chinacat
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AAPL Long since 2006
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Post by chinacat on Aug 13, 2019 4:34:56 GMT -8
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ems
Member
Posts: 97
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Post by ems on Aug 13, 2019 4:58:33 GMT -8
TV+ looks interesting. I think we'll end up subscribing to either that or the disney offering, or maybe both. Recently we cut the cord with comcast, and kept only internet, for $75/mo instead of $220+ we were paying with their triple-play crap. Not missing it at all, really, and enjoy not giving them money.
It will be nice if TV+ will run on any mac/i-device/etc., vs. just on the AppleTV. I have a mac mini running as the front end of our Home Theater, so if TV+ will run on that, I'd be into it, but not really interested in buying an AppleTV just to run TV+.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Aug 13, 2019 5:13:21 GMT -8
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Post by Odd-Lot Richard on Aug 13, 2019 5:53:44 GMT -8
Is anyone else seeing prints of +$9+? Am I reading this wrong?
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Post by elmar on Aug 13, 2019 5:59:51 GMT -8
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Post by aaplcrazie on Aug 13, 2019 6:05:44 GMT -8
Is anyone else seeing prints of +$9+? Am I reading this wrong? Ha yes! Was wondering the same thing just checked three different sources: Apple's Stock Surges After U.S. Delays Additional 10% Import Tariff on Products Like Cell Phones and LaptopsApple's stock has surged around five percent after the United States Trade Representative announced that an additional tariff of 10 percent on approximately $300 billion of Chinese imports will be delayed to December 15 for products such as cell phones, laptop computers, and monitors, per CNBC. Moreover, the USTR said certain products are being removed from the tariff list based on "health, safety, national security and other factors" and will not be subject to the additional tariff of 10 percent whatsoever. It is unclear if this decision applies to any Apple products or accessories.
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Post by rmhe1999 on Aug 13, 2019 6:51:26 GMT -8
Question: If Trump's 10% tariff fee announcement was a Black Swan event, is the USTR announcement of the delay of said tariff a Golden Goose Event?
Yet another reason IMHO why buy & hold is the best strategy.
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ems
Member
Posts: 97
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Post by ems on Aug 13, 2019 6:54:56 GMT -8
re: tariff delay - it's just drumpf blinking in the standoff with China, since he's clueless how trade works and someone must have talked some sense into him at the last minute. Still, I'll take the nice gain. Hopefully we'll keep it.
I think another catalyst soon will be adopter numbers for the Apple Card. I'd expect apple to announce something about it next time they have something to say, perhaps at their next hardware announcement event.
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Post by pauls on Aug 13, 2019 7:35:52 GMT -8
Question: If Trump's 10% tariff fee announcement was a Black Swan event, is the USTR announcement of the delay of said tariff a Golden Goose Event? Yet another reason IMHO why buy & hold is the best strategy. Just when I thought we were all making our solemn sacrifice in this trade war, the general retreats and we are feasting on foie gras in the mess tent.
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Post by macster on Aug 13, 2019 7:54:13 GMT -8
How does anyone know what goes on behind closed doors. Its been repeatedly said that China wants a deal. I don't see this as any kind of retreat but a hopeful sign of compromise in dealing with counterparts out of the shameful purview of the hate trump media. I understand your hatred of the President but its mostly fed by the opposition MSM. Besides the President is in a powerful position to do whats right and its not wise for Google, Amazon, Facebook and Twitter to thumb their noses at the President. Bravo to Cook who chose to get involved on behalf of your precious Apple shares.
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Post by gtrplyr on Aug 13, 2019 8:14:43 GMT -8
How does anyone know what goes on behind closed doors. Its been repeatedly said that China wants a deal. I don't see this as any kind of retreat but a hopeful sign of compromise in dealing with counterparts out of the shameful purview of the hate trump media. I understand your hatred of the President but its mostly fed by the opposition MSM. Besides the President is in a powerful position to do whats right and its not wise for Google, Amazon, Facebook and Twitter to thumb their noses at the President. Bravo to Cook who chose to get involved on behalf of your precious Apple shares. Latest headline: Trump says he delayed tariffs due to concerns over the upcoming Christmas shopping season. I don't think this is negotiation from a position of strength and further shows the administration has no strategy whatsoever. Hatred of the president is one thing .... most of the posts I see here are more about hatred of how this trade negotiation is being waged. It's amateur hour over in the WH. I'll be more specific and add: Numerous sources report that many in his administration were against the recent announcement of the extra 10% tariff only to be ignored. Trump did it anyway and destroyed US markets only to reverse course after a few days. What message does this send to China? Cheers to the longs.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Aug 13, 2019 8:19:36 GMT -8
It is wonderful how a total lack of engineering understanding frees the imagination. Only someone living in that blissfully ignorant state even thinks of things that are clearly impossible. They become a fount of ideas that somehow slowly become possible. One of the most unfettered minds I know is Ewan Spence. I admire the way he fearlessly and cluelessly ranges over the future tech landscape offering visions that most would describe as delusional. this article illustrates my point: www.forbes.com/sites/ewanspence/2019/07/27/apple-iphone-5g-intel-iphone-xr-iphone-xs-iphone-11-apple-watch-macbook-pro-lte-airpods/#48f34e06142dBuried deep in the drivel is this "While it might be pushing the technological envelope, a completely standalone pair of AirPods, communicating with Siri and Apple Music over 5G, with no need for an intermediate device. Just pop the AirPods into your ear, and the celestial jukebox is literally at your command." Indeed. But what if? Imagine expanding Siri to allow it to control apps (Hint, it already can in limited cases) imagine a completely verbal interface: "Siri, open the AnalysisforIdiots app. Now go get the past 10 years of apple stock closing data from NASDAQ.com, now calculate the correlation of RSI using a period of 7 to the RSI Using a period of 14 What are the R values?" Siri responds "Now playing Hotel California by the Eagles". ( I thought I should inject a small note of reality into this flight of fancy). Having the world's knowledge at our fingertips made the iPhone a success. Having continuous access to this kind of computing power would be another huge step. All the pieces to make this happen are in place, except the network. and of course 5G Airpods, but a girl can dream can't she?
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Aug 13, 2019 8:36:08 GMT -8
It is wonderful how a total lack of engineering understanding frees the imagination. Only someone living in that blissfully ignorant state even thinks of things that are clearly impossible. They become a fount of ideas that somehow slowly become possible. One of the most unfettered minds I know is Ewan Spence. I admire the way he fearlessly and cluelessly ranges over the future tech landscape offering visions that most would describe as delusional. this article illustrates my point: www.forbes.com/sites/ewanspence/2019/07/27/apple-iphone-5g-intel-iphone-xr-iphone-xs-iphone-11-apple-watch-macbook-pro-lte-airpods/#48f34e06142dBuried deep in the drivel is this "While it might be pushing the technological envelope, a completely standalone pair of AirPods, communicating with Siri and Apple Music over 5G, with no need for an intermediate device. Just pop the AirPods into your ear, and the celestial jukebox is literally at your command." Indeed. But what if? Imagine expanding Siri to allow it to control apps (Hint, it already can in limited cases) imagine a completely verbal interface: "Siri, open the AnalysisforIdiots app. Now go get the past 10 years of apple stock closing data from NASDAQ.com, now calculate the correlation of RSI using a period of 7 to the RSI Using a period of 14 What are the R values?" Siri responds "Now playing Hotel California by the Eagles". ( I thought I should inject a small note of reality into this flight of fancy). Having the world's knowledge at our fingertips made the iPhone a success. Having continuous access to this kind of computing power would be another huge step. All the pieces to make this happen are in place, except the network. and of course 5G Airpods, but a girl can dream can't she? The question here is why would it need 5G? This is the dumb terminal, 20+ years later. The server does all the heavy lifting, and you're not sending or receiving much, in this case to/from the airpods. Instead, it's just audio, something that does fine on both 4g and slower. I'm sure there will be lots of things that utilize more data. But sending/receiving audio shouldn't be one of them, unless sending a whole orchestra, with each instrument separate.
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Post by PikesPique on Aug 13, 2019 8:40:08 GMT -8
Bud, thanks for jumping on the land mine that is Ewan Spence so the rest of us don't have to do so. Your sacrifice will be remembered with much reverence.
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Post by pauls on Aug 13, 2019 8:45:24 GMT -8
How does anyone know what goes on behind closed doors. Its been repeatedly said that China wants a deal. I don't see this as any kind of retreat but a hopeful sign of compromise in dealing with counterparts out of the shameful purview of the hate trump media. I understand your hatred of the President but its mostly fed by the opposition MSM. Besides the President is in a powerful position to do whats right and its not wise for Google, Amazon, Facebook and Twitter to thumb their noses at the President. Bravo to Cook who chose to get involved on behalf of your precious Apple shares. Hm. Hate is a strong word. As for what feeds my disdain, it is less the 'opposition MSM' and more my twitter feed, where Trump has made himself prominent. Not sure if you follow him there. If you do, I'm not sure how you could support him. He lost me when he chose to insert himself as leader of the racist birther movement. It's been downhill from there. As for his trade war, it began with the lie that 'trade wars are easy', ignoring any and all historical data to the contrary, and has gone down from there, imo. These last few weeks have been needlessly erratic and manipulative, at a time when a steady hand on the wheel is needed. Great for volatility, terrible for the global economy (and the US farmer- the tip of the spear!). I'm sure, however it shakes out, will be a 'win' for Trump and his diehard base. Meanwhile, he is on the wrong side of events in Hong Kong and Taiwan, just as he was during the Tiananmen protests. His buddy Putin is crashing nukes in the ocean, his dear friend in North Korea is exercising his new missiles, and our allies near and far are politely biding their time until the most powerful nation in history regains its leadership role. Gutting the Endangered Species Act must be just icing on the MAGA cake, huh? As for my 'precious' Apple shares, none of these shenanigans have worried me. Apple is positioned to weather just about anything, imo. I'm in it for the long haul.
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Post by macster on Aug 13, 2019 8:45:28 GMT -8
How does anyone know what goes on behind closed doors. Its been repeatedly said that China wants a deal. I don't see this as any kind of retreat but a hopeful sign of compromise in dealing with counterparts out of the shameful purview of the hate trump media. I understand your hatred of the President but its mostly fed by the opposition MSM. Besides the President is in a powerful position to do whats right and its not wise for Google, Amazon, Facebook and Twitter to thumb their noses at the President. Bravo to Cook who chose to get involved on behalf of your precious Apple shares. Latest headline: Trump says he delayed tariffs due to concerns over the upcoming Christmas shopping season. I don't think this is negotiation from a position of strength and further shows the administration has no strategy whatsoever. Hatred of the president is one thing .... most of the posts I see here are more about hatred of how this trade negotiation is being waged. It's amateur hour over in the WH. I'll be more specific and add: Numerous sources report that many in his administration were against the recent announcement of the extra 10% tariff only to be ignored. Trump did it anyway and destroyed US markets only to reverse course after a few days. What message does this send to China? Cheers to the longs. Trump also said...As usual, China said they were going to be buying “big” from our great American Farmers. So far they have not done what they said. Maybe this will be different! And another said.....And our victory is assured. One cannot win a trade war when they’re already Killing us on trade. We hold the cards. China is suffering badly and they can end their suffering any time that they choose or they can choose to implode economically. In either case, the greatest country in world history will continue to prosper. We don’t need China, but they are finished without us. The tariff threat worked very well against Mexico
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Post by gtrplyr on Aug 13, 2019 9:07:56 GMT -8
Latest headline: Trump says he delayed tariffs due to concerns over the upcoming Christmas shopping season. I don't think this is negotiation from a position of strength and further shows the administration has no strategy whatsoever. Hatred of the president is one thing .... most of the posts I see here are more about hatred of how this trade negotiation is being waged. It's amateur hour over in the WH. I'll be more specific and add: Numerous sources report that many in his administration were against the recent announcement of the extra 10% tariff only to be ignored. Trump did it anyway and destroyed US markets only to reverse course after a few days. What message does this send to China? Cheers to the longs. Trump also said...As usual, China said they were going to be buying “big” from our great American Farmers. So far they have not done what they said. Maybe this will be different! And another said.....And our victory is assured. One cannot win a trade war when they’re already Killing us on trade. We hold the cards. China is suffering badly and they can end their suffering any time that they choose or they can choose to implode economically. In either case, the greatest country in world history will continue to prosper. We don’t need China, but they are finished without us. The tariff threat worked very well against Mexico Buying big? ... He LIED. Made the whole thing up ... if there was any kind of agreement don't you think there would be a signed document? Unless of course you have NO idea WTF you are doing. Show us the document where they agreed to "Buy big" ... poor soybean farmers .... they are screwed as China has found other suppliers very easily ... that market may never come back. Comparing Mexico's economy to China? You should really do some research on that one ..... I don't even know where to start so I won't let's just say they are too different to use as any kind of useful comparison. Last time I checked ... it was us that backed down on our 10% tariff promise to do what? Oh yea that's right ... to SAVE our Christmas season ... that's straight from Trump's mouth. If I was China I'd be laughing my ass off at that one .... Once again ... I'm ending this discussion as I don't want to go down the road we are headed on. I'm speaking simply to market conditions and the administrations policies that have done so much damage.
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Post by macster on Aug 13, 2019 9:49:26 GMT -8
Trump also said...As usual, China said they were going to be buying “big” from our great American Farmers. So far they have not done what they said. Maybe this will be different! And another said.....And our victory is assured. One cannot win a trade war when they’re already Killing us on trade. We hold the cards. China is suffering badly and they can end their suffering any time that they choose or they can choose to implode economically. In either case, the greatest country in world history will continue to prosper. We don’t need China, but they are finished without us. The tariff threat worked very well against Mexico Buying big? ... He LIED. Made the whole thing up ... if there was any kind of agreement don't you think there would be a signed document? Unless of course you have NO idea WTF you are doing. Show us the document where they agreed to "Buy big" ... poor soybean farmers .... they are screwed as China has found other suppliers very easily ... that market may never come back. Comparing Mexico's economy to China? You should really do some research on that one ..... I don't even know where to start so I won't let's just say they are too different to use as any kind of useful comparison. Last time I checked ... it was us that backed down on our 10% tariff promise to do what? Oh yea that's right ... to SAVE our Christmas season ... that's straight from Trump's mouth. If I was China I'd be laughing my ass off at that one .... Once again ... I'm ending this discussion as I don't want to go down the road we are headed on. I'm speaking simply to market conditions and the administrations policies that have done so much damage. One word...triggered You have no idea how communication between the Administration and China works. You are making it up as you go because you are ideologically opposite. You should be happy the Christmas season for specific popular purchases has been saved and your precious short term gains. End this political talk you guys started again, its sickening.
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Post by therealmercel on Aug 13, 2019 10:42:15 GMT -8
Trump blinked. This was in the cards when he announced the tariffs be tweet. China is laughing its ass off, as is the rest of the world.
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ems
Member
Posts: 97
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Post by ems on Aug 13, 2019 11:05:57 GMT -8
re: the airpods/5g/streaming idea - you would need minimum 128kbps for reasonable quality of streamed audio, ideally higher (like double that).
The limitations would not be 5G, but more the battery life of the airpods, and form-factor. You would be lucky to get an hour of 4G streaming of audio with the current battery/form factor of airpods, maybe not even that. Cell radios take alot more power than a BT radio.
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Post by macster on Aug 13, 2019 11:07:00 GMT -8
Trump blinked. This was in the cards when he announced the tariffs be tweet. China is laughing its ass off, as is the rest of the world. So you were against a trade war now you are against the relaxation of the trade war. There were phone talks between the the US and China. Who blinked??? Who’s laughing??? I wish you would document your statements or please insert a IMO in your prognostications. Please stop trashing this board.
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Post by therealmercel on Aug 13, 2019 11:08:44 GMT -8
Trump blinked. This was in the cards when he announced the tariffs be tweet. China is laughing its ass off, as is the rest of the world. So you were against a trade war now you are against the relaxation of the trade war. There were phone talks between the the US and China. Who blinked??? Who’s laughing??? I wish you would document your statements or please insert a IMO in your prognostications. Please stop trashing this board. lol. I'm against trade negotiations by tweet, yes. Nice spin on your part, but after Trump is in jail, you'll be the laughingstock for believing in this doofus
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benoir
fire starter
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Posts: 1,314
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Post by benoir on Aug 13, 2019 11:51:43 GMT -8
Buying big? ... He LIED. Made the whole thing up ... if there was any kind of agreement don't you think there would be a signed document? Unless of course you have NO idea WTF you are doing. Show us the document where they agreed to "Buy big" ... poor soybean farmers .... they are screwed as China has found other suppliers very easily ... that market may never come back. One word...triggered You have no idea how communication between the Administration and China works. You are making it up as you go because you are ideologically opposite. You should be happy the Christmas season for specific popular purchases has been saved and your precious short term gains. End this political talk you guys started again, its sickening. I think the ‘political talk’ is highly relevant in this instance. Everything big move (volatility)in AAPL and the rest of the market, recently, has been due to this Administration and their handling of the ‘trade wars are easy’ trade war with China. Anyone who thinks negotiating with China is easy is a fool. Anyone who shows their cards in negotiation with China is a fool. China will out play and outlast Trump. China is not beholden to election cycles and they will play a long game. Trump is consumed by vanity and lacks the discipline and deftness to handle this ‘deal’. I agree, gtrplyr is ideologically opposed. So am I. and yes this whole situation is sickening. But trump will be gone at some point and the next administration, be it Republicans or Democrats will begin the process of restoring your country. Because it ain’t so great at the moment.
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Post by Odd-Lot Richard on Aug 13, 2019 12:14:24 GMT -8
Trump blinked. This was in the cards when he announced the tariffs be tweet. I think it’s tactical. Perhaps his team got a concession for the temporary lift, and he’s tweeting about it. I hardly think he made this tweet as a directive from himself to his trade team. It doesn’t have the impulsive feel of his more generalized invective. China is not beholden to election cycles and they will play a long game. Trump is consumed by vanity and lacks the discipline and deftness to handle this ‘deal’. No argument on the vanity, but I don’t think that tweeting a concession that was already made is “showing your hand.” The China bit is true whoever is in the Oval Office, and the tweet shows the Street that he’s not “ideologuing” and that he can make concessions to the other side of the table.
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Post by Odd-Lot Richard on Aug 13, 2019 12:20:12 GMT -8
As for the political talk, I don’t think it’s on point, unless you’re doing short term trading.
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Aug 13, 2019 12:31:38 GMT -8
So what do companies end up choosing to do to minimize the unknown but chaotic effects of possible tariffs, the wall of worry? This morning an article spoke of some companies like HP moving their US-bound laptop production to Taiwan. Anther place was moving it's laptop production. And the company Apple uses for one of it's lines said that while Apple hasn't asked such, they could move US-bound production to a different country.
I believe in all cases the production wasn't coming to the US, and it mentioned that parts and production were worldwide, even if some/most/all engineering was in the US.
Much like t-shirt production, is it likely to ever come back to the US, or just move? And is there any reason to push to have it come to the US?
I'd like to see production via automation come to the US, which also requires a lot of backend support just as in a semiconductor Fab, but I don't really see a human based production coming back.
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Post by Luckychoices on Aug 13, 2019 13:12:59 GMT -8
Trump blinked. This was in the cards when he announced the tariffs be tweet. China is laughing its ass off, as is the rest of the world. So you were against a trade war now you are against the relaxation of the trade war. Yes, *against* the trade war, but backpedaling ≠ relaxation There were phone talks between the the US and China. Who blinked??? Who’s laughing??? I wish you would document your statements or please insert a IMO in your prognostications. Oh, there were phone talks? Link please. You know, document your statements. Oh, and please start using IMO yourself before you recommend it to others. Please stop trashing this board. Pot meet kettle?
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Post by nwjade on Aug 13, 2019 14:48:45 GMT -8
I wonder what Apple is thinking regarding the Viacom/CBS merger?
Back on 12/31/18 I suggested they should buy Viacom (see original post below)
Would Apple consider buying the combined Viacom/CBS company...?
They were after all in talks back in 2016 to purchase Time Warner which fell through.
Post by nwjade on Dec 31, 2018 For fun anyone care to make any 2019 predictions for Apple growing the business? I'll throw out that given they're going to launch a video streaming business and also given the strong balance sheet, why not do a big studio/content acquisition? Viacom with their media networks and filmed entertainment (Paramount Pictures and Television) is one of the last to be had. Sony's another one but would be a lot more expensive and messy. It's not as pure a play as Viacom and would require breaking up and selling the electronics side of the business.
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Post by silkstone on Aug 13, 2019 14:55:43 GMT -8
Latest headline: Trump says he delayed tariffs due to concerns over the upcoming Christmas shopping season. I don't think this is negotiation from a position of strength and further shows the administration has no strategy whatsoever. Hatred of the president is one thing .... most of the posts I see here are more about hatred of how this trade negotiation is being waged. It's amateur hour over in the WH. I'll be more specific and add: Numerous sources report that many in his administration were against the recent announcement of the extra 10% tariff only to be ignored. Trump did it anyway and destroyed US markets only to reverse course after a few days. What message does this send to China? Cheers to the longs. Trump also said...As usual, China said they were going to be buying “big” from our great American Farmers. So far they have not done what they said. Maybe this will be different! And another said.....And our victory is assured. One cannot win a trade war when they’re already Killing us on trade. We hold the cards. China is suffering badly and they can end their suffering any time that they choose or they can choose to implode economically. In either case, the greatest country in world history will continue to prosper. We don’t need China, but they are finished without us. The tariff threat worked very well against Mexico He regularly goes against the most intelligent folks in the White House, why would you do anything differently when you’re the smartest and bestest stable genius out there ? Apple will be fine, I’m pretty sure America will be too. China is still going to be the biggest economy ever and yes, they will be bigger than the U.S., we need to accept the reality and deal with them in a smarter way like Apple does. When all these old people leading our government die off, things should settle down and normalize but in the meantime, things are very dicey. Tim Cook has done a remarkable job of guiding Apple through these rough waters imo.
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Post by david on Aug 13, 2019 16:23:52 GMT -8
As for the political talk, I don’t think it’s on point, unless you’re doing short term trading. Every trade is short term. The black duck struck again today. Anyone who sold today with a limit order lost money. Anyone who bought with a limit order on that fateful day a week or so ago, also lost money. Every time the black duck squawks, somebody loses money. It's probably against the law. For everyone with insider knowledge except a president.
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