Dave
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"It's tough to make predictions, especially about the future." Yogi Berra
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Post by Dave on Apr 20, 2023 1:45:14 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 Apr 20, 2023 2:07:30 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 Apr 20, 2023 2:15:35 GMT -8
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Post by CdnPhoto on Apr 20, 2023 3:43:15 GMT -8
It's looking like TSLA's earnings are dragging the tech market down. TSLA -7% at the moment.
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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 Apr 20, 2023 5:11:30 GMT -8
It's looking like TSLA's earnings are dragging the tech market down. TSLA -7% at the moment. Maybe last weeks announcement to build a battery factory in China wasn't such a good idea.
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Post by CdnPhoto on Apr 20, 2023 5:27:48 GMT -8
It's looking like TSLA's earnings are dragging the tech market down. TSLA -7% at the moment. Maybe last weeks announcement to build a battery factory in China wasn't such a good idea. I think it was more about the cutting of the prices to fight competition. Neil Cybart posted something about it
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chinacat
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AAPL Long since 2006
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Post by chinacat on Apr 20, 2023 5:34:49 GMT -8
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Post by Lstream on Apr 20, 2023 6:48:26 GMT -8
I am not one to normally doubt Apple, but the descriptions/leaks/fabrications I am hearing about this VR device tell me that if they are anywhere close to true, that this is going to be a tiny niche market.
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4aapl
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Post by 4aapl on Apr 20, 2023 8:35:57 GMT -8
I am not one to normally doubt Apple, but the descriptions/leaks/fabrications I am hearing about this VR device tell me that if they are anywhere close to true, that this is going to be a tiny niche market. I don't think, at this time, that it will be for me. But the "start small and grow" mindset works. Those first few generations of iPods didn't sell many, relatively. But one could arguably say that is what led to the iPhone (and in that case, its first few generations were small relative to today's figures). Same thing with Tesla. The Roadster had a much smaller production, and a pretty high price (at the time). Looking further out, on a pretty long horizon, where do you see things going? On the grand scale it seems like big bulky VR glasses, to big bulky AR glasses, to less bulky AR glasses, to AR glasses that look like slightly big glasses or sunglasses, to normal looking ones. After that, there's the contacts or even implant options. There's also the speed and battery life aspects. I'd imagine that each level has a growing list of uses, so part of the challenge is finding good uses for today's technology, limitations, and price point. It's not going to be for everyone, especially at first. My son just bought a fancier used drone that came with a set of googles for first person flying. It's not for everyone, but there is a group out there using this sort of thing, just like Meta says they have sold 20M of their headset. I don't know how many get used on say a monthly basis, but that is a pretty big number of people getting introduced to the idea of wearing big bulky VR glasses for some things.
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Post by hledgard on Apr 20, 2023 9:15:55 GMT -8
I am not one to normally doubt Apple, but the descriptions/leaks/fabrications I am hearing about this VR device tell me that if they are anywhere close to true, that this is going to be a tiny niche market. I like 4aapl's comments above, but I guess I agree with Lstream precisely.
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Post by Lstream on Apr 20, 2023 9:20:35 GMT -8
I am very skeptical of that Meta claim. Microsoft took a decent run at this, with HoloLens. We developed for it, and then they cancelled the whole thing. That was an Enterprise-focused approach though. It generates a ton of small-scale pilots, but very few full scale deployments. A while back, I posted on what I thought this class of device needed to deliver, to make it a mass-market success. I agree that it makes sense to get started in the market. I am likely with you, on Gen 1 not being for me. A big bulky thing strapped over my eyes does not sound appealing. But of course, I may reconsider once I see what they have actually delivered. And what use cases they support.
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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 Apr 20, 2023 10:07:16 GMT -8
This is a quote from the story in the link:
As always the Apps will make the difference. As well as the continuing release of new and useful apps that can make the device enjoyable and useful. But Apple needs something soon that can show that the company hasn't lost it's "just one more thing" ability.
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Post by Lstream on Apr 20, 2023 10:38:18 GMT -8
I especially agree with your useful comment. I am struggling to see how many of the apps mentioned in that article need or benefit from an AR device. Some quotes below.
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4aapl
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Post by 4aapl on Apr 20, 2023 10:38:49 GMT -8
This is a quote from the story in the link: As always the Apps will make the difference. As well as the continuing release of new and useful apps that can make the device enjoyable and useful. But Apple needs something soon that can show that the company hasn't lost it's "just one more thing" ability. If Apple doesn't see a huge market for it yet, or doesn't feel the technology is there yet for a consumer level device but wants developers to get into it, one way is to do what they did with Intel based Macs of having an inexpensive but not 100% ready model available for a developer program. FWIW that's the opposite of some of their releases (iPod (but no apps so that made sense), iPhone (also no 3rd party apps, at first), iPad). But if the apps are important, to not just push the initial sale but to continue the interest and basically go viral, then that might be the best way to get developers to develop cool things for it. It's the "you're special so you get this thing first" model, while also realizing a developer using it for development should care a bit less about how perfect the item is. All the buzz and excitement, without having to attempt to keep it secret right up to the end. Just like Steve pre-announcing the iPhone, even if there was the whole "found in a bar" egadget thing, and Apple employees working on it were still not allowed to show it to people. OTOH, this is part of the buzz right now. Apple works on all sorts of things at all different levels of readiness. But we're talking about it now, partly because we don't yet know if a product will come out, when it will come out, and what the product will be. Steve liked the free advertising of the buzz so much that I often wonder if there are some marketing people at Apple that purposely create leaks. That is just speculation, but like any good conspiracy theory it seems plausible, and there is no real way to confirm or deny it.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Apr 20, 2023 13:26:38 GMT -8
Apologies for getting away from the topic of the day, but I have not been able find any answer to my current problem.
I recently received notification from AOL about their new iOS email app. To be honest, I cannot remember how I ended up with an AOL email interface in the first place. I only recently realized that AOL was involved when I had a reason (which slips my memory) to look inside the Email folder on my Mac and found interfaces for several email providers, including AOL. Basically, the main email app used the appropriate provider-specific interface as needed. That made sense to me. However...
Obviously, that does not jibe with my previous usage on MacOS, and leaves me wondering what I need to do to ensure that I can access my email from both iOS and MacOS devices; the Mail app on my iMac seems to be working fine, but not so much on my iPhone. Are any other AFB'ers in a similar situation, or have a better understanding of exactly what is going on? I tried to make an appointment with the Cambridge Apple store today to see if I could get a better understanding of the situation, but was unable to. I will try again tomorrow. I'll be heading to the Apple store as soon as I can tomorrow.
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4aapl
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Post by 4aapl on Apr 20, 2023 15:29:16 GMT -8
Still up a buck 44 from Friday's close. Will it hold? There's lots of OI on options for tomorrow, since these are the quarterlies that have been available to be open for a long time. Today's volume was higher on the just-OOTM calls and puts, so maybe that is a sign? OTOH I can understand writing calls or puts a day out for 5-10 cents, where it would take a 3.5-6.5 move tomorrow to get there. Not my line of work, but it would take a bigger daily move to get there. We'll see if a Fed member (even if she is a non-voting member) saying she thinks rates will have to go above 5% will affect the market tomorrow. It is an interesting dance they play... finance.yahoo.com/news/feds-mester-says-rates-need-to-rise-above-5-reserves-judgement-for-next-policy-meeting-220555377.html
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