polymnia

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polymnia
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  • Apple's record $81.4 billion Q3 obliterates Street expectations

    Not paying much attention to the content of the vaccine discussion, but trying to reel this discussion back on topic:

    lately my most successful  individual stock purchases have been BNTX & MRNA (BioNTech & Moderna). MRNA technology has been in development for a long time and COVID has been it’s coming out party. For a version 1.0 product (or as discussed above, maybe a Beta product) it has been quite successful. These companies are delivering their first high-profile products based on this tech. The scientists think this tech has many other health applications that are not well served by traditional med tech. 

    Reminds me of a certain fruit company and it’s disruption of the PC industry. 
    dewme
  • Apple's record $81.4 billion Q3 obliterates Street expectations

    lkrupp said:
    fallenjt said:
    And AAPL after hour trading drops over 1%. What kind of WS bullshit is that?
    As always, Wall Street doesn’t care about what you did today, it’s about what it thinks you will do in the future. And the Covid-19 delta variant has thrown a monkey wrench into the financial crystal ball, all because 50% of the population are dumb, ignorant morons. There’s also a study out that reveals 1-in-5 believe the vaccines contain microchips. That means 20% of the population are certified idiots.
    I'm long into AAPL since 2011. This dip happens more often than not after earnings. I'm happy to see the earning reaction dip is smaller than it usually is.

    I see nothing in this report to make me reconsider my long position in AAPL. Except that my Financial Advisor tells me I own too much AAPL. It's not my fault it has 20x-ed while the rest of my portfolio has plodded along at more or less average returns. Probably should rebalance my holdings one day, but my Spidey sense says today is not that day.
    applejakesradarthekatpscooter63ramanpfaffBeatsRadMaxMacProwatto_cobra
  • New iPad Pro models with larger screens are under development

    jcc said:
    tmay said:
    jcc said:
    tmay said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    ...and yet Apple brought the iPad Pro 12.9 with the M1, including an XDR screen and USB 4.0, to market, thereby redefining the iPad, again...
    JinTech said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    Why would it be a joke? As stated by Tmay, it would be well received. It will probably start at $1499 but it would be a true beast of an iPad!
    AppleZulu said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    Having read these boards for a few years now, it’s hilarious to see the same myopic commentary cycle around over and over again. 

    Apple brings many new things to market. First they’re chided as pointless or useless. Then after a year or two when those same devices have become ubiquitous, the peanut gallery bellyaches about the incremental updates that aren’t earth-shattering brand new products. Then, eventually, the complaints start rolling in that older versions of devices are slow and are the victims of conspiracies of planned obsolescence. Lather, rinse, repeat. 

    On June 29, it will be all of 14 years ago when the original iPhone was released. Fourteen years. Prior to that, there was no iPhone, MacBook Air, iPad, Apple Watch, AppleTV, Apple Pencil, Apple App Store, HomePod, AirPod, M1 Apple Silicon, Airtag, etc. Kids in high school now were all born before any of these things existed. 

    So sure, you keep believing Apple is scared to bring anything new to market. 
    No, you already forgot what Jobs’ first task when he returned to Apple? He drastically cut the numerous models of everything down to a handful. He mantra was focus. There’s a complete lack of focus now. Instead of a couple of iPhone sizes, there are now 5. Instead of a couple of iPad sizes, they’re going for 4. This is the actions of incompetence, not customer choice. Instead of showing the customers what they need, Cook has no clue and thus needs to throw crap into the market to see what sticks.

    When we talked about bringing innovation back, we’re talking about what’s next. What’s next beyond the iPad? Beyond the window dressing of bringing different sized devices and calling it innovation?

    So, for those of you that are as clueless Cook, here’s something for you to ponder. This is a quote from Jobs and is posted on the wall of the Apple campus near the entrance. Cook needs to figure out the answer to this question. What’s next Cook? A decade after Steve’s death, we’re still waiting.

    Shorter post;

    "Company that sells projected 230 M to 240 M iPhones this year in 5 different models, is proof positive that Apple has lost its focus, and it's all Cook's fault"

    charlesn said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    "Welcome" to the Cook era? You mean the one that started ten years ago when Jobs died? And that has led to Apple becoming exponentially more successful than it ever was? THAT era? Cook has innovated two entire categories for Apple that now beat iPad + Mac revenue by about 50%, while totaling about half of iPhone revenue. Those categories are Wearables, which didn't debut until 2015, and Services, which barely drove revenue at all under Jobs. 
    AppleZulu said:
    jcc said:
    tmay said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    ...and yet Apple brought the iPad Pro 12.9 with the M1, including an XDR screen and USB 4.0, to market, thereby redefining the iPad, again...
    JinTech said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    Why would it be a joke? As stated by Tmay, it would be well received. It will probably start at $1499 but it would be a true beast of an iPad!
    AppleZulu said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    Having read these boards for a few years now, it’s hilarious to see the same myopic commentary cycle around over and over again. 

    Apple brings many new things to market. First they’re chided as pointless or useless. Then after a year or two when those same devices have become ubiquitous, the peanut gallery bellyaches about the incremental updates that aren’t earth-shattering brand new products. Then, eventually, the complaints start rolling in that older versions of devices are slow and are the victims of conspiracies of planned obsolescence. Lather, rinse, repeat. 

    On June 29, it will be all of 14 years ago when the original iPhone was released. Fourteen years. Prior to that, there was no iPhone, MacBook Air, iPad, Apple Watch, AppleTV, Apple Pencil, Apple App Store, HomePod, AirPod, M1 Apple Silicon, Airtag, etc. Kids in high school now were all born before any of these things existed. 

    So sure, you keep believing Apple is scared to bring anything new to market. 
    No, you already forgot what Jobs’ first task when he returned to Apple? He drastically cut the numerous models of everything down to a handful. He mantra was focus. There’s a complete lack of focus now. Instead of a couple of iPhone sizes, there are now 5. Instead of a couple of iPad sizes, they’re going for 4. This is the actions of incompetence, not customer choice. Instead of showing the customers what they need, Cook has no clue and thus needs to throw crap into the market to see what sticks.

    When we talked about bringing innovation back, we’re talking about what’s next. What’s next beyond the iPad? Beyond the window dressing of bringing different sized devices and calling it innovation?

    So, for those of you that are as clueless Cook, here’s something for you to ponder. This is a quote from Jobs and is posted on the wall of the Apple campus near the entrance. Cook needs to figure out the answer to this question. What’s next Cook? A decade after Steve’s death, we’re still waiting.

    So… once they’ve introduced a product line, you think they’re supposed to check that off the list, discontinue it and move on to the next thing? No, that can’t be it. 
    polymnia said:
    jcc said:
    tmay said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    ...and yet Apple brought the iPad Pro 12.9 with the M1, including an XDR screen and USB 4.0, to market, thereby redefining the iPad, again...
    JinTech said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    Why would it be a joke? As stated by Tmay, it would be well received. It will probably start at $1499 but it would be a true beast of an iPad!
    AppleZulu said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    Having read these boards for a few years now, it’s hilarious to see the same myopic commentary cycle around over and over again. 

    Apple brings many new things to market. First they’re chided as pointless or useless. Then after a year or two when those same devices have become ubiquitous, the peanut gallery bellyaches about the incremental updates that aren’t earth-shattering brand new products. Then, eventually, the complaints start rolling in that older versions of devices are slow and are the victims of conspiracies of planned obsolescence. Lather, rinse, repeat. 

    On June 29, it will be all of 14 years ago when the original iPhone was released. Fourteen years. Prior to that, there was no iPhone, MacBook Air, iPad, Apple Watch, AppleTV, Apple Pencil, Apple App Store, HomePod, AirPod, M1 Apple Silicon, Airtag, etc. Kids in high school now were all born before any of these things existed. 

    So sure, you keep believing Apple is scared to bring anything new to market. 
    No, you already forgot what Jobs’ first task when he returned to Apple? He drastically cut the numerous models of everything down to a handful. He mantra was focus. There’s a complete lack of focus now. Instead of a couple of iPhone sizes, there are now 5. Instead of a couple of iPad sizes, they’re going for 4. This is the actions of incompetence, not customer choice. Instead of showing the customers what they need, Cook has no clue and thus needs to throw crap into the market to see what sticks.

    When we talked about bringing innovation back, we’re talking about what’s next. What’s next beyond the iPad? Beyond the window dressing of bringing different sized devices and calling it innovation?

    So, for those of you that are as clueless Cook, here’s something for you to ponder. This is a quote from Jobs and is posted on the wall of the Apple campus near the entrance. Cook needs to figure out the answer to this question. What’s next Cook? A decade after Steve’s death, we’re still waiting.

    Jobs also told Tim Cook to chart his own path. 

    Steve’s decision to drastically cut product was informed by a LOT of VERY DIFFERENT business realities. Apple was facing insolvency then, with far too many products that only really had a chance to sell to Apple die hards of the time. Apple is now facing the high expectations of a nearly ubiquitous customer base. It is quite reasonable for Apple to take a different strategy now. 
    If Steve were alive he would be very upset at Cook and would have seen that he made a mistake in telling Cook to do what's right, as clearly, Cook doesn't know. Steve knew that Cook wasn't a product person and yet there was no other alternative for a replacement. He was dying.

    So, please think more deeply about Steve's quote above. He was talking about coming up with the next big product, not iterating on existing ones. Steve's decade at Apple was focused on what big products to introduce. Sure, in between that he worked on how to iterate on the existing ones, but his main focus was to find the next tent pole. Other than the Apple Watch and Airpod (remember the bluetooth headset?), two things Steve was already working on, Cook hasn't done a thing.

    People keep talking about how great the revenues are, sure, they're supposed to be. These previous tent pole products are cash cows. Do you know what those are? If you don't, look up what that means. Apple back in the 80's also had a cash cow, the Apple II. When they fired Steve for trying to come up with a new tent pole product, the Mac, Sculley was in the same position as Cook. He was also, not a product guy. He iterated on the Apple II until he couldn't iterate on it anymore and the company went down the tubes. Unless Cook is able to "figure out what's next", history will repeat itself. Someone else will come up with the next great product to replace the iPhone and down the tubes Apple will go.

    So, once again, coming up with different sized versions of the same products is not innovation, nor is iterating on the same product. You need to come up with something that no one else has. Like the iPod, the iPhone, the iPad when they were introduced.

    Finally, I'll leave you all with this: https://www.theregister.com/2013/06/11/tim_cook_disses_android/
    Back when Steve was alive, Cook criticized Android along the same lines as the article above. Back then he had Steve around to find the path forward. Now, he's doing the exact same thing that he accused the Google people of doing, slinging different models and screen sizes because they are clueless about what the customer wants. Steve would have just had 2, big and small. That's it.
    Just because you disagree with the path Tim is taking doesn’t mean Steve wouldn’t approve. And further, Steve told him not to worry about what he would think, thereby immunizing Tim from an needs for approval divined from beyond the grave by Steve loyalists. 

    You might very well be right about “what Apple should do” & even “Steve would be so disappointed” but Steve specifically told Tim not to worry about that. If Steve was okay with that, I don’t see why any of the rest of us should try to co-opt Steve’s words to make a point he told Tim not to concern himself with. 
    tmayfastasleepmuthuk_vanalingamwilliamlondonDetnator
  • New iPad Pro models with larger screens are under development

    jcc said:
    tmay said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    ...and yet Apple brought the iPad Pro 12.9 with the M1, including an XDR screen and USB 4.0, to market, thereby redefining the iPad, again...
    JinTech said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    Why would it be a joke? As stated by Tmay, it would be well received. It will probably start at $1499 but it would be a true beast of an iPad!
    AppleZulu said:
    jcc said:
    What a joke. This is turning that mime into reality. For those who don't know what I'm talking about, back when they first released the iPad, there was a running joke that Apple will "innovate" by introducing larger and larger-sized iPads with no other new features. Well, sounds like it's becoming true. Welcome to the Cook era folks.


    This. Apple has become scared to bring anything new to market
    Having read these boards for a few years now, it’s hilarious to see the same myopic commentary cycle around over and over again. 

    Apple brings many new things to market. First they’re chided as pointless or useless. Then after a year or two when those same devices have become ubiquitous, the peanut gallery bellyaches about the incremental updates that aren’t earth-shattering brand new products. Then, eventually, the complaints start rolling in that older versions of devices are slow and are the victims of conspiracies of planned obsolescence. Lather, rinse, repeat. 

    On June 29, it will be all of 14 years ago when the original iPhone was released. Fourteen years. Prior to that, there was no iPhone, MacBook Air, iPad, Apple Watch, AppleTV, Apple Pencil, Apple App Store, HomePod, AirPod, M1 Apple Silicon, Airtag, etc. Kids in high school now were all born before any of these things existed. 

    So sure, you keep believing Apple is scared to bring anything new to market. 
    No, you already forgot what Jobs’ first task when he returned to Apple? He drastically cut the numerous models of everything down to a handful. He mantra was focus. There’s a complete lack of focus now. Instead of a couple of iPhone sizes, there are now 5. Instead of a couple of iPad sizes, they’re going for 4. This is the actions of incompetence, not customer choice. Instead of showing the customers what they need, Cook has no clue and thus needs to throw crap into the market to see what sticks.

    When we talked about bringing innovation back, we’re talking about what’s next. What’s next beyond the iPad? Beyond the window dressing of bringing different sized devices and calling it innovation?

    So, for those of you that are as clueless Cook, here’s something for you to ponder. This is a quote from Jobs and is posted on the wall of the Apple campus near the entrance. Cook needs to figure out the answer to this question. What’s next Cook? A decade after Steve’s death, we’re still waiting.

    Jobs also told Tim Cook to chart his own path. 

    Steve’s decision to drastically cut product was informed by a LOT of VERY DIFFERENT business realities. Apple was facing insolvency then, with far too many products that only really had a chance to sell to Apple die hards of the time. Apple is now facing the high expectations of a nearly ubiquitous customer base. It is quite reasonable for Apple to take a different strategy now. 
    williamlondonmuthuk_vanalingamtmayroundaboutnowFileMakerFellerDetnator
  • New iPad Pro models with larger screens are under development

    I would to see a WACOM killer right now. And to do remote FCX and ProTools editing 👌🏿
    As much as I love pen input, Wacom is not making my work fun anymore. I second someone else disrupting the pen input for creatives market. Why not Apple?
    tmay