nunzy

Mike Wuerthele said:

If you got deleted, you know why.

StrangeDays said:

elijahg said:

In reply to people claiming Intel hasn't pushed out CPUs with major speed bumps as the reason for a stale Mac line, that's not the point. The point is Apple's Mac lineup is chock full of old, overpriced hardware. For some reason - be it a possible ARM transition or Cook's obvious lack of interest in the Mac - they just don't update the Mac line anywhere near enough. Even if an ARM Mac was on the way, there's been ample time to produce updated Intel Macs. Have all internal combustion car manufacturers stopped because electric is on the way? Of course not. Just look at the Mini, not updated since 2014 and even back then it wasn't cheap. Now it's just extortionate. I fear Cook will use "lack of sales" to knock the lesser-sold Macs on the head, when the reason for lack of sales is how out of date and overpriced the hardware is. There's no excuse, Macs are too expensive. I've said this many-a-time before; in the mid to late 2000s they were really becoming excellent value and the sales were growing significantly, bucking the PC market trend. Now people are defending Apple's single-digit or even negative Mac growth. 

It just shows Apple has no idea of the value of things when they price a phone at £1000+. I have bought a new iPhone every two years prior to the X, but I'm just not paying out that much for a phone. It's ridiculous. Despite being a shareholder, I wish the X had flopped. Perhaps that would have knocked some sense into Apple's pricing, and they would have realised they are charging too much. Troll fanboys bleat on about profit margins, but profit margins are no good if developers begin leaving your platform. That happened in the mid-90's. Apple's profit margin was still reasonable but they were selling barely anything. The Macs then were outdated and expensive. Just as they are now. It's unfortunate the iPhone seems to be such a huge distraction for Apple. Where are all the billions Apple's spending on R&D actually going?

I know this has become a bit of a meme, but I really do feel Cook needs to go. Yes sales have grown under him, and he's obviously a very good businessman. But he is not a very good CEO. 

You’re quite high.

The fact that it’s been their best selling handset, a first in Apple history, proves that they’re not charging enough. 

iOS is the strongest app platform and nobody has left it. It’s an iphone-first world, knockoffs second. 

Cook has killed it as a CEO. Firing Cook would be completely idiotic, which is why it’s only discussed by armchair nobodies on websites like these. Not by anyone remotely related to Apple and the business of making money. 

...you’re not a shareholder. Nice try. 

mcdave said:

It still shows how hardware/specification-centric many peoples thinking is; they look at the assumed benefits of numbers rather work output.  The adoption of Intel has turned the Mac user into just another PC user locked into not only the architecture but the mentality which surrounds it.

The sad thing is; when Apple does release its own new hardware, those lowest common denominator benchmarks which appraise defunct technology won’t reveal the benefits that real apps & workflows will encounter.  The ‘Pro’ team may be taking an holistic approach to technical enhancements but how they’re going to articulate those may prove a greater challenge.

Looking forward to some new toys though.

avon b7 said:

Q2 unit sales were lower than Q1.
Q3 unit sales will be lower than Q2.
Q4 unit sales usually buck the trend a little
Q1 unit sales are the annual peak.

You don't need an analyst for that.

You don't need an analyst to tell you that annual shipments have been flat for years now.

You don't need an analyst to tell you that Apple is preparing for 'post iPhone'.

If you bought into Apple over the last two years you would have done so knowing full well that the iPhone was unlikely to be blazing a trail in the same way it did in the previous years and therefore would already be taking into account a possible slip in unit sales.

If you bought into Apple years ago you have probably already made your gains and if you haven't already reduced your stake, you also see a 'post iPhone' Apple.

In both cases, this supply chain rumour is irrelevant to you.

Of course, if Q4 18 unit sales don't buck the downward trend of the previous two quarters, you'd better have your tin foil hat ready because the share price will enter the perfect storm no matter what the supply chain rumours claim and independently of how healthy Apple's other business areas may be.

And if Q1 19 unit sales don't correct that theoretical dip, expect Tim Cook to start shining his own tin foil hat (and wear it during the earnings call) and dusting off the RDF.

All this without an analyst or supply chain rumour in sight.

Q3 will be a breeze though as nothing is expected of it anyway.




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