melgross

Not too bad. After hours, the stock is hovering around 0% gain/loss. Really odd as lately the stock has shot up after earnings. The market went crazy today, and it seems as though this is hangover from that, due to concerns about the virus and economic conditions.

the conference call is, as usual, at 5 pm eastern time, in about 9 minutes. Easy to get on. Go to Apple’s site, scroll to the bottom, tap on investors and you will see the call. Tap on that, and you’ll be able to listen. Often it’s very illuminating.

What they “took in” and what they earned are two different things. So which is it? It really couldn’t be earned, because all of Apple earned less than that last year. So YoY mean sales.

I have some of their lenses. But this is close to the price of the lens. What I would rather see is a new, higher grade of lenses for the new 12 Max wide cameras. The advantage there is one, the much larger sensor, and two, IBIS. The advantage there for lens makers is that Apple’s lens is now fixed in place, and not vibrating around. That’s important for lens element alignment. With the built-in lens moving around to compensate for shake, it’s a matter of luck if the lens is centered when a picture is taken. Element skew causes a number of imaging problems, limiting the ultimate IQ.

SpamSandwich said:

If it contains lithium batteries, those must typically be shipped by ground transport. This might be what this is about.

I don’t know about that. Typically, Apple has millions of iPhones, at least, shipped from China during this holiday period on cargo planes. I don’t. Know all of the international regulations, but I do know that the regulations are different for passenger planes and cargo planes.  And remember that every passenger in a plane can carry a laptop with a 100 amp hour battery, plus a phone, earphones and tablets as well. So they work these things out somehow.

amd the Macbook Pro I ordered that ups lost, came by air from China to the USA via Japan, South Korea, then into Anchorage Alaska, then to Kentucky, before being loaded onto a truck to NJ, and then NYC.

MplsP said:

mjtomlin said:

sflocal said:

This comes to no surprise.  I'm sure Qualcomm is readying its army of lawyers ready to accuse Apple of stealing its IP.

Not how essential patents and licensing works. Qualcomm HAS TO license its IP. That's part of the deal when your IP is included in a standard.

Well, wasn’t that the problem before? They predicated licensing on other contracts and fees? 

The way it works is kind of odd. You can have “essential” patents that you don’t declare as being essential. So you don’t have to license them out unless lawsuits end up forcing you to. But if you declare a patent as essential, you’re effectively stating that you intend to license them. Then, you’re supposed to license them as FRAND.