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Post by aaplsauce on Mar 7, 2022 23:01:40 GMT -8
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chinacat
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Post by chinacat on Mar 8, 2022 4:53:18 GMT -8
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Post by artman1033 on Mar 8, 2022 5:34:13 GMT -8
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4aapl
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Post by 4aapl on Mar 8, 2022 8:18:30 GMT -8
In one of the iPhone rumors posted this weekend, it talked about the eventual demise of the mini from the lineup.
It seems to me that that would put a lot of room between the SE, and the normal non-pro iPhone. If that is happening, and if the SE is doing well, I could see an SE + at some point, basically a SE, but with a little better camera or something to make the upsell for those that want a little more.
It doesn't seem likely this time, since I haven't heard rumors on it. But at some point. And off-cycle (spring SE) could make sense, upselling instead of giving a downscale option.
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Dave
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Post by Dave on Mar 8, 2022 9:54:08 GMT -8
Is this what is known as a “suckers rally”?
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4aapl
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Post by 4aapl on Mar 8, 2022 10:05:18 GMT -8
Nice rebound.
Even though I wasn't planning on any buys or sells today, seeing $156 on the iPhone didn't feel good. $162 now, barely an hour later, feels a lot better.
It all doesn't matter in the shorter term, just as gas at $5.85 (at 7-11 for the cheap stuff, move on up to $5.99 at Chevron or 76) is a little shocking but what matters more even there is the medium term.
I'm reading Flash Crash now, where for some it is all just a game. It's nice to not be hyper focused on the very short term, though it's hard to ignore or resist the short to medium term moves sometimes. At the same time, the commonly seen movements on big fed, geopolitical, or individual company announcements happen now just as they did in the ~2008 timeframe of much of the book. And just as we've seen today, and in the last few weeks and months. It's how many people react to news.
But the same goes for Apple's announcement today. It will be good to hear, and even a little fun. But if I'm not buying or selling in the shorter term, it really doesn't matter much if I hear the info live, or if I wait a little.
On a side note, it's interesting to realize that the "wall of worry" is seen in lots of non-financial areas too, but that since it doesn't have a fairly quick and measurable reaction, it's hard to fully quantify. For some it locks up their decisions. For others, they ignore it. And often it's a black swan event worry, where the probability is low enough that it just doesn't happen. Still, it's on the list, something to watch out for.
Hmmm, it's after 10. I think there's something from Apple to watch.
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4aapl
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Post by 4aapl on Mar 8, 2022 10:50:31 GMT -8
Is this what is known as a “suckers rally”? Time will tell on that, but it looks like a lot of hyper focus on the market, both those worried, and those trying to make a quick buck. That helps explain the undershoot then overshoot, followed by the current middling to the slight upside, for most stocks. It was the opposite for oil and the oil majors. Lots of worry about what would happen when the US said they would stock accepting Russian oil, but it was well predicted, so there was lots of room to play the rumor and announcement. Likewise for AAPL, but it seems to mostly be following the directions of the market. This new Apple hardware looks nice. It looks like it's aimed at the high end creators that can justify the cost, so I expect cost will be high. I hope the pricing is wide, so more upselling can happen.
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JDSoCal
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Post by JDSoCal on Mar 8, 2022 10:50:48 GMT -8
Wow, this Max Ultra is game changing. Apple can obviously scale this to 4 or more. Intel and AMD must be crying today. Not exactly easy to copy. They mentioned Mac Pro. Maybe a 4 CPU unit? 😲
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Post by joel90069 on Mar 8, 2022 10:57:02 GMT -8
AAPL goes red. Could there be any less energy at an event?
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chinacat
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Post by chinacat on Mar 8, 2022 11:42:29 GMT -8
AAPL goes red. Could there be any less energy at an event? What exactly were you expecting? Perhaps the fact that I have been targeting the new iPad Air and iPhone SE gave me a different perspective, but it seemed like a standard Apple product announcement presentation to me.
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4aapl
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Post by 4aapl on Mar 8, 2022 11:56:20 GMT -8
AAPL goes red. Could there be any less energy at an event? Green again, only trailing the nasdaq by .7%, and the S&P by a fraction. We always hope that the stock is going to go gangbusters just as the announcements are made. Instead, it often does go flat or red just after the announcement, though possibly had some build-up beforehand. The instant-read on the announcements never have much, especially with things that are a little different, such as a whole new product at a pro level price when the market is starting to worry if people will continue to spend while inflation is high, interest rates are up, and gas prices are up. The Mac Mini isn't a good price point comparison. And then even with the SE, how does a $30 price bump work in, vs a huge performance bump? Instead, the stock doesn't perform how we hope. But while we might not like most or all of them, the analyst's points which flow in later do a better job at thinking about the announcement a bit, pointing out pent up demand and excitement, or even just ongoing demand, while also attempting to quantify where this could put earnings and the stock in 6-12 months. I thought there was good energy at the event, for a taped event, even if some of it felt a little too scripted and I think arm movements by some would be more dramatic than arm movements by everyone. But it is what it is, basically an annoucement/advertising that hopes to get both end users and the media in a frenzy, adding to the advertisement blitze that is sure to happen. It's great to have a new wave of products out there, even if they aren't all aimed at me. I just would have thought they would get the new Green iPhones shipping by St Patrick's day.
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Post by duckpins on Mar 8, 2022 13:00:41 GMT -8
So Mac Studio is just a new Mini Mac?
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ono
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Post by ono on Mar 8, 2022 13:41:07 GMT -8
Usually not hardware focused, WWDC '22 - Apple Worldwide Developers Conference (early June) - a likely stage to intro the new Pro (2x Ultra 4 die w/ 256G unified memory, 228 B transitors), and seed prototype glasses platform?
"Using the UltraFusion technology, Apple can have the software on a device recognize the chip as one unit and the M1 Ultra acts like it is just one SoC."
A 4x Ultra w/512G unified memory via UltraFusion dev tools seeing it as one chip? Could be. Whoa!
He [Srouji] added, "With its powerful CPU, massive GPU, incredible Neural Engine, ProRes hardware acceleration, and huge amount of unified memory, M1 Ultra completes the M1 family as the world’s most powerful and capable chip for a personal computer."
Could the new Pro be announced with an M2 Ultra 2x 4 die, with shipping to follow near year end? Not likely.
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ono
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Post by ono on Mar 8, 2022 13:44:21 GMT -8
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Post by dmiller on Mar 8, 2022 13:49:42 GMT -8
So Mac Studio is just a new Mini Mac? It’s just a Mac Mini that blows away the Mac Pro and everything else in its Max configuration; and blows all of them away even more in the Ultra configuration. In shockingly physically smaller package. With drastically reduced energy usage. It’s a magic box without an equal. Yes, it’s just a new Mac Mini 🙂
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Post by archibaldtuttle on Mar 8, 2022 15:37:20 GMT -8
It’s not looking pretty out there. The bull market we’ve been in since April 2020’s lows is now over. Fed support diminishing. Uncertainty reigns — even if the Ukraine invasion doesn’t turn into WW3, we’re still going to have Russia default on its debt and the commodities Russia supplies have been withdrawn from the market, making global supply chain disruptions much worse than they’ve been.
Against this backdrop, it doesn’t matter much what Apple does in the near term, the market is fleeing from equities and going into “safe havens” like Gold.
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JDSoCal
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Post by JDSoCal on Mar 8, 2022 16:50:27 GMT -8
So Mac Studio is just a new Mini Mac? It’s just a Mac Mini that blows away the Mac Pro and everything else in its Max configuration; and blows all of them away even more in the Ultra configuration. In shockingly physically smaller package. With drastically reduced energy usage. It’s a magic box without an equal. Yes, it’s just a new Mac Mini 🙂 Make no mistake. This Mac Studio is a kick-ass machine in a tiny footprint. There is nothing you can get PC-wise that can measure up for content creators. And just wait for the new Mac Pro. Just try to find a PC video card with 4 Thunderbolt 4 outputs! I've been wanting to build a multi-monitor PC for trading, and this has me really thinking Mac for the first time in like 25 years. I have to believe that Apple is aiming for the PC gaming market as well. A lot of games are CPU-limited and this M1 Max and Ultra will solve that. It's all about the framerates, baby. Yeah, while I am not a fan of the scripted video format with gawdawful urban music, maybe I'm being an old fogie who misses The Beatles playing into live Steve single-handedly entrancing everyone. This was a real deal one more thing moment and Steve would have loved dunking on Wintel. I don't think the average person appreciates how badly Apple is destroying Intel and AMD with its silicon side gig.
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crispin
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Post by crispin on Mar 8, 2022 16:53:18 GMT -8
Just ordered the Studio Monitor ($3k NZ) and considering the Mac Studio to replace my 2013 Mac Pro. Good stuff today, aside from the world in general.
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4aapl
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Post by 4aapl on Mar 8, 2022 18:34:25 GMT -8
I have to believe that Apple is aiming for the PC gaming market as well. A lot of games are CPU-limited and this M1 Max and Ultra will solve that. It's all about the framerates, baby. Yeah, while I am not a fan of the scripted video format with gawdawful urban music, maybe I'm being an old fogie who misses The Beatles playing into live Steve single-handedly entrancing everyone. This was a real deal one more thing moment and Steve would have loved dunking on Wintel. I don't think the average person appreciates how badly Apple is destroying Intel and AMD with its silicon side gig.
The average person doesn't need much for their computer, most of the time. But it's those aspirational pursuits that can push it. "Hey look, I could have 90 FPS with everything on, instead of 40 with half of them off. That would make me so much better" "Wow, look at the cool real time 3d renderings I can do in my video transitions and video backgrounds. That would be, like, awesome!" Some people's work will push it, and they will buy them. A friend does the trailers for video games, and I'm sure he'll be upgrading at least some of his systems. But the real step Apple needs to make is to push the things that this makes possible, that just can't be done on lesser hardware. Like how on the iPhone 13 pro there were ads about the easy focus switches when taking videos. Aspirational upselling and upgrades!
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JDSoCal
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Post by JDSoCal on Mar 8, 2022 19:56:17 GMT -8
I have to believe that Apple is aiming for the PC gaming market as well. A lot of games are CPU-limited and this M1 Max and Ultra will solve that. It's all about the framerates, baby. Yeah, while I am not a fan of the scripted video format with gawdawful urban music, maybe I'm being an old fogie who misses The Beatles playing into live Steve single-handedly entrancing everyone. This was a real deal one more thing moment and Steve would have loved dunking on Wintel. I don't think the average person appreciates how badly Apple is destroying Intel and AMD with its silicon side gig.
The average person doesn't need much for their computer, most of the time. But it's those aspirational pursuits that can push it. "Hey look, I could have 90 FPS with everything on, instead of 40 with half of them off. That would make me so much better" "Wow, look at the cool real time 3d renderings I can do in my video transitions and video backgrounds. That would be, like, awesome!" Some people's work will push it, and they will buy them. A friend does the trailers for video games, and I'm sure he'll be upgrading at least some of his systems. But the real step Apple needs to make is to push the things that this makes possible, that just can't be done on lesser hardware. Like how on the iPhone 13 pro there were ads about the easy focus switches when taking videos. Aspirational upselling and upgrades! I don't know, computer gaming is becoming more and more mainstream, and few things tax computers like games. Covid probably helped the spread of gaming, but the Netflix and chill, stay at home culture started before well before Covid. I've priced video cards lately, and they have enormous markups due to supply chain issues. Best Buy even has a premium Prime-like service so members can have first crack at buying video cards. It's gotten to the point where GPU's are like tickets, where brokers buy them up and resell them, so companies have to do lotteries for them. This is all driven by the increased popularity of gaming. I was in a Microcenter last week and the line was out the door to buy and build gaming rigs. Microsoft just bought Activision/Blizzard for $68.7 billion! I know a lot of that is for consoles, but video gaming is no longer a nerd pursuit (although it remains a colossal waste of time). After seeing the performance of even virtualized Windows on Mx Macs (as opposed to native Boot Camp, not yet available for ARM), I am impressed. Some of these Macs can run Windows virtualized faster than native Intel desktop PC's - and with much less power (I was expecting a major performance penalty). Far easier, and far less power requirements than building a top-of-the-line i9-12900K PC with discrete video card.
Making powerful computers is one thing. But doing it with less power is game changing (no pun intended). This sort of performance could scale to servers and cloud. And that, my friends, is not a niche segment. 🤔
I think the Mac Pro will have 4 CPU's. Maybe even more.
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Post by duckpins on Mar 9, 2022 11:49:01 GMT -8
So Mac Studio is just a new Mini Mac? It’s just a Mac Mini that blows away the Mac Pro and everything else in its Max configuration; and blows all of them away even more in the Ultra configuration. In shockingly physically smaller package. With drastically reduced energy usage. It’s a magic box without an equal. Yes, it’s just a new Mac Mini 🙂 Damn that is wild. Do you get a Mighty Mac Mini Mouse with this Mac Terminator?
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