Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,057
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Post by Dave on Jun 23, 2020 2:41:52 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,057
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Post by Dave on Jun 23, 2020 2:46:43 GMT -8
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Post by aaplcrazie on Jun 23, 2020 5:26:45 GMT -8
🍏 Price target raised from $325 to $400 at UBS
AND Loop in a Bold move has raised it's 🍏 target from $290 to $330 Whew..;...
And Hello $371........
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Post by artman1033 on Jun 23, 2020 6:48:35 GMT -8
AAPL ALL TIME HIGH!$372.37All Time Highest TODAY intraday 52,318,641
shares traded today AAPL ALL TIME HIGHEST CLOSE!$366.53aaplinvestors.net/stats/rank/AAPL market CAP. +1.589 TRILLION AAPL ALL TIME HIGH market CAP. +1.589 TRILLION TODAY +$1.589 TRILLION
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Post by hyci004 on Jun 23, 2020 6:54:50 GMT -8
Congrats everybody! What a ride!
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Jun 23, 2020 10:21:26 GMT -8
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Post by Lstream on Jun 23, 2020 12:15:11 GMT -8
A 12.9" iPad Pro has a 36.7 Watt-hour battery. A 13" Mac's is 58.0. They both claim 10 hour life. Now a Mac has more subsystems like ports and backlit keyboards, but on the other hand we can assume that TSMC with their process improvements will deliver better power efficiency in the first ARM-based Mac. So let's just assume that Apple delivers a better form factor, lighter MacBook with 50% more battery life which seems doable. Or a much better form factor with the same battery life as today. On a device that can run an iPad and iPhone apps as well. And maybe one with cellular baked in. What has me wondering is what does the Windows world do to respond? Does Microsoft partner further with Qualcomm to create some kind of competitive response? Is this just the beginning of an even bigger hit to Intel? How can Microsoft just sit there and watch Windows hardware suddenly be at a serious competitive disadvantage? Fascinating stuff.
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ono
Member
compensation
Posts: 537
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Post by ono on Jun 23, 2020 15:27:28 GMT -8
An A series 12" MacBook with an updated keypad, 11 hour life, SIM slot, 16G/512G, a 2nd USB port. Please. (Yes, pretty much the Developer Kit Mac mini build.)
I had the 2017 version, and loved it for traveling (hated the keyboard).
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Jun 23, 2020 16:13:28 GMT -8
Apple building its own Mac chips is great; I just wonder why it took so long. Apple's custom SOC on mobile has produced performance domination vs its Android competition. The old Wintel model is, a fab company like Intel comes out with a chip, and totally separate software companies write code for them. But in Apple's case, you have instruction set designers working in the same building with OS coders. Tim calls Apple a software company, so one wonders if they are coding first and fabricating instruction sets to accommodate them. It's probably a little of both, but the point is, the two are working closely together to design a fully integrated and custom OS and CPU. No way two separate companies can get that kind of performance vs the same company building both. In the case of Android - like with Windows - the OS a jack-of-all-trades generalist that is made to work on a generic instruction set that the handset manufacturers all over the world have to build their SOI to work with. Very limiting. As a rough analogy, Sig Sauer recently came out with a new gun (p365) for the concealed carry market, where size and weight are the primary concern. So the p365 is this amazing little 9mm that can carry 10 rounds in a single stack magazine in a gun that is less than an inch wide. How did they do it? Supposedly, Sig designed the magazine first, and then built the gun around it. Some here have been focused on how Apple-designed-SOI will move the revenue needle. Well, remember that's what devastated Microsoft, sales guys driving the company under Ballmer asking how a new product would move the needle, when MSFT should have been worrying about innovation first, profits after. That's how the music industry got killed by digital, i.e., "why would we give up these hugely profitable shiny discs?" Anyway, the main point here is performance. Cost savings will be secondary, especially since Macs are only 10% of revenues. But the performance gains might be substantial enough to make Macs the go-to workstations for processor-intensive tasks, leading to a larger market share in some areas. Think different(iation). Final thought, keep in mind we aren't just talking Mac OS being intertwined with Apple's custom SOI. We're also taking Swift optimizations, so developers can also take advantage of the performance potential (I'm thinking video and graphics editing). Macs are no longer Intel's or Motorola's red-headed stepchild. Going forward, Macs should dominate the competition in performance as iPhones do. I can see the ads now: The Macbook dominating a big bulky high-end Wintel desktop workstation.
Macs dominating in performance is good for the overall Apple brand.
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Post by BillH on Jun 24, 2020 0:20:40 GMT -8
A 12.9" iPad Pro has a 36.7 Watt-hour battery. A 13" Mac's is 58.0. They both claim 10 hour life. Now a Mac has more subsystems like ports and backlit keyboards, but on the other hand we can assume that TSMC with their process improvements will deliver better power efficiency in the first ARM-based Mac. So let's just assume that Apple delivers a better form factor, lighter MacBook with 50% more battery life which seems doable. Or a much better form factor with the same battery life as today. On a device that can run an iPad and iPhone apps as well. And maybe one with cellular baked in. What has me wondering is what does the Windows world do to respond? Does Microsoft partner further with Qualcomm to create some kind of competitive response? Is this just the beginning of an even bigger hit to Intel? How can Microsoft just sit there and watch Windows hardware suddenly be at a serious competitive disadvantage? Fascinating stuff. indeed!
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