disneylandman

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disneylandman
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  • Apple will miss quarterly guidance & iPhone sales estimates because of coronavirus

    lkrupp said:
    k2kw said:
    tmay said:
    This is an important statement to make at this time, not just for financial reasons, but to acknowledge that Apple will be acting with appropriate caution in reopening its retail and manufacturing operations in China.
    This just shows that Cook should have diversified the Apple Assembly supply chain years ago.   
    Fire Cook, right? Shove your anti-Cook drivel. If Cook didn't diversify then neither did any other manufacturer. Cook has long been acknowledged as the supply chain guru of gurus. 
    Get off your high horse.  He has a valid point.  Don’t put all your eggs in one basket.  iPhones and Macs were assembled in China long before Cook took over.  
    SpamSandwichchemengin1
  • Apple eyeing $399 'iPhone SE 2' launch in March


    henrybay said:
    It’s great that at least one iPhone will keep using Touch ID. 
    TouchID is lousy.  Gloves, can't use it.  Do any physical labor with your hands scuffing up your fingers, can't use it.  Dirty sensor, can't use it.  FaceID...just look at it and it unlocks every time.  Way more convenient.
    GeorgeBMacmbenz1962
  • Apple eyeing $399 'iPhone SE 2' launch in March

    avon b7 said:
    It would be an intelligent move and cover the lower end very well. There are lots of people who cannot afford where Apple has gone on pricing for new phones since iPhone X. Late last year they vastly improved the offering by making the the iPhone 11 more affordable than the model it replaced and hacking the price of the iPhone XR when it moved down a tier.

    An iPhone SE2 would be the culmination of that trend.

    As a former cost accountant and analyst I would love to see the numbers behind building a phone with state of the art internals and software - the same guts -  (but using older features like screen and camera) yet selling it for about a quarter as much (27%) as the flagship phone.  It's like selling a Porsche in a Chevy body for Chevy prices.

    Is the margin on the flagship so flagrantly higher?
    Is the margin on the SE2 so very, very low?  
    .... Or is it even being sold for a loss to support some other aspect of the business?

    Nobody but the internal financial managers will ever know the answer(s).  And, I sincerely hope that they do know -- I have seen too many companies make similar choices without knowing those numbers and instead working off of hunches and feelings.

    As an accountant and analyst I loved digging into those things and analyzing them from the ground up -- and this got my curiosity and desire to know all fired up.   They make for fascinating analysis, especially when volumes are impacted and idle resources brought into play.   Often existing assumptions get turned on their head.


    They have an extremely high margin, which is why they are making billions.
    sandorgatorguyGrayeagle
  • Apple eyeing $399 'iPhone SE 2' launch in March

    Stop calling it an iPhone SE2, because it clearly is not an SE2.  It is an updated iPhone 6/7/8, nothing more.  Nice for a low price point, but the entry model will skimp on storage.
    Grayeagle
  • Tim Cook announces Apple will donate to coronavirus relief efforts

    It is spreading because infected people are still flying out of China to other countries, including the US.  The CDC just reported cases in Los Angeles County because an infected person flew out of Wuhan City to Los Angeles.  So China doesn't care about who is leaving the country.  And Timmy Cook is in bed with China giving them money when they are allowing people to leave the country to infect other nations.  

    Wash your hands frequently and don't touch your face, eyes, mouth, or nose when touching many things in public places.
    SpamSandwich