Author Topic: AAPL - Apple Inc.  (Read 1675262 times)

Liberty

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johnny

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Re: AAPL - Apple Inc.
« Reply #6911 on: September 25, 2020, 01:28:06 PM »
I think the 30% is simply not long for this world, despite your accurate read that there’s really no fundamental, nuts-and-bolts, economic reason why it has to disappear. Apple has already (as revealed, contrary to regular lies from management), caved in selective circumstances on the 30% rake. Now a lot of firms that perhaps didn’t realize they could push for it are going to (WSJ, NYT). The more they cave, the more unstable the 30% norm becomes, and the more political and brand vulnerability the firm has from only insisting on imposing that tax on the developers and companies least able to bear the costs.

And if Apple had not spend years backing themselves into the “look at YoY service revenue growth” narrative, they’d recognize that it is actually in the long-term interests of the company to have done this a year ago. But instead, they’re going to do an incredible amount of reputational damage fighting to keep it alive as long as possible.

https://www.cnbc.com/2020/09/25/apple-temporarily-reverses-decision-to-take-fees-for-facebook-events.html

Quote
Facebook said Apple temporarily reversed its decision to take a 30% cut of sales from businesses hosting paid events through Facebook.

So nice of Apple to grant special relief to Facebook during These Trying Times. I'm sure this temporary measure will be the last we hear of this unpleasantness.

Jurgis

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Re: AAPL - Apple Inc.
« Reply #6912 on: September 25, 2020, 02:09:34 PM »
So nice of Apple to grant special relief to Facebook during These Trying Times.

Yeah, Facebook is a poor small business that needs help and should not pay 30% fees unlike the huge rich tech behemoths.  ::)

So nice to see Apple stand up for a little guy.
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Liberty

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Re: AAPL - Apple Inc.
« Reply #6913 on: October 22, 2020, 10:41:34 AM »
Good review of the iPhone 12 and 12 Pro. Rene's always smart and well-informed:

https://youtu.be/RSfCWAClNmM

DooDiligence

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Re: AAPL - Apple Inc.
« Reply #6914 on: October 22, 2020, 10:58:53 AM »
The day they introduced the 12, the price of the 11 (with 256gb) got reduced by $100 & I ordered one.

It arrived within 2 days & I love it. Quite an upgrade from my 6+ which was 6+ years old.

The CarPlay display UI changed massively for the better.
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Liberty

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Re: AAPL - Apple Inc.
« Reply #6915 on: October 30, 2020, 07:06:40 AM »
I wrote something here about Apple potentially getting into search (some speculation about that lately, partly because of the google antitrust which may stop the huge TAC payments google makes to Apple). I thought it may interest some:

https://libertyrpf.substack.com/p/45-my-thoughts-on-apples-search-engine

rkbabang

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Re: AAPL - Apple Inc.
« Reply #6916 on: October 30, 2020, 07:40:52 AM »
I wrote something here about Apple potentially getting into search (some speculation about that lately, partly because of the google antitrust which may stop the huge TAC payments google makes to Apple). I thought it may interest some:

https://libertyrpf.substack.com/p/45-my-thoughts-on-apples-search-engine

This is an excellent observation and one I've always practiced without really thinking explicitly about it.

"If you upgrade too often, you rob yourself of the positive experience of the really big upgrade jump in quality.

Our perception of quality is relative, we’re mostly comparing to something else, so it feels much better to go from a 10 year old car to a new one than get a new lease every 2 years even if to some it seems like in the latter scenario you “have more quality in your life so it should feel better
”.

I've always kept phones at least 4 years and cars/TVs at least 10 sometimes much longer.

I still have my iphone X and will keep it at least another year, maybe two.  My TVs are 5 year old 65" 4K (not OLED or HDR) and I have no plans on changing them out, and this year I just traded in my 2007 Elantra for a 2020 Forester and my 2006 Sequoia for a 2019 Lexus GX460, both of which I hope to drive for 10-15 years.