Most models of the iPhone XR still show availability, only T-Mobile show any delay and that is only by 1 week.
I'm still confident that sales will be fantastic but I'm curious how WS will interpret this? There is the chance that it is easier to manufacture and Apple made plenty, then again I don't believe that has really ever been the case. The other thing is the amount of available models ... with 6 different colors and 3 levels of memory make for difficult manufacturing decisions but it's certainly not a new problem for Apple.
In any case, I expect this to be spun negatively tomorrow .... then again when was the last time Apple gave out pre-sales numbers? I believe it's been a while since they have .... maybe we get an announcement tomorrow .
Cheers to the longs
Last Edit: Oct 21, 2018 21:33:04 GMT -5 by gtrplyr
A couple weeks late, but I had been thinking about this in a way.
Ages ago, Apple had a manufacturing line there in Milpitas. Slightly more recently, just more than 20 years ago Apple still had a production line in Elk Grove. If I remember right we were shown at a nearby MUG meeting a G3 tower that had been made there.
But the push is for smaller and smaller stuff, and one trick to get there is automation. 20 years ago at Morotola, the class 1 fab making cell phone chips was automated (10" wafers?), whereas I was in a class 100 fab with 25 year old technology, making what our CEO Hector Ruiz called the popcorn of semiconductors, power mosfets.
With lots of hands on assembly, the trick is going where human costs are cheap, plus some experience.
What's the trick for an automated line. With increasing shipping costs, will that bring everything back home, where the trick is having higher trained people with experience in troubleshooting automation lines?
We have the choice to build this board up, or tear it down. Make the right choice, or don't post here.
To All: Please remember to keep non-Apple SPECIFIC political stuff out of the daily thread. Post it over in the Dungeon, if you really want to discuss it with others on the AAPL Finance Board.
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 12:48:32 GMT -5
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 14:42:52 GMT -5
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 15:25:17 GMT -5
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 15:32:18 GMT -5
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 20:09:43 GMT -5
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 14:54:46 GMT -5
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 11:12:53 GMT -5