patrick.net

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.