historical observa…
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sog35 said: jonl said: There you go again, clipping the part from my post that would have saved you from writing all that, namely, "Tim Cook addressed rumors in the context of "single data points. This time, we have facts and multip…
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delreyjones said: jonl said: Again, I've not been talking about "chatter", i.e. rumors from "supply chain sources". I've been talking about quarterly reports and guidance along with warnings from the actual suppliers, multiple supplier…
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thompr said: The miss could be due to Apple cutting back orders for parts in late December, but that doesn't mean that sales have been lackluster, or will be lackluster in March. Note Apple's announcement that AppStore downloads broke recor…
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delreyjones said:The content of my last post is that your confidence looks the same this year as last year (and by ‘you’ I mean any one who relies on supply chain analysis to predict bad numbers for APPL). You get down into details about suppli…
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delreyjones said: jonl said: Like I said, my "very different" was due to ... You haven't convinced me that things are any different this year. One thing that's definitely the same amongst you Supply Chain Tea Leaf Analysts is your…
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sog35 said: Compare Cirus logic Sept 2014 quarter revenue vs 2015..... no. It isnt different this time. Apple simply ordered parts earlier this year. Like I said, my "very different" was due to multiple suppliers reporting and warning ab…
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radster360 said: How many times have been seen this before? Wall Street will scare everyone with their supply chain crap and drive Apple down, even after they have been told that don't try to read into Supply Chain information as it is a comp…
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melgross said: jonl said: So the array of people undergoing ABX testing during the demo all passed the test and preferred the "New! And Impoved!" tech? Is that supposed to be cute? So I take it the answer is as suspected.
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melgross said: Oh, I did want to talk a little about this "hi Rez" download situation. last June, I was at an high end audio show in California called T.H.E Audio Show , Newport Beach. While I was there I went to the Meridian demo of their n…
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All the attention to this suggests to me Apple is really running out of ideas and is highly desperate for new features. Hirez audio is a marketing gimmick, period, and choice of DAC doesn't matter to 99.9% of people, and 99.9% of the .1% who claim i…
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johnjohnstone said: jonl said: A small part of it, maybe. Apple's going to be the lion's share. But you just said a big part of Cirrus revenue increase in the Sept quarter was Samsung orders? So what is it? Is the 45% increase i…
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johnjohnstone said: jonl said: Now wait. I can't speak for the TQNT/RFMD merger AKA Qorvo, but the Cirrus results include their Wolfson acquisition and the unexpected benefit of Samsung going all-Exynos and thus all-Wolfson codec for…
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johnjohnstone said: One possibility that no one on Wall Street in mentioning: APPLE COULD HAVE STUFFED THE CHANNEL EARLY THIS YEAR COMPARED TO PREVIOUS YEARS. It looks like Apple could have placed 'oversized' orders in Aug/Sept to make sure…
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rogifan_old said: Funny, Cirrus is off 3% pre-market but Apple is up about 1%. Cirrus caught a random(?) upgrade from Pac Crest this AM, and I'm showing it's up 1.64% pre-market. The market is ever full of surprises!
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rogifan_old said: jonl said: Who cares about that? All you have to do is go to iFixit and look at the teardowns. This is not some obscure knowledge I've been talking about in this thead and another one where I went into far more deta…
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rogifan_old said: Cirrus is listed in Apple's 2015 supplier list. Page 20. https://www.apple.com/supplier-responsibility/pdf/Apple_Supplier_List_2015.pdf Who cares about that? All you have to do is go to iFixit and look at the teardown…
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foggyhill said: jonl said: Oh my, the cluelessness. So, what's your fracking point bud. Explain yourself or stop commenting. Educate yourself and I might deem you worthy of further notice. Start with my post the clueless one…