k2kw

tht said:

Wonder if Apple will make an MPX module with 2 CPU sockets in it. It looks big enough to have 2 CPU sockets, and maybe 4 DIMM slots per socket. It would just run as an independent computer in the MPX slot like a blade. With 2 of those, you could put 150 CPU cores in the box. A desktop cluster for numerical simulation folks. They also should sell 8, 12, 20 TB PCIe SSD cards.

Too much of a machine for me. I would seriously consider a half Mac Pro as it were. Truncate the machine in depth by about 4 to 5 inches, 4 DIMM slots, 2 SSD slots, and maybe 7 half length PCI slots, Would be nice to have a half MPX module with 2 3.5” drives and a half MPX module with a 200 W GPU. A TV tuner PCIe card would be interesting too, but that’ll probably run into a copy protection roadblock.

headfull0wine said:

Windows 10X on ARM.  Does the X mean a virtualization layer?  Rosetta Stone style?

DrumHead said:

Microsoft passes on the name Zune Buds?

sirozha said:

I'm a recent long-term AAPL shareholder, who after 12 years of investing in AAPL cashed out with a multi-million capital gain from AAPL. The reason I got out of AAPL is that for about 4-5 years now I've been disappointed in the direction of Apple and lost my faith in Apple under Tim Cook. 

For years now, as a consumer, I have been reducing my spending on the Apple products compared to how much I used to buy per year. Certain categories no longer interest me at all. They are:the iPad, HomePod, and certain services. I've lost interest in upgrading my iPhone and Apple Watch annually, and I keep my Macs for much longer than I used to. I'm still in the Apple's ecosystem as a consumer, but as a shareholder, I've lost faith in what Apple is doing and where it's going. I've always tried to keep my consumer side and my shareholder side separate. 

It dawned on me a few weeks ago that, as an average consumer, I've been spending many times more money on Amazon products and services than I spend on Apple products and services per year. The ratio is about 10/1 in favor of Amazon. I buy most of my groceries at Whole Foods, and I use my Amazon Prime membership extensively when I do so to get a discount on groceries. On average, I reduce my grocery bill by about 15-20% every time I buy groceries by buying things that are on sale and exclusive deals for Amazon Prime members. I'm eating much more healthy now while keeping my grocery bill under control with the help of Amazon Prime membership, so my partnership with Amazon is good for both sides.

I buy more and more household items on Amazon and utilize my Prime membership for free shipping. I am not yet using the grocery delivery service that Amazon offers but I'm seeing many new Whole Foods employees now that are putting together grocery delivery bags for customers at the local Whole Foods. I see more and more Amazon trucks in the area. In fact, I considered myself owning an Amazon logistics business and having a few dozen trucks. Even with streaming content, I haven't bought or rented anything on iTunes for years now, but I utilize my Prime Membership subscription to stream content on Amazon Video daily. Mind you, I've been a cord cutter since 2010, when I bought my first Apple TV2 (as soon as it came out). I've been with Apple since the beginning of their Apple TV "hobby" and believed in their vision just to end up not using iTunes for years now because Apple completely botched up the entire concept and let both Netflix and Amazon Video overtake them. I stil use Apple TVs in my house, but not many Apple services. 

As for the new Amazon speaker, I'm sure that Amazon will sell more of them than Apple is selling HomePods. Even if the HomePod is a superior speaker to this new Amazon speaker, HomePod is pretty limited in what it can do. It's locked down to the Apple ecosystem, which is limited and boring. Amazon, on the other hand, has an open ecosystem, which will make owning the new Amazon speaker much more useful and exciting for the user even if the sound quality would be not quite as good as the HomePod's. I don't own any Amazon Echo devices, as I'm cautious about devices with microphones in my house, but Alexa can't be worse than Siri, which is a complete disaster and utter failure. 

From the growth perspective, Amazon under Jeff Bezos is doing an incredible job. Just think of it: Amazon started out as an Internet book store and look what Bezos is doing now in so many different fields, including building rockets and spaceships. Consumers are thrilled and excited with what Amazon is doing. The return for investors is also much higher than what Apple has done for their investors in the last 5-6 years.

All in all, IMHO, Apple has become a boring company. It's not going away, and it's not doomed, but it has become like Microsoft of the 2004-2014 decade, and it will take a new CEO to make Apple exciting again. Apple has stagnated and will remain stagnated for some time until the investors force Tim Cook to resign. 

There's nothing magical about Apple, as a company, compared to other high-tech companies of the Silicon Valley. They are all competing for the same talent, and it's more about a vision of the company's leadership than anything else. Elon Musk has the vision, and so does Jeff Bezos. Tim Cook has none whatsoever. No wonder that both Musk and Bezos are "aiming for the stars" (literally) besides the core businesses that they are running (which are both also very exciting and innovative), and Tim Cook is busy accumulating cash reserves instead, which serves neither customers nor investors, and does nothing for accelerating the innovation at Apple. The recent PR failures like the abandonment of the charging mat and the endless delay of the new Mac Pro demonstrate that Apple can't even execute on such "down to earth" projects, leave alone building something as complex as a spaceship. 

The original magic of Apple was in Steve Jobs; not in Steve Wozniak. It was about coming up with how to make an exciting device for the consumer based on the existing technologies; not necessarily about inventing new technologies but about using existing technologies in a new and exciting way. Steve Jobs could have found another engineering talent if Woz had refused Job's offer. However, there would have been no Apple without Jobs even with Woz in it. It's really all about the vision with the engineering talent and tech following the visionary. The current Apple tech talent has no visionary to follow.