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Apple Reports First Quarter Results

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Re: Apple Reports First Quarter Results

#191

Post by tonyedgecombe »

dwaite wrote: post #109
2OEH8eoCRo0 wrote: post #88

Earlier quoted context omitted.

What percent of revenue is from iPhone? This is what makes me nervous. They struck absolute gold with the iPhone, what happens if they don't catch the next wave?

Apple typically tries to enter an existing product category that they think they can execute better on or otherwise disrupt. Depending on your viewpoint these can be highly disruptive plays - smart phones were going no place for many demographics until the iPhone came out. Android was going to be a cheaper blackberry clone until they saw what iPhone was doing. But another view of the iPad famously was the Slashdot si…

>All the rumors about them investing toward a full self-driving car product is really odd ...

I can see technology companies looking at the automotive industry and thinking those traditional manufacturers are struggling with the technology side and that maybe they can do a better job.

I'll be surprised if it ever sees the light of day though, the car side is hard as well.

Re: Apple Reports First Quarter Results

#192

Post by justsomehnguy »

gjsman-1000 wrote: post #124
peregren wrote: post #119

Earlier quoted context omitted.

Does your hope have any foundation in reality?

Absolutely. Rumors that have been correct so far (and correctly predicted the M1 Pro and M1 Max 16 and 32 GPU core configurations) say that Apple is planning a 2 and 4 M1 Max multi-die design in the future. The M1 Max already has a die-to-die interconnect bus that is unused. Also, according to reverse engineer Hector Martin, the interrupt controller on the M1 Max theoretically allows for up to 8 M1 Max dies (though w…

> That should be good competition for ... Intel Xeon.

Poor Xeons with meager TBs of RAM.

Re: Apple Reports First Quarter Results

#193

Post by ksec »

supernova87a wrote: post #42
mensetmanusman wrote: post #8

As Apple continues to dominate, we can’t forget that the iPhone is approaching >90% utilization by the youth: https://www.howtogeek.com/778355/new-study-says-87-of-us-tee... This means we will soon enough have a situation where a corporation controls the primary medium of communication of the citizens. At this point a smart society would consider how to regulate this situation to safely prevent domination abuse, but…

Is this just a knee-jerk thing to say because it seems like it must be true, and it's fashionable to take an alarmist position about any big company? Is there any critical thought behind such a statement? Apple has not (in my recollection) sought to exert control over content of what is being said or shared among users. In fact, they seem to keep quite a distance from wanting to know or be responsible for that. And y…

>Apple has not (in my recollection) sought to exert control over content of what is being said or shared among users. In fact, they seem to keep quite a distance from wanting to know or be responsible for that.

You may want to search for Telegram and Apple.

Re: Apple Reports First Quarter Results

#194

Post by ksec »

threeseed wrote: post #157
avalys wrote: post #89

Earlier quoted context omitted.

Because regardless of which service they choose to use, Apple controls the platform they’re running on in every case. They actually don’t have a meaningful choice in that area. Imagine it was Amazon in this situation. Or Microsoft. Or Google. Or, gasp , Facebook. Where 90% of teens were using a hardware and software platform made by one company. Seems like a problem, right? Imagine how much people would be freaking o…

> Apple controls the platform they’re running on in every case. They actually don’t have a meaningful choice in that area. Except they do. They can choose to use Android like many non-teens do. Where all of those apps except for one is available.

That is like saying Microsoft Windows is not a monopoly in the 90s because they have a choice to choose Mac or Linux.

Re: Apple Reports First Quarter Results

#195

Post by dijit »

nomel wrote: post #112
dijit wrote: post #92

Earlier quoted context omitted.

> > analyze your locally-stored photographs for child photography > Nope. Only the ones on iCloud. Nope. Only the ones your device intends to send to iCloud. They’re already scanned on iCloud, this was on device scanning before upload. Likely it was a requirement for them to add encryption on the files they store and not have the unsealing keys. Sort of a pre-emotive avoidance of certain political conversations.

> Only the ones your device intends to send to iCloud. From a practical perspective, for most everyone, "intending to send" and "on iCloud" is probably a 300ms delta in time.

It’s a capability problem. Once they scan files that are due to be uploaded it’s not very difficult to just.. scan all files.

It’s the motte and bailey.

Re: Apple Reports First Quarter Results

#196

Post by ksec »

chunkyguy wrote: post #82
thewarrior wrote: post #73

Earlier quoted context omitted.

And yet competitor products are still worse.

I find that as the biggest difference between Jobs and Cook vision for Apple. Jobs wanted Apple to deliver the best of the technology that mankind has to offer whereas Cook wants Apple to deliver the best in the market.

Yes. I will add Steve's Apple made new product and services, and "hopes" the market will buy it.

Tim's Apple look at which market has potential profits and tries to enter it.

It is a product based strategy vs a market based strategy.

Re: Apple Reports First Quarter Results

#197

Post by drodgers »

zamalek wrote: post #163
Eric_WVGG wrote: post #91

25.1% Mac growth. For professionals and enthusiasts, you either just got your M1, you’re saving for one, or waiting on the Pro Desktops. I’m curious to see if there’s any change to the replacement rate of Macs. It seems normal for people to use the same laptop for four or more years — a far sight longer than the two-year life expectancy of laptops twenty years ago, but about half of the replacement rate of smartphone…

> you either just got your M1 Yeah, and hold off for now. I'm the guy making sure that new onboards don't get blocked by M1 (as you can't but Intel anymore). Segfaults in docker/qemu (amd64 and arm64) are numerous: I can't build our otherwise boring (and recent) docker images locally - it has to go to a Linux ARM server. What truly bends my mind is that I am getting framerate/audio/input hitching on the desktop when…

Yeah, don't rely on docker's quemu x86 emulation - it doesn't work.

Everything else has been an absolute breeze though (and so fast!).

Re: Apple Reports First Quarter Results

#198

Post by neximo64 »

threeseed wrote: post #160
neximo64 wrote: post #26

Earlier quoted context omitted.

Except they were fixed and fixed quickly. The MobileMe team had a battering session with SJ once.. I don't think Steve Jobs would let a 'Your battery is under 10%', 'interruptive' notification stay this long on a phone. If you took out a screenshot of system preferences from OS X tiger or something and compared it to today, see how easy it is to find things on that one. Even with simple things such as the wording of…

> I don't think Steve Jobs would let a 'Your battery is under 10%', 'interruptive' notification stay this long on a phone. Why not ? He was happy with the giant, interruptive volume overlay for all those years.

You're doing something to initiate that, vs the battery one that interrupts your workflow without an action taken on your part.

Re: Apple Reports First Quarter Results

#199

Post by bemmu »

pedrosorio wrote: post #121
seanmcdirmid wrote: post #107

Earlier quoted context omitted.

> They’re still growing by a lot. It just moves the date by a few years. The problem is that their average age moves up, and productivity decreases as people hit or near retirement. Unless China starts opening up to immigration (not impossible), they are going to be Japan without being rich yet. > I rarely hear about the doom of Europe which has worse demographics. Europe has immigration. China does not. If China is…

I find exactly one house (a 1BR house ?) under 100 million JPY (866k USD) in the outskirts of Tokyo. Is there a better website to search for these reasonably priced houses? [0] https://housingjapan.com/buy/search/#c={%22p[h]%22:%22100000...

I live in Japan and this is the site I use to browse for houses: https://www.athome.co.jp/kodate/chuko/tokyo/map/list/?LAT=35...

On the left in price range you can select max 10,000万円 to see houses under 100 million. Zoom out on the map to start seeing some dots.

Re: Apple Reports First Quarter Results

#200

Post by makomk »

zepto wrote: post #102
avalys wrote: post #89

Earlier quoted context omitted.

Because regardless of which service they choose to use, Apple controls the platform they’re running on in every case. They actually don’t have a meaningful choice in that area. Imagine it was Amazon in this situation. Or Microsoft. Or Google. Or, gasp , Facebook. Where 90% of teens were using a hardware and software platform made by one company. Seems like a problem, right? Imagine how much people would be freaking o…

It doesn’t seem like a problem at all. You seem to be just saying that without explaining it. The communication is not being done using software that Apple provides. People have a vast array of choices for communications and Apple isn’t harming that. In addition, there is nothing preventing Google or Facebook from executing on what Apple does other than their own lack of focus.

It's being done using devices that only run software approved by Apple, and Apple already uses that power to dictate what communications are allowed. By their mandate, apps like Discord and Telegram are forced to hard-block users on iOS from joining or viewing servers and communities with adult content, and for some communities with a more, ah, relaxed attitude to sex this fundamentally affects how they communicate with their friends. It doesn't matter what communications software they use because the mandate comes from Apple and every single competing option is required to impose the same restrictions. Arguably this restriction is going to shape how our culture thinks in the long term too.
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