Author Topic: AAPL - Apple Inc.  (Read 1274971 times)

LongTermView

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Re: AAPL - Apple Inc.
« Reply #6360 on: May 03, 2018, 09:31:32 PM »
« Last Edit: May 03, 2018, 09:33:18 PM by LongTermView »


rkbabang

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Re: AAPL - Apple Inc.
« Reply #6361 on: May 04, 2018, 06:20:34 AM »
It seems that the analysts downgrading recently got misled by suppliers' numbers due to declining Apple component inventory after the busy holiday quarter, leading to much reduced component sales as Apple adjusted to normal run rate. According to comments on Seeking Alpha analysts usually get all doom and gloom at this time of year. Not sure it's always for this reason, and some suspect nefarious intent.

I like this way of describing the magnitude of it:

"Apple's $23.5 billion stock repurchase--in a single quarter--is nearly 8 times the size of its largest-ever acquisition (Beats) and more than twice the size of Google's acquisition of Motorola Mobility. It's close to the IPO valuation of Spotify or Microsoft's massive acquisition of LinkedIn--albeit was quietly performed without any lengthy regulatory approvals or the layoffs of redundant talent. And unlike Beats, Motorola, Spotify or LinkedIn, Apple's acquisition target is actually profitable."

from: https://appleinsider.com/articles/18/05/03/apple-bought-back-a-record-235b-of-aapl-shares-in-q1-as-wall-street-peddled-full-panic-mode


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LC

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Re: AAPL - Apple Inc.
« Reply #6364 on: June 15, 2018, 11:36:14 AM »
So two Homepods to give you an immersive sound stage is the same price as an entry level set of audiophile grade speakers that need an amp, cables etc. 
I wouldn't go that far but they are probably a decent set up for 600 bucks.

http://audiokarma.org/ is the best forum for this stuff....they are the COBF of the audiophile world :D :D
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Viking

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Re: AAPL - Apple Inc.
« Reply #6365 on: June 15, 2018, 01:12:45 PM »
At what point will what Trump is doing on trade with China, Europe, Japan, Canada etc (and alienating past allies like Canada and Europe) start to impact overseas sales of large US based multinationals like Apple?

Trump is fanning the flames and the US population appears to be eating it up. US based business TV (like CNBC) is also falling into line and are parroting Trump. There is little discussion/education about what the trade facts actually are. Nationalism hits both ways. As Trump moves to stage 2 I think we will get to a point where other countries will get more aggressive; this will likely lead to a windstom of anti-Americanism. Sad.


Jurgis

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Re: AAPL - Apple Inc.
« Reply #6366 on: June 15, 2018, 02:30:54 PM »
At what point will what Trump is doing on trade with China, Europe, Japan, Canada etc (and alienating past allies like Canada and Europe) start to impact overseas sales of large US based multinationals like Apple?

Trump is fanning the flames and the US population appears to be eating it up. US based business TV (like CNBC) is also falling into line and are parroting Trump. There is little discussion/education about what the trade facts actually are. Nationalism hits both ways. As Trump moves to stage 2 I think we will get to a point where other countries will get more aggressive; this will likely lead to a windstom of anti-Americanism. Sad.

I might not be terribly concerned about anti-Americanism, but I wonder about a bit related thing.

As everyone knows (parts of) Google and Facebook are not available in China.
Apple says that data on their devices is encrypted with no backdoors even for state level actors.

What is to stop China from demanding that either Apple provides them with backdoor or Apple devices are banned in China?

What would Tim Cook do?


There are arguments of why China would never do this. But IMO it's not outside realm of possibility. It would hurt China, but would also accomplish couple goals: supporting local phone manufacturers and getting rid of secure platform for dissidents. If they can ban Google and FB, then why not Apple?
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Spekulatius

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Re: AAPL - Apple Inc.
« Reply #6367 on: June 15, 2018, 02:45:26 PM »
At what point will what Trump is doing on trade with China, Europe, Japan, Canada etc (and alienating past allies like Canada and Europe) start to impact overseas sales of large US based multinationals like Apple?

Trump is fanning the flames and the US population appears to be eating it up. US based business TV (like CNBC) is also falling into line and are parroting Trump. There is little discussion/education about what the trade facts actually are. Nationalism hits both ways. As Trump moves to stage 2 I think we will get to a point where other countries will get more aggressive; this will likely lead to a windstom of anti-Americanism. Sad.

I might not be terribly concerned about anti-Americanism, but I wonder about a bit related thing.

As everyone knows (parts of) Google and Facebook are not available in China.
Apple says that data on their devices is encrypted with no backdoors even for state level actors.

What is to stop China from demanding that either Apple provides them with backdoor or Apple devices are banned in China?


What would Tim Cook do?


There are arguments of why China would never do this. But IMO it's not outside realm of possibility. It would hurt China, but would also accomplish couple goals: supporting local phone manufacturers and getting rid of secure platform for dissidents. If they can ban Google and FB, then why not Apple?

I highly doubt that the security of any consumer device can withstand capable code crackers from a state like China. In case China were to demand a back donor by law, I donít think that Apple could put themselves above the law. Ok, they could, but then they would be legally barred from selling their phone in a huge market. They would have to add this backdoor to devices sold in China. I donít think it would be a difficult decision for Apple to comply.
To be a realist, one has to believe in miracles.

Jurgis

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Re: AAPL - Apple Inc.
« Reply #6368 on: June 15, 2018, 02:54:34 PM »
At what point will what Trump is doing on trade with China, Europe, Japan, Canada etc (and alienating past allies like Canada and Europe) start to impact overseas sales of large US based multinationals like Apple?

Trump is fanning the flames and the US population appears to be eating it up. US based business TV (like CNBC) is also falling into line and are parroting Trump. There is little discussion/education about what the trade facts actually are. Nationalism hits both ways. As Trump moves to stage 2 I think we will get to a point where other countries will get more aggressive; this will likely lead to a windstom of anti-Americanism. Sad.

I might not be terribly concerned about anti-Americanism, but I wonder about a bit related thing.

As everyone knows (parts of) Google and Facebook are not available in China.
Apple says that data on their devices is encrypted with no backdoors even for state level actors.

What is to stop China from demanding that either Apple provides them with backdoor or Apple devices are banned in China?


What would Tim Cook do?


There are arguments of why China would never do this. But IMO it's not outside realm of possibility. It would hurt China, but would also accomplish couple goals: supporting local phone manufacturers and getting rid of secure platform for dissidents. If they can ban Google and FB, then why not Apple?

I highly doubt that the security of any consumer device can withstand capable code crackers from a state like China.

Presumably Apple device withstood (it's more complicated, but I'm simplifying) attempts of FBI.

Quote
In case China were to demand a back donor by law, I donít think that Apple could put themselves above the law. Ok, they could, but then they would be legally barred from selling their phone in a huge market. They would have to add this backdoor to devices sold in China. I donít think it would be a difficult decision for Apple to comply.

Next step: Apple complies. CIA/FBI/US congress/etc. want to know why there's no backdoor for them in Apple devices sold in US.
"Before you can be rich, you must be poor." - Nef Anyo

rb

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Re: AAPL - Apple Inc.
« Reply #6369 on: June 15, 2018, 06:48:46 PM »
I'd say that Spekulatius is probably right. FBI didn't have the tools to break into the iphone but more specialized agencies like NSA and their foreign counterparts probably do. Remember that when the FBI couldn't crack it, the FBI eventually bought a tool from an Israeli company to do it. So that stuff is out there.

So from China's perspective... why rock the economic boat when you can just do it covertly.