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Sorry, but Apple has recently taken as bold and as decisive of a hard turn to starboard that is possible, a hard turn that will decide their fate for at least the next decade and beyond with the release of the first generation of Apple Silicon Macintosh computers. They have essentially severed the relationship that has provided sustainment for the commodity personal computer market for the past 35 plus years, i.e., Mother Intel always there feeding new silicon for system builders to hang their futures on.Cool story and all but Apple didn’t use Intel chips until 2005. Even with your implied caveat about commodity PC market, the Mac Silicon move is nowhere as momentous as you make it sound. More like a decade and a half blip in a 5 decade existence.
Soli said:Notsofast said:anantksundaram said:
And those who don’t like it can go elesewhere, or not do business with them. This is not complicated.
Oh, and BTW, Pizza Hut is still waiting for an update on where you ate that pizza you picked up on Friday and who else consumed it.
@Notsofast, it’s incredible that human beings are so ready to ascribe spurious ‘rights’ to corporations simply seeking to maximize profits. Almost like the sociopathic consequences for society due to manipulation of elections and democracy enabled by the profit-with-no-consequence likes of Facebook and Cambridge Analytica never happened.
gmgravytrain said:(Snip) Between peak iPhone sales, Apple should be selling their other products to fill in those low revenue quarters. That's Apple's fault. If Apple had a cloud business it might have been able to fill in these low-revenue quarters.
That's the difference between Apple and those FANG stocks. Those FANG stocks have revenue coming in every quarter and they're also managing to increase revenue every quarter whereas Apple has weak quarters because they're only relying on the iPhone. There doesn't seem to be any other major bright spots for Apple except the iPhone. With all that reserve cash, Apple should easily be able to find some business that can boost revenue every quarter. Apple simply isn't aggressive enough or hungry enough as a company when they certainly have the means to be.
It is not a trivial thing to find growth when you're one of the largest revenue and earnings generators in the world. That's certainly something you should keep in mind. Especially before you recommend that Apple take lessons on growth from two businesses (Amazon and Netflix) that generate lower profits in aggregate than Apple's internally minuscule wearable business!
applesauce007 said:rogifan_new said:red oak said:This, if true, is a bad move. 3rd party solutions are (still) a mess. Their software absolutely sucks. There is no integration with Apple products.
This, plus the decision not to make their own monitors, makes Apple very unreliable has I look at my personal tech roadmap. I increasingly can't count on them
Apple has no business working on the next version of WiFi because at 10 Gb/s, 802.11ax is not needed for homes and small businesses.
The next version of your cellular network known as 5G will provide Gigabit per second speed which is more than enough for homes and most businesses.
People may wish to get a wired gigabit connection to their home in case they have dead spots in the house but it is really not needed.
Remember at&t's Randall Stephenson and Time Warner's Jeffrey Bewkes talking about it at WSJ.D Live?
Check out time frame 26:30 in the video below.
2. >70% of aggregate internet data demand is video and this %age is projected to grow over time (as 4K/UHD becomes standard). Cellular networks are not designed to move large amounts of video. Even in a US-centric world, data caps and cost will limit the potential of mobile-only internet service. In emerging and developed markets, wifi offloading is going to be critical for internet infrastructure to keep up with demand.
But it's good to know you have it all figured out. From watching AT&T & Time Warner folks no less.