DanielEran
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Weak US Dollar will supercharge Apple's already hot overseas revenues
Apple appears to want to avoid frequently changing the prices of its offerings (it's like the Anti-Amazon!). It has been forced to shift basic prices up as currency exchange rates shift dramatically enough. But those prices don't quickly follow the market in either direction. The fact that HomePod is appearing at a more attractive price than expected is probably largely due to the fact that the Pound is stronger now, as it is being launched. Other prices are likely to be adjusted to current FX rates when they are next refreshed, or at a point where it looks like things have stabilized. Apple wants prices to be low because that drives volumes of sales. But it's not going to suffer toward low profits if exchange rates make it impossible to make money selling a product at a given exchange rate adjusted price.the_understudy said:A weak dollar makes exports more competitive but to exploit this they need to reduce prices to increase sales. Apple increased UK prices in 2016 after the £ devaluation following Brexit but despite the dollar weakening since prices remain high in the UK - notably high - I was always an early adopter but no longer, the cost makes you think twice.
The only product which occurred to me that was lower than anticipated was the HomePod which I expected to be £349 to follow the previous $ parity trend, but it is £319 in the UK. Still probably £19 too much however.
Guarding margins is a primary reason Apple is the only computer brand to survive for so long. Atari, Amiga, IBM, Gateway, Tandy, Compaq, Motorola all gone but for a brand name.
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Weak US Dollar will supercharge Apple's already hot overseas revenues
Sounds like you're saying the Executive Branch has no impact on the value of the dollar. It's all the genius hand of the market (supply and demand!) sentiment, technical features. And you say a fiat currency has a valuation set at the whim of the market.SpamSandwich said:
"Political turmoil" is not causing a weak dollar. That's what caused an "emotionally driven" spike. What actually does cause the value of the dollar to fluctuate, you ask?Political turmoil in the United States is weakening the value of American currency. Speaking at a press conference at the World Economic Forum in Davos last week, U.S. Treasury Secretary Steven Mnuchin stated, "obviously a weaker dollar is good for us as it relates to trade and opportunities," adding that its short-term value is "not a concern of ours at all."- Supply and demand factors
- Sentiment and market psychology
- Technical factors
And without getting too far into the weeds, the US dollar being a fiat currency which is backed by nothing more than the so-called "full faith and credit of the US government" does it no favors.
Let's take a look at another set of facts. Federal Reserve policies have driven the value of the dollar to almost nothing compared to its value in 1913. For fun, just type in the year you were born and see how much the purchasing power of the dollar has dropped since then:
http://www.usinflationcalculator.com
But then you say the Federal Reserve has been running the show, driving up inflation (apparently a secret to you?).
Which is your actual opinion of how money works, because those two sound mutually exclusive.
Also, do you not realize inflation is purposely coaxed into existence to spur investment, so people don't just sit on their capital? And what exactly are you saying with the rest of those words?
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WSJ jumps on iPhone X production cut story, adds new fictions
There has always been BS news reports.toddzrx said:Hahahaha! Funny to see the libs come out and defend Apple over fake news, but trash Trump when he declares a story is fake. What a bunch of hypocrites!
And there are some false or exaggerated stories about Trump. But most of the coverage of the president is outrageous because it is true. He's on record, on video, that anyone can look at, and realize who he is, what kind of person he is, what he thinks, who he hates, who he treats without any respect, and how little of any real plan he has about anything.What Trump and his supporters should really think about, is not the news of today that will be forgotten tomorrow, but how his actual behavior will be memorialized in the future as being a period of American decline globally, and a collapse in decorum, morals, intelligence, competency and respectability at home in the USA. If you think "liberals" in the news media are giving Trump a hard time, wait till you find out who writes respected history and who makes movies. Hint: it's not AM outrage radio jockeys and televangelists.
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Another January, another misleading iPhone supply cuts story from Nikkei
gmgravytrain said:Big investors want to believe the news and that's all there is to it. I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what. Any of the FANG stocks are proving to be much better investments than Apple. Same with Microsoft, NVidia and Boeing. The CEOs of those companies apparently are much smarter than Tim Cook is. Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street. A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail. Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders. When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership. Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value. What makes the FANG companies so much smarter than Apple when it comes to gaining share value? Since the beginning of the year, the whole tech market has been soaring except for Apple. WTF is that all about.Screw it. I'm getting my Apple dividends every quarter even if the share price goes into the toilet. I just hope Apple increases those dividends to a greater degree every year. However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated. I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it. Whatever happens, happens. I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise. Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet. It really sucks. Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.
Yeah, Happy New Year! Apple is starting 2018 with a huge thud. It's just totally uncalled for considering how much cash Apple has to toss around.Over the last month, AAPL is down 1.5%, and that’s after falling 5% today after the BS Nikkei report floated.Across the last 12 months, AAPL is up 38.8%, nothing to frown about. Stock gains by Facebook (45%) Twitter & Google (46%) and Amazon (72%) were all higher, but Tesla was up... 38.8%.So it’s hard to take your nonsense about Cook vs Musk seriously.And when you say “Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders,” in the context of trumpeting a profitless firm that only makes one real product, EV cars, and can’t make money nor even build them anywhere near the quantity it promised it could, it makes you sound like a howling wind of bluster.If you’d rather be invested in an ad bubble that pays no dividends, sell and buy FANG. And if you want no dividends and similar growth from a company that literally makes nothing compared to Apple, jump in on the wildly overvalued Tesla and see if it can keep up with a company that has more than a half dozen extremely profitable businesses that each already earns far more money than Tesla ever will years from now.
Also, regarding buybacks not "doing anything for share value," well, actually buying back shares has had a tremendous impact on Apple's volatility. By stripping the float out, the wild swings of the Steve Jobs era have not repeated under Cook. Around 2008, Apple's share price nearly collapsed in HALF, TWICE: around $28 to $17 and then around $24 to $12. Since then, we've had a couple of less severe (still irrational) dumps from $97 to $60 and then $128 to $92, but since May 2016 Apple has very nearly doubled in a consistent upward growth pattern, right up to this latest minor dive from the Nikki BS story.Over that same period, GOOG, FB & TESLA "only" grew by around 60%. Amazon, with its current wild valuation, rose about as much as Apple did.If you're unhappy with Apple's stock and Cook's performance, you need to seek medical attention.
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Apple's 8 years of iPad: a revolution in iOS computing
No, it does not say either of those things. iPad was dismissed by critics as "just a big iPod touch," but while it was a large iOS device, it obviously can do things you can't do on a small handheld iPod device.GeorgeBMac said:The article says:
"A primary reason why analysts are so frequently wrong about Apple is that they look at the company through the distorted lens of the status quo, expressed in the generally unsuccessful (either by lack of ambition or giddy credulity) new product attempts of its rivals, or the basic commodity offerings they've been selling on a runway that leads toward lethal price erosion. "
And THEN the article goes on to do exactly that! Stating that an iPad is just a big iPod Touch and suggesting that it can never be anything else...
The girl in the ad says "what's a computer?" The suggestion is that she grew up familiar iOS, and therefore doesn't think of her iPad as being a "computer," but rather a familiar tool carried everywhere. Many iPad users have never used a Mac. Obviously, because look how many Apple shipped!
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Then it digs the hole a little deeper with:
"iPad was broadly seen as a failed attempt to replace the Mac, something it doesn't attempt to do, and which would be foolish for Apple to aspire to do."
What's that?
How does Apple's latest iPad commercial end? Isn't something like: "WHAT'S A LAPTOP?"
The article bases its argument on iPads competing, overtaking and becoming Macs.
ZZZ
