Since84
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To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 30, 2018 2:09:11 GMT -8
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4aapl
Moderator
Posts: 3,632
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Post by 4aapl on May 30, 2018 5:39:35 GMT -8
IMHO, this is truly one of the most stunning and important stories of the past few years. For mobile devices especially, this gives Apple an incredible advantage, both technically and economically, versus their competitors. It is also a reminder that success as a "hardware" company can depend as much on design skills as manufacturing capability. I'm a little surprised that Apple hasn't found a way to exploit this speed advantage of their processors. I watched the "Burn, Baby Burn" ads back with the Pentium chip on the snail, and was excited about chips like Exponential, long long ago. But then there were the speed tests in so many Keynotes, showing the Mac tromp the PC. Maybe they are waiting for a time where the lead is even bigger, or they don't have other things to advertise. But speed sells, if you can find a good way to show it. Showing a Tesla screaming down an onramp, hitting 70 halfway on, only to have to nail the brakes for the metering light, and then stop and go traffic. Sometimes reality doesn't sell it. But put it onto highway 1, flowing around the turns, with crashing waves in the background. Maybe speed across an iconic bridge or two. And if you want that acceleration, head northward and pass a logging truck in a short zone or something. In the Keynotes, it was always a mix of gaming, desktop publishing, and video editing. While not all users did these enough to warrant a purchase based on speed, it's also the aspiring user that this hits. The question is, when is Apple going to use this again, and how are they. Frankly, I haven't been a gamer in a long time, but might need to revisit due to the hype of Fortnite across the elementary school (and middle and high). And while I've been happy with a little older setup for both my desktop and iPhone, I'm getting a little tired of the advertising pot shots that Samsung has been taking, especially since they seem to continually focus on past models. Apple must have a strange marketing setup now for the iPhones, where they don't need much push when the product first comes out due to overwhelming demand, but then later when the supply/demand is more balanced most people already know about it. But I'd like to see some ads showing Apple products really trouncing the competition again. It's just a matter of what really shows that advantage, along with what really moves the audience, whether they need that speed or just aspire to have it.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 30, 2018 6:49:56 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on May 30, 2018 7:22:53 GMT -8
And yet, this "positive" article only has a price target of $200, and includes the following: "... the iPhone X demand has softened since reaching a supply/balance level in late December…" "we believe near term demand issues (iPhone X) does not change our long term bullish thesis" I guess it just doesn't matter that Tim keeps saying that the X has been the best selling model every week since its release.
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ono
Member
compensation
Posts: 537
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Post by ono on May 30, 2018 8:44:26 GMT -8
Yup
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 30, 2018 12:04:40 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 30, 2018 12:28:47 GMT -8
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bud777
fire starter
Posts: 1,352
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Post by bud777 on May 30, 2018 14:14:24 GMT -8
And still no mention of 5G. I don't mind them looking just a year ahead, but any long term investor should certainly be looking 5 years out. 5G will mean that virtually everyone will be upgrading and given Apple's customer retention rate, well, super-cycle just doesn't feel strong enough.
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