teejay2012

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teejay2012
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  • EU launches mass DMA violation probes against Apple, Google, and Meta

    Vestager uses a lot of 'we feel' and 'we are concerned'. Fortunately EU courts are more about the letter of the law than interpretations and I hope this will be like the Apple-Irish tax case. Still this has got to be painful for Apple and the other companies she has targeted. It also makes me wonder how much of this could have been avoided by changes in Apple policies and behaviour years ago, or if this was always going to be a 'EU vs US tech companies' showdown.
    9secondkox2jas99freeassociate2
  • Apple will crush the DoJ in court if Garland sticks with outdated arguments

    bulk001 said:
    Only time will tell if you are right. Why don’t you reschedule this post for an update in 2 years. Personally my money is on the DOJ who, you know has actual lawyers and stuff, as opposed to two writers of an Apple blog. 
    It literally says in the article that we talked to DC antitrust lawyers.

    Two years is optimistic. I'd be surprised if this was done in five -- which is also addressed in the piece.
    Mike, I think your article and use of antitrust lawyers sources is excellent. And much appreciated by those of us who were mostly fuming.  However your warnings on political references in the comments are at ends with an action brought by the DOJ that is almost entirely political. As you correctly conclude Apple has already made most of the changes. What else is left but the politics?

    williamlondonwatto_cobra
  • Apple protests criticism that it's not complying with EU laws

    The latest that I have read is that Apple will not be allowed to notarize any app from an alternative app store. Hands off completely? Call me crazy but that sounds like the EU commission will take some responsibility for app safety. I would think, if this is true, that Apple will need to change the warranty on iPhones, to exclude coverage on phones that have installed malware that have damaged the phone or caused any security issues. Of course iPhones can be reset (in most cases if not bricked) but you would really need to trust the developer and the alternate app store. No thanks for me.
    tmaywatto_cobra
  • Apple cites bevy of scared users to back up its case against the EU DMA

    There is a certain amount of schadenfreude anticipation going on here. While Apple certainly would not wish harm to come to anyone's phone, Apple users who were most vocal against side loading would likely take some pleasure in seeing side loaded EU phones melt.. not that they would LOL. Myself, I am happy not to have regulators here trying to give me more store choices as I am fine using the App Store. Full disclosure, I have 2 newer Android phones collecting dust here (given to me), but can't be bothered selling them. I prefer iPhone and iOS, even though the Android phones offer more user choices, and might have technical superiority in some areas. My prediction is that this will end up like Y2K where little happened as there was enough attention, that safety planning actually happened. Apple will do what it can to protect iPhone users, even the side loaders, as why wouldn't they? They are still important Apple customers after all.  But if their phones cause them serious security issues ... and they whine about it ... well, I might crack a small schadenfreude smile.

    williamlondonwatto_cobra
  • Apple's $119B Q1 2024 revenue a bounce back from 2023 dip

    I told you that the stock will tank after their earnings out. 

    AAPL will underperform in this year. 

    This is the moment where AAPL shareholders get jelly at META (+12%!!!) and AMZN (+6%!!!!). 

    It’s down 1.5% after hours.

    so what you are saying is that you wrong when you said it would “tank”?
    Over -3%.

    It does not matter. 
    AAPL will underperform in this year.

    Tim Cook indicated weak iPhone sales for this year during the earning webcast. 

    For fiscal Q4 2024, Meta earned $5.33 per share, an increase of 202.8% from $1.76 per share a year ago.

    Revenue grew 24.65% to $40.1 billion from $32.17 billion a year ago.

    Compare that to Apple's 2.05% revenue growth and EPS growth of 15.96% ($2.18 vs $1.88 a year ago).

    I don´t know where those similar performances should come from at AAPL. 

    I do not see any significant improvement from AAPL for this year. 

    Among "Magnifcant Seven", TSLA and AAPL seem to be the biggest losers in this year. 

    Ah... the iPhone. It seems India may take up where China left off - China is dealing with recession of course.
    For the record, AAPL has dropped after every earnings for over a decade, as Wall Street always comes back to iPhone sales which are 'guess-timated'. Apple does not break iPhone numbers out. Health of a company can never come from one source. With all pistons going,  Apple has increased profit yoy, and reversed the last few quarters which were negative. I think if they can launch AI this year, that is on the iPhone itself and not cloud for issues of privacy, Apple will not be able to make them fast enough.

    williamlondonbaconstangdanox