andrewj5790
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Reports of a 'second wave' of iPhone production cuts are probably wrong
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iPhone unit sales concern overblown, doesn't cover Apple's business as a whole says Morgan...
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Big mutual funds loaded up on AAPL in Q3, some now worrying about growth
KidGloves said:Here's an idea. Why not make some computers that more people can actually afford and try relying slightly less on one product? Apple could do so much more with the Mac and although it's nowhere near the income they've getting from the iPhone, they'll need something solid to fall back on when phones start to become a commodity. Let's face it, the gap between the Chinese phones and the iPhone XS isn't as big as the price difference would suggest. And they're closing the gap all the time, just as Apple is getting really bold about charging. They're leaving SO MUCH room for the Chinese brands to exploit.
Nobody is asking for a $400 MacBook but why not offer a way in with lower specced machine like an updated white plastic MacBook (a bit slower, non-retina, maybe spinning drive) and in a similar way offer a lower-specced version of the Mac mini. These people will move onto the more expensive stuff in time.
When the gloss goes off the iPhone there's going to be a bloodbath. -
Supply chain channel check stories hurting skittish investors, enriching Apple's sharehold...
A mental relief to read an article so divorced from the “Apple is charging too much” meme that is the supposed explanation of the stock drop to all the morally outraged commenters over at 9to5. I tried to link in their comments to another story from their own site from last year that was almost identical to the story they ran yesterday about “yet another” supplier fueling rumors of production cuts. They took it down. -
iPhone XR demand reportedly forcing Apple to cut production expansion plans
Guys... this exact same story ran last year, but about the X. Why are we amplifying their voice, again? Nikkei was one of the worst offenders in the groupthink of analysts looking at the supply chain to make a wild guess about iPhone orders. I know there are a lot of caveats at the end of the article, but it seems like not even acknowledging their existence might be more satisfying. Lol