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Post by aaplsauce on Mar 24, 2022 21:30:11 GMT -8
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Post by CdnPhoto on Mar 25, 2022 4:56:11 GMT -8
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ono
Member
posted
Posts: 555
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Post by ono on Mar 25, 2022 6:39:28 GMT -8
"Maintains Outperform rating with a $210 price target with a bull case at $300 and bear case at $100."
Throw this up on a distribution curve - like Katy's presentations - and it might look like a reasonably likely semi-bear case of $150. and reasonably likely semi-bull of $250.-ish. If most of the regulatory threats break against or most break Apple's way, this feels about right for one year out.
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JDSoCal
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Aspiring oligarch
Posts: 4,241
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Post by JDSoCal on Mar 25, 2022 6:58:20 GMT -8
Honestly, I think doing business in the EU is riskier than Asia. EU is truly the Old World. To think we pay billions to defend these schlubs. Someone needs to remind them of that.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Mar 25, 2022 7:00:47 GMT -8
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Post by aaplcrazie on Mar 25, 2022 7:09:19 GMT -8
Heh, parently Tim is going to The Oscars cos our little 🍏 Co. makes 🎥 now...
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Post by archibaldtuttle on Mar 25, 2022 9:50:06 GMT -8
Coda is favored to win Best Picture, so there will likely be a lot of happy Apple execs this weekend. In other news, technicals are extremely valuable. We are firmly back in the weekly channel after briefly breaking below it and bouncing hard off the 50 week moving average. We are currently nearing the middle of the weekly channel (dotted line). In 2021, surfing the middle of the channel twice sent the price back to the lower boundary. But we've also tested the upper boundary of the weekly channel three times.
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4aapl
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Post by 4aapl on Mar 25, 2022 11:07:34 GMT -8
finance.yahoo.com/news/apple-preparing-bigger-macbook-air-170113035.htmlIt could be interesting to have a 15" MacBook Air. We like ours, though a little larger screen would be helpful at times. I'd also like to see a couple more ports, either 2 more usb-c on the other side, or one more plus an HDMI. Currently it's like the old Duo, of not having much unless you dock it to something...which is fine in most cases and for most people, but having just a little bit more could help too, if still differentiated from the Pro line by not being quite as speedy. Nice to see green instead of read, even if it's currently just a little. (edit-and like that, it's back to just a little red)
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chinacat
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AAPL Long since 2006
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Post by chinacat on Mar 25, 2022 14:50:22 GMT -8
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4aapl
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Post by 4aapl on Mar 25, 2022 17:00:24 GMT -8
Like one of the comments, there are a lot of parts to the "manufacturing" story. China currently does the assembly, cheaply and efficiently, and with the knowledge of having done it for a while. But I believe a bunch of the other parts that are used are also built in China, making it logistically easier to get all the parts together. As the PED comment said, currently Apple is doing the high end chip design, and making the chip is at TSC. I don't fully understand how big Apple's moat around their chips is. There's chip design, and that's related to the fabrication methods as far as how small you can get things. I got close to getting some good insight on this on Wednesday when I went skiing, and ended up in line with a guy who is in software design for software that helps lay out the chip. There was a power blip, and after one of the lifts being taken out by the surge they decided to run some checks on this one, so we were in line for a while. He talked about how the software was needed now for design since there are so many transistors and such, and so it helps move huge banks of these around while keeping within speed tolerances (ie bank A, B and C all have to be close to the same distance away so there aren't communication mismatches). It also helps with density optimization, and when I asked about thermal optimization he might have even smiled, knowing I was understanding it. We talked about semiconductor processing changes over the years, in general. It sounds like it's much more complex, with lots of different elements now in the mix, all with their differing characteristics and requirements. But this another reason the software is so helpful, as it can know all of these variables and tolerances, and take that into account. It sounded like he hadn't looked into Apple's latest Ultra announcement much, so there wasn't much to talk about on that. What I really wanted to know is if he had ideas of what Apple's moat on chip design was, or how much of a lead they might have or anyone really could have in the industry. One of my first interviews at Motorola was for a job where you not only did failure analysis on MOT chips, but also tore apart competitors to see how they tick. I can see how one design team can get ahead, but what I wonder is how big the gap is, or what is holding others back. The lift eventually got going, which is good since I was trying to test out a bunch of skis that day. He started asking about investing, saying he held some AAPL back in the Dot com era, holding through the drop but selling around when it got back to even. He wondered about Oil, and how one could have capitalized on it going to zero (or below) less than 2 years ago, so I let him know of my pitfalls with USO and how the direct way with futures has some problems, like potentially having to transport and store a bunch of oil. We didn't get into the many related ways that one still could have done well, potentially. Anyways, I find it interesting the variety of people I sometimes meet at the slopes. It was fun to talk about these things, even if I didn't quite get to the full questions I wanted to find out about.
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chinacat
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AAPL Long since 2006
Posts: 4,438
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Post by chinacat on Mar 25, 2022 18:56:39 GMT -8
Like one of the comments, there are a lot of parts to the "manufacturing" story. China currently does the assembly, cheaply and efficiently, and with the knowledge of having done it for a while. But I believe a bunch of the other parts that are used are also built in China, making it logistically easier to get all the parts together. As the PED comment said, currently Apple is doing the high end chip design, and making the chip is at TSC. I don't fully understand how big Apple's moat around their chips is. There's chip design, and that's related to the fabrication methods as far as how small you can get things. … I claim no expertise, but my feeling is that it is more about control than the production process itself. My assumption is that Apple can attract top level talent to implement and oversee the design and production processes. The important part is that the design and implementation can be tuned to meet the functional, performance and quality needs of the technology that is at the heart of its product lines, and improved/tuned to support the profile(s) of products as they evolve or to develop new products. They are not competing, in a business sense, with other chip makers, and who knows, this could open doors to devices to compete in new but related markets. BWDIK
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JDSoCal
Member
Aspiring oligarch
Posts: 4,241
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Post by JDSoCal on Mar 26, 2022 11:32:21 GMT -8
So now Larry Fink is the CEO of Apple? No thanks, I do not want my companies to invest based on virtue signaling. Let's go back to good ol' realpolitik, you know, like the rest of the world is doing?
Enough of ESG finks!
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