nubus

IIc, IIe, Plus, SE, SE/30, IIcx, Classic, LC, LC II, LC III, Color Classic, LC 475, Centris 610, PB 180c, Duo 210, Quadra 840AV, PowerMac 7500, Power Computing xxx, PowerMac 4400, PowerMac G3 (Beige), PB 1400, AppleVision 1710AV, Newton MP 120, MP 2000, QuickTake 150, eMate 300, iBook (Tangerine), Pismo (PB G3), MacBook Pro (Core), MacBook Pro 15 (mid-2010), OSX86, iPhone 15 Pro.... and waiting for something insanely great! Well, it seems Apple Intelligence is insanely great by functionality - not by name. A new golden era.

About

Username
nubus
Joined
Visits
193
Last Active
Roles
member
Points
3,645
Badges
2
Posts
926

Reactions

1.1KLike383Dislike368Informative

  • Apple & Michigan State University partner to boost US manufacturing skills

    nubusnubus
    jfabula1 said:
    Good Apple, let’s appreciate that instead of negativity. Americans can do better because we used to be the ONES.
    U.S. is no longer about manufacturing. You're selling services to the world better than anyone else. Let Vietnam make your jeans and workers in Mexico pick avocados. And then do your work at AWS, Adobe, Apple, Google, Tesla, Nvidia,... somewhere - but stop going Amish on the world.
    netroxForumPostmuthuk_vanalingam

  • How and where Trump's new tariffs affect Apple

    nubusnubus
    Citi expects a 9%-point negative impact on total gross margins for Apple. That is a direct 19% reduction which should be seen in stock price.

    The second hit is on revenue. With everything being more expensive, jobs being lost, and stocks dropping there will be less for discretionary spending.
    The full impact of the 2007-2009 Great Recession took 2 years to peak. A further 9 years for unemployment levels to come back down.
    This isn't visible today but could hurt Apple for years. The stock isn't priced for this.

    And finally we have the rest of the world. The Tesla boycott is obvious. With Trump naming Taiwan as a country it will be less socially acceptable in China to buy U.S. products. Apple should be able to do OK outside China as there are no strong non-U,S, alternatives. They will however have less to spend.
    DAalsethronntdknox9secondkox2macgui

  • Trump's 'Liberation Day' tariffs hit every one of Apple's international manufacturing part...

    nubusnubus
    • Uninhabited islands hit by 29%. Those penguins and seals are so mean and unfair to U.S. workers.
    • Taiwan - not recognized by U.S. as a nation - got a tariff on their own. China is furious and U.S. products could become socially unacceptable. Hard to beat China on nationalism.
    • Israel got hit by 17%. Probably a bit unexpected to see Israel as an enemy to the U.S.
    We will have to see where this takes us.
    fastasleepronndewme

  • Trump's 'Liberation Day' tariffs hit every one of Apple's international manufacturing part...

    nubusnubus
    32% on TSMC, 34% or 24% on the camera modules, 25% on displays, and assembly is up by 26% to 46%.
    There is no way to move production now = the next 5 years everything will be +30% or margins will take a hit.
    Will production move to the U.S.? Not likely as U.S. workers are expensive.

    It seems the choice stands between expensive and expensive.

    badmonkForumPosttmay12Strangerssconosciutomuthuk_vanalingambaconstangronn

  • EU antitrust agency may not fine Apple much to avoid tariff war escalation

    nubusnubus
    davidw said:
    The DMA was written and enacted, to have the 5 largest US tech companies solve the age-old problem with Socialism eventually running out of other peoples money.
    Are you calling Reagan, Nixon, Bush, and Trump socialists?  Look at the list: https://www.investopedia.com/us-debt-by-president-dollar-and-percentage-7371225. Of modern presidents the big spenders are all from one party. Bush (1) did worse in 4 years than Obama in 8. Trump 1 did worse than Biden (that had to clean-up after Covid). Trump is known to run out of other peoples money. Doesn't make him a socialist.
    sconosciutomuthuk_vanalingamwatto_cobra