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Apple Inc.
01-02-2018, 03:56 PM,
Post: #421
RE: Apple Inc.
http://www.foxnews.com/tech/2018/01/31/i...ction.html

iPhone X in trouble? Apple reportedly halves production
Maybe a $1,000 iPhone is too rich for most people after all. Despite a massive amount of hype for Apple's 10th anniversary handset, there are serious signs of trouble.

A new report from Nikkei says Apple will cut its production target in half for the iPhone X for the three-month period beginning in January. The number will reportedly drop from 40 million units to 20 million.

The report, not citing sources, says that Apple has notified its suppliers. The cause for this slashing? Slower-than-expected sales during the holiday season in such markets as the U.S., Europe and China.

It looks like the primary reason for lackluster adoption is the fairly high price tag. At $999, the iPhone X is the most expensive flagship phone from a major company. The Galaxy S8 and Galaxy S8+, for example, started at $750 and $850, respectively. The Galaxy Note 8, which has a larger screen than the iPhone X (6.3 inches vs 5.8 inches) costs $949.
Virtual currencies are worth virtually nothing.

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04-02-2018, 07:18 PM, (This post was last modified: 04-02-2018, 07:26 PM by Wildreamz.)
Post: #422
RE: Apple Inc.



As Apple dips to $160, it starts to get interesting. IMO, 1 thing that Apple has, that is extremely underrated right now: Cash (specifically US$163 Billion). 
Quote:“Our target over time is to take that $163bn down to approximately zero,” Mr Maestri said, without providing a more specific timeframe. “All that cash will be deployed for capital allocation.”
https://www.ft.com/content/3bc20dae-079b...0ad2d7c5b5

Put into context, the largest darling in Tech right now is Amazon, who seems able to accelerate growth in spite business being net break even. Apple is not growing as fast, has a high net margin business that allows it to accrue vast amount of cash over time. Apple is a very focused company with small product line and traditionally risk adverse. Where will they deploy their cash, and what happens when they choose to dump US$160b to disrupt a single industry (say Healthcare or Education etc.)?

(not vested; monitoring)

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04-02-2018, 08:01 PM,
Post: #423
RE: Apple Inc.
Seldom do I see Apple explained so clearly. 






As Apple starts to grow their Services Business, many people may think that Apple had given up on innovating, and started to focus on "milking" their existing product line.

However, I think Apple has strategic plans for at least 3-5 years ahead, and this year, we will probably see some of it:
Apple gets more self-driving test cars
Apple appears to be interested in the satellite internet business
Apple’s secret CES trip is proof that its AR glasses are just around the corner
Apple's TV tactics: can the tech giant figure out the television formula?
Apple Wants a Bigger Bite of the Healthcare Fruit
Apple Pay Progress: Gas pumps, ATMs, person-to-person, more

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05-02-2018, 11:45 PM, (This post was last modified: 05-02-2018, 11:45 PM by Wildreamz.)
Post: #424
RE: Apple Inc.
WSJ: Apple Music closing in on Spotify
Feb. 5, 2018 2:44 AM ET|About: Apple Inc. (AAPL)|By: Yoel Minkoff, SA News Editor
https://seekingalpha.com/news/3327927-ws...ng-spotify
https://www.wsj.com/articles/apple-music...1517745720
Quote:Competition is heating up among the two of the biggest music streaming services: Spotify (Private:MUSIC) and Apple Music (NASDAQ:AAPL).

Citing "people in the record business," the WSJ reported that Apple has been adding 5% to its U.S. subscriber base every month versus "just" 2% for Spotify.

Assuming that clip continues, Apple would overtake Spotify in the world's biggest music market this summer.

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09-02-2018, 04:59 PM, (This post was last modified: 09-02-2018, 05:08 PM by Wildreamz.)
Post: #425
RE: Apple Inc.
APPLE HOMEPOD REVIEW: LOCKED IN
By Nilay Patel@reckless  Feb 6, 2018, 8:30am EST
https://www.theverge.com/2018/2/6/169769...rt-speaker
Quote:The HomePod is a remarkable new kind of audio device. It does more to make music sound better than any other speaker of this kind has ever done before, and it really, truly works. But unless you live entirely inside Apple’s walled garden and prioritize sound quality over everything else, I think you’re better served by other smart speakers that sound almost as good and offer the services and capabilities that actually fit your life.

The Homepod exceeded my expectation on many fronts:

What I seen from reviews so far that it has a unique environment detection system that could dynamically adjust their 7 tweeters and 1 sub woofer to  fill the room automatically, and omni-directionally. This solves a major pain point for home audio: to make a true Hi-Fi surround sound system, users usually needs to be quite tech savvy, audio gear savvy and overpay for "audiophile-grade" gear, and installation fees to optimise speaker placements (let's not get started with cable management, and speaker mounts). And once purchased, they also could not easily dispose them, and upgrade them, even if they so please because of their size and price. I know many friends that have broken/defective high-fi system that are just lying around because it is just a pain to throw them away and reinstall them (upgrade cycle usually at least once every 10 years).

Apple's solution streamline the user-experience of installing a Hi-Fi system to a plug and play solution (that could be easily traded in and/or upgraded), while integrating Smart Home automation. Getting the best of both worlds. I think this might finally lower the barrier of entry of everyday people into the Hi-Fi space. Also on the AI side; if the HomePod becomes the Smart Speaker of choice for wealthy people, they might once again dominate the developer pool developing apps and skills for smart speakers. This may force e-commerce platforms (like Amazon, Alibaba, Walmart etc.), Search platform (like Google and Bing) to pay Apple a hefty fee to be the default on Apple's Speakers.

Apple still has great chance to catch up from behind, like they always do with hardware.

PS: Now if they can just FIX Siri (so bad compared to Google Assistant).
(Vested in Google, not in Apple)

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13-02-2018, 02:23 PM,
Post: #426
RE: Apple Inc.
https://arstechnica.com/gadgets/2018/02/...0-speaker/
Reddit audiophiles test HomePod, say it sounds better than $1,000 speaker
JEFF DUNN - 2/13/2018, 2:46 AM
Quote:But having some proper measurements is important. Reddit user WinterCharm, whose real name is Fouzan Alam, has made just that in a truly massive review for the site’s “r/audiophile” sub. And if his results are to be believed, those early reviews may be underselling the HomePod’s sonic abilities. After a series of tests with a calibrated microphone in an untreated room, Alam found the HomePod to sound better than the KEF X300A, a generally well-regarded bookshelf speaker that retails for $999.

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15-02-2018, 01:04 PM, (This post was last modified: 15-02-2018, 01:04 PM by Wildreamz.)
Post: #427
RE: Apple Inc.
https://www.cnbc.com/2018/02/14/berkshir...-down.html
Berkshire Hathaway doubles down on Apple stock and dumps IBM
Anita Balakrishnan | @MsABalakrishnan
Published 7 Hours Ago  Updated 4 Hours Ago
Quote:
  • Warren Buffett's Berkshire Hathaway increased its Apple holdings by 23.3 percent to 165.3 million shares, according to SEC filings.
  • Berkshire dumped about 94.5 percent of its IBM holdings, leaving just 2.05 million shares.
  • Last year, Buffett told CNBC that he was more sure about Apple's future than IBM's.

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