Dave
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"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
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Post by Dave on Jan 12, 2023 3:06:40 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
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Post by Dave on Jan 12, 2023 3:32:38 GMT -8
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Post by archibaldtuttle on Jan 12, 2023 5:57:00 GMT -8
CPI 6.5%, Core CPI 5.7%, in line with expectations. Not too much of a positive surprise, but no bad news either. Fed taper/soft landing on the table. Market seems to be reacting positively.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
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Post by Dave on Jan 12, 2023 6:53:00 GMT -8
It looks like the market didn't like the numbers, at least for now.
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Post by archibaldtuttle on Jan 12, 2023 10:31:00 GMT -8
Market was reacting quite well. Then a few minutes ago, today's speaker (Bullard) opened his mouth and whacked it down.
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mark
fire starter
Posts: 1,631
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Post by mark on Jan 12, 2023 10:37:02 GMT -8
"major turnabout" is absurd. Just because there wasn't a good reason to consider laptop touch screens a decade ago doesn't mean "major turnaround" to consider them today.
At this point in history: 1. Billions of people use touchscreens every day. So everyone is used to it. 2. Apple already sells powerful "computers" with touchscreens (iPads and especially iPad pros). 3. Apple is moving macOS closer to iOS/iPadOS recently (witness the complaints here about it, I also am uneasy with it).
So no turnabout, just the usual evolution.
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Post by lulli on Jan 12, 2023 10:58:06 GMT -8
"major turnabout" is absurd. Just because there wasn't a good reason to consider laptop touch screens a decade ago doesn't mean "major turnaround" to consider them today. At this point in history: 1. Billions of people use touchscreens every day. So everyone is used to it. 2. Apple already sells powerful "computers" with touchscreens (iPads and especially iPad pros). 3. Apple is moving macOS closer to iOS/iPadOS recently (witness the complaints here about it, I also am uneasy with it). So no turnabout, just the usual evolution. Yes, it's the usual overinterpretation born out of ignorance or out of the need to try and get clicks. In any case it doesn't matter. Having a touch screen for a laptop may be useful for some things, but is certainly not useful as an interface for operating the computer. If your hands rest on a keyboard than you want to operate the computer on that horizontal surface, not on the semi-vertical screen. This is Job's point, and I bet that Apple still sticks to it. But for special cases, a touchscreen could be useful. Therefore let's add it, why not.
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Post by duckpins on Jan 12, 2023 11:14:14 GMT -8
Clearly the iMac is being phoned in. Apple-someone there-thinks the phone OS is the way to go. Maybe it's just a generational thing and they are waiting for the Boomers to die. But the phone operating system is pathetic. Too many choices don't make things better. Look at digital cameras. The more choice the worse the camera is. Ease of use is what motivated Jobs to search for the elegant and the simple. Not a bunch of morons who want to customize every web site.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
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Post by Dave on Jan 12, 2023 11:14:42 GMT -8
Another story about touchscreen’s on laptops. From Apple3.0. Steve Jobs rolls over. Arm doesn't fall off.Checkout the comments section at your own risk. I can see that it could be of use to select a location on the screen with your finger instead of navigating with the touchpad or mouse. But the laptops keyboard would continue to be used for everything else as usual. Maybe this would be the next evolutionary step.
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4aapl
Moderator
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Post by 4aapl on Jan 12, 2023 11:42:08 GMT -8
Another story about touchscreen’s on laptops. From Apple3.0. I can see that it could be of use to select a location on the screen with your finger instead of navigating with the touchpad or mouse. But the laptops keyboard would continue to be used for everything else as usual. Maybe this would be the next evolutionary step. It all depends what you want to do with it. We had a CRT iMac with a touchscreen in our lab at Apple, ~20 years ago, around the time of 10.4. It was a third party thing, maybe made by ELMO. I didn't use it much. It was just a novelty, and this was before touch screen devices were common. But at IGT, the slot machines didn't have a keyboard, instead having a touch screen for one of the two screens. Just putting in the networking IPs was enough to tire your arms, and that's something like 60-80 characters. Steve was right, that it's not ideal for everything. They BioFeedback guy I went to when I had arm issues showed how much more tense your shoulders have to be as your arms go outward. That whole leverage thing. He showed how much better a T-Rex pose was, with arms close, which naturally has your hands canted some. And yes, there's adjustable keyboards for that, such as the goldtouch. OTOH, there has been a huge change with touchscreen availability on devices over the last 20 years. Kids especially have the tendency of touching a screen, thinking it is a touch screen, because other devices they use are. The happy medium is to have it, standard or as an option (like the matte screen finish was). But people can still use a keyboard. The problem then becomes retraining the old-timers (that's any of us that have used a computer for more than 15 years) to not throw a fit when someone touches your screen. Screen cleaning kits might become more popular.
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Post by duckpins on Jan 12, 2023 12:07:09 GMT -8
"There are at least three companies are generally seen as in a position to buy. Barron's has confirmed that another is interested. All Elite Wrestling -- a rival to WWE led by Tony Khan and family -- is in the pool of potential buyers for WWE, a person close to the potential transaction told Barron's, adding that the Khans will likely look for a financial partner to acquire the asset. Tony Khan's father Shahid Khan , a co-owner of AEW, already owns the football team Jacksonville Jaguars and the English soccer club Fulham Football Club , indicating the duo have deep pockets"
Well as it turns out Apple can buy RaSSLING. IT IS FOR SALE.
Continuing the analysis of the updates to the iMac which make it worse, the Photos program editing features which straiten the horizon line in Photos is now way worse as it is too gross. Subtly moving the horizon was a feature that was dropped for a more crude replacement. Dont get it.
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4aapl
Moderator
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Post by 4aapl on Jan 12, 2023 12:08:54 GMT -8
It's all about CPI tomorrow. Market rose today in anticipation of a light CPI number. If CPI is low, market goes up. If CPI is high, market goes down. Looking at the month over month data, tomorrow's needs to be reasonable, and then the next 6 months need to be reasonable too. It basically averaged out to a percent per month for the first 6 months last year. Replacing those with months averaging to 0.1 to even 0.3 will take some time. data.bls.gov/timeseries/CUUR0000SA0&output_view=pct_1mthBut once things are on the right trajectory, this is the glide path. Put in a few months averaging 0.1 or whatever, and the trend will likely continue. And looking at their numbers, the last 5 months average out to 0.1/month. With that, you'd think the Fed would be ready to hold steady for a bit. Oil prices play a part already, but rent prices are expected to pull things down more in the future. The Fed does have to hold the line for a bit, and I don't expect them to lower rates for 12-18+ months unless bad things happen. But once December's figure comes out, and it's inline, it seems like the Feb meeting of the Fed would be a time to say "while we still feel we may need to increase rates further this year, we're going to hold steady while more data comes in", giving them another 6 weeks to get data while still holding their line. Like several things currently and in recent times, we know the eventual outcome. It's just the timing and the day to day that has to slowly tick by. But 6 months at their target of something close to a 2% annualized rate is quite a move, and it won't take too many more months IMO for some to start jumping the gun on the Fed, even if they look to be moving slow. A drop of 0.1, or rise of 0.3 for the core CPI, is looking ok. For some reason the above link is showing a drop of 0.3. Especially over coming months as lower rent comes into play, the 12-month figures should change even more. The current trailing 6 month figures are already below the Fed's target of 2%. I'd imagine that this is on the minds of the Fed, knowing things have already done what they need to, even if they need to play one more uptick in rates to continue things on the current trajectory. But if the next 3 CPI monthly readings stay on track, there will be pressure to pause. With meetings every 6-7 weeks, there are 2 more meetings before that data is in. At least that's the 60-80% odds I am seeing, with 10-20% at each end of things going much worse or much better than expected. Hopefully if the job market stays ok it won't change Apple's sales dramatically, but there's both the direct and psychological aspects. Just as there is for AAPL, though that has a larger part on the Fed and the psychological aspects.
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4aapl
Moderator
Posts: 3,867
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Post by 4aapl on Jan 12, 2023 12:25:53 GMT -8
"There are at least three companies are generally seen as in a position to buy. Barron's has confirmed that another is interested. All Elite Wrestling -- a rival to WWE led by Tony Khan and family -- is in the pool of potential buyers for WWE, a person close to the potential transaction told Barron's, adding that the Khans will likely look for a financial partner to acquire the asset. Tony Khan's father Shahid Khan , a co-owner of AEW, already owns the football team Jacksonville Jaguars and the English soccer club Fulham Football Club , indicating the duo have deep pockets" Well as it turns out Apple can buy RaSSLING. IT IS FOR SALE. Just because something is for sale doesn't mean Apple should buy it. We subscribed to Peacock for a month for the World Cup. I looked through the other things they had, and watched Yellowstone. And then I upped for another month, this time with ads, and finished the seasons of Yellowstone they had. Turns out they don't have the current one, or the offshoots. So I decided to look through what all they have. There's a random smattering of movies, though most newer ones aren't rated well on IMDB. (just because a movie is available doesn't mean you should spend 2 hrs watching it) There are a few older movies that could be fun to rewatch. I wasn't really looking for TV shows, but I saw Parks and Rec, and New Amsterdam. Decent. But not something I need to watch, nor pay for a subscription. I guess what I'm saying is that for me, this "channel" is just thrown together without a good base, like a broadcast off-channel. It's there, and you might find something you like at some given time when surfing the channels. But, for me, it just doesn't have the draw. OTOH, it looks like they have a little more focus on some sports. That's probably a good draw for a good segment. But what is the critical mass there? Do you have to have every football game at one place? Can you split NFL and college? What about Sunday vs Monday night (I think that's the split. I mostly just watch the Super Bowl, but occasionally catch some other games.) At some point it is too segmented. I wish Apple bought a bunch of content rights, even if it was just 10-20 good movies a month. And sometimes the old stuff is worthwhile, as I'm surprised with some of my kids choices from the Disney+ archives. But to me Peacock is a good reminder that you still have to have good selections, ones that you would actually pick out when browsing at the VHS rental shop, instead of ones just taking up wall space.
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mark
fire starter
Posts: 1,631
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Post by mark on Jan 12, 2023 13:07:32 GMT -8
"major turnabout" is absurd. Just because there wasn't a good reason to consider laptop touch screens a decade ago doesn't mean "major turnaround" to consider them today. At this point in history: 1. Billions of people use touchscreens every day. So everyone is used to it. 2. Apple already sells powerful "computers" with touchscreens (iPads and especially iPad pros). 3. Apple is moving macOS closer to iOS/iPadOS recently (witness the complaints here about it, I also am uneasy with it). So no turnabout, just the usual evolution. Yes, it's the usual overinterpretation born out of ignorance or out of the need to try and get clicks. In any case it doesn't matter. Having a touch screen for a laptop may be useful for some things, but is certainly not useful as an interface for operating the computer. If your hands rest on a keyboard than you want to operate the computer on that horizontal surface, not on the semi-vertical screen. This is Job's point, and I bet that Apple still sticks to it. But for special cases, a touchscreen could be useful. Therefore let's add it, why not. I tend to agree. I also dislike getting fingerprints all over my screen.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
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Post by Dave on Jan 12, 2023 13:18:46 GMT -8
Yes, fingerprints are the enemy. I wear glasses and a smudge or speck of anything on the lens drives me crazy. I can’t keep from looking at it.
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Post by artman1033 on Jan 12, 2023 19:19:53 GMT -8
interesting proxy statement up..... here
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4aapl
Moderator
Posts: 3,867
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Post by 4aapl on Jan 12, 2023 21:44:15 GMT -8
interesting proxy statement up..... hereSo that those of us that don’t read the whole thing can hone in on it, what are the “ interesting” parts of it? I’m not familiar with recent ones, and possibly have never run through a full one. While some proposals (especially outside ones) may seem to push an agenda, as being a very large company they have been a vessel for years, including ~20 ago when greenpeace ewould picket them on shareholder day. The last 10-15 years Apple has pushed the green agenda in their annual notice. Some applaud this, while some take issue with the focus. I’ll try to take a look further at it, when I can use the big screen instead of one of these pesky small portable ones. But stating the interesting parts, even if not all agree, would be helpful.
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