Dan_Dilger
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Will the COVID-19 disaster sink Apple's premium hardware?
If you saw the level of wealth he lives in, rather than just reading enthusiast plaudits, maybe you'd have a different perspective.k2kw said:
At least Elon is trying to really improve the world and not just make rich people richer.corrections said:
The fact that you can list off almost a dozen products that a lot of iPhone users know about and are interested in evaluating or buying says much more about Apple's level of competency and performance.WarrenBuffduckh said:More relevant to the Q. “ Will the COVID-19 disaster sink Apple's premium hardware?” is that we’re waiting, waiting and waiting for AirTile, AirPower, AppleHeadphone, AirPodsPro Lite, AppleGlasses, AppleCar, iTV, iPhone SE2, MacBook 14”, iMac, HomePod 2020. No, it’s not COVID-19 that is the (main) cause of delays - although it will certainly be attributed being so. The core problem is the dispersed focus on all the services mentioned, the CEO not obsessed with products, and the money addiction of the immense Tech Bureaucracy he created reaping fruits from Steve’s ideas. Steve said: “Stay lean and mean, stay foolish, focus on products” Tim did: “Become large and keep counting, focus on cash” Hence its inability to act as a lean, mean and innovative aggressor. It has become merely defensive, sadly, where keeping market share is key and innovation considered merely disruptive. On the individual employee level that translates “Think different” into “Think indifferent”.
What is anyone waiting to come out of Facebook or Google, and what of those things would anyone actually pay for?
I don't get your contrast between Jobs and Cook. Jobs tried many more wild things out as desperate reaches than Cook ever has. Jobs introduced iPod Socks and floated out some pretty bad software and internet services, including multile things he felt compelled to appoligize in public for. Cook has rather deftly launched hit after hit, even after the obvious product niches were filled.
Cook is sailing a much larger ship. He can hire smart people to make design decisions. Jobs had a magical vision for knowing what upcoming generations would want and need. But if he were still around, he'd likely still be pushing for fake leather trim on windows and shiny chrome knobs in the UX, stuff that just slows down real progress in utility. Jobs was sort of notorious his whole life for occasionally prioitizing something really inessential over the greater good of a product.
Apple would be far worse off if Cook blustered along as if he thought he were really The Visioary rather than being really excellent at operations. At this scale, Apple should be run by somebody capable of delegating work to a design talent team, rather than somebody who is there to stroke their "I'm a genius ego." Imagine if Apple run by some ultra privelaged rich dick who thinks he's smarter than he really is, like Elon.
Imagine having the idle wealth to claim that you're going to distribute desperately needed ventilators for COVID patients, then what you actually do is order some "ventilators" online and realize that what you bought was a sleeping aid that has nothing to do with ventilating patients suffering through COVID acute respiratory distress syndrome, so then you diddle about and try to play it all off as if you actually did some useful thing for society while your fans adore you for your heroism, and then you move on to something else while California continues to ask in vain "what happened to those respirators you were refurbing"?
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Nikkei, WSJ split on their Apple horror narratives
Apple has bought up shares since 2012 mostly at prices well below $150. Despite dramatically falling from its Feb peak, Apple's shares are still above $240, higher than any point before October 2019. So no, the buybacks remain one of the best investments Apple could have possibly made for its investors. The debt Apple used leveraged that value of its capital until repatriation taxes were lowered, which is also rather brilliant in hindsight. Even with all the problems in the world, Apple will have trouble spending its current $100B; it would not have benefitted from $200+ billion in the bank, because if things go that far south, inflation willl begin making all of the dollars of the world far less valuable. Apple was wise to do something with its cash hoard, while also leaving itself enough to comfortably survive the early 2020s no matter what happens.bohler said:the most idiotic thing in recent years was Apple buying back its stock and building up a wall of debt $100bn high...insane
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Huawei hit hard by coronavirus in China, new criminal charges in U.S.
You can repeat a totally unfounded and absurd idea as much as you want, but it doesn't make it true.avon b7 said:
As you have been reminded several times, there is NO national security issue here.
And even if there were, the U.S should not be trying to call the shots on what other sovereign nations should do.
Installing PRC/Huawei networking equipment into the communications infrastructure of a nation China is actively spying on and actively stealing the IP from very clearly does create a security issue for that nation.
Also recall that China didn't welcome German or Japanese high speed trains; they required foreign minority investment in a domestic Chinese company, then appropriated the technology until they could build their own trains with German tech.
China also required US automakers to do the same, creating Chinese led firms to actually build "US" cars for the Chinese market.
China has also blocked Google, Facebook and most other western internet companies from coming in and building the online infrastructure of China. That was all declared to be related to domestic sovereignty, control of communications, and protectionism of local internet firms. Apple is one of the few success stories in China, largely because it set up manufacturing through Taiwanese and Chinese assemblers.
China can't do those things and then expect the rest of the world to allow it to flood their markets and build their infrastructure with high tech communications equipment that would be fantastically easy to use to spy on communications in a very sophisticated way that would be impossible for the customers of that equipment to even know what is happening. You'd be safer just having Chinese spyware on your PC than having PRC-developed routers handling all of the calls and communications in your country.
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Huawei hit hard by coronavirus in China, new criminal charges in U.S.
That's not really true is it?avon b7 said:
Huawei is not China. China is not Huawei.
But addressing your other comments: totally agree that the Trump admin screwed Google to blunt Huawei. But totally have to refute the idea that profits won't matter in determining who can pay to line up the scarce components and production they need.
Apple not only has the money to pay for scarce and expensive parts and production capacity, but can also remain profitable while building "smaller numbers" (33.8M last Q2, IDC estimated) of more valuable devices at an ASP of around $800. Huawei is mostly selling $200 handsets in fantastic volumes (58.7M last Q2). How much can it afford to pay to get those devices built in current constrained conditions when it was barely making a profit producing them in prime, contention free settings? This is pretty basic logic we're dealing with.
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Why Apple's supply chain is prepared for China's coronavirus
Well I live to make trolls sad.Abalos65 said:I was so happy that the editorials of DED stopped appearing for some time. Sad to see them back again.
