Author Topic: AAPL - Apple Inc.  (Read 1612184 times)

Grenville

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Re: AAPL - Apple Inc.
« Reply #300 on: September 11, 2012, 09:37:19 PM »
Kindle presentation:

http://www.youtube.com/watch?v=VYi1jZXz9Kg

-----

txlaw,

Thank you for posting this. Awesome presentation. So much better watching it then trying to read the live blog. It doesn't do it justice at all.



valueInv

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Re: AAPL - Apple Inc.
« Reply #301 on: September 12, 2012, 10:15:07 PM »
Apple hasn't produced anything that seems to be better than its competitors and gives it an edge. Qualcomm, etc are revving faster with more clock speed, more cores, better consumption, etc. Differentiation only works if what you have is better. The top people leaving tells me that Apple is not doing anything interesting enough for them to stay. Apple has been through multiple generations of its Ax series without any advantage. Are they going to suddenly product chips far better than anything else out there?

On the flip side, they are dependent on their biggest competitor for their chip manufacturing. Samsung uses an identical chip in its phones. Not only are they adding to their competitors profits but also giving them economies of scale which it then uses to undercut Apple in price.

Those are good points, but it doesn't mean they aren't trying to differentiate (why buy all those chip designers?). Maybe they'll succeed, maybe they won't and will just go commodity. I think either way they should be fine since their chips aren't their secret sauce.

Ok, maybe I'm wrong on this:

http://appleinsider.com/articles/12/09/12/apples_new_a6_iphone_5_appears_to_be_first_arm_cortex_a15_phone

They also have some proprietary image processing stuff in their chips.

Liberty

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Re: AAPL - Apple Inc.
« Reply #302 on: September 13, 2012, 11:01:42 AM »
Ok, maybe I'm wrong on this:

http://appleinsider.com/articles/12/09/12/apples_new_a6_iphone_5_appears_to_be_first_arm_cortex_a15_phone

They also have some proprietary image processing stuff in their chips.

I think it makes sense for them. Once they know there's something computationally expensive they want to do a lot of, building specialized hardware to do it will make it much faster and significantly more energy-efficient than a software-only solution, which over a few such tasks can add up to an advantage over the competition.

The question is: Can they find enough such tasks that deserve their own piece of silicon to add up to a big enough difference compared to a more vanilla chip? And will the competition start to customize their chips more too? Guess we'll have to wait and see.
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

valueInv

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Re: AAPL - Apple Inc.
« Reply #303 on: September 13, 2012, 11:29:45 AM »
Ok, maybe I'm wrong on this:

http://appleinsider.com/articles/12/09/12/apples_new_a6_iphone_5_appears_to_be_first_arm_cortex_a15_phone

They also have some proprietary image processing stuff in their chips.

I think it makes sense for them. Once they know there's something computationally expensive they want to do a lot of, building specialized hardware to do it will make it much faster and significantly more energy-efficient than a software-only solution, which over a few such tasks can add up to an advantage over the competition.

The question is: Can they find enough such tasks that deserve their own piece of silicon to add up to a big enough difference compared to a more vanilla chip? And will the competition start to customize their chips more too? Guess we'll have to wait and see.
Agreed. They are currently doing it with image processing. Security is another candidate.

Liberty

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Re: AAPL - Apple Inc.
« Reply #304 on: September 13, 2012, 11:35:05 AM »

Agreed. They are currently doing it with image processing. Security is another candidate.

They're already doing some very solid hardware encryption:

http://support.apple.com/kb/HT4175
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

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Uccmal

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Re: AAPL - Apple Inc.
« Reply #306 on: September 15, 2012, 06:23:32 PM »
Apple is going to see heavy margin compression going forward.  The US carriers are sarting to take an anything but Apple approach.  The Verizon CEO is already touting the BB10 as an alternative.  At the first sign of weak sales of this dud, the carriers will be forcing Apple's pricing down real quick.  Another mistake I see them making is trying to go head to head with Google in mapping and services provision.

The new Ipods are overpriced for the Tween market they sell to. 

People, including many Apple owners, such as myself, hate the way Apple tries to force everything through Itunes. 

The phones are insanely overpriced.  I bet you see 5 pricing at or below similar Androids very quickly.  And the andriods will come down in price to meet every Apple drop.  We are quickly going to see a race to the bottom.

Valueinv, Did you read any if the comment posts about the presentation of the new Iphone.  People were bored.  They offered nothing new or groundbreaking.  They got all the mileage they could out of this but the fad is past. 

Apple TV is nowhere to be seen.  Why - Networks dont want to do business with Apple because Apple has a reputation of screwing everyone. 

They are building a smaller IPad.  Apple under Steve Jobs would never have copied the other manufacturers.  They WERE the leaders. 

I could type an essay on consumer behaviour that applies directly to Apple.  Sometimes people change just because they want  something different.  This applies especially to people who bought into a fad in the first place. 
GARP tending toward value

Liberty

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valueInv

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Re: AAPL - Apple Inc.
« Reply #308 on: September 16, 2012, 04:57:10 PM »
Ok, maybe I'm wrong on this:

http://appleinsider.com/articles/12/09/12/apples_new_a6_iphone_5_appears_to_be_first_arm_cortex_a15_phone

They also have some proprietary image processing stuff in their chips.

http://www.anandtech.com/show/6292/iphone-5-a6-not-a15-custom-core

Yup, looks like you were right. I still find it hard to believe that Apple may be building better chips than Qualcomm or Nvidia but it looks like they might be. This also negates some of the Samsung's scales economies that I mentioned before.

valueInv

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Re: AAPL - Apple Inc.
« Reply #309 on: September 16, 2012, 05:03:11 PM »
Apple is going to see heavy margin compression going forward.  The US carriers are sarting to take an anything but Apple approach.  The Verizon CEO is already touting the BB10 as an alternative.  At the first sign of weak sales of this dud, the carriers will be forcing Apple's pricing down real quick.  Another mistake I see them making is trying to go head to head with Google in mapping and services provision.

The new Ipods are overpriced for the Tween market they sell to. 

People, including many Apple owners, such as myself, hate the way Apple tries to force everything through Itunes. 

The phones are insanely overpriced.  I bet you see 5 pricing at or below similar Androids very quickly.  And the andriods will come down in price to meet every Apple drop.  We are quickly going to see a race to the bottom.

Valueinv, Did you read any if the comment posts about the presentation of the new Iphone.  People were bored.  They offered nothing new or groundbreaking.  They got all the mileage they could out of this but the fad is past. 

Apple TV is nowhere to be seen.  Why - Networks dont want to do business with Apple because Apple has a reputation of screwing everyone. 

They are building a smaller IPad.  Apple under Steve Jobs would never have copied the other manufacturers.  They WERE the leaders. 

I could type an essay on consumer behaviour that applies directly to Apple.  Sometimes people change just because they want  something different.  This applies especially to people who bought into a fad in the first place.

I am not going to waste my breath deconstructing your post. My $5000 bet is still open and I'll up the market cap to $800 B within two years of this post. If you truly believe what you posted, then take the bet. Don't make an excuse that you don't short stocks. Unlike shorting, your downside here is limited to $5K.