chinacat
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AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Sept 9, 2023 7:09:23 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Sept 9, 2023 7:57:41 GMT -8
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Post by Luckychoices on Sept 9, 2023 16:41:12 GMT -8
Some of the AFB members spoke so highly of PED's Apple 3.0, I had to sign up for a year and see how I liked it. So far, so good. And I must admit, seeing a video, even one as poor quality as this one, made me chuckle. Steve Ballmer mocking the soon-to-be-released iPhone...who could imagine a phone with no keyboard being successful? Ballmer Laughs at iPhone
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coma
Member
Posts: 522
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Post by coma on Sept 9, 2023 16:47:10 GMT -8
Thanks for the memories . . .
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Post by hledgard on Sept 9, 2023 17:29:20 GMT -8
Some of the AFB members spoke so highly of PED's Apple 3.0, I had to sign up for a year and see how I liked it. So far, so good. And I must admit, seeing a video, even one as poor quality as this one, made me chuckle. Steve Ballmer mocking the soon-to-be-released iPhone...who could imagine a phone with no keyboard being successful? Ballmer Laughs at iPhoneJust delightful ! !
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4aapl
Moderator
Posts: 3,649
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Post by 4aapl on Sept 9, 2023 20:11:51 GMT -8
Some of the AFB members spoke so highly of PED's Apple 3.0, I had to sign up for a year and see how I liked it. So far, so good. And I must admit, seeing a video, even one as poor quality as this one, made me chuckle. Steve Ballmer mocking the soon-to-be-released iPhone...who could imagine a phone with no keyboard being successful? Ballmer Laughs at iPhoneJust delightful ! ! Truthfully, even if he felt differently, for MSFT's sake he'd have to be talking his book, pushing the company PR campaign. I guess I just don't know how it matters much, aside from putting a little smile on my face. That said, I occasionally do link to Balmer's Developer Developer Developer Developer video. Apple even had a college intern WWDC shirt for that, back long ago. The video sat in my mind enough that I wanted to trade shirts for it, even without any thoughts from American Flyers. en.wikipedia.org/wiki/American_FlyersBallmer Developers Developers Developers DevelopersThere's got to be something in "The art of war" to not underestimate the leadership of your opponent. And yet whether it is there or not, there should also be something about the benefit of using your opponent's folly to drum up strength among your troops.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,113
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Post by Dave on Sept 10, 2023 1:35:29 GMT -8
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chinacat
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AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Sept 10, 2023 6:37:17 GMT -8
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4aapl
Moderator
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Post by 4aapl on Sept 10, 2023 17:16:01 GMT -8
It sounds like everyone understands the need to diversify from China. The variance just depends on the speed of change, and if one is hoping for a move 100% away from China, or to a point where either the China factories are only making product for China, or some sort of diversified mix (50/50, or another place or two coming online to make 25/25/25/25, such as adding US and Brazil manufacturing to the ramped up India along with China). Apple in general likes to always have multiple suppliers, so even from that standpoint it makes sense that they would like to have multiple assemblers. The question really is just how diversified Apple wants to get, and how quickly they get there. At the same time, I really never expect China to stop assembly completely, partially because they are a big market. It would be a hard move to stop assembly completely, including of product sold domestically (in China). As outsiders, we don't normally hear about the quality of competing markets. Switching to cars, we might hear people say (not knowing the full QA comparison, how the underlying company feels, or how an unbiased 3rd party might feel) that the Japanese produced vehicle is better than the US produced one, or that the US produced one might be better than the Mexico produced one. At the same time, we can even hear that one produced at the Dearborn site is better than the Kentucky based one, or something like that. It is really hard to compare, especially as an outsider without all of the info. That was part of The Toyota Way, of Toyota trying to spread on its processes to other sites or other countries, including to suppliers. And that's part of the problems we hear in the semiconductor area, of TSM having trouble getting things going at scale and at quality in Phoenix. It's not just a matter of firing up a plant, whether semiconductors, parts, or assembly, and having a fungible product. Instead, it can be a lot of work and training. Just as moving software engineering, QA, or even support overseas isn't easy and without fault. If it were just a switch, it would be flipped. But it's not. And even in the clothing arena where we see t-shirts produced from a variety of countries, we can find something seeming low-tech like pants at Costco to have different sizing depending on what color they are or what factory they are produced. I'm thinking iPhone assembly is a little more complicated than stitching some fabric at any sort of reasonable tolerance. And so I'm one to think that Apple is working on it and pushing it, but if diversification in assembly stream is slow to happen, it's probably because it hasn't been found to be as easy as an outsider might guess at.
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