mike scherer
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WWDC 2018: Apple, Siri and the future of mobile voice automation in iOS 12
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Another January, another misleading iPhone supply cuts story from Nikkei
I thought it might be appropriate to mention this:
One way businesses manage inventory against uncertain demand is to require their suppliers accept adjustable POs (within mutually agreed-upon parameters). So Apple could have placed a PO for UP TO 40 million phones and simply revised it as agreed. This aligns inventory with demand very quickly.
Note that these types of agreements do not actually cancel the products ordered on early POs. Inventoried parts and manufacturing time are simply moved to later in the year. It's not rocket science...
-Mike -
GoPro shares surge more than 10% after Apple acquisition speculation
Wow, talk about an insanely stupid speculation. GoPro offers Apple NOTHING they can't do vastly better themselves.
Or perhaps Jonny has become enamored of crappy little video boxes mounted on helmets like giant cyber-warts? Jonny: "OMG that looks so futuristic!" — ha!
Or maybe Apple's entire video production staff has finally thrown in the towel on video quality. Epileptic video fragments are the new, um, black or something...?
One thing you can be sure of: the Ives guy just made a ton of money manipulating the market.