aapl
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Posts: 267
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Post by aapl on Jul 23, 2024 2:08:50 GMT -8
Apple is down slightly in the premarkets: 223.84 -$0.12 (-0.05%)
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4aapl
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Post by 4aapl on Jul 23, 2024 6:32:55 GMT -8
A bit of green now, temporarily up a buck.
I'd like to see that expand, but these are the middle ground days that act as a good reminder to get out and do some other stuff. For AAPL, earnings in ~1.5 weeks, the iPhone announcement more than a month out, and iPhone release likely almost 2 months out, there will be lots of things to watch. Same with the political cycle, the US economy, the worldwide economy, and then worldwide events and conflicts.
These really are the dog days of summer. Like midday TV of the past for a kid home sick from school, there just isn't much on but sometimes a soap opera can waste the time.
And I'm sure there will be rumors of camera, processor, and battery upgrades. But the real key is on the software side, of how it all comes together, with Apple making it easy for customers to do amazing things.
If you are looking for something to kill time, head on over to a cellphone store and look at the competition. And if you happen to be a T-Mobile customer, this week's freebie is a Pickleball set. If a store was close by, I'd be nabbing that.
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Post by CdnPhoto on Jul 23, 2024 7:28:39 GMT -8
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4aapl
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Post by 4aapl on Jul 23, 2024 7:47:35 GMT -8
Now that's looking a little better. Delta is still having problems. www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html My parents and nephew made it back from Africa without problem. But that wasn't the case for many. We bought another pack of AirTags just before our trip to Europe, and this is one of those edge case times that reminds you why it can be great insurance. At some point an airline might have the bright idea to put luggage tracking in the same system or at least link it. Imagine, a traveler being able to see where their luggage is. When we came back from Canada last year we had a layover in Denver for maybe 4 hours, though a flight went out ~30 minutes after we landed. We don't normally check our luggage, but when asked at the first gate is we wanted to, and knowing we had a layover and wanted to tack on some miles walking the airport, we did. Well, apparently our luggage made the quicker turnover, so when it never showed up on the carousel in Reno, it turned out it was sitting there waiting for us in a room. Giving travelers a way to easily see this info would take care of this. And the luggage should already be linked to the traveler, so it shouldn't be that big of a deal. Heck, put it only through the airline's app or even a frequent flyer number, and increase adoption rates. It's a lot of data. But the payoff in a happier traveler and less hassle for agents trying to hunt this stuff down should make it well worth it. Until then, an AirTag helps.
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4aapl
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Posts: 3,845
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Post by 4aapl on Jul 23, 2024 9:22:40 GMT -8
There's a new story on Apple possibly having a foldable iPhone in 2025: Apple likely to release foldable iPhone as early as 2026, the Information reportsIn the past we've mostly said that we are happy with the current size, functionality, and lifespan. Of course most of us also said that back when making fun of the big Fablet smartphones. The potential upsides include a larger screen area, and a smaller folded up footprint, while putting the same volume into a more sturdy package (bendgate). Negatives include worries of reliability/longevity, cost, and possibly having to open it to see what you want. Maybe battery life, running a larger screen. And people being slow to switch. I'd expect Apple would only use this type of screen if they felt the reliability/longevity was there, and the cost was within reasonable limits. Needing to open it could be mitigated by an outside screen addition or having the whole screen on the outside (I haven't looked at the currently available options enough to see what they do). As for some being hesitant (few like change if they think the current system works well enough), the market for iPhones is large enough to justify another high end option that gives users a choice. We'll see. This is 2 years out. And the story points out that it might not even happen. But if foldable androids are having good growth and the problems are worked out, who wouldn't want a bigger screen in the same pocket footprint. Especially as we all age over the years (beats the alternative).
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Post by duckpins on Jul 23, 2024 10:32:23 GMT -8
Me. I want a smaller device the size of the 4s or earlier that fit neatly into the front pocket. Don't want a larger screen.
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Post by duckpins on Jul 23, 2024 10:52:07 GMT -8
Verizon opined about folks keeper their phones longer. Not complicated. You can't tell the difference between the old ones and the new ones. They run the same software. Maybe different cameras. Screen the same more or less. iPads are the same. I can't tell what generation I have. The Macs were noticeably faster when new. And the various software needed always upgraded would not work on the old Macs. That encouraged purchasing new macs. If any thing there is too much junk software on the iPads and phones. They keep adding choices. How many choices do you need on the email screen? Customizing every web site. Just a lot of trouble for not much reward.
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Post by duckpins on Jul 23, 2024 11:08:31 GMT -8
Off Topic Diversification: BA has been down like a punch drunk boxer fighting Ali. It when up today on good news, an order for planes. For a plane company that is good news. Maybe it is finally going to make an attempt to regain its precovid high. Maybe defense contractor ETFs are a way to get a small amount into your hands with less risk. Defense stocks are could very will dramatically increase.
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4aapl
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Posts: 3,845
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Post by 4aapl on Jul 23, 2024 11:41:48 GMT -8
Verizon opined about folks keeper their phones longer. Not complicated. You can't tell the difference between the old ones and the new ones. They run the same software. Maybe different cameras. Screen the same more or less. iPads are the same. I can't tell what generation I have. The Macs were noticeably faster when new. And the various software needed always upgraded would not work on the old Macs. That encouraged purchasing new macs. If any thing there is too much junk software on the iPads and phones. They keep adding choices. How many choices do you need on the email screen? Customizing every web site. Just a lot of trouble for not much reward. So you'd want the same size screen as now with a smaller footprint, or the current footprint with a larger screen. Either sounds good, but there's also no reason to move from the current footprint/screen at the current price if you are happy with it. That's one thing with Apple's product line. They've kept it simple, which aids with inventory and getting the user to make a decision, but they have enough volume that they can offer more choices. I'd like a little more choice if there were meaningful differences. Today instead we have a wide choice of colors. To me, by the time you get to a 3 year old iPhone, there's normally enough upgrades and battery degradation that for a power user, they see a reason to upgrade. I wouldn't normally put myself in that category, keeping my 5S for 5.5 years. But I think you are right, there are times where not putting the model number or year front and center can make you forget how old something is. And then there is the trendy crowd that cares a bit more that such and such model is "so last year". Instead right now for iPhones it comes down to colors that are often covered up by a case, or a change in number or placement of cameras. Throwing a model number or year on the outside of a device would be easier for differentiation, by the user, a tech person, or others. OTOH it's rare to see this done across any product. The only example I can think of is some shoes. On Asics running shoes, they're up to version 29 for the Gel Kayano, but it might be like my 2100 series shoe where they now don't put the version number on the outside. Not all put the version number on the outside anymore, but some like the Venture 8 do. FWIW, if you ever want to wonder about tough inventory logistics, think about some of these shoes. Looking at the Venture 9, 2100 series or Kayano series, not only are there all the sizes including halfs, but sometimes also multiple widths, and then they toss in multiple colors with some having 15-20 choices. From the Zappos book, at first they only wanted to work with companies that would drop ship, but to increase customer service they had to take on warehousing. And though he didn't mention it, with shoes that is a huge task compared to most products. There are some positives to Apple's limited product offerings, and I imagine inventory management and availability helps get some people to order directly from Apple instead of through 3rd parties, which helps boost margins.
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Post by duckpins on Jul 24, 2024 9:11:07 GMT -8
Asics shoes are fantastic. There is no business like shoe business we used to say when I worked for Chernin's in Chicago. Great discounter of shoes put out of business by the internet and Amazon. Car models differentiated themselves by fins and lights. Maybe the iPhone should have fins? But the colors that are covered by a cover seem senseless. Apple is going to have longer cycles. That is reality. Don't know how this affects the price. Maybe TSLA will drop out of the news for a while, tired of the BS around that CO and EVs.
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Post by CdnPhoto on Jul 24, 2024 10:05:34 GMT -8
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