anantksundaram

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anantksundaram
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  • Apple's 2019 hardware roadmap calls for at least 11 new products

    An utterly ‘meh’ line-up. 

    This can’t be it. 
    80s_Apple_GuyAppleExposed
  • Apple executive team shakeups causing multiple projects to be put on hold

    About time.

    But it's disappointing to hear that Cue is not on that list.
    mazda 3sSpamSandwichlkruppdavgreg
  • Apple spent $60 billion with 9,000 American manufacturers in 2018 alone

    carnegie said:
    I am sorry, but I am not seeing the "$60 billion" number quoted anywhere in the text of the article? Who said it, where, when? Cite?

    Also, while I am not belittling the massive addition of jobs in the US, it is important to note that most of Apple's job creation here is in retail, which are low-skill, low-paying jobs.
    It's from Apple's press release issued today.

    I'd also note that, even with many of its 132,000 employees (as of the end of its FY2018) being retail employees, Apple's median employee total compensation was over $55,000 in FY2018. That's median, not mean, so the number isn't inflated by very-highly compensated employees at the top.
    Thanks for the cite.

    The $55K number is less impressive than it sounds. The median pay at Facebook is $240K; Google $197K; Netflix $183K. In fact, Apple's median pay is similar to that of GM's.
    gatorguy
  • Apple spent $60 billion with 9,000 American manufacturers in 2018 alone

    I am sorry, but I am not seeing the "$60 billion" number quoted anywhere in the text of the article? Who said it, where, when? Cite?

    Also, while I am not belittling the massive addition of jobs in the US, it is important to note that most of Apple's job creation here is in retail, which are low-skill, low-paying jobs.
    SpamSandwichmuthuk_vanalingamwatto_cobra
  • Apple in 2019: Will a recession ruin its run?

    You mention a number of examples of "foundations of what's next." But the problem is, none of them truly measure up, yet.

    iPod/Watch/Wearables/Other HW: $11B on revenues of $108B in 2011 was 10%; $17.4B as a % of 2018 revenues is 6.5%. The size of needed wins grows at least at the same same rate as the size of the company.

    AppleTV: Apple has lost that race. It never got beyond a self-described hobby. 

    HomePod: Too tiny to even merit mention. Changes of it contributing significantly to anything anytime soon are remote.

    Services: This is a huge bright spot, and what will matter for this is the installed base of iOS devices. But Homekit/CarPlay are, so far, also-rans (there seems to be an issue of Apple not playing well with home appliance and auto manufacturers); competition for ApplePay is growing rapidly (esp. with contactless credit card payments), and moreover, Apple has done a lousy job of marketing it; iTunes is a bloated mess, and needs re-imagining/re-tooling from the ground up; iCloud is not terrible, but other cloud services and offerings such as Dropbox have eaten its lunch; AppleMusic is a solid addition, but I am dubious of its level of success outside the US; Healthkit is a massive opportunity in a multi-trillion dollar health industry, but it is still work in progress.

    I would not be surprised if the next year or two continued to be rocky for AAPL. That said, I am quite happy to hold.
    designrSpamSandwich