Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jul 17, 2020 2:59:57 GMT -8
Good morning, it’s Friday, again. We have a little green in the pre-market this morning, +$0.71 at this moment. Let’s see where this roller coaster ride will end the week at. Premarket: Apple is green
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jul 17, 2020 3:50:23 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jul 17, 2020 3:55:50 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jul 17, 2020 7:07:04 GMT -8
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Post by aaplcrazie on Jul 17, 2020 8:48:49 GMT -8
"Lt. Dan invested all our money in some fruit company, and said we didn't have to worry bout money no more, and that's good - one less thing."
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jul 17, 2020 9:08:30 GMT -8
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Post by Lstream on Jul 17, 2020 9:58:41 GMT -8
Thanks a lot for this. How does anyone effectively compete with Apple, is the question that comes to mind after listening to and absorbing this.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jul 17, 2020 10:00:56 GMT -8
Two-fold strategy: Most importantly, to access Indian markets, Apple must bring some manufacturing to India. Quid pro quo. Supply chain concerns are also a reason (the pressure for this is both inside and outside of Apple). My biggest question is how Tim is spinning this to the Chinese (probably as expansion vs relocation). I'd imagine those are some very frank and pragmatic conversations. "Just like you made us bring our supply chain to PRC in order to sell iPhones here, the Indians are demanding the same for access to their markets." Realpolitik. Good video by Richie, although I don't know who he was responding to. I think most people understand that Apple is using ARM instruction sets as opposed to pre-fabbed ARM chips. He hits on one irony: To those (dummies) who say that Apple is just a marketing company, now Apple will be making all of its chips without any marketing costs or margin concerns (unlike Intel, who sells its chips to customers). Yes faster and more capable Macs will be marketed with references to their fast custom chips inside. But Apple doesn't need to market (or add profit margins) for purposes of the sale of these chips to anyone, PC makers or the consumer (you couldn't buy one of Apple's chips if you wanted to). Plus no fears of unsold chips or dead-end R&D like Intel. So to some degree the costs of this undertaking are amortized by the various cost savings and efficiencies Richie mentions.
PC dummies will always play the benchmark game, but Apple SOC will do so much more than just be faster. One fun fringe benefit will be watching the PC makers trip over themselves to play catch up, with a lot less resources than Apple has. Much like the arms race of the 1980's, bleed those MF'ers dry. How'd those copycat retail stores work out, Softies? Not as easy as it looks!
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jul 17, 2020 11:46:50 GMT -8
Thanks a lot for this. How does anyone effectively compete with Apple, is the question that comes to mind after listening to and absorbing this. This to me is just another confirmation of the incredible capabilities possessed by Tim Cook. The operational talents have been obvious since he first came on board. He has charmed the President, despite not formally joining the Advisory Board. And now we see his strategic talents as he extends the “total internal control” approach that was always at the heart of Steve Jobs’ business plan. AAPL, and we, are in very good hands.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jul 17, 2020 11:56:02 GMT -8
Thanks a lot for this. How does anyone effectively compete with Apple, is the question that comes to mind after listening to and absorbing this. They won't, not that they really do now. Like with Android, they "compete" on price with razor margins on the mid- and bottom-end. Not really even the same market in most cases. I think the education market (students) is the only really competition but I haven't really looked at Mac sales because they are such a small part of Apple's revs.
But there is a segment that buys solely based on price. Apple isn't competing for them in phones or computers.
Really over generalizing here.
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