patrick.net

Friends of mine that are hardware engineers at Apple have been telling me that there is an exodus of employees right now. Engineers, leads, mid-level managers and some directors. They are going to Google, Lab 126 and Microsoft. The stock price dip has effectively halved the compensation incentive for working "Apple hours" and dealing with the pressure cooker environment there, and people are starting to walk. People there know what the competitors pay, and AAPL shares were a big leg-up for employee retention. Now that overall compensation is falling closer to what the competitors offer, Apple folks are thinking, "I can go work at X Inc. and make about as much money for fewer hours and less stress." Google is a little bit of an exception in that friends that have gone there say that the hours are long and the pressure high, but they compensate at least as well as Apple used to.

Hit $425 today

www.youtube.com/embed/sucRhpxolcI

iPhone 12 will be 5G right? Sources say that this is a game changer, will enable all sorts of applications that wouldn’t have worked without 5G. Could be as significant as the switch from flip phones to smart phones in 2007 with the first iPhone.
With that in mind, how would you bet on Apple stock? Already has a large captured audience of iPhone users who will suddenly be wanting to upgrade as the wonders of 5G on a kick ass iPhone are revealed....

MsBennet says

If I was a person who liked to short stocks, I would short Apple now. Samsung is coming out with a new phone that apparently is much better than the iPhone: Bigger screen, faster, removable battery, better screen clarity, etc. Apple is

442 right now.

Removable battery?

Shaman says

iPhone 12 will be 5G right? Sources say that this is a game changer, will enable all sorts of applications that wouldn’t have worked without 5G. Could be as significant as the switch from flip phones to smart phones in 2007 with the first iPhone.
With that in mind, how would you bet on Apple stock? Already has a large captured audience of iPhone users who will suddenly be wanting to upgrade as the wonders of 5G on a kick ass iPhone are revealed....

The limiting factor for enticing people to upgrade to 5g is there is almost no infrastructure for 5g. The number of locations that you might have access to 5g signal is currently extremely limited. It will likely be 5 years before 5g signal is close to 4g in terms of availability. The 5g signal requires more towers/infrastructure because 5g waves cannot penetrate buildings as well as 4g signals can.

I’m no where near being interested in upgrading for 5g device because there simply is no 5g signal in my area.

Shaman says

Phone 12 will be 5G right? Sources say that this is a game changer, will enable all sorts of applications that wouldn’t have worked without 5G.

I can't think of anything that would work with 5G and not 4G - well, 3G for that matter.

The real advantage of 5G is that it uses (paradoxically) less bandwidth, because it does faster transfers of data. It's not that it's good for you, it's good for your carrier.

I have no opinion betting on Apple stock. Their users are a cult, and that will evaporate overnight at some point. 25 years ago, people waited outside stores all night to get the new Windows 95. This seamed crazy to me, because I was already running a Linux workstation. Well, there are no real fanboys for MS like that around anymore.

richwicks says

I can't think of anything that would work with 5G and not 4G - well, 3G for that matter.

That’s more a failure of imagination than anything else. Perhaps I can help:
https://www.fool.com/investing/2019/03/20/3-exciting-innovations-made-possible-by-5g.aspx

Shaman says

That’s more a failure of imagination than anything else. Perhaps I can help:
https://www.fool.com/investing/2019/03/20/3-exciting-innovations-made-possible-by-5g.aspx

That's just marketing BS. VR I don't see being any or worse with 4G versus 5G - unless it's all rendered off site - self driving cars we could do right now, wireless home is an awful thing. Basically is just allows more intrusion with less control of what data is sent and received. All of you are getting telescreens into your home.

richwicks says

That's just marketing BS. VR I don't see being any or worse with 4G versus 5G - unless it's all rendered off site - self driving cars we could do right now, wireless home is an awful thing. Basically is just allows more intrusion with less control of what data is sent and received. All of you are getting telescreens into your home.

I agree with the substance but not the details.
1)VR has to be updated fast to keep up with the moving person. Imagine virtual advertising on walls only available to people with special VR glasses connected to 5G phones. The speed here is the key, which is ten times faster than 4G.
2)Self driving cars have stalled because of one problem: the endless driving situations make it impossible to code for every possible situation. What about a snow covered road with random homeless people wandering across it? What about faded or missing lines on the road or road construction? And which do you choose? Safety of pedestrians or safety of car occupants? There’s just too many issues that require the judgement of a thinking person to do correctly or perhaps morally. So what you REALLY need is an AI to drive the car for you. An advanced AI with quantum technology should be able to parse all of these situations and so a great job driving the car. But the problem is this: such an AI is expensive and also much larger in physical equipment than could be placed in a spare glove compartment. Also it would be wasted only driving one car occasionally. You’d want to connect the AI to thousands of cars at once, maybe even millions! And here is where the data transfer speed comes in. It’s GOT to be snappy. No latency or lag can be acceptable when fractions of a second are involved in REAL TIME. This is why they included self driving cars in the benefits of 5G.

Oh and I agree with you about the virtual homes or whatever. No privacy!

I miss Vicente, he had class and new his shit for the most part.
He left by his own accord, and didn't turn into violent hater, and was banned before he experience any TDS meltdown.

I love the new phone; I can fool some people with my iPhone 5 that it’s a 12 with the square edges.
My old 5 is for international use.

Apple stock shares should bounce by the New Year or maybe before.

Apple products are not expensive; they just cost more than some people can afford.

Shaman says

Also it would be wasted only driving one car occasionally. You’d want to connect the AI to thousands of cars at once, maybe even millions! And here is where the data transfer speed comes in. It’s GOT to be snappy.

You really don't need any complicated AI if the cars are all wired up, and know the location of every other car. I'm not an expert, but i doubt we need high speed coms for it.

I also, VERY STRONGLY DISAGREE with centralization. A mouse can navigate a path at high speed. A squirrel can. I would bet the computer next to me has enough transistors, and enough storage to have something that appears to be sentience. It's probably got more storage than I do, and the neurons work at about 10,000 times the speed my own neurons do. I'm just massively parallel, but your neurons are digital as well. It's just recreating the connections of the brain and running a small portion of it at a time.

The human brain has less than 100 billion neurons. My hard disk has 10,000 billion bytes. If you can represent a neuron, with storage, with 100 bytes, yeah, my computer can simulate my thinking process.

I think AAPL will be valuable as long as it stays a cult. Also there are some things they do make better than Samsung, like the virtual keyboard. I do think the fat years are over and AAPL will be trading range bound with maybe a slight continued uptrend if the market goes up as well. On any correction it will dump, but as long as they make money it's a safe stock, just not the best returns anymore.

This vertical integration will never work... especially at the hardware level. Oops...
The 14-nanometer A10 Fusion iPhone 7 chip was the first Apple-designed SOC; it delivered 40% better processor performance and 50% better graphics than the one it replaced.
The 7nm A11 processor that followed unleashed a 25% performance boost in contrast to the A10.
Last year's A12 again unleashed significant performance gains over the A11.
The current A13 chips deliver 20% more performance and 40% better power efficiency than 2018’s A12.
Macs are moving to Apple silicon. Try to imagine how unfathomable that statement would have been when this thread was created in 2012. Macs transitioned to Intel processors in 2006 and in 2007 the first iPhone came out. In 2008 Apple purchased P.A.Semi and in 2010 Intrinsity. The rest is history.
It will require some sort of platform disruption to dethrone them as king of the hill. What comes after smartphones? What comes after silicon processors?

EBGuy says

What comes after smartphones? What comes after silicon processors?

Something sideways, that no one was looking out for.

Facebook completely surprised Google, for example.

There may be some new non-cellular way to communicate over long distances, or maybe optical chips will replace silicon.

Shaman says

richwicks says

I can't think of anything that would work with 5G and not 4G - well, 3G for that matter.

That’s more a failure of imagination than anything else. Perhaps I can help:
https://www.fool.com/investing/2019/03/20/3-exciting-innovations-made-possible-by-5g.aspx

I'm with Rich on this one.

Please note that 5G could possibly go to 1 gigabit per second, but you're sharing it with others. And that's a best-case scenario. Funny thing is that many parts of the world enjoy fiber-optic to their house and 802.11 AC (which shipped in 2013); that combination can give you 1 gigabit that you don't even have to share with others. So, 5G will really only be giving you patchy, unreliable, shared network speeds that people have had in their homes since 2013.


In light of the above, the inspirational article notes:

• That article wants to use 5G to transmit video and other sensor information to a server farm to make life-and-death decisions of a self-driving car? Surely you jest. Or maybe you have never been through a tunnel. As for flashing a car's firmware ... you could flash at 5G speeds 7 years ago when the car is in your garage and connected to your home 802.11 AC network. Plus, flashing a car of 4G could be done at 3 AM when there's plenty of unused 4G bandwidth.

• The article says we can all enjoy 5G in our homes. Hmm. Or maybe they want 5G hotspots to replace wi-fi hotspots? Either way, many people in many countries have had 5G speeds in the home with great reliability since 2013. Wired networking allows far more multiplexing; I can't imaging 500 homes in a small area all connecting to a single 5G antenna and having better results than the existing copper wire solutions we are using now.

• Using 5G for "wireless VR" is the same concept as putting the computation for self-crashing cars in the cloud, although probably much less dangerous. We can pretty much do the same thing with fiber and 802.11 AC right now. Also, Apple's newest A14 "Bionic" chip — in all the new iPhone 12 models — has enormous hardware capability for VR, video processing, video acceleration, and neural algorithm processing. If anything, Apple seems to be going the other direction by putting these kind of processing capabilities into the phone itself.


The big bonus for 5G seems to be for the carriers. They can now theoretically serve more customers because each customer uses less of the existing bandwidth.

PeopleUnited says

The limiting factor for enticing people to upgrade to 5g is there is almost no infrastructure for 5g.

It's not like most consumers know that. At this point it's all a marketing scam. I fucking hate the marketing efforts since they tend to ruin everything.

Around 170 now.

zzyzzx says

Around 170 now.

Good time to buy?

WineHorror1 says

zzyzzx says

Around 170 now.

Good time to buy?

They forward split so it's actually at an all time high

https://spectatorworld.com/topic/the-golden-noose-around-apples-neck/

Patrick says

https://spectatorworld.com/topic/the-golden-noose-around-apples-neck/

I bought APPL stock in 2009 when I got tired of my co-worker droning about it being "overpriced" and how Apple as a company "can't innovate".

I also bought TSLA when my BIL said in 2013 that the whole thing is bullshit and is going to come crashing down and disappear at any moment (he now drives a Tesla and raves about how the autopilot is a better driver than he is). I like to rub this one in anytime I get the opportunity. =))

Patrick says

https://spectatorworld.com/topic/the-golden-noose-around-apples-neck/

Here's a no-email-required version:
https://ussanews.com/2022/08/23/the-golden-noose-around-apples-neck/

This thread, which wishfully asks about a $500 AAPL price, was created January 2012. Since then Apple split 7-for-1 in June 2014 and 4-for-1 in August 2020. That's a combined 28x in shares. Reverse-adjusted for those, the original poster would be happy to hear that Apple has exceeded his $500 hopes to the tune of over $5,000 all-time high. Currently the actual price $167, when reverse-adjusted for those splits, is still a lofty $4676.

Apple Inc. (AAPL)
$173.43/sh + $7.64 (+4.61%)
As of 11:17AM EDT. Market open.