fareastwarriors Posted June 26, 2017 Share Posted June 26, 2017 Why Apple and J.P. Morgan Are Chasing Venmo Tech and finance firms forgo profits in push to keep PayPal-owned service from becoming ubiquitous https://www.wsj.com/articles/why-apple-and-j-p-morgan-are-chasing-venmo-1498469401 Link to comment Share on other sites More sharing options...
nwoodman Posted June 27, 2017 Share Posted June 27, 2017 I'll fess up to being a bit of a fanboy and tech tragic but there is no denying the massive step change that AR Kit has delivered. Talking to some of my web developer mates they are really excited about this and are considering doing IOS apps purely to leverage AR Kit. It has basically razed other's IP while building a mini-moat for Apple. To paraphrase the links below. You have effectively handed developers the tools AND hardware for AR in one hit. The cost to play is effectively zero with massive upside for them to unleash their creative spirits. Sure the the AR interface right now in terms of the iPhone is not as elegant as it could be but all round it is still an exceptional value proposition. Difficult to imagine Apple not delivering on a more elegant AR solution down the track. In the mean time millions of developers have been beta testing the tech using iPhones as the interface. "Apple just built the AR industry’s shovel. Now all you have to do is decide where to dig". https://techcrunch.com/2017/06/19/apple-just-created-and-killed-a-generation-of-ar-businesses/ Developers with the tech after release at WWDC17 5th June 2017 http://www.idownloadblog.com/2017/06/21/arkit-examples/ TWIT discussion cheers nwoodman Mr "Apple is going to release a TV" Gene Munster's take on the potential for AR http://loupventures.com/research/ Link to comment Share on other sites More sharing options...
beerbaron Posted July 4, 2017 Share Posted July 4, 2017 What happened today? My google finance says AAPL is down 14.27%, I see nothing in the news or in Edgar, maybe a data problem? BeerBaron Link to comment Share on other sites More sharing options...
gfp Posted July 4, 2017 Share Posted July 4, 2017 Who knows why google shows that but it didn't happen. down less than a percent today, including after-hours and all that What happened today? My google finance says AAPL is down 14.27%, I see nothing in the news or in Edgar, maybe a data problem? BeerBaron Link to comment Share on other sites More sharing options...
Liberty Posted July 4, 2017 Share Posted July 4, 2017 What happened today? My google finance says AAPL is down 14.27%, I see nothing in the news or in Edgar, maybe a data problem? BeerBaron Data errors. I think AMZN and GOOG were both down over 80% on some feeds... Update: https://www.bloomberg.com/news/articles/2017-07-04/nasdaq-stocks-show-exaggerated-movements-in-after-hours-trading Link to comment Share on other sites More sharing options...
John Hjorth Posted July 10, 2017 Share Posted July 10, 2017 Apple to build data center # 2 in Denmark - estimated cost north of DKK 6 B. It will be located outside the small city called Aabenraa in the Southern Jutland, a bit north of the German-Danish border. This is very good for that region of Denmark. Link to comment Share on other sites More sharing options...
DooDiligence Posted July 10, 2017 Share Posted July 10, 2017 Apple to build data center # 2 in Denmark - estimated cost north of DKK 6 B. It will be located outside the small city called Aabenraa in the Southern Jutland, a bit north of the German-Danish border. This is very good for that region of Denmark. Do you know if they'll maintain any kind of presence at Incuba? Link to comment Share on other sites More sharing options...
John Hjorth Posted July 10, 2017 Share Posted July 10, 2017 DooDiligence, I'm not sure I understand your question. But for my part, I did not even know that Apple has been a tennant at Incuba, and I'don't see Apple as a Incuba tennant right now. - - - o 0 o - - - Note to fellow board members : Incuba is an investment of SCHO.CPH, discussed earlier in the SCHO.CPH topic in the Investment Ideas forum. Link to comment Share on other sites More sharing options...
DooDiligence Posted July 10, 2017 Share Posted July 10, 2017 DooDiligence, I'm not sure I understand your question. But for my part, I did not even know that Apple has been a tennant at Incuba, and I'don't see Apple as a Incuba tennant right now. - - - o 0 o - - - Note to fellow board members : Incuba is an investment of SCHO.CPH, discussed earlier in the SCHO.CPH topic in the Investment Ideas forum. I was thinking they might want to snoop around there for opportunities... Link to comment Share on other sites More sharing options...
John Hjorth Posted July 10, 2017 Share Posted July 10, 2017 Yes, most likely, there has been an Apple taskforce here for a long time sneaking around to find the right place, and do the land deal. Hopefully some indebted old Danish farmer, who has wanted to stop farming for years, but who was unable to sell, because he had more debt than the farm was worth, is now retiring rich. Likely, his bank will be happy, too. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 10, 2017 Share Posted July 10, 2017 https://www.ft.com/iovine The music industry according to super-producer Jimmy Iovine He worked with Lennon, Springsteen and U2, before co-founding Beats with Dr Dre, selling it for $3bn and launching Apple Music. Link to comment Share on other sites More sharing options...
John Hjorth Posted July 11, 2017 Share Posted July 11, 2017 Apple to build Danish Wind Farms. Link to comment Share on other sites More sharing options...
Liberty Posted July 19, 2017 Share Posted July 19, 2017 Apple has started blogging about machine learning: https://machinelearning.apple.com/ Link to comment Share on other sites More sharing options...
Liberty Posted August 2, 2017 Share Posted August 2, 2017 Q2: https://sixcolors.com/post/2017/08/apples-q3-fy17-financial-results/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 4, 2017 Share Posted August 4, 2017 Apple searches for the next big thing As it approaches $1tn valuation, the iPhone maker is betting on augmented reality and robotics technology https://www.ft.com/content/e0d19656-78f4-11e7-90c0-90a9d1bc9691 Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 5, 2017 Share Posted August 5, 2017 Apple Plans to Release a Cellular-Capable Watch to Break iPhone Ties https://www.bloomberg.com/news/articles/2017-08-04/apple-said-to-ready-cellular-capable-watch-to-break-iphone-ties Link to comment Share on other sites More sharing options...
pau_ Posted August 7, 2017 Share Posted August 7, 2017 Just thought I would share a positive experience that gave me a bit of a better view of how Apple works. I'm a long-time Apple shareholder and customer. I bought a pair of AirPods recently and had some connectivity issues (audio would drop) and took them in to my local Apple Store for a "Genius" appointment. I hadn't been in to the Genius Bar in a while. I was very impressed by my technician and the process. 1. Walk into store, greeted by employee who signs me in. I see on his iPad he's picking my shirt color and what table he's putting me at so a technician can identify me at my scheduled time. This is necessary because the place is packed around lunch time (everyone at my table seemed to get resolution they seemed happy/ok with from $0 for a configuration fix in one case, a $29 AppleCare plus screen replacement, and $120 for an out-of-warranty battery replacement). 2. Technician comes up, introduces himself, and asks me to describe the problem. I explain that I had some initial issues pairing my AirPods and now I'm having audio drop. He was empathetic and seemed sincerely interested. 3. He punches the serial number of my AirPods into his iPad and starts asking me questions, which I realize is part of a guided interview on the iPad. So, Apple has come up with questions that guide the process (but don't dictate it) and make sure they can collect relevant data. For instance, he asked where my phone was when the issue happened. I said usually in my pocket, and he asked me "screen against your body or away from it? home button on top or on bottom?". He took very detailed free-form notes in a few fields. 4. Pretty early in this process he'd made it clear they were going to make it right and eventually that the resolution will be to replace the AirPods. Goes and gets them and helps me re- pair them with my iPhone. 5. I ask him if all that info goes to engineering in Cupertino. He said, yes, the info does and they'll send the defective units back there. So they've got a pretty good loop for understanding and fixing hardware quality issues, and pretty confidence-inspiring employees on the front-lines. Basically it seems like they have good people, good process, and good tools for when things go wrong. BTW, I love these things. Link to comment Share on other sites More sharing options...
Liberty Posted August 7, 2017 Share Posted August 7, 2017 Thanks for sharing your experience, Pau. The AirPods certainly seem to be a hit. 90%+ of the comments I've seen about them include words like "love" and "great" and "favorite new product" and "can't go back" and things like that. I don't have a pair yet, but will likely get one at some point. Link to comment Share on other sites More sharing options...
abyli Posted August 7, 2017 Share Posted August 7, 2017 Thanks for sharing your experience, Pau. The AirPods certainly seem to be a hit. 90%+ of the comments I've seen about them include words like "love" and "great" and "favorite new product" and "can't go back" and things like that. I don't have a pair yet, but will likely get one at some point. Go get it now and you will love them. :-) Link to comment Share on other sites More sharing options...
LongTermView Posted August 7, 2017 Share Posted August 7, 2017 Apple Plans to Release a Cellular-Capable Watch to Break iPhone Ties https://www.bloomberg.com/news/articles/2017-08-04/apple-said-to-ready-cellular-capable-watch-to-break-iphone-ties I like my nike watch but hopefully it can be traded in for one of these. I dropped my nike watch off today at the genius bar - they need to repair or replace it so that it can handle os upgrades. I feel a bit unsettled not having it on my wrist. Link to comment Share on other sites More sharing options...
Liberty Posted August 7, 2017 Share Posted August 7, 2017 Go get it now and you will love them. :-) I don't doubt it, I just figure that having waited this long already, I might as well wait a bit longer and see if there's a new improved version that will come out at the September event. Probably not, feels like the kind of product that would be on a ˜2-year cycle, but we'll see. I'm getting the next iPhone too and passing on my iPhone 7 to my wife who needs a new phone. Should be an AAPLtastic fall this year... Link to comment Share on other sites More sharing options...
Liberty Posted August 29, 2017 Share Posted August 29, 2017 https://www.apple.com/newsroom/2017/08/apple-and-accenture-partner-to-create-ios-business-solutions/ Link to comment Share on other sites More sharing options...
LongTermView Posted August 31, 2017 Share Posted August 31, 2017 Interesting what Buffett said about AAPL yesterday on CNBC: Originally about 10 million shares were bought by Todd or Ted [some time ago]. Then I looked at it and bought considerably more. In the last quarter reported, he sold some of his shares and I bought more than he sold. Our overall [number of shares] went up but his holdings were reduced by about 2/3rds. He manages $11 billion. That's all he manages. When they get a new idea they have to sell something. I've got a lot of excess money around. He decided he wanted to go heavier into something else but I never sold a share. Link to comment Share on other sites More sharing options...
johnny Posted September 1, 2017 Share Posted September 1, 2017 https://www.macrumors.com/2017/09/01/craig-federighi-head-of-siri-development/ Any time Eddie Cue is disempowered somewhat, I consider it a positive development for the company. Link to comment Share on other sites More sharing options...
Liberty Posted September 1, 2017 Share Posted September 1, 2017 https://www.aboveavalon.com/notes/2017/8/31/apple-in-china Neil Cybart's analysis of Apple's position in China. Link to comment Share on other sites More sharing options...
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