jonl

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jonl
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  • Munster: iPhone to return to growth in 2016 despite macroeconomic worries

    sog35 said:
    Tim Cook will be fired within the next 12 months. You can bank on it. And once he does this stock will take off again.
    LOLOLOLOLOLOLOLOLOLOLOL
    satchmofastasleep
  • Notes of interest from Apple's Q1 2016 conference call

    The entire conference call was about economic headwinds. Translation: sales were down due to higher prices necessary because of currency headwinds. What stood out to me was 60% of install base hasn't upgraded to a 6 series phone yet. That seems awfully high. So Apple is getting a lot of Android switchers but existing iPhone owners are choosing to stick with smaller phones?
    The new phones don't do a whole lot more than the older ones (5s, anyway), which still perform pretty well. This will only be an accelerating phenomenon, and it will stretch the upgrade cycle ever longer.
    cornchip
  • Broadway musical to tell story of epic rivalry between Steve Jobs and Bill Gates

    Sounds horrific.

    cornchipSpamSandwich
  • First look: Night Shift mode eases nighttime eye strain

    Glaringly inaccurate colors, yay! I would never use this, and I say this sitting in front of my calibrated PC monitor at 2 AM, about to go to bed and sleep like a baby as always.

    stevie
  • China reports record sales and 33% growth in non-Android smartphones, casts doubt on 'peak iPhone'

    How many times have been seen this before? Wall Street will scare everyone with their supply chain crap and drive Apple down, even after they have been told that don't try to read into Supply Chain information as it is a complex process, especially when you are dealing with multiple suppliers, product change, etc. But NOOOO! Wall Street will continue spewing their crab.

    It's different this time due to (a) the sheer number of suppliers reporting lackluster quarters and guidance and (b) sole suppliers of chips that go into every iPhone and iPad warning or conforming to (a), e.g. Cirrus Logic and Dialog, who derive 70% and 80% of their business from Apple, respectively. These are facts, not  rumors. The question now is, how much of it is due to Apple slowdown vs other slowdown?

    Also, one could note the striking deceleration in YoY quarters above from 200% (2nd and 3rd) to 33% (4th) and worry about Q12016, which would seem to fit with what the suppliers have been reporting.
    cnocbui