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Post by CdnPhoto on Jan 30, 2024 6:35:04 GMT -8
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Post by CdnPhoto on Jan 30, 2024 6:36:01 GMT -8
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Post by CdnPhoto on Jan 30, 2024 6:46:40 GMT -8
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Post by hledgard on Jan 30, 2024 7:52:19 GMT -8
I still do not see why any regular person would ever want a Vision Pro. Gaming, yes. Medical yes. The vast majority, no.
Am I missing something?
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Ted
fire starter
Posts: 882
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Post by Ted on Jan 30, 2024 8:27:23 GMT -8
I still do not see why any regular person would ever want a Vision Pro. Gaming, yes. Medical yes. The vast majority, no. Am I missing something? I think you are. What if you wanna watch the Super Bowl from the 50 yard line in crisp, immersive 3D with surround sound while sitting on your couch? As a CEO you want to attend an international business meeting from home - no private jet needed. You want to design a car in full scale 3D right in front of you. You want to learn anatomy in great depth by just looking at your own body with Xray vision. You want to fix an appliance and have the device show you exactly where and what to do in real time. ETC...
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4aapl
Moderator
Posts: 3,634
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Post by 4aapl on Jan 30, 2024 9:50:47 GMT -8
What if you wanna watch the Super Bowl from the 50 yard line in crisp, immersive 3D with surround sound while sitting on your couch? I'm often confused by this sort of example. While it would be different, I don't think sitting on the 50 yard line would be ideal. This is based on in recent years going to kids and HS soccer, but in general the best place to be is where the action currently is. Or where the player you want to watch the most is. And often being at or near ground level just isn't good. I think with a lot of pro sports games they do pretty well with the cameras, no matter where on the field the action is. The big thing with "not being there" is likely the sound, mass excitement and immersiveness. Part of this will translate over well into a more immersive viewing. But if picking between the 50 yard line view and the current broadcast system of cameras and audio, I think most will be picking the network of cameras. OTOH, for things where those front row seats make sense, like a concert or pretty much anything on a stage, that will be much easier to sell a "virtual front row seat". But it still has the issue of if multiple people want to see it at the same location at the same time. It seems like it would be less of a group experience, if all in their own AR/VR bubble. As for meetings, there's still the problem of "on location" and virtual, and the whole "in person networking" aspect. Something like the AVP might improve it for the remote person, making them feel more a part of it, but there's still a gap. I have 2 different trail groups that do this, and even when there aren't connectivity or audio problems, there just seems to be a bigger gap between on site and off site, even when using some of the fanciest meeting equipment (one of the sites we use was built up recently as a co-work location). OTOH, when all are remote, and everyone is interested in the topic so everyone stays engaged, things seem to work a little better. But with some people preferring in-person meetings (sometimes this is my social hour, with a team I want to form a stronger bond with, so if time and driving conditions permit I'd prefer to be in person) it seems like there will often be a mixed group, and so this issue will be a big one to improve or mitigate. I guess it all depends. There's positives and negatives to everything. On the marketing side, I bet once supply nearly catches up with demand Apple could do wonders by announcing a free concert series for AVP. 1 a month for a year? 1 a week, but across a much broader spectrum of genres. And look global, so a classical concert in Romania, or Taylor at her pre-superbowl location? Dot it around the globe. Who knows, maybe it would be enough to move the needle on making a small venue change from not being worth it to being profitable? I think there will be good uses for AVP. I'm not certain it is for everything, but I bet there will be some popular uses that we aren't even thinking about. Like an immersive view of the waves crashing over rocks, or a more calming view of tiny waves in the Caribbean blue water.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Jan 30, 2024 10:40:17 GMT -8
Business Insider has Apple is quietly stockpiling startups and hunting for talent as it fights for a slice of the AI boom. ”Based on analysis of academic papers, industry data, and insights from tech sector experts, the FT report suggested that Apple is primarily focused on getting AI to run directly on its iPhones — rather than relying on massive data centers and a connection to the cloud, as services like ChatGPT do.” If they can pull that off, it will be a major differentiator, as well as a big boost for their most important product line.
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Post by CdnPhoto on Jan 30, 2024 13:04:32 GMT -8
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crispin
Member
KBJ for the win. AAPL long and strong since 2000
Posts: 311
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Post by crispin on Jan 30, 2024 13:37:16 GMT -8
I don't for a second buy the predictions Kuo is peddling, but boy sometimes it almost feels like there's a coordinated effort to knock AAPL down right before earnings... /s
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Post by CdnPhoto on Jan 30, 2024 13:43:37 GMT -8
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4aapl
Moderator
Posts: 3,634
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Post by 4aapl on Jan 30, 2024 13:47:01 GMT -8
I've kept my AVP page open on Apple, and occasionally check it to see the pickup dates.
For me it is currently listing available pickup dates for all 3 models starting on Feb 3rd. Of the 12 closest stores to me, the 256 gig model shows 6 stores, and the 512gb and 1T versions show 8 stores that will have stock that can be picked up, between the 3rd and 6th. Delivery is still in March.
My guess is still that this is mostly constrained by in-store time availability to set up the unit and verify fitment. It's a guess, but it goes hand in hand with what I could see Apple doing on a major new product like this, prioritizing in-store pickup so they can verify that it works and fits well (change anything bad out right away, in person), puts people in the store (1 in how many might go ahead and pick up something else while there. 1 in 10? 1 in 5?).
In store fitment availability could be the only main factor. If it wasn't, I wonder if Apple would vary availability to give all stores a somewhat equal push on the AVP? So would they give roughly a similar number of units per local population to Modesto as they would Pleasanton? Geographically these stores are only something like 40 miles from each other, but the demographics would be a bit different. If word of mouth thru friends was a major push on selling additional AVPs, I could see Apple adjusting the availability at different stores instead of just giving unlimited availability per store until the total supply was taken.
But I think it's just in-store fitment check availability, and hopefully new pickup availability is just a sign of employees saying they will be available.
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4aapl
Moderator
Posts: 3,634
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Post by 4aapl on Jan 30, 2024 14:15:06 GMT -8
I don't for a second buy the predictions Kuo is peddling, but boy sometimes it almost feels like there's a coordinated effort to knock AAPL down right before earnings... /s It's almost like Kuo is giving a scattershot of positive and negative predictions, to appeal to both sides or so that he is right no matter what happens. It just seems a little strange. And yet this is the time for FUD, when we really don't know one way or another with high certainty, and in the quiet period just before earnings. I don't know that there is necessarily any inside dealings. There could be, but even if it were it would probably be limited to a conversation like "Hey, what are the positive and negative things around Apple right now"? But when a stock is close to its top, and there is some FUD out there, the weak hands might decide to cut and run. But that brings it back to the basics, of buy low sell high. If you're convinced that this makes AAPL underpriced (RSI at 46), and that the price will be higher in the short/medium/long term, and you have extra money to invest, then this would be time to pick up a little more. And while that might seem more likely for a short term investor or a very large investor, it works for everyone. I don't know where AAPL will go in the short term, at least not with any huge certainty. Right now I think it should go up, breaking through the 200 level. But I don't have insider info on sales numbers or anything like that, so really it is being hopeful or optimistic, with a push that things have worked out most of the time in the past. But I also remember that there have been times in the past with Apple that I have felt similarly, and there have been times where that didn't work out. We're somewhere in the middle ground, with sales not likely blasting off into orbit nor plummeting back to earth. But that also means that being a little above predictions or a little below predictions is harder to see through counting Apple bags leaving the store or something. While guessing at the short term, especially right now, might be tough, luckily Apple's medium to long term view still seems pretty good. With a few misses out there the market is likely to not be as fickle, at least not to a huge magnitude. But really at this point, assuming one is not looking to sell or cover at the last second with no real info, there's not much to do except sit back and see what comes out, while knowing that blips do happen in the short term but that history has shown the long term to work out well....even if that is no guarantee for the future. How's that for trying to touch on both sides? How much does Kuo, or Long (had to hunt for JD's post that we wouldn't remember the Barclay's analyst), get paid to do this?
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