thompr

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thompr
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  • Mark Zuckerberg calls Tim Cook's anti-Facebook retort 'glib,' defends ad-based model

    dewme said:
    Facebook is a content delivery company that charges advertisers to interleave their ads into the content. Facebook is essentially a "free" radio or television broadcast model with hundreds of millions of content provider channels, i.e., individuals who post on Facebook, and hundreds of millions of viewers, most of whom are also content providers. Using the radio/television analogy, Apple sells the radios and televisions and Facebook provides (some of) the content that gets played on the radios and television.
    But the problem is that Facebook does more than just present ads for other companies in their content.  They also provide access to their users' private information for targeted advertising.  This is where your analogy ends and the problems begin.
    baconstangwatto_cobra
  • President Trump mentions Apple's pending US investment in State of the Union address

    ... the only way they could get even some Republicans to vote for it was to bribe them or threaten them.

    ... which is basically what "negotiation" in DC is: bribes and threats.

    So Trump only "negotiated" with the Republicans in Congress.  Since they are in the majority, that's all he needed to do.  It would have been a monumental waste of energy to negotiate with the Democrats, who are neither likely to meet him halfway nor are necessary to achieve his goal.
    tallest skilSpamSandwichanton zuykov
  • President Trump mentions Apple's pending US investment in State of the Union address


    Apple already said they’ll be hiring 20,000 people. What is the real problem here?
    No, not “hiring.”

    Apple said their investment would “create” 20,000 jobs.  They didn’t provide a breakout, but I imagine many of those jobs will be in the support community — app developers, construction workers for new facilities, etc. All good — I’m not belittling these —but many will not be “Apple hires.”
    That argument is exactly what several articles provided, but it is WRONG.  The quote from Apple also stated that the job creation would occur through hiring at US locations.  Go back and read the actual quote instead of just swallowing the conclusions of the authors that wrote about it later.

    Here is the quote:

    "Apple expects to invest over $30 billion in capital expenditures in the US over the next five years and create over 20,000 new jobs through hiring at existing campuses and opening a new one,” which will initially “house technical support for customers.”"
    SpamSandwich
  • After speculative reports of slow sales, iPhone X is now said to be in the "high end of th...


    It seems to me the iPhone X has been a major success, however, I'll be honest; I would return my iPhone X for an iPhone 8 Plus right now if I could (without jumping through hoops).  I'm an Apple fan, and have used many of their products for many years.  For me, this is one of the first Apple products that has presented me with an overall downgraded experience versus the previous product.  I am not unhappy with the phone, but if I had the choice I'd switch back.  Of course, the iPhone X is excellent, and I love many things about it.  My main complaint, however, and the reason why I actually prefer the older design, is FaceID.  In my use case scenario I find FaceID far more of an annoyance versus TouchID.  When the situation is right, of course, FaceID works beautifully.  But I am talking about phone on the desk, laying in bed, not looking at the phone from the exact angle, etc.  In my use case scenario anyway, it's simply more inconvenient versus TouchID.   If the X had both TouchID and FaceID it would be near perfect.  Alas, I will keep my X until the next upgrade cycle.  If TouchID doesn't make a re-apperance on the next iPhone, then I'll go with the other design.  Just my two cents.
    I agree about FaceID vs TouchID 100%.

    But I wouldn't opt for the iPhone 8 Plus to get TouchID back.  I value the screen size vs footprint more than the difference between FaceID and TouchID.  Barely.

    If we could get TouchID back on a future version of iPhone X (or whatever it is called) I would be in hog heaven!


    watto_cobra
  • After speculative reports of slow sales, iPhone X is now said to be in the "high end of th...

    ksec said:
    gatorguy said:
    I posted this earlier in the day for those that missed it:


    Another day and another report on 4th quarter iPhone sales, this one worldwide rather than US-specific. 

    According to Canalys (in a report released today) the iPhone X was the most successful smartphone model in the period, shipping 29 million units with 7 million of those slated for Chinese buyers.

    “The iPhone X performance is impressive for a device priced at US$999, but it is slightly below industry expectations,” said Ben Stanton, Analyst at Canalys. “Apple struggled with supply issues in early November, but achieved a massive uplift in production in late November and throughout December. This helped it meet and even exceed demand in some markets by the end of the quarter. One major benefit to Apple is that customers are increasingly realizing the residual value of their old smartphones, opting for trade-in programs to offset the high price of the iPhone X. But that big price tag, and Apple’s split launch strategy, still had an impact, and shipments were not the fastest ever for an iPhone.”
    It depends on what you are expecting. And since everyone / analyst have different expectation it is hard to judge. I think most expect Apple to ship 75 - 80M unit this quarter. The question is what do you expect the iPhone X % of those 80M to be.

     
    I think that Apple is going to hit closer to 90 million iPhones shipped in the holiday quarter, possibly more.  The analysts aren't anywhere near the right number.  Apple will report more than $90B in revenue, more than 90M iPhones sold, and guide to a great March quarter, as Chinese New Year is going to make iPhone Xs fly off the shelves there.

    The stock will soar like it did last year when the surprise was just as high.  (Remember the "final YOLO" dude last year?  Priceless!)
    lkruppwatto_cobra