Mike Wuerthele

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Mike Wuerthele
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  • iPhone 17 import tariffs may cost Apple more than expected, as Trump threatens India

    avon b7 said:
    Did something get mangled in the first paragraph?

    India selling oil to Russia? 

    With the beginning of sanctions against Russia, India quickly became a key customer of Russian oil. That hasn't changed.

    But India selling oil to Russia?

    Is there something I'm missing? 

    Trump might not like the situation but in terms of sanctions support, countries representing over 80% of the world's population have decided to ignore them. 
    Trump said that India was selling oil to Russia. That's all I've got. That's the basis behind the threat.
    jrfunkappleinsideruser
  • iPhone 17 import tariffs may cost Apple more than expected, as Trump threatens India

    Jim_MAY said:
    Apple and India will eat most of the tariff. The consumer will also come to eat some. 
    India isn't going to eat one bit. Apple might. The consumer will pay most of it, if not all of it.
    columbiadanoxmuthuk_vanalingamjrfunkappleinsideruserstompy
  • All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri

    red oak said:
    red oak said:
    Who brought up “community service” for this all-hands? 

    We are going to war gentleman. Gear up and fly the Pirate Flag 
    What in the hell are you talking about? Apple has been encouraging employees to get involved with volunteering and community service for 40 years. Since before Apple's own pirate flag flying.

    It was Tim Cook who brought it up, by the way.
    Try this:  The company is at a critical competitive cross road.   The future is at stake.  And you are offended I suggest they should not spent time discussing community volunteering at the fist all-hands after the earning call?     It is all hands on deck right now 

    And yes, I know Cook brought it up 
    I'm not offended, but I wonder if you've ever been to all-hands meetings. They tend to roll all over the place. Sometimes there's even donuts, promotion announcements, and so forth!

    "The future is at stake" is ridiculous.
    ToroidalVictorMortimerwilliamlondonAppleZulu
  • All hands on deck: Tim Cook, Craig Federighi address Apple employees on AI, Siri

    red oak said:
    Who brought up “community service” for this all-hands? 

    We are going to war gentleman. Gear up and fly the Pirate Flag 
    What in the hell are you talking about? Apple has been encouraging employees to get involved with volunteering and community service for 40 years. Since before Apple's own pirate flag flying.

    It was Tim Cook who brought it up, by the way.
    williamlondonAlex1NVictorMortimeriooi
  • Apple didn't need AI -- but it did need China -- to beat analysts' doom and gloom

    blastdoor said:
    blastdoor said:
    This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. 

    The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. 

    One thing I'm very confident of -- Apple leadership is not as myopic as the fanboy base. They've known for a while now that they've got a problem, they just haven't solved it yet. One way or another, I'm pretty confident the problem will be solved. But it won't be solved by pretending it doesn't exist. 
    This report absolutely proves that the analysts who cried about this quarter because of Apple Intelligence were wrong.

    Apple will do what it very nearly always does, which is what the analysts in question always, always fail to see -- Iterate until they have something that they like. No visibility as to what Apple is doing does not mean that Apple is not working on it. 

    At this point in the AI lack of maturity, not having a product that really utilizes generative AI is not really an issue. If Apple doesn't do anything in a year or two, then maybe it's an issue.
    Who were the analysts who expressed concerns about apples performance in the most recent quarter due to AI?
    As briefly addressed in the piece, Wedbush's Dan Ives said Apple had to announce what the specific plan was at WWDC, or the quarter would be terribly bad. Just about everybody complained across the quarter minus Morgan Stanley that without improved Siri, there was no reason to buy an iPhone 16 at all.

    Turns out, that's not what happened.
    dewmeblastdoormacxpressdanoxmacgui