brucemc

k2kw said:

Rayz2016 said:

fmalloy said:

lkrupp said:

scottkrk2 said:

I'll be sitting out this year's iPhone update, lots of new technology but few benefits.

I was going to just say “whatever” to you but then I decided to take a look at your twelve posts on this forum. Wow, talk about recitations from the Troll Catechism, you hit them all. Can’t you think for yourself? Are you a bot?

So all posts on the iPhone X should be nothing but a circle jerk of praise and an echo chamber for Apple fans?

We already got this from the professional reviewers.

Apple has an incredible knack for offering up anything as "the next big thing" and people just eat it up. It's made them very, very rich. It certainly worked on you.

Can anyone else feel that?

A disturbance in the butthurt.  

like a billion Android fans screamed in terror … then were suddenly silenced. 

You can always judge the potential success of a new Apple product by the sphincter-clenching jealousy it produces in the “hate Apple until the end of time” brigade. 

Though to be accurate, it’s not a hatred of Apple: it’s a lack of confidence in their own choice. They know there is a possibility that there is something better out there, and that knowledge just kills them. The irony is that they claim Android gives them “choice”. But they don’t want choice. They want everyone to use the same phone as they use, so they don’t have to feel that they’re missing out. 

It’s bigly sad. 

1.   Apple executes their design and build better than anyone.   Apple may be using (buying) a Samsung screen but they didn't insecurely feel the need to copy the Edge on Samsung phones.

2.   Android phones seem to make (at least) one stupid mistake.   Essential had a beautiful design but a bad camera experience (a notch I could live with).   S8 and Note 8 put their finger print scanners next to the camera (just stupid).   And then there are the Pixel 2/2XL's and their screen problems (burning or ghosting within a week)?

3.   Why do all the Andrcoidati love their Pixels' because it doesn't have the crap that the OEM's put on their phones.  They are looking for a phone that doesn't lag, slowdown, or Freeze over time like an iPhone - or will atleast get them through a year till the next model.   See the latest report's about the Note8 freezing.   Most Android OEM's  don't trust Google.

4.   Google doesn't seem to be have a sustained multi-year commitment to hardware.   They buy Motorola and then sell it.   They start Android Wear and now that has lost steam.   How long will Google stay in the hardware business.    Who knows?

5   Android has a couple good features (services) - I think Maps, Search, and the Google Assistant are very good.   I wish that Apple would come out with a phones that would improve SIRI at the same rate that Apple has innovated in displays (HDR screen, true tone, Super Retina Display)  or all the work they put into FaceID with the sensor array in the notch.     How about some special dedicated hardware for SIRI - new microphones, on board AI chip for Natural language translation and the ability to work without a Cell connection (I do need to go through those SIRI training videos AI did but that seems so 1990's DragonDictate - Alexa just works for me even when I slur my words at night).

polymnia said:

So much for the doom & gloom. All the armchair logistics experts and CEOs were wrong. 

They were wrong about the success of iPhone 8 and they were wrong about iPhone X supply. 

Folio said:

Bank America Merrill Lynch did not raise their $180 target, which they established back in May. Their analyst Wamsi Mohan raised revenue expectations after yesterday's call and surprise, but not so much the earnings. They only give AAPL a 15x multiple, which they note is high by its historical standards. Due to the range of iPhone's it's tougher to predict margins. Personally, I'm more bullish and believe Apple shouldn't be lumped in with Hewlett Packard as peer. Here is the most bearish excerpt of today's BAML report: "What the bears will fixate on Bears will point to (1) Lack of clarity on supply demand balance for iPhone X, (2) Lower iPhone ASP in the Sep quarter ($618 vs. consensus at $638) bringing into question price elasticity (3) GM guide for F1Q18 (38.25%, mid-point) is lower than consensus of 38.6% (calls into question overall margins for iPhone X), (4) Lack of quantification of pre-orders (5) Reversal of lead times for iPhone X overnight back to three to four weeks. "Where we shake out In our opinion, it is too early to call the demise of the iPhone X despite limited commentary on the earnings call as the first selling date is Nov 3rd. Investors will watch the sell through data and determine if the mix, margin trajectory can support an upside case of $12+ in C18 EPS based on higher ASP and margins. Our estimate of $11.91 assumes solid sell through and a material step up in the ASPs of the iPhone."