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 Mar 27, 2023 1:34:08 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 Mar 27, 2023 1:56:54 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 Mar 27, 2023 2:04:01 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,438
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Post by chinacat on Mar 27, 2023 8:15:26 GMT -8
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Post by duckpins on Mar 27, 2023 9:26:51 GMT -8
Fangs are leading the techs down. Maybe someone is adjusting their portfolio to buy the sold off banks?
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4aapl
Moderator
Posts: 3,867
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Post by 4aapl on Mar 27, 2023 10:07:32 GMT -8
At the same time, isn't this what we would like to see some of the top CEOs do, when the politicians aren't quite ready to meet? Similar to sending a Secretary of State, when it isn't quite right or the time to send the President or Vice. In the grand scheme of things, we'd like to see countries be somewhat peaceful, understand each other, and even work together on some things, even if not to the point that they overall like each other and agree on everything. There are some minor exceptions or reasoning that can be made, but overall if comparing to a board game, we're playing a cooperative game rather than a world domination game. But I'm sure there are a range of feelings on that, and some are more polarized than others. Some will see it as the right thing, while others will think it definitely shouldn't be happening. As far as Apple, with exposure to China in both production and the consumer market, I think it is what should be happening. And that's even if working on moving some of that production exposure elsewhere (for a variety of reasons). Slow steps are happening, but without good reasoning otherwise I don't see Apple moving production entirely out of China. Instead maybe it is a third there, a third in India, and a third in the US. That could still have some problems, since it wouldn't likely be split evenly across all product lines, so maybe 50% of iPhone production would be in China and the rest in India, but 50% or even 100% of something else would be in the US. Part is optics, but a lot is the supply line. Putting half of final assembly of something into the US, and many parts like the processor being built here, doesn't fully segment from a country or regional issue if some internal cable is only made in China. Fun times. If it was easy, it would be easy. I give Apple credit for making something that is hard, look easy. That's something they've done for years on the Mac, but sometimes it looks like it crosses over to production too.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,438
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Post by chinacat on Mar 27, 2023 10:08:57 GMT -8
PED has Apple's not-so-secret perk. “The thing is, when a company lays off tens of thousands of employees, it isn't because those employees were not good at their job. It's because their managers were bad at their job.” Once again, Tim has demonstrated what separates him from many of his peers. TechCrunch has Apple acquired a startup using AI to compress videos. Chatbots may draw more interest, but applications like this will ultimately have a much greater effect on common business and science problems.
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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 Mar 27, 2023 11:28:30 GMT -8
At the same time, isn't this what we would like to see some of the top CEOs do, when the politicians aren't quite ready to meet? Similar to sending a Secretary of State, when it isn't quite right or the time to send the President or Vice. In the grand scheme of things, we'd like to see countries be somewhat peaceful, understand each other, and even work together on some things, even if not to the point that they overall like each other and agree on everything. There are some minor exceptions or reasoning that can be made, but overall if comparing to a board game, we're playing a cooperative game rather than a world domination game. But I'm sure there are a range of feelings on that, and some are more polarized than others. Some will see it as the right thing, while others will think it definitely shouldn't be happening. As far as Apple, with exposure to China in both production and the consumer market, I think it is what should be happening. And that's even if working on moving some of that production exposure elsewhere (for a variety of reasons). Slow steps are happening, but without good reasoning otherwise I don't see Apple moving production entirely out of China. Instead maybe it is a third there, a third in India, and a third in the US. That could still have some problems, since it wouldn't likely be split evenly across all product lines, so maybe 50% of iPhone production would be in China and the rest in India, but 50% or even 100% of something else would be in the US. Part is optics, but a lot is the supply line. Putting half of final assembly of something into the US, and many parts like the processor being built here, doesn't fully segment from a country or regional issue if some internal cable is only made in China. Fun times. If it was easy, it would be easy. I give Apple credit for making something that is hard, look easy. That's something they've done for years on the Mac, but sometimes it looks like it crosses over to production too. Both parties in Washington find themselves in the unique position of both agreeing on the need to do something about China. And even to the point of being competitive over who can appear the most unfriendly and aggressive towards China. This is not a good time for any corporate head to appear friendly and supportive towards what is seen as a national security threat. Has anyone been keeping up with the congressional hearings with TikTok? This is not a trivial issue.
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Post by Lstream on Mar 27, 2023 13:15:21 GMT -8
Speaking of security threats, I don’t think TikTok and Apple are one bit comparable. And even the most anti-Cookers must at least acknowledge that Tim needs to walk a tightrope over there. How would shareholders feel if he alienated the Chinese, and blew up $100B of sales?
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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 Mar 28, 2023 1:14:41 GMT -8
Speaking of security threats, I don’t think TikTok and Apple are one bit comparable. And even the most anti-Cookers must at least acknowledge that Tim needs to walk a tightrope over there. How would shareholders feel if he alienated the Chinese, and blew up $100B of sales? I agree, TikTok and Apple are nothing alike. But sometimes it’s guilt through association. The way we see Apple get thrown into the “Tech Basket” along with Facebook, Google, Twitter is an example. That tightrope that Tim is trying to walk with China and with Congress is in many ways the tightrope that Tim has generated and it is to everyone’s advantage if he is successful, but the risks are high.
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