sebastian37

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sebastian37
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  • Munster predicts Apple to outperform FAANG stocks in 2019

    macarena said:
    Is Apple really consumer focussed? This is a company that takes out features that are valuable to the consumer, just because it can. This is a company that has crappy quality accessories (lightning cables) that get frayed in months, but cost a bomb to replace. And this is a company that ensures that third party accessories are also pricey, because of its desire to extract its pound of flesh from every source possible (MFI program). This is a company that takes out all reasonably priced options on a regular basis, and forces its loyal customers to pay top dollar for its latest products. Apple is a company that operates from a stance of, if you want to use Apple products, pay top dollar, else we don't want you around. And at least once you pay that fancy price for entry, one would expect to be treated well - but no - even there Apple short changes you on a regular basis. Hardware flaws that necessitate product recalls and company paid fixes have clauses that ensure that any device with even slightest deviation from perfect will not qualify. And the customer is forced to pay a ridiculous price for getting the device fixed, for no real fault of his. I can live perfectly fine with a small crack on my screen - but Apple will refuse to change the battery unless I pay to get the screen fixed as well. So, a small crack, means you pay 60% of the exchange price of your phone, if you want to fix an Apple caused battery flaw. Consumer focussed, my foot!? Apple has been earning so much bad karma, that I understand fully well why there are many people who hate Apple so passionately. Earlier, there were many that used to love Apple too - but slowly many of the people who once loved Apple are disgruntled customers. I have used iPhone from the very first day since it launched - but now the thought of buying ridiculously priced products from Apple makes me cringe. Every time I hear news of Apple having troubles against Qualcomm, I rejoice. Everytime I hear news about hardware flaws forcing recalls and fixes, I rejoice. Apple is a company that deserves its day of reckoning, and hopefully it will come soon.
    Wow. That is dark. And besides the topic of the article. 

    On the topic: Munster does not know what he is writing about. Apple will have nothing to show in 5G tech this year. So how will they profit from that. The services revenue he is raving about is tightly tied to hardware sales (Apple Care, etc). So unless something drastically changes with Apples pricing, service will be growing at a limited rate. Why that will propel Apples share price is probably his secret. 
    jasenj1cgWerks
  • No, Apple, a slightly bent iPad Pro straight out of the box isn't acceptable

    It’s not even the fact that there’s a minuscule bend that concerns me.  Any given product by any given manufacturing process with any company could have an error in it.  No one is perfect.  

    The concern is that, while the device may perform effectively, the slight bend likely impacts the structural integrity of the device, which could make it more susceptible to breaks with even slightly rough handling within the norms of everyday use.  

    The whole point of this article is the fact that Apple acknowledges the error and just tells us to deal with it.  It hearkens back to the days of AntennaGate, “you’re holding it wrong, but here’s a $20 caseband that will fix your issue.).  

    I get it...it’s a really slim and glass device that I could break.  But if there’s a manufacturing error that could make that more likely, Apple needs to step up.  
    And what about resale value. Everybody knows a damaged product is worth less in the second hbd market one day. It may bend unter my supervision, but I surely would not want to buy something full price that should have been sold marked down right away...
    netmagedysamoria
  • IDC: Apple Watch Series 4 accounted for less than 20 percent of Apple Watch sales in Q3

    Apple Watch Series 3 is still a major player in Apple's smartwatch lineup, as the legacy device outperformed its newer Series 4 siblings to drive a bulk of Apple's wearables sales for the third quarter of 2018.




    According to the latest estimates from IDC, Apple shipped 4.2 million Apple Watch units during the quarter ending in September for a 13.1 percent share of the global market. The figure, up 54 percent from 2.7 million units shipped during the same period last year, was good enough to put Apple in the No. 2 spot behind Xiaomi.

    Though the Cupertino tech giant launched a redesigned Apple Watch Series 4 with larger display and advanced health monitoring features last quarter, it was the Series 3 that accounted for a majority of its wearable sales. A slate of new features delivered alongside watchOS 5 and a reduced price point stoked demand for the year-old smartwatch, IDC said.

    The recently released Apple Watch Series 4 accounted for less than 20 percent of quarterly shipments, according to IDC estimates.

    After relinquishing its crown as the world's largest wearables maker to Apple this summer, Xiaomi clawed its way back to the top in the third quarter on strong sales of the Mi Band 3 and an expansion beyond the Chinese market. The Chinese company shipped 6.9 million units for a 21.5 percent marketshare in quarter three, up a whopping 90.9 percent year-over-year.

    Fitbit managed 3.5 million unit shipments across its varied product line for a 10.9 percent share of the market, down 3.1 percent from the same time last year. Of note, high demand for the Versa made Fitbit the second largest smartwatch vendor behind Apple.

    Huawei and Samsung drew up the rear in fourth and fifth place with a respective 1.9 million and 1.8 million units shipped. Huawei enjoyed 20.3 percent growth on the year, while Samsung was up 91 percent.

    As for the wider market, IDC saw basic wearables return to growth as manufacturers build in more advanced capabilities typically reserved for smartwatch devices.

    "Many of the new basic wearables include features like notifications or simple app integrations that bleed into smartwatch territory. This has helped satiate consumer demand for more capable devices while also maintaining average selling prices in a market that faces plenty of downward pressure from low-cost vendors and declining smartwatch pricing," said Jitesh Ubrani, senior research analyst at IDC.

    Apple first claimed the wearables market crown from longtime frontrunner Xiaomi in June and held that position for two quarters. The recent resurgence of basic wearables, again led by Xiaomi, appears to have come at the expense of more expensive devices marketed by Apple. That could change in the near future as the features -- and prices -- of basic category devices continue to bleed into smartwatch territory.
    Considering Apple Watch Series 4 went on sale on september 21 - 10 days before the quarter ended - and that it was seriously supply constrained at first the numbers soond pretty good to me. In the current quarter the percentage will be much higher. My money is on north of 50% for sure. 
    thtchasmRayz2016dedgeckoredgeminipabrucemccornchip
  • Apple rumored to have restarted iPhone X production, but motive not clear

    avon b7 said:
    avon b7 said:
    avon b7 said:
    I can only speak about pricing from my own perspective and state that I backed off from a new XR purely on that point.

    If it had topped out at 749€ I would have got one. The problem is that tha final retail price is touching 900€ after sales tax here.

    It wouldn't surprise me if Europeans have reacted in the same way as me.

    In terms of value I feel the XR is lacking but 749€ would have got the sale nevertheless for other reasons. At current end-pricing it is a no go.
    €859 incl. €151 tax. 859 - 151 = €708. 708 EUR in USD = 807.67. The difference from the US store is only $50. Now take this $50 and please shut up.
    We are speculating on the possible reasons for a possible slackening of XR sales. I gave one. Now, please tell me - and everyone in Europe - how to avoid that tax because if you you can do that it might be a solution to that possible issue. 

    People in Europe look at pricing based on product price plus sales tax. Regular consumers never ever, let me bold that, never ever view pricing without including the sales tax. 

    There is no point claiming that the base price is less (after currency considerations) if the final retail price for the consumer is still high enough to dissuade a purchase, which is exactly my case and which I made very clear.
    Is there any life without tax? Tax is everywhere, only the modality to display it differs. In Europe the VAT is included in the price, which is what I experience in my every shopping, but I don't complain because it is not Apple's duty to pay my tax. If the customer is dissuaded because of the tax included in the price then let him go, what can Apple or any other company do about that? Yet Apple displays the tax separately, if the customer is still dissuaded then there is nothing to do.

    If the point is to speculate on the possible reasons for a possible slackening of XR sales in Europe, that may be just because of longer refresh cycles and the aged population of Europe. Yet the XR is just released and we are not at the peak of the shopping season, it is too early to come to such conclusions or to jump on rumors as if it is the end of the world.
    Let me point out two things from my first post:

    1. I can only speak about pricing from my own perspective.

    2. It wouldn't surprise me if Europeans have reacted in the same way as me.

    No one is asking Apple to pay the tax.
    Incredible.  Your point #1 argues you’re speaking only from your own perspective, yet you than say “No one is asking Apple to pay the tax.”   That sounds like you’re speaking for everyone.  
    Way to make fun of someone for whom English clearly is a second language. He meant “I did not ask for Apple to pay the tax” and with a little bit of good faith you could have accepted that instead of going for the cheap shot here. 

    And what he means is that higher sales tax will amplify differences in pricing. A 50$ difference becomes a 60$ difference to the consumer when the tax is added. Some other products of Apple have even bigger differences in price. Now Apple can price their products however the company likes, but it should not expect sales to be unaffected. Samsung and other smartphone sellers manage to offer prices in Europe that equal US prices including VAT. Apple is not even close to that. And it does not even make any sense. As far as I know the iPhone XS and the iPad Pro 12.9 are the same price in the US. In Germany the XS costs 1149€ vs 1099€ for the iPad Pro 12.9. It is weird for Apple to price them so far apart. Especially when Apple has no Problem to offer smaller incremental differences in pricing on other products like the XR and iPad Pro 11 which are 30€ apart and therefore more in line with US pricing although both more expansive of course. 
    gatorguyelijahgmuthuk_vanalingam
  • If you think Tim Cook is 'robbing' you, then so was Steve Jobs

    I will do the Math for you: 1649€ includes 19% VAT, so net price is 1385.71€. Converted it amounts to 1561$. That is still 112 $ more than in the US. And that premium isbeing paid by none-US customers everywhere. Hard to be an Apple customer in Europe and not come off like somebody who likes being taken advantage off. 
    CE has always been cheaper in the US than in Europe. If prices where the same globally everyone could be traveling to the country of choice, where an iPhone or whatever is the cheapest, which would result in terrible economic consequences.
    What? If prices were the same people would travel to where the iPhone is cheapest? That makes no sense at all. 
    sphericfastasleep