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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#201

Post by TYPE_FASTER »

gopalv wrote: post #169
civilized wrote: post #153

Earlier quoted context omitted.

Satya Nadella can pry my MacBook Pro from my cold, head hands.

The worry is that the person prying it, rather gently, will be Tim Cook. The only hedge against that is the ecosystem for phone & ipad development is still the macbooks - so it does hurt Apple to take away the ability to write your own apps on a Macbook. I got a new ipad this week and it is pretty clear that 99% of my non-work life can be lived on it - banks, games and all the streaming apps. I don't have any more co…

Some of the Microsoft hardware form factors are interesting.

For example, the Surface Laptop Studio form factor in MBP form would be really nice.

I'd like to use the iPad form factor for managing photos and reading books. But when I've used an iPad, I usually end up wanting a keyboard, so I add one, then I realize I have a MBP that can't do as much.

So to me it makes sense to take a 13" MBP, add touch to the screen, and hinge the screen in such a way that it turns into a thick tablet.

Re: Apple Reports Fourth Quarter Results

#202

Post by sheeshkebab »

lotsofpulp wrote: post #111
smoldesu wrote: post #95

Earlier quoted context omitted.

Apple, Google and Microsoft are all arguably partially-nationalized entities. They aren't literally owned by the government, but our government does wield it's unfathomable economic power to push US-based tech companies to every corner of the globe. It's a sad, perverted form of imperialism, but I consider it partial-nationalization none the less.

Can you give an example of how the US government has made other countries use products from those 3 businesses?

Not sure if it counts, but one of the main reasons US big tech is big is bc it was largely sponsored by federal reserve stimulus over the past 14 years.

Re: Apple Reports Fourth Quarter Results

#203

Post by balls187 »

pclmulqdq wrote: post #160
insane_dreamer wrote: post #142

The most amazing to me is how Apple reversed its fortunes with the Mac. According to a quick search of Wikipedia (haven't checked further), Mac worldwide market share was 5.7% in 1996 (after years of decline). It then dropped out of the top 5 for the next 20 years -- the page doesn't give numbers other than top 5, but in 2006 Toshiba was #5 with 3.8% so it was below that. Not only did it manage to bring its share bac…

What can't be emphasized enough here is how much Windows created this. They went from the 95-XP arc, some of the best operating systems from a user's perspective, to 7 (another hit), to now windows 10 and 11, which turn your device into a slow always-connected ad platform that you don't really control. In other words, Windows became one of those toolbars that we all have to remove from our grandmothers' browsers. For…

Apple's fortunes changed largely due to making the ipod PC compatible.

It was effectively the trojan horse of the Apple eco-system.

Secondarily it was due to Apple switching from PowerPC to Intel chips, allowing it to compete more broadly with support for Windows.

As an aside, Windows 10 is largely a pretty great operating system.

Re: Apple Reports Fourth Quarter Results

#204

Post by threeseed »

pwinnski wrote: post #186
samatman wrote: post #60

Earlier quoted context omitted.

I remember when I got my first Retina laptop screen, it was nice but I quickly just got used to it. Then, I found myself using the earlier machine, without the high DPI. That learned me. It was hard to imagine all the work I'd done staring through a screen door at those pixels. Similarly, I've been using the M1 MPB since I got it. I only remember that it never makes noise when I'm reminded of it, such as in this conv…

Oh man, I'm sitting with an M1 Mac mini and an M1 Pro MacBook Pro on my desk, and until I read your comment, I'd completely forgotten that computers used to make noise!

I had to put blocks of ice under my previous MacBook Pro when compiling.

Will never forget that era of the Mac.

Re: Apple Reports Fourth Quarter Results

#205

Post by pishpash »

sgerenser wrote: post #172
pclmulqdq wrote: post #160

Earlier quoted context omitted.

What can't be emphasized enough here is how much Windows created this. They went from the 95-XP arc, some of the best operating systems from a user's perspective, to 7 (another hit), to now windows 10 and 11, which turn your device into a slow always-connected ad platform that you don't really control. In other words, Windows became one of those toolbars that we all have to remove from our grandmothers' browsers. For…

Most of Apples market share growth occurred in the Vista/7 era. Probably a bit more due to Windows 8, but overall Windows 10 probably had minimal effect. Most casual users and the press has been pretty positive on Win10.

You can tell all this revisionist history is written by people who did not experience it. Macbook market share grew among developers because it had a BSD shell and worked well with the web and mobile stacks of the mid- to late-2000's that were built on open source. Among non-developers it was an upsell from the success of other Apple products, especially upselling from the iPhone to the Macbook Air for which there was little hardware competition. User-facing parts of the operating system was not a reason in any of this.

Re: Apple Reports Fourth Quarter Results

#206

Post by turndown »

girvo wrote: post #119
beanjuiceII wrote: post #98

Earlier quoted context omitted.

When I get my new pixel, I just login and everything is there, I assume apple is same way? this seems common these days

It is, but it didn’t used to be. Way back at the dawn of the smartphone era I was working in consumer telco here in Aus, and half of my day was spent making sure people kept their data between phones. Even going from one android phone to another wasn’t a great guarantee, and for iPhones we used to have a computer to take a backup via the 30-pin. These days cloud backups and the like make it pretty simple on both oper…

Honestly the whole cloud backup thing wasn't all it was chalked up to be, at least during my time at Verizon, since it's so easy to reach the max on the base level cloud account they give out for free(at the time, 5GB?) We almost always just used an app(for iOS and Android) that did the data transfer.

Re: Apple Reports Fourth Quarter Results

#207

Post by virgildotcodes »

colinmhayes wrote: post #131
rcarr wrote: post #96

Earlier quoted context omitted.

> AAPLE has $23B in cash, down 1/3 from this time last year. Mostly given back to investors. Probably nothing to worry about here:) Didn’t they have over a hundred billion in cash reserves a while back? This seems significantly low compared to what it used to be. Mac revenue will be down next year but whenever they release the M3 on the 3nm node I think they’ll have another bumper year. Probably 2024. Also Apple Glas…

I thought TSMC is taking 3nm to volume production starting Q4 22/Q1 23. Why would the 3nm mac processor be on hold until 2024?

I think because they haven't even announced the M2 14 and 16 inch Macbook Pros yet, which would be on TSMC 5nm like the rest of the M2s. Not to mention the mac mini, studio, and pro.

It would just seem kind of weird for them to announce an M3 on 3nm within the next 14 months given that.

Re: Apple Reports Fourth Quarter Results

#208

Post by r00fus »

abiloe wrote: post #177
pclmulqdq wrote: post #160

Earlier quoted context omitted.

What can't be emphasized enough here is how much Windows created this. They went from the 95-XP arc, some of the best operating systems from a user's perspective, to 7 (another hit), to now windows 10 and 11, which turn your device into a slow always-connected ad platform that you don't really control. In other words, Windows became one of those toolbars that we all have to remove from our grandmothers' browsers. For…

> They went from 95 and XP, some of the best operating systems from a user's perspective I mean that's some rose-tinted shit if I ever heard it, 95 especially. 98 OSR2 improved quite a bit on the situation, but I don't recall having a great time with 95. It was still a glorified DOS extender in many ways, often slow to start up and shutdown, PC hardware and drivers were a mess and system stability therefore poor. Thi…

As someone who grew up with Apple computers, yes the overall fit/integration was not as good as Apple's but it did have some semblance of preemptive multitasking (which System7/8 did not have).

The "UI that runs on DOS" was a feature not a bug for legacy game/software support.

Re: Apple Reports Fourth Quarter Results

#209

Post by AnimalMuppet »

CamperBob2 wrote: post #85
chollida1 wrote: post #4

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

You sound like someone who likes to get the details right. "A lot" is two words.

Complimenting while correcting. Nice. I may have to try that sometime ;-)

Re: Apple Reports Fourth Quarter Results

#210

Post by gumby »

tshaddox wrote: post #126
duped wrote: post #74

Earlier quoted context omitted.

Almost every adult in the developed world needs a smart phone. They replace these devices about every 2-3 years. Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). They've convinced about a billion people on the planet that the iPhone is the best device for them, so if you split that into…

> Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). I wonder how many years it will take before I can convince some people that I actually just prefer Apple's phones to competing phones and that I'm not actually brainwashed or forced by Apple to never leave. But that's exactly what a bra…

I don't think I'm brainwashed. The best I can say, when recommending a mac or iphone, is that it sucks less and will last a long time.
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