tjwolf

I own Eve Motion and Eve Weather.   I'm really happy with Eve Motion and its HomeKit integration (I turn on some lights when motion is detected).   Eve Weather was a bit more of a disappointment: its exterior aluminum body is *so nice* - feels like something Apple would have produced and much nicer than Eve Motion's white plastic shell - but its screen (also eInk, I believe) is very hard to read, especially outside, the place it's designed to be :-(  It wouldn't be so bad if all its measurements were available in the Home app, but, alas, they're not.  According to the Eve folks, HomeKit doesn't allow them to report barometric pressure in the Home app.  Well, this happens to be the measurement I'm most interested in - and I have to open the Eve app to see it.

To make a long story short, I wonder if the same is true for Eve Room - are all its measurements available in the Home app?  On the other hand, I guess other than humidity, VOC levels or temperature wouldn't  lend lend themselves to automation (at least not in a house that already has central heating/AC)?

I doubt Apple views FB/Meta as much of a threat.  Both FB and Google have, in the past, tried to compete with Apple in the hardware space.  FB's phone plans were an utter failure while Google, because of Pixel sales - small as they are - just hasn't realized tit's hardware ambitions are pointless.  Both companies lack the scale necessary to deliver cutting edge technology products at a reasonable cost and within reasonable time frames.  They don't have the supply chains.  They don't get any priority from manufacturers (because of the size of their orders), etc.

mcdave said:

No! You mean choice has been politically weaponised? I guess what goes around, comes around.

No idea what that's supposed to mean - a  poor attempt at trolling?

To overtake AAPL,, MSFT's P/E ratio had to go to 37.  AAPL's is at 29.3.  Big difference.  Why does MSFT deserve a higher P/E?  Apple's services business is growing just as fast as MSFT's.  It's established products (iPhone, Mac) are growing just as quickly, if not more so, than MSFT's cloud and subscription services.  On top of that, Apple has new hardware categories (e.g. AirPods, Watch) that are growing gangbusters and for which MSFT has no equivalent.

MSFT has done a great job getting into the cloud business and moving their core software assets into a subscription-base.  In my view it just doesn't deserve a 10 point higher P/E as it's not growing its revenues much (any?) faster than AAPL.

mpantone said:

Beats said:

Is the Apple share drop because they didn’t meet random people’s expectations even though they had another record-breaking quarter?

Random? No.

...
They aren’t random people. They are both institutional investors as well as retail investors. They all have tax IDs. The SEC knows exactly who these parties are and so will the IRS eventually. It’s not just Jimmy Fanboy Investor on AppleInsider, it’s more like some fund manager at FMR or someone who manages the pension fund of your state’s teachers union, hedge fund managers.

While the stock market will punish companies (and not just Apple) for missing expectations, the market is mostly forward looking. The market is also unhappy when the company withholds forward guidance.

Apple hasn’t offered guidance since the pandemic began and today’s market reaction was predictable.

I think wha the OP meant by "random people" is analysts who set targets for AAPL that oftentimes have little basis in reality.  Oftentimes they're even outside the range Apple  provides!  You're right, during the pandemic Apple stopped giving guidance - because covid impacts made it too difficult to be accurate.  But before the pandemic, Apple has been one of the most transparent companies out there - they always gave pretty accurate range for where they expected future revenue to fall.  That didn't prevent "random people" from setting targets outside that range and, if Apple - as it said it would - hit their projected range, AAPL would still be punished, because it didn't meet the fantasy numbers these 'analysts' said AAPL should hit.