Folio

Wonder how Apple decides to deal with disputed islands in Asia (Russia v Japan, Japan v S.Korea, China vs numerous nations) Also how many nations there call the Seas differently. Aint easy being a multinational map maker

Regardless of this guy's estimates, he brings to light that Airpods shouldn't be neglected,(overshadowed by the watch in wearables growth story). It's another reason giving Apple itself a PE of 25 or higher is warranted in this bull market. Ecosystem gets more attractive and stickier each year. Self- reinforcing spiral, from R&D to distribution, is a huge moat. Apple will disprove adage that tech companies lose vibrancy in middle age, because no one else (still) has that youthful spirit that top talent admires.

Another article on this explicitly said FB will use purchasing data to sell more targeted ads. It may be too much for users, and consequently boost use of ApplePay...Also think recent AppleCard controversy with spouses, and prompt response, will result in second binge of new applicants

StrangeDays said:

tyler82 said:

It takes a $30,000 Mac Pro to make electronic music? Kind of a waste of hardware. This is a workstation for extremely complex video editing, bitcoin processing, and extremely complex mathematical formulas. 

Guess you didn’t see the Apple video where they featured a music producer mixing hundreds of tracks on the new MP. 

StrangeDays said:

tyler82 said:

It takes a $30,000 Mac Pro to make electronic music? Kind of a waste of hardware. This is a workstation for extremely complex video editing, bitcoin processing, and extremely complex mathematical formulas. 

Guess you didn’t see the Apple video where they featured a music producer mixing hundreds of tracks on the new MP. 

If memory serves,  Avid was part of the demo. I'm hoping Apple will rollout new Logic too

Great read. 3DO! Wonder what the ex Apple guy Trip Hawkins who founded Electronic Arts (before 3DO) thinks of Apple today with its Arcade?