muthuk_vanalingam

About

Username
muthuk_vanalingam
Joined
Visits
670
Last Active
Roles
member
Points
808
Badges
1
Posts
688
  • Microsoft suggests shift to iPhone as Windows 10 Mobile end of support date announced

    Bad news for the 5 people using this iKnockoff.

    I remember my Apple hater friend(who thinks he's the smartest person in the world) praised Windows Phones for intergrating XBox Live accounts.

    Seriously though, Microsoft can still support and develop new phones even with 1% marketshare. They waved the white flag back when they had something like 5% marketshare. Apple never folded under this kind of pressure. Shows how feeble these companies really are.
    Couple of points:
    1. Since when did Windows phones become knock offs?
    2. Apple never gave up with 5% market share - true. But why would they give up when they have the most valuable TOP 5% of the market? And why shouldn't Microsoft give up when they had the least valuable bottom 5% of the market? 
    williamlondone1618978KITA
  • Apple tried to use Qualcomm modems in the iPhone XS and iPhone XR, but was refused

    Apple should sell A Series processors to third parties.

    Better yet, announce they’re doing a feasibility study on whether or not to make custom versions of their A Series for others to use. With support for ARMs version of a Secure Enclave to seamlessly work with Android devices.

    I wonder what Qualcomm would think if Apple started to “cut their grass” and enter the SoC market with superior devices?


    I don't think it is going to work out, for the below reasons:

    1. Apple doesn't sell "cheap" products in ANY category. That would rule out low-end/mid-range Android phones with <$600 (about 95% of the Android market).

    2. Apple cannot make "modem" whether it is integrated or not, without Qualcomm licensing those patents at a reasonable cost to them. That would make it a cost-prohibiting move for Android OEMs to pay for.

    3. Risk of Android flagship phones (>$600) taking away sales from iPhones. To prevent it, Apple would have to cut-down performance/features which would bring Qualcomm's SoCs on-par with the supposed A-series SoCs specifically designed for Android OEMs. And Apple cannot offer them at a cost, which is competitive enough for Android OEMs to make it an attractive option. And there is no way Android OEMs can be convinced about using Apple SoCs just for flagship phones and rely on Qualcomm for mid-range phones.

    watto_cobra
  • Samsung Galaxy Unpacked on February 20 could reveal foldable smartphone alongside new Gala...

    Rayz2016 said:
    Not sure about this. 

    I wonder what state the screen will be in after four years of folding. 

    Forget 4 years, will it survive even 4 hours of folding is the question right now.
    watto_cobra
  • Tim Cook says Apple's earnings power is 'probably under-appreciated' in CNBC 'Mad Money' i...

    tmay said:
    tmay said:

    avon b7 said:
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.



    This post proves you are nothing but an outright liar.
    Some links:


    In third grade we learned about sets.  Remember?  One of these doesn’t belong with the others?  Stand up, AvonB, and tell the class how Apple lost $452 billion.  Apple had, and still has, about $250 billion in cash.  Was some of that lost?  Did they lose the Apple Park campus?  Which $452 billion did they lose?  And where did it go?    See, this is the reason you attract vitriol (it’s a word that means people don’t like you).  Because you either make up stories or you are too easy to believe the stories others make up.  Don’t worry though, Apple hasn’t lost $452 billion. In fact, even with their drop in revenue this last quarter, they still actually made billions in profits to add to their pile or use to buy back shares and pay dividends.  It’s going to be alright, I promise.   

    Radarthekat - I don't understand why you are attacking Avon B7 for your own assumptions of what he mentioned, rather than what he actually wrote. I can understand the likes of EricthehalfBee, StrangeDays doing it. But not someone being a moderator. You concluded your comment by "It is going to be alright, I promise". Did Avon EVER say that Apple is DOOMED? Nope. NEVER. Even he would say the same thing, if you/anyone asked that question "Is Apple DOOMED?" to him. Just read what he wrote and make your counter arguments on those points.


    What is wrong in mentioning "iPhone needs to be looked at - closely"??? Didn't Apple CEO say that Apple is "MISSING" its OWN guidance in a quarter which has NOT happened for about 60 past quarters? And the reason for that is iPhone sales. Why someone is taking OFFENSE at that statement AND a moderator follows up on that attack for making that statement is beyond me.


    Edit: Do you guys want an "Echo chamber" where Everyone praises whatever Apple does? If so, please let us know explicitly. So far, I have NOT seen such a behavior from moderators of this great forum (the ONLY forum in which I find it worth reading the comments made by forum members). Not in this thread though, which I find it pretty odd.

    Do you think what is happening in China might have had an impact? Do you think that it might be that Apple is the canary in the coal mine wrt a mature smartphone market, now arriving in China? Are you aware that Apple did pretty much as Apple guided that it would elsewhere in the world? Are you aware that the collapse in China accelerated in November, and is beginning to look like a negative growth scenario for China's economy?
     
    https://chinachange.org/2018/12/28/a-great-shift-unseen-over-the-last-forty-years/

    https://www.bbc.com/news/business-46809867
    First slowdown in auto sales in 20 years

    You and Avon B7 are quite fond of blaming Apple's pricing for its unit sales woes, but the fact is, most Chinese OEM's have low margins, and high acquisition costs for any growth that they do have. Android OS growth is flat, or worse, worldwide. What do you think will happen in the next years if China continues its low growth rate, and still has trade issues with the West, especially the U.S? Those margins are going to collapse as Chinese OEM's attempt to survive the market collapse. Maybe that will be good for Huawei, seeing consolidation of the Chinese OEM's, but it will also look pretty bad financially.

    The problem with Avon B7 is that he primarily focuses on hardware features in his arguments, poorly I might add, makes broad statements about Huawei financial success as if it is all due to smartphone sales, (Huawei, a "private" company in an autocracy, does in fact, have enterprise and telecom divisions), and generally attempts to portray Apple in as poor light as possible.

    I have attempted in the past to portray Apple as a company that has a broad ecosystem that is the value to the customer, not just the hardware, even though I consider that hardware to be best in class for overall use of the consumer. Those "features" that Android OS devices lead Apple in, is pretty much the same story that Apple has been attacked since the original iPhone, yet Apple always seems to be the device that all others are ultimately compared to.

    Avon B7 likes to portray Huawei as leading in still imaging, by a very small measure, I might add, and behind in 5G, which, for the most part, isn't going to be broadly available for years in most markets, plus fast charging, and battery life. All useful features, but not necessarily deciding factors in a purchase. The fact that Apple has a growing user base, even with extended replacement cycles, and lower unit sales, still assures Apple of the revenue stream that no other smartphone vendor will ever see.

    Frankly, a sufficient reason that I have an iPhone, currently a 7 Plus, is that it is, in my opinion, quite a bit more secure right out of the packaging, something that I wouldn't assume for any other phone save maybe the Pixel. I have mentioned, that I will be most likely purchasing a new iPhone this fall, as well as the next generation iPad Pro, and 5G will not be coming to me in my location for some years, I'm not concerned about current battery life, and I have enough apps for photography, and a DSLR, so that I am not envious of the current generation of smartphone imaging.

    I'm waiting in glee for the results of how the Chinese OEM's deal with lengthening replacement cycles. It should be epic.
    While I agree with many points that you have written, I still disagree with you on one core point - Pricing. If you think all of the iPhone unit sales reduction YoY is due to China ALONE, please be prepared for a surprise when Apple shares further details in the quarterly results. Reading between the lines, the iPhone unit sales reduction is a worldwide phenomenon, not just limited to China. In China, the drop in unit sales is SEVERE. In the rest of the world, it is still a reduction (may be around 10%), and the trend is NOT looking good. And the ONLY thing that has changed in the last 2 years is - Pricing. Let us wait for more details to be available in another 3 weeks, then discuss about this.
    I haven't stated that at all, merely that China's economy has in fact declined, and the effect on consumption, especially in luxury goods is pronounced. There are certainly yet unreported sales declines by Chines OEM's that will come to light in the new future as the users keep their Android OS devices longer. Apple is not he only consumer product company that will see revenue losses.

    In the meantime, as per your request, Apple is in fact reducing prices in the Chinese market;

    https://9to5mac.com/2019/01/09/apple-cuts-iphone-production-china/?pushup=1

    "A report from China’s National Business Daily says Chinese iPhone vendors received word yesterday regarding price cuts to iPhone 8, 8 Plus, XR, XS and XS Max.

    The biggest price cut comes to the iPhone XR, which allegedly is seeing a 450 yuan (~$66) discount, bringing the total XR price to 5250 yuan (about $770). Generally though, most iPhones are seeing a 400 yuan (~$59) reduction."

    Seems that Apple is pretty responsive on pricing in China, don't you think?

    As for the rest of the world, I would expect Apple to make only small adjustments in marketing, until at least this fall, when they will bring new models and pricing strategies to the marketplace.

    I would note, that Apple, for all its woes today, is still gaining the bulk of revenues and profits in the marketplace, same as it has been for years.

    Agree completely with you on this.
    radarthekat
  • Qualcomm fires back at Tim Cook, calls lack of settlement commentary 'misleading'

    Rayz2016 said:
    Mmm. So it looks like Qualcomm wants to negotiate, but Apple wants to go to court.

    Understandable, that'll open up Qualcomm's deals to a lot of scrutiny that they probably don't want.
    Exactly. More like one-side love proposal from qualcomm which Apple seems to be not interested in. 
    watto_cobra