DAalseth

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DAalseth
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  • Apple retail chief Angela Ahrendts to depart in April, hands mantle to Deirdre O'Brien

    DAalsethDAalseth
    I get back to this being so SUDDEN. No rumors, no hints, no nothing. Say what you will about the web, but things like this always seem to start leaking onto Reddit, Twitter, or the other tech press a few days or weeks before they come to light.  This just came out of the blue. 

    Plus putting the head of HR in there seems to me to be an "Oh crap we have to get someone in that position. Who's available for the next little while until we can find someone better," choice. This all strikes me as a surprise. Either she dropped a bombshell at today's board meeting, or there's some skeleton in her closet that's about to surface, or they discovered something she was doing that wasn't copacetic.

    Nothing about this seems planned.
    MisterKitradarthekatmacpluspluskestralbshankdoozydozen

  • Bleak smartphone industry could lead to double-digit iPhone decline in 2019

    DAalsethDAalseth
    A recovery isn't anticipated until 2020, when more 5G phones should be available, prompting people to upgrade for faster internet speeds.
    I don't think 5G will be widespread by 2020. This might be a selling point the companies use, but I suspect many people will either not worry about it,. or will hold off upgrading until 5G is available. 5G phones perform no better without a 5G network to run them on.
    designrchasmmatteblack13watto_cobra

  • Bleak smartphone industry could lead to double-digit iPhone decline in 2019

    DAalsethDAalseth
    seanismorris said:
    Where i’m standing it does look like a downturn is coming.  The housing industry has stalled, the auto looks the same, and electronics are getting there.

    The source of the problem is the feud with China.  I’m all for enforcing IP rights and protecting IP, but the lack of progress is alarming.  

    We truly have a global economy, and while China discourages investment in China, they do purchase a shit-ton of foodstuffs.  Our farmers are struggling to find other markets.  A lot of these can’t be fixed by crop rotation, the farmers have made long term investments (take a look at how long it takes to grow citrus tree or nut bearing trees.  These guys are getting @#$’d by politics...

    Increased China “inspections” are causing food to spoil before getting to market (for example), and farmers have to grin and bear it.

    Anyways, for Apple they’re being slowing shut out of one of their key growth markets.  That said, most of this is “priced in” if you want to place a good bet I’d wait for a P/E of 10, at that point there’s little downside risk and tons of upside.


    Very true. I have relatives back in the US Midwest. Their friends that grow soybeans are in deep s***. Not only is China not buying their product, they are signing long term contracts with other sources outside of North America. These people not only have a history growing soybeans, all of their equipment is set up for soybeans. Switching over to wheat or corn or oats isn't just putting different seeds in the ground. And the thing is China IS finding other sources. This is why I've said from before this started the US can't win a trade war with China. We want and need their stuff, they can find other suppliers for what they require.
    designrchasmpalomine

  • Class action suit accuses Apple of selling Macs without needed dust filters

    DAalsethDAalseth
    Evans had the screen on his iMac replaced three times, twice at his own expense, and also paid $900 to have his logic board replaced after his computer began to overheat and slow down.
    Then he has an environmental problem in the location where he is using his Mac. That isn't Apple's fault.
    StrangeDayspscooter63ravnorodomspliff monkeywatto_cobrajony0

  • Foxconn seeing 'difficult and competitive' 2019, slashing $2.9 billion in expenses

    DAalsethDAalseth
    sebastian37 said:
    DAalseth said:
    Let's mention the elephant in the room. The US-China trade war. A good deal of the projected softness in sales must be related to the tariffs  imposed on goods going back and forth. Increased costs and increased prices for the consumer.
    If that was the case iPhones would be more expansive in the US than in Europe not vice versa as iPhones ship directly from chinese factories to Europe or any other place on the planet. The truth is that tariffs on electronics are not even in effect yet and may likely increase prices in the US even further.
    As I said the PROJECTED softness in sales.
    That's what's hammering the tech stocks. That's why companies like Foxconn are looking at tightening their belts in the next few months.The expected impact of the trade war.
    magman1979Rayz2016watto_cobrajony0