fred stein

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fred stein
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  • 'AirPods 2' could be a greater health monitoring device than the Apple Watch

    fred steinfred stein
    Viable hearing aid? High end hearing aids cost $6,000. Apple could match the performance for a lot less. And the need for an audiologist may go away with new laws.
    patchythepiratelolliverwatto_cobra

  • Apple in 2019 and the case of the expensive iPhone

    fred steinfred stein
    Great article. Thanks.

    I would add to the refutation that Apple needs to lower prices. There is already a robust used iPhone market of over 100M units per year at "Android" prices. This used iPhone market provides two benefits:

    1) It reduces the effective cost for upgrade buyers who resell their older iPhone.
    2) It addresses the price sensitive market, bringing new people into Apple's ecosystem which is growing at Android's expense.

    Tim Cook reported that last year, their ecosystem grew by 10%. That is phenomenal for a 40 year old company.

    Still, trade wars and global economic worries can impact Apple
    tmayalbegarclolliverbakedbananaswatto_cobra

  • Apple stock threatened by growing backlash against App Store revenue cut

    fred steinfred stein
    The App Store is like a high-end mall, with standards and safety for the merchants and the consumers. There are fees and regulations. Regarding App Store, anyone can jail break and lose all their protections. Anyone can go Android. 

    But the most important thing is the the amount of business done through Apps where Apple has no cut is more than 10x the App Revenue - ride sharing, nearly all fintech, travel sites, etc.

    Calling App Store a monopoly is a tough case. 

    randominternetpersonAppleExposedmagman1979n2itivguypscooter63

  • CBC Video claims Apple's repair policies are abusive, but 'proof' falls far short

    fred steinfred stein
    Thanks for exposing the expose. Adding:

    1) Apple's customer satisfaction is consistently at, or near, the top every year. Same for brand. The vast majority of customers are happy with Apple policies.
    2) Batteries are inherently dangerous. Apple wisely protects consumers by making it hard to replace and expose consumers to physical safety risks.
    3) As mentioned, the home key, tied to enclave, protects the users data. We don't want a thief to easily crack our phones and get our personal (and financial) data.
    4) At least regarding iPhones, they remain in service longer than Android. That fact alone defeats the argument by CBC.

    magman1979StrangeDayslolliverobiwanbillclaire1

  • Apple & tech's disproportionate share of S&P index raising eyebrows

    fred steinfred stein
    Arithmetic.

    Apple is 4% of the S&P. Apple earns internally about 7%. Apple can buy back 10% of the company and get a 7% ROI. That knocks out any major risk to AAPL.

    A 10% hit to AAPL is a .4% hit to S&P 500. How long would this last? Apple will have another $350B to spend on buybacks over the next five years. 

    When AAPL goes above $250, we can talk about risk.
    SoliHyperealityHyperealitymelodyof1974watto_cobrajony0