chinacat
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AAPL Long since 2006
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Post by chinacat on Nov 11, 2019 8:52:07 GMT -8
Somehow, “Happy Veteran’s Day” never seems like the right thing to say... PED has Wedbush: Is TV streaming big enough for both Apple and Disney. The estimate of a 10% hit to Netflix seems low judging by the discussions here. As for Apple buying them, it seems likely to me that did not fit with the quality-based approach that Apple chose for its kick-off, which was probably smart to generate initial interest. They can always do it later if they decide to add less stellar volume, and the price could be cheaper depending on how much damage Netflix absorbs from all of the newly launching services.
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Post by artman1033 on Nov 11, 2019 9:00:04 GMT -8
AAPL ALL TIME HIGH! $262.46 All Time Highest TODAY intraday
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Post by nwjade on Nov 11, 2019 10:27:59 GMT -8
Somehow, “Happy Veteran’s Day” never seems like the right thing to say... PED has Wedbush: Is TV streaming big enough for both Apple and Disney. The estimate of a 10% hit to Netflix seems low judging by the discussions here. As for Apple buying them, it seems likely to me that did not fit with the quality-based approach that Apple chose for its kick-off, which was probably smart to generate initial interest. They can always do it later if they decide to add less stellar volume, and the price could be cheaper depending on how much damage Netflix absorbs from all of the newly launching services. Buying NFLX, with a 129B valuation, PE of 94 and negative FCF, makes zero sense even if the price becomes cheaper due to competition. AAPL can pay to have content created or licensed just as well as NFLX so why buy them? Now buying a media company such as MGM, Lionsgate, Sony Pictures or A24 as suggested in the article makes perfect sense and I hope they do some of that type M&A as Apple TV+ really gets rolling.
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4aapl
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Post by 4aapl on Nov 11, 2019 11:12:44 GMT -8
Sometimes TV and movies can be so unique that it basically becomes an individual experience.
This morning I just got sucked into watching an hour of youtube, from a few different auto related ones (thanks scotty, and an excellent one on the V6 ecoboost engine from a Canadian mechanic), a gas can one (too verbose for what it was), and a colorful guy on not needing to show your receipt at stores (not clubs). I could see watching these on the TV instead, but how many people would be interested in all of those videos?
Likewise, the kids really have trouble picking out a movie to watch. One or two might want something, while the third want something else. And then there's some junk in there that we don't want to watch. I'm ready to make a randomized queue and throw out a schedule, saying what is playing next.
But as such, we've looked through some of the Amazon shows, and in the past some of the Netflix shows. We liked "The Good Place", but even that wasn't polished, so that you could tell it wasn't from a network. Maybe it's like software quality, where different places have different standards, and the big boys (the standard networks) have set their bars high, whereas the newbies don't much care. Actually, it's exactly like that IMO, given where Apple and Motorola were, where a smaller company was, and the level a small startup put out there.
Admittedly, we watch limited TV shows, and many of them fit the crime drama. NCIS, Elementary, Bull, Bones, CSI, House. There's others, like 24, West Wing, Big Bang Theory, 2 1/2 Men, Designated Survivor, Seal Team. But when half or more fit a profile, you might have a type.
Different networks or services have different goals. Discovery Channel had a few similar ones there for a while, with reality, and might still. I guess the question is with needing to hit critical mass for a specific user in order to justify a monthly service cost, do you go after a broad range of shows, or focus on a type?
Nice work AAPL! Good to see some gains, even on a holiday.
(EDIT: Geez, I've made a lot of silly typos lately, and I don't think I can blame them all on autocorrect. And I forgot Billions, which I cram in at holidays since we don't get Showtime...though I consider a free week or paid month just to watch a season)
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Post by artman1033 on Nov 11, 2019 13:07:15 GMT -8
AAPL ALL TIME HIGH!$262.46All Time Highest TODAY intraday 18,740,056
shares traded today AAPL ALL TIME HIGHEST CLOSE!$262.20aaplinvestors.net/stats/rank/AAPL market CAP. +1.165 TRILLION AAPL ALL TIME HIGH market CAP. +1.165 TRILLION TODAY +$1.165 TRILLION
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stub
Member
The fix is in. Be patient. Don't panic.
Posts: 300
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Post by stub on Nov 11, 2019 13:18:53 GMT -8
...and it's still climbing in AH.
wow
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Nov 11, 2019 13:20:04 GMT -8
Nice run today. I’d forgotten the market was open. 📈
Not a lot of shows I like out there. Love Rick and Morty, but so few episodes.
SEAL Team was good in the first season, (good tactical realism, they have a former Delta Force operator in the cast) but should be renamed “Talk About Your Feewings Team” this season. Female and beta male Hollywood writers just don’t know how to write for alpha military characters.
HBO’s Succession has its moments, but again, a bunch of unconvincing indecisive, weak beta male characters. The Tom (Ripper Street’s Michael MacFayden really playing against type) character is hilariously evil though.
Liked the Breaking Bad movie and Better Call Saul.
Everything on TV is just so PC and SJW and diversity-driven it makes me 🤮. Amazon even ruined Jack Ryan this season (Venezuela needs to be rescued from a *right wing* government 🙄).
Same with The Terror. Great last season, but set in a Japanese internment camp this season. Apparently I’m supposed to feel bad because of FDR’s misdeeds. 😂 Ugh just tell a story and leave the SJW 🐂💩 out of it!
Can’t even watch Discovery and I like Star Trek. CBS is a wreck.
For the record I cut the cable last year. I don’t even know why I subscribe to Netflix. Think I’ll cancel that.
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Post by aaplcrazie on Nov 11, 2019 13:53:32 GMT -8
Das Boot (2018) Chernobyl The Capture The Crown Collateral The Great Hack The Spy The Laundromat All highly watchable T Vee. Back in harness tomorrow on a Show that has Walking..... NDA Redacted Redacted NDA in the Title.....
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Nov 11, 2019 13:57:55 GMT -8
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Nov 11, 2019 19:41:16 GMT -8
How Steve Jobs saved Apple with the online Apple Store (Apple Insider) Ironic that this article quotes Michael Dell crowing about his inventory and shipping time advantages. I ordered an Alienware laptop (Dell acquisition) last week that I really need (Windows crashed on my main laptop) for which I paid an extra $25 for “expedited delivery” but it has already been delayed by a week past their promised delivery window. I emailed Michael Dell personally and Dell emailed and called me this morning offering me $200 off, whining about how they can’t get parts for my cutting edge i9 $4K laptop. Oh boo boo the first online computer store ever, whose raison d’etre is build-to-order quick ship PC’s can’t get its supply chain in order after 35 years in the biz? Apple can source, build, and ship 80 million iPhones in a quarter. Lame. No wonder private equity had to save Dell. Bozos!
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Post by Odd-Lot Richard on Nov 11, 2019 22:50:34 GMT -8
But as such, we've looked through some of the Amazon shows, and in the past some of the Netflix shows. We liked "The Good Place", but even that wasn't polished, so that you could tell it wasn't from a network. Maybe it's like software quality, where different places have different standards, and the big boys (the standard networks) have set their bars high, whereas the newbies don't much care. Actually, it's exactly like that IMO, given where Apple and Motorola were, where a smaller company was, and the level a small startup put out there. _The Good Place_ is actually an NBC comedy, not a Netflix show. The artificial look of the show is supposed to reflect a bit of the twist that comes towards the middle of the first season. Saw it a mile away, I just couldn’t figure Chidi’s angle until the revelation.
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benoir
fire starter
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Posts: 1,318
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Post by benoir on Nov 11, 2019 23:09:29 GMT -8
Nice run today. I’d forgotten the market was open. 📈 Not a lot of shows I like out there. Love Rick and Morty, but so few episodes. [...] For the record I cut the cable last year. I don’t even know why I subscribe to Netflix. Think I’ll cancel that. Rick and Morty... prefer Bojack.... But agree... not sure why I subscribe to Netflix anymore (particularly the anaemic AU version)
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Post by Odd-Lot Richard on Nov 11, 2019 23:24:15 GMT -8
I ordered an Alienware laptop (Dell acquisition) last week that I really need (Windows crashed on my main laptop) for which I paid an extra $25 for “expedited delivery” but it has already been delayed by a week past their promised delivery window. I emailed Michael Dell personally and Dell emailed and called me this morning offering me $200 off, whining about how they can’t get parts for my cutting edge i9 $4K laptop. Oh boo boo the first online computer store ever, whose raison d’etre is build-to-order quick ship PC’s can’t get its supply chain in order after 35 years in the biz? Windows crashing, huh. Weird. I’m a non-gaming Mac guy, so I was just wondering why you went with Alienware laptops rather than MSI, say, or Asus, or any other brand? I haven’t heard the best things about Alienware from gamer friends, especially after the Dell acquisition, but I don’t know enough about PC hardware to call them on whatever they’re spec’ing.
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4aapl
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Post by 4aapl on Nov 12, 2019 7:52:45 GMT -8
SEAL Team was good in the first season, (good tactical realism, they have a former Delta Force operator in the cast) but should be renamed “Talk About Your Feewings Team” this season. Female and beta male Hollywood writers just don’t know how to write for alpha military characters. LOL! I'm only a couple episodes into this season, but that is the flaw that many shows take, wanting to put a soap opera twist onto things. That's part of why we stopped watching Bones, with their pent-up romance. And then there's the same thing at times in NCIS, along with the grandstanding. Just as they've done with SEAL Team. I had no idea The Good Place was NBC. Strange, as we didn't come across it until having a month or two of Netflix, I think. Maybe it was Hulu? Either way, there's a lot of stuff out there, especially once you start seeking it out instead of just turning on the TV and seeing what is on at 8pm among the 3 or 4 top networks. I wish more non-service streaming places let you watch older episodes instead of locking them out. I have no problem watching some commercials, though there are times where I wish the drug ones were at least somewhat targeted (one last night was post-metapausal osteoporosis). Being gone for a few weeks and not starting our TV watching with gusto at the start of the season, I now have multiple shows where I missed the first episode of the season, or more. I guess TV isn't a big part of my life when I forget I enjoy Blacklist. But even when we do enjoy a show once in a while, it's tough to integrate in the schedules if they only keep episodes available to stream for so long. Most follow the the standard schedule, though with dead spots at times (xmas, various playoffs, etc). But others, especially lately, go off-schedule, like Elementary did. And before that, the spy show Burn Notice. But I probably just need to pick a subscription service during those shoulder seasons and see those episodes or whole seasons that I missed.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Nov 12, 2019 12:05:50 GMT -8
SEAL Team was good in the first season, (good tactical realism, they have a former Delta Force operator in the cast) but should be renamed “Talk About Your Feewings Team” this season. Female and beta male Hollywood writers just don’t know how to write for alpha military characters. LOL! I'm only a couple episodes into this season, but that is the flaw that many shows take, wanting to put a soap opera twist onto things. That's part of why we stopped watching Bones, with their pent-up romance. And then there's the same thing at times in NCIS, along with the grandstanding. Just as they've done with SEAL Team. Yeah and the real perpetrator is Supernatural. In the early seasons, it was a macho alpha male guys kicking ass on monsters show. They even lampooned sharing their feewings. But the creator/showrunner left and it just degenerated into "lets talk about our feelings" and the other silly trend, girl power. The show introduced 5' female characters who can take out a whole room of dudes and monsters. I ordered an Alienware laptop (Dell acquisition) last week that I really need (Windows crashed on my main laptop) for which I paid an extra $25 for “expedited delivery” but it has already been delayed by a week past their promised delivery window. I emailed Michael Dell personally and Dell emailed and called me this morning offering me $200 off, whining about how they can’t get parts for my cutting edge i9 $4K laptop. Oh boo boo the first online computer store ever, whose raison d’etre is build-to-order quick ship PC’s can’t get its supply chain in order after 35 years in the biz? Windows crashing, huh. Weird. I’m a non-gaming Mac guy, so I was just wondering why you went with Alienware laptops rather than MSI, say, or Asus, or any other brand? I haven’t heard the best things about Alienware from gamer friends, especially after the Dell acquisition, but I don’t know enough about PC hardware to call them on whatever they’re spec’ing. Ha yeah so true. It's always a matter of when, not if, Windows crashes. I still curse Bill Gates and he left MSFT over a decade ago. In fairness, MSFT is writing code for an infinite variation of hardware configurations, while Apple writes Mac OS for hardware only they manufacture and assemble. But you must image backup Windows regularly, not just restore points, or you're screwed. I went with Dell because I just liked their new slim M17 R2 the best. I considered MSI and Acer and ASUS; tried them all in person at Best Buy. But they didn't seem innovative, same old black toy-looking models. MSI makes a really light model. But Alienware's new model kind of blew me away, and it gets get great reviews. Plus, sort of an American company. And Dell had some early Black Friday deals ($400 off) and I got like 9% back via portals and credit card points.
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4aapl
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Post by 4aapl on Nov 12, 2019 13:48:53 GMT -8
It's always a matter of when, not if, Windows crashes. I still curse Bill Gates and he left MSFT over a decade ago. In fairness, MSFT is writing code for an infinite variation of hardware configurations, while Apple writes Mac OS for hardware only they manufacture and assemble. But you must image backup Windows regularly, not just restore points, or you're screwed. I went with Dell because I just liked their new slim M17 R2 the best. I considered MSI and Acer and ASUS; tried them all in person at Best Buy. But they didn't seem innovative, same old black toy-looking models. MSI makes a really light model. But Alienware's new model kind of blew me away, and it gets get great reviews. Plus, sort of an American company. And Dell had some early Black Friday deals ($400 off) and I got like 9% back via portals and credit card points. Sorry JD, I don't remember your whole backstory. Why do you need a windows laptop? I'm guessing high end rendering or editing, based on the i9. But truthfully, I don't know the limitations of each right now. While a friend does high end video game ads, his work is home based and he uses Macs. A problem with Apple's focus is that there isn't as many choices in HW for the edge cases. And whether that's a super low end laptop, or one on the cutting edge with just-released processors, it might just not be available. But I like to hear what areas out there are still not a great fit for an Apple product.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Nov 12, 2019 17:16:21 GMT -8
It's always a matter of when, not if, Windows crashes. I still curse Bill Gates and he left MSFT over a decade ago. In fairness, MSFT is writing code for an infinite variation of hardware configurations, while Apple writes Mac OS for hardware only they manufacture and assemble. But you must image backup Windows regularly, not just restore points, or you're screwed. I went with Dell because I just liked their new slim M17 R2 the best. I considered MSI and Acer and ASUS; tried them all in person at Best Buy. But they didn't seem innovative, same old black toy-looking models. MSI makes a really light model. But Alienware's new model kind of blew me away, and it gets get great reviews. Plus, sort of an American company. And Dell had some early Black Friday deals ($400 off) and I got like 9% back via portals and credit card points. Sorry JD, I don't remember your whole backstory. Why do you need a windows laptop? I'm guessing high end rendering or editing, based on the i9. But truthfully, I don't know the limitations of each right now. While a friend does high end video game ads, his work is home based and he uses Macs. A problem with Apple's focus is that there isn't as many choices in HW for the edge cases. And whether that's a super low end laptop, or one on the cutting edge with just-released processors, it might just not be available. But I like to hear what areas out there are still not a great fit for an Apple product. I first switched to PC’s circa 2005 when my Mac-created PowerPoints weren’t converting properly for my classroom PC’s, messing up my presentations. I was also into gaming then and Mac ports of the games at that time lagged well behind Windows ports. And there was just so much more software available for the PC then. More recently, I’ve wanted a 17” screen and Apple inexplicably doesn’t make MacBooks in that size. 🤷🏻♂️ I was also put off by Apple’s 🐓 💩 practice of soldering CPU’s and RAM so you can’t DIY upgrade (another great for shareholder but bad for consumer Apple policy). Dell didn’t used to do that, but they do now. I’ve mentioned before that I started looking at Surfaces because Apple has purposely crippled the iPad’s ability to use USB external storage. Sorry, but that’s just unacceptable and indefensible, even for someone who paid for his house with AAPL stock. 💰
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4aapl
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Post by 4aapl on Nov 12, 2019 19:34:49 GMT -8
I first switched to PC’s circa 2005 when my Mac-created PowerPoints weren’t converting properly for my classroom PC’s, messing up my presentations. I was also into gaming then and Mac ports of the games at that time lagged well behind Windows ports. And there was just so much more software available for the PC then. More recently, I’ve wanted a 17” screen and Apple inexplicably doesn’t make MacBooks in that size. 🤷🏻♂️ I was also put off by Apple’s 🐓 💩 practice of soldering CPU’s and RAM so you can’t DIY upgrade (another great for shareholder but bad for consumer Apple policy). Dell didn’t used to do that, but they do now. I’ve mentioned before that I started looking at Surfaces because Apple has purposely crippled the iPad’s ability to use USB external storage. Sorry, but that’s just unacceptable and indefensible, even for someone who paid for his house with AAPL stock. 💰 So why do you continue to use PCs. Is the money saved worth the hassle of crashes (when they happen, not if)? Or is there something you really need the extra power of an i9 for? Though like you I have plenty to buy either, or both, I am constantly swayed by a cheap PC. We have an old Win 7 laptop that was doing ok steaming TV shows to the TV, until we forgot the password. It's barely holding on, with just enough power to do what we ask of it. The times that it starts loosing frames and skipping, it turns out that it's Win 7, downloading an update. Ugh. And I needed an HP laptop a few years back for work, for testing. I did a build-to-order, adding a small SSD. I think that was what killed it, when HP ran a BIOS update. Looking at logs off a Mac, it turned out that Bios updates had failed for quite a while. I understand sometimes needing a PC (and the whole making it virtually impossibly to change the HD/SSD/ram/battery thing really bugs me, even if I haven't worried about tweaking a processor since upclocking the first Power PCs). But it sounds like these days for you it's not really that you need a PC, but you prefer it. Aside from the 17" screen thing. Other than that, it sounds like you're taking the lower cost and crash frequency, over a Mac. For me, I'm probably finally upgrading my old core2duo 24" iMac to one of those 27" iMacs in the Costco ad. I always said I would just get a 21" and add an extra screen, but the 27" also adds a few things, including that coveted 4 slots of memory upgradability. I'll probably also pick up a PC laptop, just to have a streaming machine and an occasional laptop that I wouldn't feel terrible if it dropped. So I guess I'm in the same boat, except that I would only use it in a way that I wouldn't mind it crashing, or needing a reformat.
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mark
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Post by mark on Nov 14, 2019 15:06:07 GMT -8
Sorry JD, I don't remember your whole backstory. Why do you need a windows laptop? I'm guessing high end rendering or editing, based on the i9. But truthfully, I don't know the limitations of each right now. While a friend does high end video game ads, his work is home based and he uses Macs. A problem with Apple's focus is that there isn't as many choices in HW for the edge cases. And whether that's a super low end laptop, or one on the cutting edge with just-released processors, it might just not be available. But I like to hear what areas out there are still not a great fit for an Apple product. I first switched to PC’s circa 2005 when my Mac-created PowerPoints weren’t converting properly for my classroom PC’s, messing up my presentations. I was also into gaming then and Mac ports of the games at that time lagged well behind Windows ports. And there was just so much more software available for the PC then. More recently, I’ve wanted a 17” screen and Apple inexplicably doesn’t make MacBooks in that size. 🤷🏻♂️ I was also put off by Apple’s 🐓 💩 practice of soldering CPU’s and RAM so you can’t DIY upgrade (another great for shareholder but bad for consumer Apple policy). Dell didn’t used to do that, but they do now. I’ve mentioned before that I started looking at Surfaces because Apple has purposely crippled the iPad’s ability to use USB external storage. Sorry, but that’s just unacceptable and indefensible, even for someone who paid for his house with AAPL stock. 💰 I bet the new MacBook Pro 16" screen is better in all respects than any 17" screen you can get on a Dell. I use both PC and Mac daily, and my PC has always, by far, been substandard compared to my Mac in all respects. And my current Mac is a MacBook Pro from 2012! And my current PC is one of the latest Dell models. The trackpad is a piece of sh*t on every Dell I have ever used. I despise their trackpads with a passion. And Windows is laggy and doesn't behave well quite often. And there shouldn't be any excuse because it's running on Dell hardware with an i7 quad core running at 3+GHz! Meanwhile my Mac is an older i7 at 2.6 GHz and *still* can outperform the new-ish Dell in most ways (for example, the old Mac is about twice as fast as the new PC doing 7zip on large files).
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