aapl
fire starter
Posts: 186
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Post by aapl on Apr 9, 2024 2:21:17 GMT -8
Apple is down in the premarkets: 168.22 -$0.23 (-0.14%)
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 9, 2024 4:55:50 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 9, 2024 5:03:08 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 9, 2024 5:38:09 GMT -8
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4aapl
Moderator
Posts: 3,656
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Post by 4aapl on Apr 9, 2024 7:57:54 GMT -8
The Taiwan earthquake is a stark reminder of the risks to the region’s chipmaking industryThis is true of any non-diversified thing. And while mentioning various potential risks, including China, another thing to remember is the risk to terrorism. It might not be one to get overly worried about, though the bridge accident reminds us that some things are fragile even without added intent, but it's good to diversify globally even if non-ideal in other ways.
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4aapl
Moderator
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Post by 4aapl on Apr 9, 2024 8:03:58 GMT -8
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Post by macster on Apr 9, 2024 8:49:36 GMT -8
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4aapl
Moderator
Posts: 3,656
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Post by 4aapl on Apr 9, 2024 9:14:30 GMT -8
It has been a long road, and more of one for the nation and industry as a whole rather than one particular current or former President. The current Yahoo story threw around the President's name a bit so I didn't put it as the primary link, but I thought we could probably steer away from politics. It's a global issue of having too much of the highest performance chip production in one place, giving multiple potential points of failure. The Phoenix/Chandler area has been pushing the "Silicon Desert" name for decades, and had a good thing going for a long time. It was still doing fairly well when I worked there, and while at MOT there was a lot of older stuff, they still had "state of the art" things going on like cell phone chips for the like of the Razer, and Intel seemed to be doing well too. Like with Apple, it's a long term thing, with not just one or a small group of contributors.
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Post by macster on Apr 9, 2024 10:19:54 GMT -8
It has been a long road, and more of one for the nation and industry as a whole rather than one particular current or former President. The current Yahoo story threw around the President's name a bit so I didn't put it as the primary link, but I thought we could probably steer away from politics. It's a global issue of having too much of the highest performance chip production in one place, giving multiple potential points of failure. The Phoenix/Chandler area has been pushing the "Silicon Desert" name for decades, and had a good thing going for a long time. It was still doing fairly well when I worked there, and while at MOT there was a lot of older stuff, they still had "state of the art" things going on like cell phone chips for the like of the Razer, and Intel seemed to be doing well too. Like with Apple, it's a long term thing, with not just one or a small group of contributors. I’ve wondered why Arizona for manufacturing concentration in his area. Chip manufacturing requires lots of water. Guess it’s not more than the rate of growth this area is experiencing anyhow.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 9, 2024 12:09:38 GMT -8
It has been a long road, and more of one for the nation and industry as a whole rather than one particular current or former President. The current Yahoo story threw around the President's name a bit so I didn't put it as the primary link, but I thought we could probably steer away from politics. It's a global issue of having too much of the highest performance chip production in one place, giving multiple potential points of failure. The Phoenix/Chandler area has been pushing the "Silicon Desert" name for decades, and had a good thing going for a long time. It was still doing fairly well when I worked there, and while at MOT there was a lot of older stuff, they still had "state of the art" things going on like cell phone chips for the like of the Razer, and Intel seemed to be doing well too. Like with Apple, it's a long term thing, with not just one or a small group of contributors. I’ve wondered why Arizona for manufacturing concentration in his area. Chip manufacturing requires lots of water. Guess it’s not more than the rate of growth this area is experiencing anyhow. Arizona is between silicon valley and Mexico. Silicon valley is obvious and Mexico because of the assembly of the final product. Just a thought.
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4aapl
Moderator
Posts: 3,656
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Post by 4aapl on Apr 9, 2024 13:26:53 GMT -8
I’ve wondered why Arizona for manufacturing concentration in his area. Chip manufacturing requires lots of water. Guess it’s not more than the rate of growth this area is experiencing anyhow. Arizona is between silicon valley and Mexico. Silicon valley is obvious and Mexico because of the assembly of the final product. Just a thought. I can't tell from the articles of how much water they need, and how that compares to other uses and availability. It looks like TSMC is aiming for a 2-3% reduction in water use per year, often by recycling. But while water usage is always a worry, especially in a desert like Phoenix (or LA), they also have a ton of golf courses, with at least at one time Maricopa County having the most golf courses in any county in the US. 143 sticks in my mind, but I have no idea if that is accurate or current. There used to be at least one natural golf course, sitting there in the desert sand just out of town on the way towards Globe, but that was fairly unique. There's always tradeoffs. There are many semiconductor areas in the US, including Austin TX, Fishkill NY, and Portland OR, though I think someone told me the ones in the SF Bay Area (like AMD in Santa Clara) closed. They have different reasons for being, but at one time the Phoenix area was stated as being warm and not having any natural disasters (not counting that whole needing water, and power for AC). But in most places once an industry starts, it keeps on working unless there is a major change or resource limitation, like land costs, natural disasters, or material being used up (lumber mill or mine). Unless the skillset is consolidated, the US will likely continue to have a variety of fab locations.
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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 Apr 9, 2024 15:16:41 GMT -8
I'll show my bias here by saying I hate wearing rings. I wear my wedding band, but that's it. Anything else just feels clunky and distracting. Maybe there's a market for an Apple Ring that works as an accessory with the AVP but beyond that I'm not sure... It would have to bring something pretty compelling in addition to what I already have with my iPhone and Watch.
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benoir
fire starter
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Posts: 1,319
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Post by benoir on Apr 9, 2024 17:32:18 GMT -8
Speculation Ive and Altman want to make an AI phone: bgr.com/tech/jony-ive-and-sam-altman-reportedly-want-1-billion-to-fund-new-ai-hardware/This could be analogous to Jobs starting up NEXT (pure brain fart speculation on my part) I would like to see an industrial design lead at apple.... who even runs Ive's department now? www.apple.com/leadership/There's lots of, Counsels, Services, Engineering, Marketing, Operations, Finance and Sales.... But no Product Design??? Product design should be in the top tier leadership team, not a subordinate role. Srouji looks after Hardware Tech and Ternus, Hardware engineering and Federighu and Cue, Software engineering and Services. But who coordinates these disparate aspects into one cohesive best fit product? It looks as though Jeff Williams, the COO who has a B.Mech Eng and an MBA runs the industrial design team. In my mind this is far from optimal and will not drive outstanding product design at Apple (again, this is from my distant arm chair perspective.) Apple should have a distinct product design lead that is not encumbered by competing roles, like operations. Product design is something that defined Apple and set it apart - sure there were some blunders but overall it significantly contributed to Apple being where it is today.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 10, 2024 1:23:50 GMT -8
This is what happens when a company falls asleep at the wheel and allows themselves to fall behind. Apple, because of poor leadership, has fallen behind the AI revolution and has generated a vacuum in that space. Siri should have been the AI that everyone else were trying to compete against but is an industry joke instead. When Tim Cook found himself in control of Apple he started to purge any possible challengers. The very ones that Steve Jobs had hand picked. Jony Ive was one of those that was pushed out. And that Steve Jobs widow is supporting this venture speaks volumes. Jony Ive designing and selling a AI/phone device has to be Tim Cook’s worst nightmare. I hope that it happens.
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Post by Lstream on Apr 10, 2024 4:15:37 GMT -8
Hey Dave - your dislike of Cook is causing you to jump to false and premature conclusions.
1. Show some actual evidence of this ”purge”. Ive was never CEO material or a threat to Cook. What else have you got to support this alleged purge? People leaving does not mean they were purged.
2. The article DOES NOT say Job’s widow is an investor. It says she is a contact. And being married to Steve does not mean she is a smart investor.
3. The AI revolution is in the first inning. The game is far from over, and it’s way too early to write Apple off here.
4. AI is a feature, not the basis of an entire phone. Any new phone is going to have a battle on their hands vs Apple and Android. What is the fundamental capability that will lock out these competitors? I’m not seeing it. Especially considering the ecosystem battle they will be up against? Will large numbers of users dump their current apps, services, and the balance of what a mature ecosystem brings? Not likely.
The idea sounds like a trumped-up pipe dream. Not a nightmare. Let’s not give Ive more credit than he deserves. He had a narrow, but important role. ID. That by itself does not qualify him to be some kind of great phone industry disrupter.
Ive and Altman are probably capable of raising a bunch of money. On their names alone. Way too soon to be thinking that what they will deliver will support all the breathless hype that is inevitable with their name recognition.
Look at Katzenberg’s fiasco if you want an example of a big name that blasted through a bunch of money, because he convinced a bunch of supposed smart investors to back a dumb idea. Tech is full of these types with swollen opinions of themselves. I suspect Ive has a similar oversized opinion of himself, because he was in the right place at the right time within Apple.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,125
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Post by Dave on Apr 11, 2024 0:01:48 GMT -8
Yes, you are right about my not liking Tim Cook and it does color my views. And this is the quote from the story about potentul investors. Do you have any data on Laurene Jobs investing skills? I think that she has done quite well for herself.
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Post by Lstream on Apr 11, 2024 6:33:13 GMT -8
That Collective seems like its focus is more philanthropy. Very little info on the VC side.
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