seanismorris

Apple needs to buy back shares (increased rate) or raise its dividend.  They’re going to have a difficult time selling their new philosophy to stock analysts.

Going Private would be ideal, but Apple Stock creates considerable buzz that helps with mind-share.

The stock market is based on fear.  I.e. Apple has had a great run... but xyz

Microsoft’s products are entrenched in business.  You can’t stop paying Microsoft for Office 365 if there is an economic downturn.  What you can do is delay buying Apple’s latest and greatest.

The reality is the IPhone’s are wants not needs (for most people).  Because revenue relies on mostly one product (the iPhone) it’s easy to see how revenues could dip 20%.  Revenue from Microsoft is sticky, and because of their diversification a disaster in one product isn’t that big a deal.  

For example, my opinion is Windows 8 & Windows 10 were crap.  All that means is businesses stay with Windows 7 until the problems get fixed.  Joe consumer essentially acts as Microsoft’s beta tester...  And, low & behold Windows 10 gets better and businesses migrate. 

Right now, there is a perfect storm for fear mongering acting as a headwind for Apple.  The trade war is potentially damaging, both from tariffs and lost China sales.  On top of that, Apple has a new product launch and decided not to give iPhone unit sales numbers going forward.  It isn’t any surprise Apple’s stock is down.

I think it’s short term.  I don’t think President Trump can afford (politically) to keep the trade war going.  It’s been negative for the American worker (in job losses) and in the stock market decline.  My bet is Apple will bounce back in the next 3 months, overtaking Microsoft, and then some. 

I’m not sure why anyone would want to do this...

An iPad makes for an expensive but tiny screen.  You can get a high quality 34” for $500-$700...

The fact that the file was a “deleted photo” isn’t really relevant.

Congrats to the white hat for finding the vulnerability and getting a payday.

Browsers are the easiest attack vectors besides social engineering attacks, always use a VPN.

Google has a VPN service, I’m surprised Apple hasn’t offered one... probably doesn’t want to step on government toes.

Google is doing it to keep the ad revenue flowing, so there’s that.  Personally, I’d never use Googles...

Apple always gives low guidance.  Their philosophy is “under promise, over deliver”.

I think the new products nailed it across the board.  The AIR, IPads, and IPhone XR are going to be on a lot of Christmas lists.  The Mini I expect to get some business demand but that’s for next year...