Any week with multiple ATH is a treat. There inevitably will be a pullback at some point, particularly if bad news from the states that re-opened too quickly continues. AAPL is the horse everyone wants to ride right now.
Post by socal Film Composer on Jun 13, 2020 9:16:49 GMT -5
Agreed - first big losing week for the indexes in quite a while and we are UP - I'll take it! - AAPL and TSLA singlehanded kept my whole portfolio green this week -
I can't recall if this made it onto the Friday thread - but the new $390 price target from Merrill Lynch was something. Again - markets always looking to the future. We've rallied anticipating re-opening and somewhat getting the economy going again. Now, with AAPL on track to release the exciting new phones in the fall, we might finally get a new super-cycle over the next 2-3 years as the whole user base upgrades to 5G.
Saw this posted on Hacker News. Interesting take on Tim Cook's quote: “If you zoom out into the future, and you look back, and ask the question, ‘What was Apple’s greatest contribution to mankind?’ It will be about health.”
Digitized patient health data is generally known as Electronic Health Records (EHR). These records contain things like medical history, lab results, diagnoses, and progress notes that doctors keep on file.
Before Apple Health came along this data was closely guarded by healthcare vendors that have restrictive privacy needs. Further, healthcare companies have historically shut down attempts to integrate EHR into mobile devices, partially because it’s complicated, but also because they have a big disincentive to allow a new data layer to form that allows patients to switch between providers more easily. Both Google and Microsoft have tried in the past, and both got shut down. So why Apple?
Put simply, it’s the combination of scale and privacy. Apple’s focus on privacy got them in the door with healthcare companies, and their scale allows healthcare providers to tap into their customer base for large scale research studies that make the relationship mutually beneficial.
This relationship creates a feedback loop: the more users Apple can get in their Health ecosystem, the more likely new healthcare companies are to partner with them. The more healthcare companies partner with them, the more compelling Apple’s health ecosystem becomes for users who aren’t on it. Growing each side of this marketplace deepens the trenches of Apple’s health data moat, and since this moat is so uniquely theirs, it’s become their biggest priority.
. . .
In healthcare, the job is to keep people alive and healthy. But it costs too much, is way too complicated, and lacks critical information. It’s as if you were trying to operate a car without any gauges or indicators, and only went into the shop when something broke down so badly that you noticed it while driving. Whoever builds the system that aggregates this data will unlock massive improvements in the quality and efficiency of healthcare.
Apple is working furiously to make sure it’s them.
Tile claims Apple took action against the smaller firm by stopping sale of its products in Apple Stores and crippling location tracking functionality in iOS. Apple also poached a Tile engineer as “AirTags” rumors mounted, suggesting the iPhone maker is readying a competing device.
Other firms, like Luna Display, argue Apple Sherlocked, or adopted, features and software capabilities introduced by third-party developers for integration in iOS and other first-party operating systems.
Music streaming powerhouse Spotify, a regular critic of Apple’s App Store policies, was also asked for input on the tech giant’s business structure. Spotify founder Daniel Ek previously said Apple “gives themselves unfair advantages at every turn,” noting App Store regulations like purchase and subscription fees.
My take: I’ m not a great Cicilline fan, but I’d like to hear Cook’s answers to those complaints.
From the comments section:
Jerry Doyle said: Tim C infers businesses are made of peoples, and consequently businesses should reflect principles of “fair & equitable” treatment in all aspects of their operations & dealings with others. On Tile, I place myself as a juror listening to both sides of the argument. If Apple produces organizational documents proving that it conceptualized & commenced preliminary research on its “AirTags” before Tile applied for use of Apple’s platform & stores for product distribution, then I stand behind Apple. If Apple cannot produce such documentation, then I am left with the belief that Apple saw a wonderful business opportunity in Tile’s business model. Thus, the second step as a juror is my listening to both sides argue a deep dive into Apple’s subsequent revisions of its iOS that negated Tile’s ability to remain a viable option on Apple’s platform without sacrificing consumer privacy.
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