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  • Microsoft surpasses Apple, retakes crown of world's most valuable company

    avon b7 said:
    avon b7 said:
    Rayz2016 said:
    avon b7 said:
    Rayz2016 said:

    zoetmb said:
    lkrupp said:
    pjs_socal said:
    Microsoft has a P/E ratio of 45 and Apple has a P/E ratio of 15.

    Apple and Microsoft have similar margins and Apple had better growth in 2018. Apple makes 2.5x more revenue and 3x more profits. So, why are Microsoft shares valued at 3x Apple’s? Because investors are morons.

    In reality Microsoft is worth ⅓ the value of Apple.
    Because Microsoft is diversified with recurring revenue streams which Wall Street loves. With Apple if iPhone sneezes the entire company gets a cold.
    So when did the iPhone sneeze? I must have missed that. The only thing I’ve heard are the predictions of analysts based on supply chain reports which Tim Cook has consistently advised against using to provide meaningful data about Apple. So remind me, when did the iPhone sneeze and give the entire company a cold? In your wet dreams?
    Reality doesn't matter.  It's about perception.   The iPhone is approximately 66% of Apple's gross revenue.  And Apple announcing that they're no longer going to break out iPhone units sales is sending the message, correct or not, that they expect declines in unit sales.  Wall Street doesn't like a lack of transparency and in that regard, I don't blame them.   Combine that with the insanity of believing supplier chain complaints and that's a recipe for killing the stock and that's if the stock is not being manipulated.   

    Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?   

    On the Mac side, Apple's price hikes combined with the inability to replace the battery, memory and storage as well as the fact that so many people don't really need a computer anymore is going to continue to affect sales, but the Mac is only about 10% of Apple now anyway.   Apple probably thought they could replace Mac sales with iPad sales, but that's only about 8% of Apple.    While I realize that Apple has never wanted to be the low-end, low-margin provider, I think the high salaries paid to Apple managers and executives has completely warped their perception of what most people are willing and able to spend, especially for a machine that can't be upgraded after purchase.    A 15" MBP now starts at $2400 and tops out at $6700.   That's ludicrous.   The MBA starts at $1000 at tops out at $2600.   The Mini tops out at $4300.   $5K for the 27" 5K Retina iMac (topping out at $13,200)?   IMO, this is either desperation to keep revenue high or unbelievable arrogance.     



    There is of course, the third option: you have the details wrong.

    Let's begin with the most obvious stumble (the real drop off the cliff is that Apple actually sells phones at a range of prices, but that's so obvious it doesn't really need covering):

    Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop? 

    Er, no. Apple doesn't expect that because no one has ever done that.  What happens is that on each new release, Apple gets picks up customers from other platforms, but also gets a massive boost from people with folk with much iPhones much older than two years. I have just replaced my iPhone 6s, which means I missed out on the 7 and the X. The assumption that Apple thinks folk update their phone every two years is laughable. Which brings me to your other point:

    Yes, the price. And here again, the problem is narrow thinking. Saying that no one would buy a $1000 phone is a bit like saying no one would buy a house for $300,000 or a $30,000 car. Clearly they will, because I've seen houses and cars that cost several times that amount. So how do they do it?
    Well, I'm going to clue you in, but you have to keep it under your hat because I'm thinking of taking out a patent on the whole idea.

    Ready?

    This is going to amaze you, but people don't hand over the whole amount for houses and cars all at once. They pay it off in chunks. Buying a $1000 iPhone (which, by the way, is not the most expensive smart phone on the market) is best done on the Apple payment scheme: they throw in AppleCare and you can change the phone after a year if you want. Oh, and it's interest free, so if you're paying the whole cost up front then you're doing it wrong. 

    But that's kind of an aside. The point is that folk have been saying Apple gear is insanely expensive for as long as I can remember, and for as long as I can remember, they've been shifting it. So that leads me to believe that Apple understands basic economic theory better than anyone here who comments on it. All this braying about  Apple pricing always misses one vital piece of information: Apple's demand curve.

    This little bit of paper sitting on Tim Cook's desk will show you is that the demand for Apple kit is comparatively inelastic: movements in price have fairly negligible effects on demand.  If they increase the price, the sales will not drop significantly.

    But far more importantly, dropping the price will not actually produce a significant increase in sales, and this increase may not be enough to cover the price drop.

    So why is Apple's demand inelastic? Simply because the combination of hardware and software is perceived as unique in a very crowded market. 



    The details aren't wrong. You are interpreting things wrong.

    There are pricing ceilings on everything. Financing (including interest free) also has ceilings, or do you think someone will be willing to take on financing to pay for a phone over 5 years when it will be upgraded before it is paid off?

    The increasing cost of iPhones (and every other phone in the same price band) is taking users one step further up to their individual ceilings.

    You are taking his 1,000 dollar point completely out of context. He is speaking in general terms. We already know people buy 1,000 dollar phones every year. The point is those people aren't most people and three or four years of flat sales is telling in itself.

    The higher the price the harder the sale in high numbers, even with financing and upgrade options but that ceiling becomes ever nearer or you are hitting it. And if the cheaper options mean sacfricing features or getting an older iPhone, then the sale is equally hard.

    People argued that users were on longer upgrade cycles (provoked in part by pricing itself) and that is probably another reason while sales flattened, but how many people do you think are still using iPhone 6?

    But that argument doesn't take into account the vast potential pool of Android users that are there for the taking, right? 80% of the market. 1,000 dollar Android phones sell in the millions even while they are a fraction of the 80%. Why isn't Apple able to take a slice of that premium Android Pie (sic)? Why aren't people switching from Android in enough numbers to move the Apple needle off 'flat'? It's clearly not price for those users. It's value (among other things). The longer upgrade cycle really isn't doing much except allowing Apple tread water.

    Apple is on an 's' cycle - through its own choice - which only makes the sale look worse when compared to rival flagships that are pushing the pedal to the metal. So while Apple takes a breather on innovation and brings the A12 and little else to the table while still including a 5W charger in the box, others are innovating on everything and showing no signs of slowing down. That means 'new' tech is flowing down the lines into the middle ground at an incredible pace and upping the value proposition of those phones.

    How can you say that movements in price have a 'fairly negligible effect on demand? Apple doesn't break down unit sales on price.

    Price is the number one factor for most people when it comes to buying a Phone. The iPhone X hit new price highs for Apple. It was the 'most popular' 2018 iPhone for Q1, 2 and 3. But Q4? Estimates said demand for the 'most popular' iPhone dropped off sharply in Q4. Far more quickly than any other Apple flagship from previous years in the same quarter. But 'most popular' isn't truly quantifiable is it? 

    That inelastic demand you are referring too is new found. From 2015, and really means FLAT but that inelasticity is shorn up at the other end of the spectrum. The middle and the low end. If Apple hadn't widened its spread in 2017, do you think things would have remained flat or that demand would have dropped? There was no such inelasticity in demand up to 2015.

    You say that if they increase the price, 'sales will not drop significantly'. Given that prices on the new phones have inched up with regards to last year, shouldn't we be holding off on that kind of affirmative conclusion until at least September next year? Or are you happy to take Apple's traditional blowout quarter and use it as a guide for the whole year?  No one can possibly know -today- if what you are claiming will prove true or not.



    Price elasticity doesn't state that there isn't a ceiling on price. All it says is that some products are relatively unaffected by price changes when compared to others, and nothing you've said actually disproves that.  This is why Apple can increase the price of the phone and knows that the amount of sales that they will lose will more than make up for the increase in revenue.

    Secondly, as I pointed out in my post, the whole argument falls flat because Apple sells phones at various price points.

    You are taking his 1,000 dollar point completely out of context. 

    He said folk will not upgrade a $1000 every two years. There's no context.

    That inelastic demand you are referring too is new found. From 2015, and really means FLAT but that inelasticity is shorn up at the other end of the spectrum. The middle and the low end. If Apple hadn't widened its spread in 2017, do you think things would have remained flat or that demand would have dropped? There was no such inelasticity in demand up to 2015.

    Price inelasticity is new found? Nope. Apple products have always been considered irreplaceable by the most valuable and price insensitive areas of the population, and Apple tends to leave everyone else to the Android manufacturers. Can't say that's right or wrong, but they seem to make a lot more money than everyone else. So in general, Apple products, across the whole range enjoy greater price elasticity than the competition, which is why the competition fights like dogs at the lower end of the market, and Apple would rather not.

    But let's go back to the real point here. The problem you have is the one I have highlighted again and again. Apple sells a range of phones at a range of prices. But oddly enough, everyone always homes in on the most expensive flagship phone as if this is the only one available. Even Gruber has stated that the XR is better deal because it's almost as good and way cheaper. Apple has even said that the XR is it's best selling phone. 
    So the problem isn't that Apple's phones are too expensive. The problem is that folk want the top of the range phone, but want to tell Apple how much they want to pay for it.

    Ah, do want to look at one more point:

    You say that if they increase the price, 'sales will not drop significantly'. Given that prices on the new phones have inched up with regards to last year, shouldn't we be holding off on that kind of affirmative conclusion until at least September next year? Or are you happy to take Apple's traditional blowout quarter and use it as a guide for the whole year?  No one can possibly know -today- if what you are claiming will prove true or not.

    Riigggghty-ho then. So what you're basically asking us to wait long enough to give you a better chance of being right. Got it.

    Well, we could do that, but I'm not sure I see the point. Because the thing about Apple is that it will not stick doggedly to its plans in the face of changing conditions. They never have. They won't keep increasing the price of the phone until they are not bringing in enough revenue to make up for the loss in sales units. The fact is they make these adjustments all the time, but because you're so focussed on the phone at the very top of the range, you completely miss that folk are buying the cheaper phones too.


    I am certainly not asking anyone to wait for a better chance of being right. I have been proven right already. Flat sales says a lot. The market has spoken. Growth ended in 2015. 

    That in spite of Apple widening its model spread and now releasing three new models each year.

    I have never focussed solely on the premium priced phones and was probably the first person here to highlight the shift in business model as a result of the 2017 iPhone refresh. To the point that I praised Apple for trying that option. All increasing prices has done is increase ASP, (which the vast majority of buyers have no interest in anyway) and help to stifle growth which remains flat.

    "He said folk will not upgrade a $1000 every two years. There's no context."

    This is what he really said:

    "Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?"

    There is plenty of context there if you had wished to see it.

    OK let's see that context then:

    The key point of the "context" is that sentence: "Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?"

    Otherwise why they keep launching iPhones at $1000 range? 

    Because they can !.. Because they are Apple and they can do that!... They can control the upper end of the competition that way. They give the competition a false target to struggle with, they throw a bait in front of the competition to keep them busy devouring.  While the competition lay out the blueprints of 16-camera OLED phones, Apple silently launches a 1-camera state-of-the art LCD iPhone ! And novices like you jump over that 16-camera beast like a thing and applaud the "innovation"! Your reading of contexts is totally wrong because you are new to Apple culture. Think about these to understand the context instead of obsessing yourself with high-prices: why Apple has put the same A11 in the 8 series and the same A12 in the XR? The context lies there...
    Please take a look a the 'old' P20 Pro and tell me how it compares to the 'new' XR. When you are done with that, move onto the Mate 20 Pro.

    How will you squeeze x3 or x5 optical zoom out of that state of the art machine? Have you seen why those phones are leading the pack in so many areas? You do realise that the top players mix and match OLED and LCD at the top end too, don't you? 

    Pricing is one of the biggest reasons Apple is flat on unit sales. No one is 'obsessed' with it but to ignore it wouldn't make a lot of sense.
    In so many areas. Yes. To every country what it deserves ! Exynos to lower races, Snapdragon to higher races. Omitting that, you must go waaay back to the ABC of rational thinking before opining on technology matters...
    elijahgmagman1979
  • Microsoft surpasses Apple, retakes crown of world's most valuable company

    avon b7 said:
    Rayz2016 said:
    avon b7 said:
    Rayz2016 said:

    zoetmb said:
    lkrupp said:
    pjs_socal said:
    Microsoft has a P/E ratio of 45 and Apple has a P/E ratio of 15.

    Apple and Microsoft have similar margins and Apple had better growth in 2018. Apple makes 2.5x more revenue and 3x more profits. So, why are Microsoft shares valued at 3x Apple’s? Because investors are morons.

    In reality Microsoft is worth ⅓ the value of Apple.
    Because Microsoft is diversified with recurring revenue streams which Wall Street loves. With Apple if iPhone sneezes the entire company gets a cold.
    So when did the iPhone sneeze? I must have missed that. The only thing I’ve heard are the predictions of analysts based on supply chain reports which Tim Cook has consistently advised against using to provide meaningful data about Apple. So remind me, when did the iPhone sneeze and give the entire company a cold? In your wet dreams?
    Reality doesn't matter.  It's about perception.   The iPhone is approximately 66% of Apple's gross revenue.  And Apple announcing that they're no longer going to break out iPhone units sales is sending the message, correct or not, that they expect declines in unit sales.  Wall Street doesn't like a lack of transparency and in that regard, I don't blame them.   Combine that with the insanity of believing supplier chain complaints and that's a recipe for killing the stock and that's if the stock is not being manipulated.   

    Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?   

    On the Mac side, Apple's price hikes combined with the inability to replace the battery, memory and storage as well as the fact that so many people don't really need a computer anymore is going to continue to affect sales, but the Mac is only about 10% of Apple now anyway.   Apple probably thought they could replace Mac sales with iPad sales, but that's only about 8% of Apple.    While I realize that Apple has never wanted to be the low-end, low-margin provider, I think the high salaries paid to Apple managers and executives has completely warped their perception of what most people are willing and able to spend, especially for a machine that can't be upgraded after purchase.    A 15" MBP now starts at $2400 and tops out at $6700.   That's ludicrous.   The MBA starts at $1000 at tops out at $2600.   The Mini tops out at $4300.   $5K for the 27" 5K Retina iMac (topping out at $13,200)?   IMO, this is either desperation to keep revenue high or unbelievable arrogance.     



    There is of course, the third option: you have the details wrong.

    Let's begin with the most obvious stumble (the real drop off the cliff is that Apple actually sells phones at a range of prices, but that's so obvious it doesn't really need covering):

    Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop? 

    Er, no. Apple doesn't expect that because no one has ever done that.  What happens is that on each new release, Apple gets picks up customers from other platforms, but also gets a massive boost from people with folk with much iPhones much older than two years. I have just replaced my iPhone 6s, which means I missed out on the 7 and the X. The assumption that Apple thinks folk update their phone every two years is laughable. Which brings me to your other point:

    Yes, the price. And here again, the problem is narrow thinking. Saying that no one would buy a $1000 phone is a bit like saying no one would buy a house for $300,000 or a $30,000 car. Clearly they will, because I've seen houses and cars that cost several times that amount. So how do they do it?
    Well, I'm going to clue you in, but you have to keep it under your hat because I'm thinking of taking out a patent on the whole idea.

    Ready?

    This is going to amaze you, but people don't hand over the whole amount for houses and cars all at once. They pay it off in chunks. Buying a $1000 iPhone (which, by the way, is not the most expensive smart phone on the market) is best done on the Apple payment scheme: they throw in AppleCare and you can change the phone after a year if you want. Oh, and it's interest free, so if you're paying the whole cost up front then you're doing it wrong. 

    But that's kind of an aside. The point is that folk have been saying Apple gear is insanely expensive for as long as I can remember, and for as long as I can remember, they've been shifting it. So that leads me to believe that Apple understands basic economic theory better than anyone here who comments on it. All this braying about  Apple pricing always misses one vital piece of information: Apple's demand curve.

    This little bit of paper sitting on Tim Cook's desk will show you is that the demand for Apple kit is comparatively inelastic: movements in price have fairly negligible effects on demand.  If they increase the price, the sales will not drop significantly.

    But far more importantly, dropping the price will not actually produce a significant increase in sales, and this increase may not be enough to cover the price drop.

    So why is Apple's demand inelastic? Simply because the combination of hardware and software is perceived as unique in a very crowded market. 



    The details aren't wrong. You are interpreting things wrong.

    There are pricing ceilings on everything. Financing (including interest free) also has ceilings, or do you think someone will be willing to take on financing to pay for a phone over 5 years when it will be upgraded before it is paid off?

    The increasing cost of iPhones (and every other phone in the same price band) is taking users one step further up to their individual ceilings.

    You are taking his 1,000 dollar point completely out of context. He is speaking in general terms. We already know people buy 1,000 dollar phones every year. The point is those people aren't most people and three or four years of flat sales is telling in itself.

    The higher the price the harder the sale in high numbers, even with financing and upgrade options but that ceiling becomes ever nearer or you are hitting it. And if the cheaper options mean sacfricing features or getting an older iPhone, then the sale is equally hard.

    People argued that users were on longer upgrade cycles (provoked in part by pricing itself) and that is probably another reason while sales flattened, but how many people do you think are still using iPhone 6?

    But that argument doesn't take into account the vast potential pool of Android users that are there for the taking, right? 80% of the market. 1,000 dollar Android phones sell in the millions even while they are a fraction of the 80%. Why isn't Apple able to take a slice of that premium Android Pie (sic)? Why aren't people switching from Android in enough numbers to move the Apple needle off 'flat'? It's clearly not price for those users. It's value (among other things). The longer upgrade cycle really isn't doing much except allowing Apple tread water.

    Apple is on an 's' cycle - through its own choice - which only makes the sale look worse when compared to rival flagships that are pushing the pedal to the metal. So while Apple takes a breather on innovation and brings the A12 and little else to the table while still including a 5W charger in the box, others are innovating on everything and showing no signs of slowing down. That means 'new' tech is flowing down the lines into the middle ground at an incredible pace and upping the value proposition of those phones.

    How can you say that movements in price have a 'fairly negligible effect on demand? Apple doesn't break down unit sales on price.

    Price is the number one factor for most people when it comes to buying a Phone. The iPhone X hit new price highs for Apple. It was the 'most popular' 2018 iPhone for Q1, 2 and 3. But Q4? Estimates said demand for the 'most popular' iPhone dropped off sharply in Q4. Far more quickly than any other Apple flagship from previous years in the same quarter. But 'most popular' isn't truly quantifiable is it? 

    That inelastic demand you are referring too is new found. From 2015, and really means FLAT but that inelasticity is shorn up at the other end of the spectrum. The middle and the low end. If Apple hadn't widened its spread in 2017, do you think things would have remained flat or that demand would have dropped? There was no such inelasticity in demand up to 2015.

    You say that if they increase the price, 'sales will not drop significantly'. Given that prices on the new phones have inched up with regards to last year, shouldn't we be holding off on that kind of affirmative conclusion until at least September next year? Or are you happy to take Apple's traditional blowout quarter and use it as a guide for the whole year?  No one can possibly know -today- if what you are claiming will prove true or not.



    Price elasticity doesn't state that there isn't a ceiling on price. All it says is that some products are relatively unaffected by price changes when compared to others, and nothing you've said actually disproves that.  This is why Apple can increase the price of the phone and knows that the amount of sales that they will lose will more than make up for the increase in revenue.

    Secondly, as I pointed out in my post, the whole argument falls flat because Apple sells phones at various price points.

    You are taking his 1,000 dollar point completely out of context. 

    He said folk will not upgrade a $1000 every two years. There's no context.

    That inelastic demand you are referring too is new found. From 2015, and really means FLAT but that inelasticity is shorn up at the other end of the spectrum. The middle and the low end. If Apple hadn't widened its spread in 2017, do you think things would have remained flat or that demand would have dropped? There was no such inelasticity in demand up to 2015.

    Price inelasticity is new found? Nope. Apple products have always been considered irreplaceable by the most valuable and price insensitive areas of the population, and Apple tends to leave everyone else to the Android manufacturers. Can't say that's right or wrong, but they seem to make a lot more money than everyone else. So in general, Apple products, across the whole range enjoy greater price elasticity than the competition, which is why the competition fights like dogs at the lower end of the market, and Apple would rather not.

    But let's go back to the real point here. The problem you have is the one I have highlighted again and again. Apple sells a range of phones at a range of prices. But oddly enough, everyone always homes in on the most expensive flagship phone as if this is the only one available. Even Gruber has stated that the XR is better deal because it's almost as good and way cheaper. Apple has even said that the XR is it's best selling phone. 
    So the problem isn't that Apple's phones are too expensive. The problem is that folk want the top of the range phone, but want to tell Apple how much they want to pay for it.

    Ah, do want to look at one more point:

    You say that if they increase the price, 'sales will not drop significantly'. Given that prices on the new phones have inched up with regards to last year, shouldn't we be holding off on that kind of affirmative conclusion until at least September next year? Or are you happy to take Apple's traditional blowout quarter and use it as a guide for the whole year?  No one can possibly know -today- if what you are claiming will prove true or not.

    Riigggghty-ho then. So what you're basically asking us to wait long enough to give you a better chance of being right. Got it.

    Well, we could do that, but I'm not sure I see the point. Because the thing about Apple is that it will not stick doggedly to its plans in the face of changing conditions. They never have. They won't keep increasing the price of the phone until they are not bringing in enough revenue to make up for the loss in sales units. The fact is they make these adjustments all the time, but because you're so focussed on the phone at the very top of the range, you completely miss that folk are buying the cheaper phones too.


    I am certainly not asking anyone to wait for a better chance of being right. I have been proven right already. Flat sales says a lot. The market has spoken. Growth ended in 2015. 

    That in spite of Apple widening its model spread and now releasing three new models each year.

    I have never focussed solely on the premium priced phones and was probably the first person here to highlight the shift in business model as a result of the 2017 iPhone refresh. To the point that I praised Apple for trying that option. All increasing prices has done is increase ASP, (which the vast majority of buyers have no interest in anyway) and help to stifle growth which remains flat.

    "He said folk will not upgrade a $1000 every two years. There's no context."

    This is what he really said:

    "Declines in iPhone sales wouldn't surprise me one bit.  At least in the U.S., the market is mature, phones are no longer subsidized and Apple keeps raising the prices.   Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?"

    There is plenty of context there if you had wished to see it.

    OK let's see that context then:

    The key point of the "context" is that sentence: "Does Apple really think that their users are going to buy a new phone every two years for $1000 or more per pop?"

    Otherwise why they keep launching iPhones at $1000 range? 

    Because they can !.. Because they are Apple and they can do that!... They can control the upper end of the competition that way. They give the competition a false target to struggle with, they throw a bait in front of the competition to keep them busy devouring.  While the competition lay out the blueprints of 16-camera OLED phones, Apple silently launches a 1-camera state-of-the art LCD iPhone ! And novices like you jump over that 16-camera beast like a thing and applaud the "innovation"! Your reading of contexts is totally wrong because you are new to Apple culture. Think about these to understand the context instead of obsessing yourself with high prices: why Apple has put the same A11 in the 8 series and the same A12 in the XR? The context lies there...
    elijahgmagman1979roundaboutnow
  • Which one of Apple's 2018 iPad or iPad Pro models should you buy?


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    I guess I'm just not understanding how the Files app works. I have no ides what you mean by "The thumb drive's app."

    When you purchase a thumb drive for Lightning, you download that drive's file management app from the AppStore, supplied to Apple by the manufacturer and distributed via AppStore. That app may provide a location to your Files app, so your drive becomes visible by the Files app. If that app does not provide access from Files app (not visible in Files app under "Locations"), then don't buy it or return the drive for a refund or keep it without using Files app, it may still accept documents via the Share sheet.


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    I guess I'm just not understanding how the Files app works. I have no ides what you mean by "The thumb drive's app."

    I had two pdf files on my Mac I wanted to take to a meeting. I selected AirDrop on my Mac and selected my iPhone as the destination. The iPhone offered to put the pdf files in my Books library or store them in the cloud. The Files app was visible but "greyed out." I was not able to select local storage on the iPhone as a destination for the pdf files. of us who work in locations with no internet access.
    I checked the same thing on my Macbook Pro and my iPhone. When the two files have been received by the iPhone via AirDrop, a long list of pdf-compatible apps was displayed, including "Files". I chose "Files" and then chose the Acrobat folder "On my iPhone".  The two pdfs have gone directly into Acrobat's folder. I don't know why your "Files" option was visible but dimmed.


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    EDIT: Update. According to https://support.apple.com/en-ca/HT206481, it appears there really isn't such thing as storing a file on an iDevice. All the Files app does is access stuff stored in iCloud. That's useless to those of us who work in locations with no internet access.
    Read below the headings "Find Your Files" and "Keep Your Files Organized". Especially "Create New Folders" sub-heading explains how to create folders on your iPhone. The Files app may have a UI flaw there, you may need to swipe down to reveal the "Add Folder" button !.. Minor, but still confusing design flaw !...

    And in my post Reply #10 above I suggested to build a custom folder structure in the 3d party file management app, because Files app restricts folder creation locations to within app folders only "On My iPhone/iPad", and that may not be suitable to some people who need an app-independent folder hierarchy. If you don't want to keep your project documents in a specific app's own folder then use iCloud Drive or a 3d party file management app to create a custom folder structure "On Your iPhone/iPad". Keep also in mind that each iOS app can write to other apps' folders, for example you can copy a Numbers spreadsheet into the Pages app's folder.

    The weird thing about all of this is that no one complains about not accessing any document to send via WhatsApp. Apparently everyone can manage to send whatever they have on their iPhone without needing "a full file system" providing access to WhatsApp's "folder hierarchy" !...
    My eyes glazed over about half-way through reading that. The information is very helpful, but my aging brain is feeling disinclined to figure out how to make it all work. It's much easier for me to just continue using the Mac I know and love. It's not a problem, as I prefer a clamshell form factor over a tablet anyway.
    In some indeterminate future, an iPad may provide a totally Finder-like document management. It needs RAM, VM, CPU and obviously, battery improvements for that. First of all, it needs preemptive multitasking so that it doesn’t halt when you try to copy 1236835 files from your flash drive. Then the battery should last enough to complete a hours long file copy operation. With the current limited hardware profile, iOS provides the best document management that can be expected from such slim devices, an experience still not much different from what you’re doing on your Mac, and mostly more efficient and straightforward thanks to the touch UI.
    watto_cobra
  • Which one of Apple's 2018 iPad or iPad Pro models should you buy?


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    I guess I'm just not understanding how the Files app works. I have no ides what you mean by "The thumb drive's app."

    When you purchase a thumb drive for Lightning, you download that drive's file management app from the AppStore, supplied to Apple by the manufacturer and distributed via AppStore. That app may provide a location to your Files app, so your drive becomes visible by the Files app. If that app does not provide access from Files app (not visible in Files app under "Locations"), then don't buy it or return the drive for a refund or keep it without using Files app, it may still accept documents via the Share sheet.


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    I guess I'm just not understanding how the Files app works. I have no ides what you mean by "The thumb drive's app."

    I had two pdf files on my Mac I wanted to take to a meeting. I selected AirDrop on my Mac and selected my iPhone as the destination. The iPhone offered to put the pdf files in my Books library or store them in the cloud. The Files app was visible but "greyed out." I was not able to select local storage on the iPhone as a destination for the pdf files. of us who work in locations with no internet access.
    I checked the same thing on my Macbook Pro and my iPhone. When the two files have been received by the iPhone via AirDrop, a long list of pdf-compatible apps was displayed, including "Files". I chose "Files" and then chose the Acrobat folder "On my iPhone".  The two pdfs have gone directly into Acrobat's folder. I don't know why your "Files" option was visible but dimmed.


    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    EDIT: Update. According to https://support.apple.com/en-ca/HT206481, it appears there really isn't such thing as storing a file on an iDevice. All the Files app does is access stuff stored in iCloud. That's useless to those of us who work in locations with no internet access.
    Read below the headings "Find Your Files" and "Keep Your Files Organized". Especially "Create New Folders" sub-heading explains how to create folders on your iPhone. The Files app may have a UI flaw there, you may need to swipe down to reveal the "Add Folder" button !.. Minor, but still confusing design flaw !...

    And in my post Reply #10 above I suggested to build a custom folder structure in the 3d party file management app, because Files app restricts folder creation locations to within app folders only "On My iPhone/iPad", and that may not be suitable to some people who need an app-independent folder hierarchy. If you don't want to keep your project documents in a specific app's own folder then use iCloud Drive or a 3d party file management app to create a custom folder structure "On Your iPhone/iPad". Keep also in mind that each iOS app can write to other apps' folders, for example you can copy a Numbers spreadsheet into the Pages app's folder.

    The weird thing about all of this is that no one complains about not accessing any document to send via WhatsApp. Apparently everyone can manage to send whatever they have on their iPhone without needing "a full file system" providing access to WhatsApp's "folder hierarchy" !...
    watto_cobra
  • Which one of Apple's 2018 iPad or iPad Pro models should you buy?

    I upgraded from a gen 1 12.9 ipad pro with pencil to the new 12.9 ipad pro with new pencil. This thing is blazing fast... quite often, while observing my videos rendering or witnessing complex effects in realtime... i cant stop myself from saying Wow... followed by a big smile!...... and the new pencil docking and charge solution and the ‘tap to change function’ take care of all the stupid design issues of the old one. Love this thing. But Please Apple. Give us an iOS pro with a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps..... and please open up the usb-c port to external drives ! You have a powerhouse here handicapped by the above ..
    iOS provides a core, comprehensive user manageable file/folder system with consistent UI accessible from all apps on the iCloud. And on the local device you can use a file management app to build your own folder structure and integrate it with the Files app. Hopefully USB-C flash drives will appear soon, probably once the manufacturers update their apps. There is no reason Apple arbitrarily restricts USB-C external storage access on the iPad Pro, external storage access is already available via Lightning.
    Have you been able to make an iOS device work like the equivalent of a thumb drive? That is, just create a folder in the Files app and drop a couple random files in it? I couldn't get it to work. iOS wanted me to select an app to host the files. It would not let me just "store" them in a folder.
    The thumb drive’s app provides a “Location” to Files. In Files select the file(s) then tap the folder icon on bottom. iOS will ask you to select a location for that file. This is as simple as that. You tapped the Share button, not that, tap the Folder button.
    watto_cobra