chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Dec 7, 2019 11:22:21 GMT -8
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Dec 7, 2019 12:15:44 GMT -8
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Post by hyci004 on Dec 7, 2019 14:02:24 GMT -8
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Post by Luckychoices on Dec 7, 2019 22:09:46 GMT -8
Straying from the topic. Let's enjoy this run, while remembering to include at least a nugget about AAPL or Apple in any post on the daily thread. You're quite right, 4aapl, I blew it on Friday's post by not including anything about AAPL or Apple when I responded regarding the unemployment rate. Sorry about that and I'll be more careful in the future. Yep, that damn Tim Cook. If he only knew what the heck he was doing. Very impressive rally today. Yep, we have Tim Cook to thank for the record Dow and NASDAQ and record low unemployment. Well done, Tim! 👏🏻 CNBC’s Cramer on jobs report: “these are the best numbers of our lives” youtu.be/FVwTD2aqLOQ (For the record, my tits are quite calm). I very much agree with thanking Tim Cook for Apple's contribution to the record Dow and to the record low unemployment. Do a search for Apple's impact on the Dow and you'll find AAPL cited for making a large contribution to the Dow for almost every year since they joined in 2015. I'm also very happy to see the figures showing that Apple Inc increased their employment so dramatically in the United States since 2005 and I'm proud to be invested in a company that, due to its business success in a very competitive market, was able to impact the U.S. work force in such a major way. The chart below shows the yearly increase in U.S. employment by Apple since 2005. I used the figures provided in the chart above to make a table of the yearly increases in U.S. Apple employment. As can be easily seen, the lowest increase from the previous year, 2.3k in 2009, signaled the global financial crisis but the double digit increases between 2010 and 2015 (excepting 2013) clearly shows the rapid increase of Apple employment corresponding to Apple's success. I hope the momentum AAPL has experienced lately continues next week. Cheers to the AAPL Longs!!
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,099
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Post by Dave on Dec 8, 2019 5:01:50 GMT -8
I agree that there are many points that Tim Cook should be proud of in his leadership of Apple. And Apples influences on the stock market and the nation’s employment can not be overlooked. But, Tim Cook’s stubbornness in keeping Apples manufacturing in China has exposed it to all of the grief that the stock holders and much of the market has felt over the past year or more. The information on the dangers of China has been available for a very long time and it’s threat to any company foolish enough to fall into it’s web can not be overlooked. Had Tim Cook relocated Apples manufacturing to another nation that exposed us to less risk we would not be having this conversation today. And it’s quite possible that this trade war may not have lasted as long for our nation. Tim Cook should receive all of the praise that is due him for his leadership, but he should also be held responsible for his failures and this is a huge one. Last years stock disaster was Tim Cook’s falt.
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4aapl
Moderator
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Post by 4aapl on Dec 8, 2019 9:38:22 GMT -8
Tim Cook’s stubbornness in keeping Apples manufacturing in China has exposed it to all of the grief that the stock holders and much of the market has felt over the past year or more. The information on the dangers of China has been available for a very long time and it’s threat to any company foolish enough to fall into it’s web can not be overlooked. Had Tim Cook relocated Apples manufacturing to another nation that exposed us to less risk we would not be having this conversation today. Last years stock disaster was Tim Cook’s falt. I don't personally think of the last year as being a stock disaster. They go up and they go down, and when the whole market goes up or down it's hard to differ much from the tide's movement. There was volatility, but at least some of that is needed for a healthy market that exceeds the long term gains of less risky investments. But I would probably feel differently if I had been more focused on the short term instead of just looking at the longer term, over the past year. On manufacturing in China, I probably don't know as much about it as I should. Apple has announced some other manufacturing locations, such as India. But my feeling is that in looking at all of the variables, and especially when considering that you can't change everything at the drop of a hat, manufacturing in China has been a decent and possibly even the best choice. That's taking in things like cost, quickness of scale, historical knowledge, and location of sub-parts. I'd like for some things to be built elsewhere, as a hedge. And politically or nationally, I'd like to see things built elsewhere. That even includes potentially in the US, though I don't see the need for a bunch of low level manufacturing to be here, but would like to see things here while the scale-up to more automated manufacturing occurs, mainly to get the knowledge into the US. Once Apple and the US has the cutting edge knowledge, it will be possible to scale and have factories elsewhere, if it makes sense. But in general, with fewer low level assemblers, it could likely make sense to have the assemblies in locations that traditionally have been more expensive for manufacturing. But, admittedly without a lot of deep knowledge, it seems to me that manufacturing iPhones in China over the past years has been a pretty good choice, and likely even the best choice. Is it the best choice going forward over the next few years? I'm sure that is something that many people at Apple with much more knowledge on the matter have to think about on a daily basis.
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4aapl
Moderator
Posts: 3,631
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Post by 4aapl on Dec 8, 2019 9:53:39 GMT -8
Straying from the topic. Let's enjoy this run, while remembering to include at least a nugget about AAPL or Apple in any post on the daily thread. You're quite right, 4aapl, I blew it on Friday's post by not including anything about AAPL or Apple when I responded regarding the unemployment rate. Sorry about that and I'll be more careful in the future. It's a slippery slope that many were sliding on. Unemployment relates to the economy which relates to Apple selling product which relates to the stock price. But it's also easy to devolve, so adding in at least one note of how it directly affects Apple or AAPL helps tie it all together. While record unemployment definitely helps on multiple levels, the key is that unemployment is low and has been for a while. Thus a small move up in unemployment, whenever it happens, isn't likely to change the economy or buying Apple products in a dramatic affect. OTOH, if unemployment moves dramatically, or if the small move looks to be a signal of a more dramatic move, it could both change buying habits, but more quickly change the market and thus AAPL. That's all implied for anyone who has paid attention to the market and economy for a while. But it's worth at least tying it in a little, especially while trying to keep the daily thread on topic and now devolve to politics.
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Post by Luckychoices on Dec 8, 2019 11:42:26 GMT -8
Any long term investor in AAPL has certainly seen critical comments regarding the relatively high price of latest Apple iPhones. Typically it's written in such a way as to indicate that it's *crazy* for anyone to spend over $1000 on a "phone". Of course, smartphones today are not just "phones" and I've occasionally tried to mentally list the various features that make it so much more than just a phone. I recently noticed a comment on Seeking Alpha where a person actually described some of those smartphone features and I'd like to suggest that some enterprising individual on AFB might use it as a good starting point to initiate a thread listing some of those differentiating features and allow any AFB members to add features that they notice were missing from the list. I think it would be great to have such a list but I'm too lazy unprepared to do it. Seeking Alpha comment: ============== People pay for it because it is not just a phone. It’s a pocket computer more powerful than a Cray 2 supercomputer with a fantastic still camera and a 4K video camera and a secure texting platform, and a Secure Enclave for credit cards, boarding passes and more. It has data access by LTE and WiFi. It has a GPS receiver, built in maps and navigation directions. It has accelerometers to measure fitness workouts. And it plays music from storage or streamed to internal speakers or Bluetooth headphones or other speakers. And it can scan documents. And it can run apps from the App Store which provides a vast number of vetted apps. And I’m probably missing a number of important features. This is why people buy iPhones. On top of these features it is an extremely well built instrument which is well supported by Apple Stores distributed around the world. Given all this $1,000 sounds cheap. ==============
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Post by BillH on Dec 8, 2019 18:03:05 GMT -8
Any long term investor in AAPL has certainly seen critical comments regarding the relatively high price of latest Apple iPhones. Typically it's written in such a way as to indicate that it's *crazy* for anyone to spend over $1000 on a "phone". Of course, smartphones today are not just "phones" and I've occasionally tried to mentally list the various features that make it so much more than just a phone. I recently noticed a comment on Seeking Alpha where a person actually described some of those smartphone features and I'd like to suggest that some enterprising individual on AFB might use it as a good starting point to initiate a thread listing some of those differentiating features and allow any AFB members to add features that they notice were missing from the list. I think it would be great to have such a list but I'm too lazy unprepared to do it. Seeking Alpha comment: ============== People pay for it because it is not just a phone. It’s a pocket computer more powerful than a Cray 2 supercomputer with a fantastic still camera and a 4K video camera and a secure texting platform, and a Secure Enclave for credit cards, boarding passes and more. It has data access by LTE and WiFi. It has a GPS receiver, built in maps and navigation directions. It has accelerometers to measure fitness workouts. And it plays music from storage or streamed to internal speakers or Bluetooth headphones or other speakers. And it can scan documents. And it can run apps from the App Store which provides a vast number of vetted apps. And I’m probably missing a number of important features. This is why people buy iPhones. On top of these features it is an extremely well built instrument which is well supported by Apple Stores distributed around the world. Given all this $1,000 sounds cheap. ============== The easy adds off the top of my head are a photo lab, recording studio and movie production/editing room built in. Those three alone were unthinkable not all that long ago. How much were all those camcorders, eight track players and pictures from the photo lab? I'd have willingly payed the price for just the music capability as a teen.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Dec 8, 2019 21:27:04 GMT -8
The one unarguable knock (and virtue of iOS) isn’t hardware, it’s software. iOS is made to serve the needs of the end user; Android is designed to track and sell the end user’s data.
This difference isn’t a bug or - side effect or an “oh by the way.” It is the raison d’etre of Android. It’s why Google spends billions a year just to be the default search engine of its major competitor, not to mention the billions it hemorrhages on Android for the leftover scraps (poor people and nerds who think everything should be free, nice demo Google). To track the end user’s every move. Just tell any Android user that who calls you the sheeple. Yes well Apple doesn’t know about every time I visit the toilet!
LOL at the waste of money Google is 🔥-ing on ads during NFL games for their lame phones and Creepbooks. 💸 Lame!
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