mdriftmeyer
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Apple earns record $64B in fourth quarter as services soar to $12.5B
Correct as it just started. But don't take my word for it, ask Apple. Remember, Indian is getting the 6S manufactured first for the nation.flydog said:
Apple's share of the India market is barely 1%, so no, not huge.mdriftmeyer said:
I'm guessing you don't realize India is a huge new market.avon b7 said:You might want to save that fine crow for New Year.
iPhone was down nearly 10% YoY.
The blowout quarter is next up and might prove to be a turnaround moment but even then, it will be a hard slog through to the iPhone 12 (and 5G).
I'm guessing China has left a gaping hole in handset revenues.
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Apple earns record $64B in fourth quarter as services soar to $12.5B
I'm guessing you don't realize India is a huge new market.avon b7 said:You might want to save that fine crow for New Year.
iPhone was down nearly 10% YoY.
The blowout quarter is next up and might prove to be a turnaround moment but even then, it will be a hard slog through to the iPhone 12 (and 5G).
I'm guessing China has left a gaping hole in handset revenues.
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Apple earns record $64B in fourth quarter as services soar to $12.5B
What you're wrong about is the fabricated importance of 5G drumbeat by the likes of ATT, Verizon, T-Mible, Cisco, etc. They need a next generation to avoid being a dividend only investment.anantksundaram said:It's quite stunning how well Cook & Co. have executed. Absolutely stunning. I was among those who were worried some months ago, when it became clear that Apple had no clear strategy for 5G in 2019, but I was 100% wrong about the remarkable success of the iPhone 11/Pro/Pro Max.
Happy to to eat some very fine crow!
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Apple seen posting record $90 billion holiday quarter driven by Services & iPhone 11 deman...
They were bearish when the shorts were big to meet those price points. Now that that won't work in their favor due to Apple making it impossible they have to be bullish because Apple has righted their ship, even amidst the idiot in chief and his moronic trade policy stunts on tariffs.lkrupp said:Why are so many analysts suddenly positive about AAPL? AAPL has been surging this year. Something smells fishy. Pump and Dump before Oct 30 quarterly report? This certainly doesn’t jive with the resident experts here on AI who are saying just the opposite.
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Editorial: Why Microsoft Surface isn't growing after seven years of trying
He specifically talked about The Surface whose specs are singularly controlled by Microsoft to match up with what is done at Apple. It is an excellent article.gatorguy said:Note: All of these unit sales comparisons suffer from the same inherent flaw:
If you want to use the Mac or iOS operating system you have a single source with a very limited selection. Every Apple OS user will be buying from that single source even if distributed via a few retail partners. Every sale of product will be recorded by Apple. Some people will simply accept the feature or form limitations offered thru that small selection of products (relatively speaking) in order to use their preferred OS.
Obviously the same restrictions don't apply to Microsoft's OS (or Android for that matter). thousands of variations and builds and form factors with only the OS they rely on being the common thread. Product sales will be recognized by who knows how many different OEM's. Don't like the Surface keyboard or memory options or form factor or price? There's options from not-Microsoft companies that might be more pleasing, no need to accept any limitations beyond those flowing from the OS itself. Pick and choose the specific unit from whatever company you think matches best with your wants/needs.
Otherwise the typical creatively written DED article. I love his way with words, excellent stuff.
