sacto joe
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Family again asks Apple TV+ movie 'The Banker' not see release
Wow. A crap crap comment....trashman69 said:“Apple executives feel that the movie tells a story of empowerment and bravery and should be released.“
Apple should concentrate on quality entertainment. Not crap like this.
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Tile to testify against Apple in House Judiciary Committee antitrust hearing [updated with...
Let’s pick this apart and examine it in more detail.spice-boy said:Concentration of wealth means concentration of all industries. High end fashion brands are now all owned by 3 international conglomerates. Designers, visionaries within those original brands are gone and its all about profit and keeping cost down to please investors. Does this sound familiar to any of you?
Companies like Apple are another example of profits over foresight. Jobs was replaced by a production chain expert, Jon Ive left and it is "design by committee" in his place, expect the same old, dulled down industrial design going forward.
I think some of you feel this in your gut but are not willing to admit it. Apple is not that exciting as it use to be, it's products and services are not that distinctive. An Apple diehard customer since 1994.
”Concentration of wealth means concentration of all industries.”
Two different things being concatenated doesn’t make it so.
”Designers, visionaries within those original brands are gone and its all about profit and keeping cost down to please investors. Does this sound familiar to any of you?”
Not if you’re specifically referring to Apple, no. Other than Jony Ive, do you have an proof of this?
”Companies like Apple are another example of profits over foresight.”
That’s clearly an opinion, and one I don’t share. In the first place, there are no ”companies like Apple”. It’s unique. Second, you sound like all those who think Apple = Bad simply because they’re making a ton of money. In fact, the money is a mere byproduct of Apple’s amazing “foresight”, as you put it. We’ll know when Apple’s foresight is waning, because so will it’s profit.
”...expect the same old, dulled down industrial design going forward.”
Again, an opinion with nothing to support it. And again, I don’t share it.
”Apple is not that exciting as it use to be, it's products and services are not that distinctive.”
Again, you’re entitled to your own opinion, just not to your own facts. Where’s your support for this contention?
I’d also point out that Apple clearly differentiates itself from other companies’ products and services. They’re “distinctive” enough.
”An Apple diehard customer since 1994.”
I bought my first Apple product, a Mac, in 1984.
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Investors are waking up to Apple's new valuation
"Apple's shares have more than doubled over the last year, but the rapid increase isn't just the result of some temporary irrational exuberance."
Sigh.
Look, it's not a big deal that shares have "more than doubled" since they were last in the toilet. Keep your eye on the actual gain, which is over the last Apple high almost a year and a half ago, when it hit ~$230/share. It's still a very good gain of about 37% over a year and a half, but that's not "more than double" by any stretch. Bottom line: AAPL has plenty of room to go higher.
Otherwise, I tend to agree with much of the article.
For example: Back there in August, MSFT and AAPL were close to being on a par. Then AAPL dropped into the toilet, along with a lot of other stocks (including AMZN, which has still not reached its previous All Time High). And now, a year and a half later, AAPL is still not on a par with the gains MSFT has had over the same time span.
Tell you what: When AAPL and MSFT have the same P/E ratio, I'll concede that AAPL is fairly priced. And with MSFT presently at a P/E of 31.4 (per Yahoo Finance) and AAPL at a P/E of 26.5, I'd say the idea that Apple is oversold is just laughable.
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Mac shipments continue to slide in Q4 as PC market grows
That's a pretty cogent point. Now I will add that there is a synergistic effect for those who buy into the Apple ecosystem, and that is actually pretty meaningful to those of us already fully into that ecosystem. Plus, I know that Apple products have a very high resale value, in part because the products are very well built and thus have a long expected useful lifetime. Then there are other "squishy" positives like services, support, and security. Weighing these all out is almost going to come down to a case-by-case affair, so not practical. But that doesn't negate their existence.linuxplatform said:
Dell earns about $23 billion in revenue a quarter. Lenovo about $15 billion in revenue. I am not going to list HP because unlike Dell and Lenovo they get revenue from a lot more things than PCs, including services.knowitall said:
This means that Mac profits are higher than all Dell, Hp and Lenovos combined.
Your mistaken, Mac profits are low in percentage against for example the iPhone, but not low in absolute numbers.
That said, I agree with your overall point. You can easily get a Windows laptop with an i5 processor and 8 GB of RAM for $500-$550. Meanwhile an equivalent MacBook Air is going to cost $1000. Were Apple to drop the price of their MacBook Air to $650, how many more people would buy it? I don't know ... if they make $500 on every MacBook Air as it is but would only make $100 if they were to try to compete with Asus - probably the best "cheap" PC manufacturer there is - would they need to sell 5 times as many MacBook Airs? Now can you envison a scenario where Apple sells 5 million MacBook Airs a quarter? Did Apple even move anywhere close to that many MacBook Airs during "peak Apple", when the iPhone 6+ had everyone in a frenzy, Ballmer was refusing to budge off Windows 8 and there were even multiple major Hollywood movies about Apple and its products? So what would their chances be of doing that now with Windows 10 is at least halfway as good as Windows 7 was and even Chromebooks now somehow being a viable marketable product? Seriously where a $400 Windows laptop is still a questionable purchase, you can spend that on a Chromebook and get a decent Intel i3 Ubuntu laptop with a touchscreen and 2-in-1 form factor that can also run mobile apps.
Even if they were to make the entry level Air model a good bit cheaper, say $750 ... you can get a legit 1080p Windows gaming laptop with an Nvidia GeForce graphics card for that. I really don't think that Apple is going to make much more money by lowering prices. It is tough for the people who want a MacBook but legitimately can't afford one but that's still the set of facts we are dealing with. Apple could lower prices on their cheapest models, experience only a few percentage points bump in market share but actually make less money.
BTW, I own an Apple Watch, and when I sit at my computer, it automatically logs me in now. I no longer need to type in a password. A small thing, but indicative of what I'm talking about. -
Mac shipments continue to slide in Q4 as PC market grows
ElCapitan said:
That is just completely bull, because they have always researched these numbers which they collect via a large number of channels and reported on them for decades independent of Apple providers figures.sacto joe said:There are ZERO metrics to measure Apple hardware outside of wild speculation based on generated revenue. It was literally predictable that, when Apple stopped reporting actual sales numbers, we'd see a huge decrease in "estimates" of Apple hardware sold.
Also, the revenue compare over fy 2018 for Macs was actually better for 2 out of 4 quarters, and in Q4 fy '18, Mac sales were literally on fire, so that compare is somewhat questionable.
So what hard numbers do these outfits have to base this on? How about none.
There has always been some discrepancy between Apple's own numbers and these companies, but by and large they agree - also trend-wise.Let's crunch some real numbers, shall we? These are from Gartner. IDC's appear to be behind a paywall:
Apple actually shipped:
cy 2016: 20.38 M Macs
cy 2017: 18.55 M Macs
cy 2018: 18.99 M Macs
Gartner said:
cy 2016: 18.61 M Macs
cy 2017: 19.30 M Macs
cy 2018: 18.02 M Macs
Gartner percentage miss (in spite of knowing ACTUAL numbers for 3 out of 4 quarters!):
cy 2016: -9.5%
cy 2017: +4%
cy 2018: -5.4%
Needless to say, this is piss-poor. And they'd have been even poorer in piss if Gartner hadn't had the 3 quarters worth of actual Apple numbers to work with.
But thanks for the opportunity to prove you don't know what the fork you're talking about, along with many other anti-Apple posters here.
