lewchenko

People above seem to suggest we don’t get the services and wearables drive to more profit. 

Both need an installed base of users on the iPhone / iPad to keep growing (ie sell more than year before) to keep generating more revenue. Stocks are priced based on future revenue and need to see an ever increasing growth in that aspect where apple is concerned.  Atleast that is what the market is expecting. You can say they don’t get it all you want , but as you can see - stock price is massively affected by the perception of others. 

In short term , not a problem. Apple has a huge installed base (like me) to bend over for more $$ - like they have been recently. The rewards are apparent for doing so too ... record profits. 

But they don’t really share that profit with share holders. Dividend is weakish. And growth in user base is slowing. Hence the outlook even with increased profits. ...

Not rocket science. Plenty of people saw this coming and sold. 

Saying all that, I’m still confident Apple is a good long term bet and even Jobs once said that “the markets get it ... eventually”. 

They are still delusional to think it will be back at 236 within a year I think. 

and I would disagree that the post above that the  markets are usually down this time of year. Quieter and flatter perhaps , but not down as much as they are. That’s due to exceptional circumstances this year and in apples case a series of bad news to go on top. 

I got lucky and sold everything I had at 227 (main reason for selling was the sky high prices they were now charging.. smelled fishy)

Key question is whether to get back in yet.  Gut says it’s gonna go lower (150 easily) before it slowly recovers back to 200 by mid next year. 

But it I do agree with the analysts that apple has a problem. And cranking up the prices is not going to work in the long run of unit sales keep falling (which they will at the prices they are now charging) . All stocks are priced for future profit, hence why it’s falling. Hiding the unit sales after years of showing them also says you have something to hide. 

Sadly none are the best for me either. 

Too many compromises on each model for the relatively exorbitant prices. 
Bad keyboards, limited ports, a difficult to explain poor choice in screen (Air) - quite dim, price options for upgrading memory and disk are daylight robbery. 

After much deliberation ,my 2013 MBP isn’t getting upgraded any time soon. 

Im not sure Apple and I see the future the same way any more. But hey, they seem to be selling lots of them to the coffee shop crowds. 

People can can dismiss the keyboard issue but nobody can deny there are a volume of people who hate it. (And for Apple to ignore them says one thing plus the fact there are a volume of people making noise about the keyboard also tells you it’s a polarising design - no computer maker should want or have to keep justifying a keyboard design choice- no other vendor has to like Apple does. Wish they could admit their mistake here.  )

Good article though. Appreciated the comparison.  

A good comparison.
the reason they didn’t include the quad core 2018MBP is cost. The options in the comparison are all priced pretty much the same. 

I agree with the comments above though. Apple is absolutely ruining their laptop line up with their atrocious keyboards. The fact that it is such a polarising topic and is mentioned in every review says it all. Totally puts me off buying one. Whether it’s the ridiculously low travel , possible unreliability or noise. It’s a fail. 

For example - every review of the new surface laptop 2 has praised its keyboard without fail. Not true for the Air. I just wish Apple had the ‘courage’ to admit it and give us a keyboard which is universally better. Hell, just copy Microsoft on this one. I’d think more of Apple if they did turn course here rather than knowingly carrying on with such a polarising problem. 

There could still be truth to it. 

$750 is still expensive. Flagship prices only 2 years ago for the mid range phone option if you consider the XS and XS Max the flagships now. 

Broadly speaking , Apple might be finding that less people than expected are willing to shell out top money when cheaper options are available (iPhone 8)

The XR’s biggest problem is its size. I know people who have said they no longer have an upgrade path from either a 6/6S/7 etc as they don’t want a bigger phone and the XS is too expensive. The 8 is the only option for them and it’s not much of an upgrade. My wife is one of them. She would (and is) buying nothing instead which is a lost sale for Apple as she really wanted to upgrade.