sacto joe

Mike Wuerthele said:

sacto joe said:

Radar that close to your ear? Yikes!

Google says a proximity sensor and software related to phone calls shuts off the radar for those evolutions.

I figured as much. Problem is, I don’t trust Google. I don’t trust their quality control, and I don’t trust them. Can you imagine being someone where the safety features break down? I’m guessing the chance of that isn’t zero. That may be why we haven’t seen something similar from Apple.

Radar that close to your ear? Yikes!

After reading all the divided comments
and other related stories here, it’s clear to me that:

1) AppleInsider has taken a position in opposition to that of Tim Cook.

2) They are wrong to take that position.

If ever there were a shade of grey issue, this is it. On the one hand, an irrevocable decision has been made that makes Taiwan a part of Communist China. On the other hand, the residents of Taiwan prize their freedom.

All the simplistic viewpoints expressed here and (subtly) editorially fall to pieces on the hard reality if those two salient facts of Taiwanese life. There are such things as tragedy in real life, and that’s what’s happening here.

I personally choose to take Tim Cook at his word. He’s always come across to me as a straight shooter. An earlier AppleInsider article literally accused Tim Cook of “kowtowing” to the Chinese. A more insulting term is hard to visualize, but it clearly illustrates that the AppleInsider editorial function thinks Tim Cook is lying.

But because Tim Cook is not even close to being known as a liar, in my book that puts the onus on AppleInsider to either prove it or retract it.

It’s likely they’ll do neither, and that would put a mark against them in my book. Which frankly would sadden me.

The best revenue ever for this quarter was 2018 and came in at $62.9 billion. There’s every chance this quarter will print a record revenue.

Apple truly deserves that $1 trillion market cap. Not nearly so sure about the other one....

sirozha said:

randominternetperson said:

First, I wouldn't put much weight in this type of analysis.

However, isn't their conclusion exactly backwards using their own logic?

However, while the iPhone 11's lead time is relatively lower than the iPhone 11 Pro range, it reported six days for the first week and 12 days in the second week. The doubling of the lead time "implies to us increased interest in the 'lower end' model that initially anticipated by Apple and the supply chain," writes JP Morgan.

Think that through.  There is a longer lead time for the Pro and Pro Max than the non-Pro model.  In other words, demand is outstripping supply more for the high end models than the "low end" non-Pro model.  Doesn't that imply that there is increased interest in the "higher end" models?

Yet AI says:

The increase in lead times for the iPhone 11 suggests demand for the new iPhone models is higher than the supply chain anticipated, according to JP Morgan, with the lead time growth for the value-based model seemingly indicating consumers are not focusing their purchases on the higher-end models as was previously predicted.

Apple got burned last year on the overproduction of the iPhone Xs and Xs Max. They most likely cut the production this time. In the past, lead times were 4-6 weeks, so the lead time of a couple weeks is much shorter than the lead times of the yesteryear. You can't extrapolate demand from the lead time. Most likely, Apple has manufactured iPhone 11 in much larger quantities than iPhone 11 Pro. Apple doesn't consider a two-week lead time to be too dramatic for them to take a risk and overproduce iPhone 11 Pro again. 

They most likely did NOT cut production this year, since last year iPhones were still back-ordered. There’s a difference between cutting production capacity from the get-go and turning down production capacity as demand slacks.

So the reason for the increased demand lies elsewhere, not reduced production capacity. Nice try, no cigar.....