clarker99

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clarker99
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  • Apple again sends users unsolicited push notification, advertises Apple Music compatibilit...

    payeco said:
    Apple putting Apple Music on Amazon devices makes no sense to me. It does nothing to enhance Apple’s ecosystem. All it does is allow you to stream music Apple doesn’t own using another voice platform. The amount of extra services revenue they’ll get is a rounding error on their financials. And who at Apple thinks it’s a good idea for the company to be promoting Alexa? WTF? I feel bad for the HomePod team. Apparently employees who work on that product didn’t know anything about this Apple Music deal with Amazon and are not happy about it.
    How is this really that different than Apple Music on Android or iTunes on Windows?

    The Echo has an overwhelmingly commanding lead in this market. The reality is there are many households that are all in on Apple but also have quite a few Amazon Echos around the house. Myself included. I want one of these devices in pretty much every room and that is simply not practical, not just from a cost perspective but also from a size perspective. They are simply to large for some of the places I have Echo Dots.

    The way I look at it, the HomePod is the equivalent of the iPod classic. It’s big, expensive, and more than most people want or need. The iPod really took off when the iPod mini was released. The HomePod is still waiting for it’s iPod mini equivalent.
    I have no desire to play in the Amazon (or Google) ecosystem. The point is this does not benefit the Apple ecosystem or help sell Apple hardware, to allow Apple Music on an Echo.  It benefits only Alexa users and the Amazon ecosystem. Amazon stands to sell more Echo’s to existing Apple Music customers than Apple adds Apple Music subs.  Apple will make penny’s off the Apple Music subs that may come. I want Apple to care about Siri and HomePod and this decision shows some short sightedness while not taking voice or their own product seriously.

    A year ago I would have said ‘Give apple time, once HomePod comes out they will put the resources into Siri’. Here we are and Apple is conceding the space for no particular reason. Maybe Apple knows something we dont RE: voice tech OR Jeff Bezos and his army 10,000 employees working on Alexa know something.
    rogifan_new
  • Declining iPhone sales in India is a sign Apple is failing to adapt its business

    Lol... Apple is just fine. With or without India. Like wtf?
    racerhomie3StrangeDaysjahblademwhitemagman1979
  • Ming-Chi Kuo says iPhone XR demand is weak, cuts sales estimates for Q1 2019

    clarker99 said:
    jdgaz said:
    Until Tim Cook says something other than what he said on the earnings call I do not believe any of this baloney.
    I normally wouldn’t either but the fact that Apple is aggressively pushing their trade-in program and even increased trade-in values by $100 makes me think there might be something to these rumors. Nothing like this was on the front page of Apple’s website last year or any year before that.

    Maybe they’re all getting the supply chain completely wrong. Wouldn’t be the firs time. Or maybe consumers are balking at the higher prices. A couple years ago the flagship iPhone started at $649. Now it’s $999. That’s not nothing. 
    Lets look at facts not rhetoric.
    Apple’s gross margins have been more or less the same since Steve’s time untill now.
     That says it all, period. ( public record… go check it )
    All this talk about ‘Apple is greedy this, greedy that, is just BS talk from the unreasonably disgruntled individuals.. and competition’s negative propaganda....and shorts....Thats all.
     Apple has been a higher priced brand and still is…. nothing has changed.

     Plus...Old commoditized electronics or in general products becomes cheaper in time.
    But Not New Cutting Edge Tehnology! The massive R&D expenses both in product and production equipment …and ramp up cost dont just evaporate in thin air.
     So lets stop this Apple bashing fad. Apple has phones from 449$ to 1500$.
     Pick the one that offers the proper value proposition for you.
     
    PS..
     iPhone 7 128, when it was first released sold for 749$ 2 years or so later it is selling for 449$..
     As you can see in black and white ..the old got cheaper .. by 40 %.
    Fact though is prices on flagship phones have gone up. Is price a consideration at all when Apple is designing new products. I think it should be a factor. I wish Apple would have found a way to get the new MacBook Air at a $999 starting price. Also the competition isn’t garbage anymore. Certainly not the hardware. So Apple has to work harder to justify the price premium.
    The gross margin % hasnt moved! The prices are not ‘jacked up’ or ‘raised’. Why pedal this nonsense? 
    So if the end consumer is paying more out of pocket that’s not a price increase? 
    @clarker99 and you are both right.  Gross margins haven't gone up (for the most part) in a few year & prices have gone up on the premium end.  That tells me that the cost of doing business has gone up.  The same thing has happened on the premium end of the Android smartphone segment. A lot of that is a result of the economic and political environment. If Apple maintained premium prices based on the numbers you've given, they would take a serious hit to their gross margins. Having said that, depending on how sales go over the next year, that may be a strategy that they're willing to explore.
    Yes. My anger is due to the lack of understanding around Apple’s pricing. Apple doesn’t sacrifice its margins. The price increases are cost of goods and production related. Otherwise gross margin % would be up since the iPhone X launch. The X was the best selling phone last yr.  The XS is the same price in USD. So, obv they have made headway in costs over the yr. 

    As for pricing outside the USA, the USD growing in strength has forced Apple to increase prices in foreign countries as they have to report in USD. They want to maintain margins across the board.

    iPhone sales have been mostly flat/predictable for abt 3-4yrs but now it is peak iPhone only now? Meanwhile Apple has added 300,000,000 users to the iOS install base. Apple understands it has an amazing grey market. It doesnt need a budget or midrange price point. The grey market takes those sales. Apples keeps premium priced highend pricepoints which protect the grey market prices.
    brisance
  • Morgan Stanley cuts Apple stock price target over weak Chinese iPhone demand

    lewchenko said:
    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. 

    ‘Cranking up prices’. Unless we see gross margin % increase your making stuff up. Been the same for almost a decade. 
    brucemcelijahgfastasleepflippysch
  • Bloomberg continues iPhone panic mongering by conflating Apple's Give Back trade-in progra...

    Trade-in promotions are not discounts. They offer you less than grey market value. Brightstar will pay Apple and then re-sell the phones into the grey market at a profit.  Apple is not losing here. Leveraging the grey market is smart. 

    Carriers use trade in partners all the time to help get customers into new devices. 
    StrangeDayswatto_cobra