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iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

nytimes.com

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Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#431

Post by kgwgk »

hiddencost wrote: post #266
reddytowns wrote: post #252

Earlier quoted context omitted.

Not necessarily. If a company makes a profit, then theoretically so do your shares, whether in terms of share price increase or dividends.

So, actually, fun fact, this is false! The stock price doesn't just reflect the amount of money the company has. The stock price reflects the "fully loaded" expected value of that stock. That means it prices in ALL expectations. If the company you buy performs exactly as expected, then you don't actually make any money because you paid the price that reflected those expectations, so whatever dividends the company iss…

You are missing something: the discount rate used in a DCF model is not the "risk free" rate so if everything goes "as expected" you are still making more money than you would buying government bonds.

One can say that this "risk premium" actually reflects the expectation that things don't go as well as expected. But the fact is that in the aggregate and in the long term equity investors are still doing "better than expected" and there is no agreement on why it is so (this has been called the "equity premium puzzle").

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#432

Post by john_reel »

adventured wrote: post #373
partiallypro wrote: post #243

Sales faltering...just wait until the margins dip. Hardware margins the size Apple has enjoyed are incredibly rare and never have lasted with any company, period. Their hardware margins are on par, or even above many software vendors, which is just unsustainable. It's a great product, but the upgrade cycle is lengthening, and margins are going to fall. Same happened to the PC, same started to happen with the tablet,…

> Hardware margins the size Apple has enjoyed are incredibly rare and never have lasted with any company, period Intel has routinely maintained gross profit margins of 60%+ for decades on its microprocessor sales. Their hardware margins put Apple to shame.

Isn’t it closer to 30% when you factor in the cost it takes to build a fab? I remember reading something about that.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#433

Post by taigeair »

jbigelow76 wrote: post #362
rqebmm wrote: post #28

Earlier quoted context omitted.

To me its real problem is that it's almost indistinct from long-press. Combine that with Apple's poor UX discoverability (I'm looking at you, swipe-from-the-side-to-see-iMessage-timestamps!) and 3D Touch is basically useless.

3D Touch is Apple's gimmicky answer to Microsoft's gimmicky Windows 8 Live Tiles. It's the feature you never knew you never needed :) BTW, thanks for the tip on the iMessage timestamps, their "seeming" absence was an obnoxious nitpick when I switched to an iPhone.

Anyone know if it's possible with FB Messenger?

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#434

Post by kgabis »

klipt wrote: post #120
cowpewter wrote: post #74

Earlier quoted context omitted.

The iPad Pro is actually really awesome for artists. Pro + Pencil is a better experience than a Wacom Cintiq display, and it's a whole tablet for about the same price point, not just a display.

Artists (e.g. Gabe of Penny Arcade fame) were saying similar things about MS's Surface Pro 3 years ago: https://www.penny-arcade.com/news/post/2013/02/22/the-ms-sur... Is the iPad Pro a big improvement on that?

This is a pretty good comparison: https://www.youtube.com/watch?v=niD1N1d4nTc

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#435

Post by Drakim »

brianwawok wrote: post #293
shawkinaw wrote: post #267

Earlier quoted context omitted.

Can anyone shed some light on why the subsidy model is going/has gone away? It seems to me cell providers would not want to stop essentially requiring 2-year contracts, so why have they? Fear of government action, or market competition? Or was the subsidy model actually bad for the networks somehow?

T-Mobile changed so others had to to keep up. Basically most cell phone contract innovation in the last 5 years has been through T-Mobile.

"Innovation" isn't the word I would use here, it was simply that the US caught up to the rest of the western world.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#436

Post by forgetsusername »

Thriptic wrote: post #301
forgetsusername wrote: post #257

Earlier quoted context omitted.

Busybody investors? They own the company!

The problem is that a lot of "investors" actually aren't investors; they are traders or speculators. They demand immediate growth and are unwilling to allow the company to eat losses in order to invest in long term, ultimately more profitable R&D / projects.

>They demand immediate growth and are unwilling to allow the company to eat losses

Or...they are unwilling to allow the company to eat losses to pretend to invest in the long term, but are in reality on their way to failure (for example). Let's not act like companies, in general, have this figured out and know what's best. Lots of them fail.

If you want long term growth, you're free to invest that way. But don't impose your preferences on others, or assume their method is wrong. The only way speculators, or anyone, can buy shares is by someone else deciding to sell, uncoerced.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#437

Post by forgetsusername »

tarsinge wrote: post #409
forgetsusername wrote: post #260

Earlier quoted context omitted.

Pure exaggeration. This is not complicated. You buy with the expectations of future profits X. If the stocks fails to meet those expectations, you reallocate your capital by selling to someone else who is happy with There is nothing nefarious about it. Nobody is a failure. The system isn't broken. This is the free market.

The point is that the free market may not be good for long term R&D because a lot of buyers/sellers are speculators with expectations not aligned with long term company viability.

>The point is that the free market may not be good for long term R&D

How is the long-term R&D of Apple affected by a bunch of shareholders exchanging ownership with new shareholders?

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#438

Post by lttlrck »

ericabiz wrote: post #14
johansch wrote: post #6

Earlier quoted context omitted.

(Lots of interesting data; upvoted.) > It's $79 for us to fix an iPhone 5/5C/5S screen right now Interesting, since I have a 5s with a broken screen glass that I haven't bothered getting fixed yet. :) It used to be quite a bit more, I think? Have you figured out how to separate the glass (etc) from the actual display, or have replacement display+glass packages just gotten cheaper? (If you are replacing the display -…

All depends on the cost of parts. Part cost is very low right now...I advise people to get it fixed ASAP if they have the money! You never know what it will do--part cost bounces around like the stock market. Last year it bounced really high there for a bit, and now it's come back down. The backlight, LCD, digitizer (touch "web"), and top glass are all one piece. They come bonded from the factory. I never recommend g…

Do you calibrate the screen because I have seen uncalibrated repairs and the image quality is terrible. Though that could also be caused by bum screens.

Re: iPhone Sales Drop, and Apple’s 13-Year Surge Ebbs

#440

Post by lagadu »

jbigelow76 wrote: post #362
rqebmm wrote: post #28

Earlier quoted context omitted.

To me its real problem is that it's almost indistinct from long-press. Combine that with Apple's poor UX discoverability (I'm looking at you, swipe-from-the-side-to-see-iMessage-timestamps!) and 3D Touch is basically useless.

3D Touch is Apple's gimmicky answer to Microsoft's gimmicky Windows 8 Live Tiles. It's the feature you never knew you never needed :) BTW, thanks for the tip on the iMessage timestamps, their "seeming" absence was an obnoxious nitpick when I switched to an iPhone.

As a Windows phone refugee living in Androidland (seriously MS, was it so hard to make a worthy successor for the 930 along with not completely abandoning the rest of the range?) live tiles is the feature I miss the most :(
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