chinacat
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AAPL Long since 2006
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Post by chinacat on Jan 9, 2021 7:26:29 GMT -8
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Jan 9, 2021 10:17:42 GMT -8
Apple should become a Bank/Brokerage/Card Payment/Micro Payment system (VISA/MC/AMEX/Chase/BOA/GS) competitor, see AAPL services growth explode! Apple could buy FITB for about the cash they will generate in the next two quarters alone, even with a 20% premium. Banking and Investment Brokering are two industry’s that are in need of dispersion. I cannot imagine it would take much for Apple to buyout Robinhood.com from the two twits that run it. Apple will get knee deep in the healthcare industry, at least in regards to health care records management/medical data tracking for patient healthcare data (ECG, blood O2 levels, blood pressure, pulse rate, physical activity, and maybe by iWatch 8, insulin levels) direct to health care providers. Apple would only need to partner with 5 or 6 providers, Blue Cross, United Health, Aetna, CVS, Walgreens, and the US government boondoggle, Medicare and Medicaid. That pretty much covers 90% of the US! Wasn’t it just last year during an interview, Tim Cook was asked “what Apple would best be remembered for in it’s legacy” Tim said “at the end of the day, we will be known for our contributions to health care”. Apple is on the cusp of serious dispersion to the hearing aid, and perhaps vision correction industries. Airpod 3 Pro’s anybody? Apple Glass 2.0 for far/near sighted correction? Apple will shake the semiconductor industry (Intel/AMD/Qualcomm) to it’s core with the M1X in-house semiconductor by mid 2021, quite possibly at 4nm! Apple has a veritable lock on Taiwan Semiconductor’s 5nm wafers today (try to buy an AMD 5nm 5000 series CPU, or an AMD 6800 GPU, good luck with that). Apple has bought virtually all of Taiwan Semiconductor’s 3nm production for the foreseeable future. I do not think M2 will rear it’s head until mid 2022, due to the need for 3nm wafers, than can yield 250-300 Billion transistors vs the current M1 with 16 Billion transistors, which by my math could yield 16 core CPU, 16 core GPU, integrated 5G modem, and dare i say up tp 128GB unified memory all on Apple’s custom SOC. There might be enough left over for 2/4/8 Terabytes of storage. This fits in nicely with Tim’s 2 year transition plan from the June 2020 WWDC timeframe. I would expect the iMac Pro, and Mac Pro in Q4 2022, right before Intel becomes road kill. M2X? Here is a good read... www.hpcwire.com/2020/06/01/10nm-7nm-5nm-should-the-chip-nanometer-metric-be-replaced/“ The nanometer metric “is all but obsolete today,” they said, for not simultaneously accounting for logic, memory and packaging/integration technologies. What’s needed is to capturea a broader set of system-level performance indicators, connecting “the device technology advances to system-level benefits in a comprehensive fashion while acknowledging the synergy between various components.”
Apple has the team, and the synergy. No one else, not Dell, Lenovo, Intel, Qualcomm, AMD, and all the above rely on others for their operating systems, Android the freebie, and Microsoft the monopoly. In the next two years Apple will integrate as much as humanely and technologically possible into a single cohesive behemoth SOC with 300 Billion transistors, that sips power and outperforms them all. To the best of my knowledge, Apple is the only company with access to ARM licenses into perpetuity, please correct if my synapses are incorrect. Both the newly announced 11th Gen Intel and AMD ZEN 3 top end CPU’s have TDP’s of 125+ watts, i doubt the M1X will draw more than 65 watts! Speaking of watts, both the NVDIA RTX and AMD RX GPU’s draw 225-300 watts, and these are 5nm cards, which you cant buy, sourcing problems, LOL Dateline 6/14/2024 By Mike Peterson AppleInsider reports Apple will get back into the server business by 2024, or early 2025 according to Ming Kuo. According to other sources, Apple will be introducing a 128 bit M3 processor for their new servers, which follows on the heals of the highly successful M1X that Apple introduced with the powerful new iMac and MacBook Pro models Apple introduced in 2021, as well as last years M2 64 bit processor for the Mac Pro and iMac Pro that was announced at last years WWDC, alongside Mac OS 16.0, Muir Woods. Apple’s PC market share has continued to climb according to DIck Eho at the Gartnews Group, when Apple updated the 14” MacBook Pro and 14” MacBook Air last year to the M1X 3nm processor from Taiwan Semiconductor. Dick Eho says AAPL is now 28 percent of the global PC market. Dateline 12/10/2024 By Mike Peterson Apple introduced the new 128 bit M3 xServe Pro’s with up to 4x 128 bit 64 core slide in AppleCore sleds using 2nm technology from Taiwan Semiconductor, interconnecting sleds via the optional Apple LightSpeed fiber interconnect, that each exceed one half Trillion transistors, integrated PMU, up to 256 GB unified HBM memory, 32 Core Neural engines, 16 GPU cores, 16 AI (Artificial Intelligence, neigh Apple Intelligence) cores, Secure Enclave 2.0, with 16x PCI 4.1 NVMe slots, with Apple’s drive controller integrated into the M3 128 bit SOC, supporting up to 1 PB of 3nm SSD’s with read and write speeds of +/- 14,000 MBPS, all in a convenient 2U chassis for Apple DataCenter rack mounting. The unit includes an 900 watt power supply, with the option to add an optional redundant 900 watt power supply. Starting price $7999.00* with Qty 1 AppleCore 128 bit M3 Sled, upgradeable to 4 AppleCore 128 bit sleds for a total of 4x64 core sleds** each additional AppleCore sled module requires an Apple LightSpeed interconnect adapter 128 GB HBM memory upgradeable to 256GB per AppleCore sled 64 TB 128 bit Apple PCI 4.1 NVME upgradeable to 1 PB if used with 4 AppleCore 128 bit sleds Includes Mac OS 17.0 Redondo Beach, with server version 8.0 Shipping in mid 2025 (after we fill all of Apple’s DataCenters first)🤔 * $7999.00 is the last Apple xServe price which was announced in February of 2003, adjusted for inflation. ** Apples LightSpeed interconnect module are $599.00 Dateline 4/25/2025 @johngruber Apple CEO Tim Cook announced another record Q1 revenue earnings of $84.4 Billion for the quarter, and EPS of $3.26, another Q1 record. Both Tim and Luca said services was a key factor, as Apple hit 250 million Apple One Subs during the quarter. Gross margins were inline at 39.2%, and Luca underlined headwinds of forex were the main reasons for the slight downtick in gross margins. Analyst expectations were $82.6 in revenue, and EPS of $3.08, so a strong quarter indeed, Daniel Ives of Webbush came in as the most accurate professional Analist on PED ‘s site once again, with the Analist Who Shall Not Be Named, leading the Non Pro estimates. Apple once again is increasing the dividend by 10% to 32.5¢ per share for shareholders of record, on 5/10/2025, Ex Dividend date is 5/6/2025. Tim and Luca announced a 4 for 1 stock split for Shareholders of record on 5/10/2025. Luca explained the new $100 Billion ASR as a continuation of Apples guidance to becoming cash flow neutral by 2030. AAPL is up 3% after hours to $421 a share. PED’s take... WTH, Andy’s back? 🤣 Cheers to the longs...
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Post by artman1033 on Jan 9, 2021 11:30:32 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Jan 9, 2021 14:29:36 GMT -8
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Post by macster on Jan 9, 2021 21:54:14 GMT -8
Why is no one is talking about the free speech censoring. These actions are Orwellian. I was reading PED earlier today, seems the general consensus is...It’s not good and won’t end well for anyone. This won’t stand in a free society.
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Post by Luckychoices on Jan 9, 2021 22:46:43 GMT -8
Why is no one is talking about the free speech censoring. These actions are Orwellian. I was reading PED earlier today, seems the general consensus is...It’s not good and won’t end well for anyone. This won’t stand in a free society. In the comments section for the article, 3 of the 6 commenters *supported* Apple removing the app. Perhaps you don’t understand the definition of “general consensus”.
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benoir
fire starter
*
Posts: 1,314
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Post by benoir on Jan 9, 2021 22:49:19 GMT -8
Ummm, because private company’s are in their rights to set ToS and probably aren’t interested in facilitating seditious acts. You can all ways grab a soap box and stand in a street corner and there’s the dungeon.
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Post by deasys on Jan 9, 2021 23:26:48 GMT -8
Why is no one is talking about the free speech censoring. Because it isn't "free speech censoring"? Yeah, I think I'll go with that one. (The media is hanging on his every utterance, ready to dutifully report.)
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Post by macster on Jan 10, 2021 3:14:47 GMT -8
All I’m going to say on this subject. It’s affects how it’s viewed and how it’s profitable. Remember it’s ‘Think Different’ not ‘Don’t Think’ or ‘Can’t Think’ or ‘Group Think’ Over half the nation has been told there was no election fraud or no more than the norm. You’d think it would be debatable and to hear and see the evidence but the evidence has been blocked from the public. It’s a public interest issue on the internet super highway not owned by special interest. Pros and Cons..... vittana.org/13-internet-censorship-pros-and-cons
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,055
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Post by Dave on Jan 10, 2021 7:59:07 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Jan 10, 2021 10:09:24 GMT -8
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Post by macster on Jan 10, 2021 13:00:57 GMT -8
Oops! Wrong thread
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Post by socal Film Composer on Jan 10, 2021 16:57:19 GMT -8
I agree on the Apple Silicon news of 2020 as the truly transformative development. I skipped the iPhone 12 this year - my XS Max is a bit "old" but still has a few years left in it. I'm thinking of waiting until Apple ships a phone without a Qualcomm modem inside - that will be a breakthrough most likely in performance and power consumption, not to mention a few more years of battery iterations.
Re. Parler - politics aside - it would seem very much in Apple's core values of social responsibility & values (and Google's App Store) to do this. As far as an effect on the stock price - I don't see it affecting us much, since the only other option would be android of course - and the app is no longer available there. Any thing else beyond that, I'll leave for my own private opinion.
I'm absolutely confused what to do with my TSLA which has ballooned in the portfolio - Want to buy to protection in my tax/free retirement account. Puts? any hedging ideas agains a core long position appreciated!
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Jan 10, 2021 19:48:01 GMT -8
I'm absolutely confused what to do with my TSLA which has ballooned in the portfolio - Want to buy to protection in my tax/free retirement account. Puts? any hedging ideas agains a core long position appreciated! Sell a seventh to cash out the value from a year ago? I'm tempted to short TSLA. Options prices are too high for a pseudo short IMO, so I wouldn't go that way for shorting, though that might be a way to pseudo cash out a little bit of your position. It's not quite the same as selling, but it brings something in. If I were to short, I would go small. While TSLA seems insanely priced, even if things went very well for multiple years, there are still times the market stays irrational for a long time. But over time things tend to revert to the mean, or at least the more logical level. AAPL had this, P/E ~60 down to sub 10. It took years, and a year+ earnings hit while in a general growth trend. It's not a given by any means, but if looking for a risky but potentially profitable venture, it looks possible. I'd bet against TSLA before I bet against most other things, so even though betting against the market in general isn't often profitable (the general trend over time is up), it could be a way to have a little downside protection. Anyways, my choice would be to sell at least a little of your TSLA, but that's coming from someone who wishes he invested in it at some point, but never did.
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mark
fire starter
Posts: 1,545
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Post by mark on Jan 10, 2021 22:32:19 GMT -8
I'm tempted to short TSLA. Options prices are too high for a pseudo short IMO, so I wouldn't go that way for shorting, though that might be a way to pseudo cash out a little bit of your position. It's not quite the same as selling, but it brings something in. I've been tempted for years. Glad I never succumbed to that temptation. As far as option prices being too high, it seems like the exact opposite is true. If you short it, you can lose an unlimited amount of money. But if you buy puts, you can only lose as much as your purchase price. But I know what you mean by option prices being high, they're all crazy high nowadays. Look for spreads perhaps instead, they limit your risk, but of course, as a trade-off, you have to choose the "window" where you think the stock price may fall to, and thus limit your potential gain. In the end, all investments, especially option investments, are a matter of risk versus reward.
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Post by macster on Jan 11, 2021 5:15:11 GMT -8
Ummm, because private company’s are in their rights to set ToS and probably aren’t interested in facilitating seditious acts. You can all ways grab a soap box and stand in a street corner and there’s the dungeon. Apple is not a private company. Twitter is not a private company who still host people who have shown a President's severed bloody head and have called for violence against certain groups.
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benoir
fire starter
*
Posts: 1,314
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Post by benoir on Jan 11, 2021 5:21:23 GMT -8
Ummm, because private company’s are in their rights to set ToS and probably aren’t interested in facilitating seditious acts. You can all ways grab a soap box and stand in a street corner and there’s the dungeon. Apple is not a private company. Twitter is not a private company who still host people who have shown a President's severed bloody head and have called for violence against certain groups. Macster yesterday at 9.41pm - ‘ All I’m going to say on this subject. ‘
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Post by macster on Jan 11, 2021 5:40:01 GMT -8
Apple is not a private company. Twitter is not a private company who still host people who have shown a President's severed bloody head and have called for violence against certain groups. Macster yesterday at 9.41pm - ‘ All I’m going to say on this subject. ‘ You don't own the board but certainly one can be banned. Public corporations do not own the highways nor the internet through which information flows though. That's all I will say on this subject ;-). Especially since a correction was necessary. bye
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Jan 11, 2021 7:46:29 GMT -8
You don't own the board but certainly one can be banned. Public corporations do not own the highways nor the internet through which information flows though. That's all I will say on this subject ;-). Especially since a correction was necessary. bye ...but I totally pwn you.... tag, you’re it. Race you to the dungeon... Kids, cut it out! As Apple has grown, there are more and more times where actions and stock performance can be inner twined with the government, both the US government and others. Sometimes it's still on topic to discuss it, and in this case the worry over public speech and app availability could be. But once it devolves, it doesn't belong here. Likewise, once devolved, does it even belong in the Dungeon on an AAPL Finance Board. Looking at the Dungeon lately, it's hard to see any real reason to keep several of the threads. They are just dishing out hate, from both sides of the topic, rather than having any discussion about the matter. Do we really need one more haven on the internet where this is allowed? Proboards is getting particular about a couple things. We only have a couple active and vocal posters over there doing most of this, while some of them almost never post anything about Apple or AAPL. If it's bringing down the ship, do we go down with it? Or do we fix the problem?
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Post by Lstream on Jan 11, 2021 8:36:55 GMT -8
...but I totally pwn you.... tag, you’re it. Race you to the dungeon... Kids, cut it out! As Apple has grown, there are more and more times where actions and stock performance can be inner twined with the government, both the US government and others. Sometimes it's still on topic to discuss it, and in this case the worry over public speech and app availability could be. But once it devolves, it doesn't belong here. Likewise, once devolved, does it even belong in the Dungeon on an AAPL Finance Board. Looking at the Dungeon lately, it's hard to see any real reason to keep several of the threads. They are just dishing out hate, from both sides of the topic, rather than having any discussion about the matter. Do we really need one more haven on the internet where this is allowed? Proboards is getting particular about a couple things. We only have a couple active and vocal posters over there doing most of this, while some of them almost never post anything about Apple or AAPL. If it's bringing down the ship, do we go down with it? Or do we fix the problem? Your call on the correct course of action. I will be supportive no matter what you decide. I do think though that as a pre-requisite, that members should at least TRY to contribute to the main purpose of this place. Otherwise, what is the point of being here?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Jan 11, 2021 10:01:52 GMT -8
Why is no one is talking about the free speech censoring. These actions are Orwellian. I was reading PED earlier today, seems the general consensus is...It’s not good and won’t end well for anyone. This won’t stand in a free society. In the comments section for the article, 3 of the 6 commenters *supported* Apple removing the app. Perhaps you don’t understand the definition of “general consensus”. Oh, well, if there's a general consensus that censorship is good for America, I guess that settles it. Funny how quickly the side of net neutrality changes its tune...
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Post by Luckychoices on Jan 11, 2021 12:43:43 GMT -8
In the comments section for the article, 3 of the 6 commenters *supported* Apple removing the app. Perhaps you don’t understand the definition of “general consensus”. Oh, well, if there's a general consensus that censorship is good for America, I guess that settles it. Funny how quickly the side of net neutrality changes its tune... It’s not clear to me why you responded to my post the way you did, JD. Macster had posted: === "Why is no one is talking about the free speech censoring. These actions are Orwellian. I was reading PED earlier today, seems the general consensus is...It’s not good and won’t end well for anyone. This won’t stand in a free society." === Based on macster’s post, and my own understanding of what general consensus means, I went to PED’s article, "Apple blogger turns on Tim Cook over Parler ban”, expecting to find that the majority of comments essentially said, "It’s not good and won’t end well for anyone”. Instead I found that 3 of the 6 comments *supported* Apple’s actions, 2 expressed no opinion regarding Apple’s actions and only 1 was firmly *against* Apple’s actions. Now, given that wide range of comments, I would never post that the *general consensus* of the comments supported Apple’s actions…even though 3 out of 6 did support Apple as opposed to the 1 which did not. And since the comments didn’t even come close to supporting macster’s post, I suggested that macster may not understand the *meaning* of the phrase, "general consensus". I said not one word regarding censorship being "good for America”…which made me wonder why you responded to my post the way you did. Would you mind sharing your reasoning with me?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Jan 11, 2021 14:11:20 GMT -8
It’s not clear to me why you responded to my post the way you did, JD. Macster had posted: I did not mean to misrepresent you. I'm just so unhappy with this I can't even see clearly. Tim is running the show like a political organization and is already making enemies of some long-time Mac and iPhone userss. Indeed, this cannot end well for Apple and it scares me as a stockholder.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Jan 11, 2021 21:03:25 GMT -8
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Post by BillH on Jan 12, 2021 8:06:15 GMT -8
It’s not clear to me why you responded to my post the way you did, JD. Macster had posted: I did not mean to misrepresent you. I'm just so unhappy with this I can't even see clearly. Tim is running the show like a political organization and is already making enemies of some long-time Mac and iPhone userss. Indeed, this cannot end well for Apple and it scares me as a stockholder. I don't know why. Apple has banned content it found objectionable from the very beginning. Porn comes to mind as not being acceptable. They've also not allowed apps that didn't comply with it's terms of service.
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