crfcom

GeorgeBMac said:

Trump is afraid that China will overtake the U.S. as the world's #1 economy and he can't stand to be #2 -- so he has declared war on them.

How do you think the Chinese people are going to react?  
How would we react if somebody started a war against us?

I'm not a Trump fan, but his negotiation skills are legit, and the whole world is tired of the bellicose rhetoric every time something isn't just the way China wants it, and your's sounds a lot like theirs.
 Trump is in a very strong position in this situation and he knows it. The Chinese and Huawei have already taken some major hits in the first round of this thing, and their trash talk isn't working.This is a simple re-negotiation of a bad trade agreement that the Chinese are blowing out of proportion by personalizing it. Your warning that China may start a war over this is silly. First, they can't afford a war. Second, their economy is already under considerable strain which the escalation of this situation only makes worse. They will continue to sell their rare earth metals because they have to, in order to try and keep their cash flow from going upside down. Apple has more than sufficient means to move all their production jobs out of China to other Asia countries and are already moving their business model away from dependence on sales by pumping up their services. There is no way for China to do any significant damage to Apple. However, they are making a very pedestrian president look like a hero. They are losing big all the way around, and these attempts to make them look dangerous are comical. The mainstream of their population are desperately poor, and they need jobs. China needs to stop the posturing, speak and negotiate responsibly, and take care of their peep's. 

 Part of the Chinese frustration is they realize the US has much less to lose and much more to gain from this situation than they do. Any electronics production jobs that are moved to India will be permanent losses for the Chinese and the sales losses for Huawei will also be permanent. China needs to settle up on the best terms they can, and then focus on their own internal problems, which are considerable.

seanismorris said:

cornchip said:

Investing in core competency I see.. Making awesome mobile electronics is hard. Especially when you don't have any good software.

Agreed.  Samsung does a lot of things well.  Their best bet going forward is de-emphasizing phones, and re-up their parts business.

Phones are a commodity business, and Samsung is poor at software (which would allow them to differentiate).  This just makes sense... 

The margins that Apple holds don't say "commodity" to me and, frankly, I think LG and Motorola both make better phones than Samsung without proprietary software.

It's the right hand/left hand thing.

Don't make them foldable.