John Hjorth Posted January 29, 2020 Share Posted January 29, 2020 Yes, you gents have some good points, The market price is somewhat "wonderful" too. Share buybacks in the quarter compared to same quarter last year is also striking. [ : - ) ] Link to comment Share on other sites More sharing options...
rkbabang Posted January 29, 2020 Share Posted January 29, 2020 https://towardsdatascience.com/moores-law-is-dead-678119754571 Robert Colwell, director of the Microsystems Technology Office at the Defense Advanced Research Projects Agency, said he uses the year 2020 and 7nm as the last process technology node. “In reality, I expect the industry to do whatever heavy lifting is needed to push to 5nm, even if 5nm doesn’t offer much advantage over 7, and that moves the earliest end to 2022. I think the end comes right around those nodes.” Both Samsung and TSMC will have 3nm process nodes. https://www.phonearena.com/news/TSMC-starts-building-facilities-to-manufacture-3nm-chips_id119977 https://wccftech.com/samsung-makes-the-first-3nm-gaafet-semiconductor/ Link to comment Share on other sites More sharing options...
RuleNumberOne Posted January 29, 2020 Share Posted January 29, 2020 My friend who is an ASIC engineering manager at a top chip company told me it is all marketing bullshit. He said Moore's law died but foundries just make a small improvement somewhere and make inflated marketing claims. https://towardsdatascience.com/moores-law-is-dead-678119754571 Robert Colwell, director of the Microsystems Technology Office at the Defense Advanced Research Projects Agency, said he uses the year 2020 and 7nm as the last process technology node. “In reality, I expect the industry to do whatever heavy lifting is needed to push to 5nm, even if 5nm doesn’t offer much advantage over 7, and that moves the earliest end to 2022. I think the end comes right around those nodes.” Both Samsung and TSMC will have 3nm process nodes. https://www.phonearena.com/news/TSMC-starts-building-facilities-to-manufacture-3nm-chips_id119977 https://wccftech.com/samsung-makes-the-first-3nm-gaafet-semiconductor/ Link to comment Share on other sites More sharing options...
rkbabang Posted January 29, 2020 Share Posted January 29, 2020 My friend who is an ASIC engineering manager at a top chip company told me it is all marketing bullshit. He said Moore's law died but foundries just make a small improvement somewhere and make inflated marketing claims. https://towardsdatascience.com/moores-law-is-dead-678119754571 Robert Colwell, director of the Microsystems Technology Office at the Defense Advanced Research Projects Agency, said he uses the year 2020 and 7nm as the last process technology node. “In reality, I expect the industry to do whatever heavy lifting is needed to push to 5nm, even if 5nm doesn’t offer much advantage over 7, and that moves the earliest end to 2022. I think the end comes right around those nodes.” Both Samsung and TSMC will have 3nm process nodes. https://www.phonearena.com/news/TSMC-starts-building-facilities-to-manufacture-3nm-chips_id119977 https://wccftech.com/samsung-makes-the-first-3nm-gaafet-semiconductor/ There is some truth to that, but there are also some improvements between nodes. I'm an ASIC designer and I'm working on a 130nm process right now, which is fine for what we need. Link to comment Share on other sites More sharing options...
Liberty Posted February 27, 2020 Share Posted February 27, 2020 "Real-world" speed test of iPhone 6s vs iPhone 11 Pro: Shows progress in recent years. Link to comment Share on other sites More sharing options...
John Hjorth Posted February 27, 2020 Share Posted February 27, 2020 Time for a good laugh in the middle of the market carnage and all the bad news : Just before Christmas, I took the plunge and bought an iPhone 11 Pro Max 512 GB [migrating from a Samsung Galaxy S4 ... - Yeah, cheap-skate, I know! [ ; - D ]] Last Saturday, I grabbed the Berkshire 2019 Annual Report [p. 19 of the document] to calculate buybacks for the period January 1st - February 13th 2020, as Class A shares equivalents, by converting outstanding B shares February 13th to equivalent A shares. First attempt : 1,385,994,959 / 1,500 = [result : ->] 92,399.6633. After which, me thinking : "Huh? - Typo error on the calculator! - try again!" Second attempt : 1,385,994,959 / 1,500 = [result : ->] 92,399.6633. After which, me thinking : "What the f***??" Third attempt : Typing [and carefully looking at the numbers display, before mkving on typing : 1,385,994,959. IN the numbers display : 138,599,495 [<- ! - It simply throws away the "9" typed least! [bacause there is not enough space for the last digit on the same line?! [coder 6/or developer brain fart?! - This is a calculator, damn it!] -continuing typing after that : / 1,500 = [result : ->] 92,399.6633. Fourth attempt [this time holding the iPhone horizontal!] : 1,385,994,959 / 1,500 = [result : ->] 923,996.6393333333. [<- !, & certainly not equal to : 92,399.6633!] - - - o 0 o - - - This is ridiculous! - - - o 0 o - - - Now switching to calculating [adjusted] book value per share for Apple Inc. YE2019 [AAPL EOP2020Q1, ref. the latest 10-Q]] [i know it doesn't matter much for valuation of AAPL, but anyway!] : Vertical position of Iphone : 89,531,000,000 / 4,375,480,000 = [result : ->] 2.04619836. Horizontal position of Iphone : 89,531,000,000 / 4,375,800,000 = [result : ->] 20.46048722519311. - - - o 0 o - - - [ : - / ] Link to comment Share on other sites More sharing options...
Viking Posted March 14, 2020 Share Posted March 14, 2020 Priced in? If so, priced in for how many weeks? They state this is until March 27. Seems aggressive. Apple to shut all stores outside of Greater China to curb coronavirus spread https://finance.yahoo.com/news/apple-to-shut-all-retail-outlets-outside-of-greater-china-091836493.html Apple (AAPL) will shutter all of its retail stores outside of China until March 27, in a bid to contain the coronavirus outbreak that’s throttling the world economy and upending daily life. In a letter on its website posted late Friday, the tech giant — which shut its outlets in China when the virus first began spreading there — announced a list of moves its making to prevent community spreading of COVID-19. The biggest involves Apple closing most of its 500+ sleek, glass-encased outlets across 25 countries that bear its iconic logo. Instead, the company is directing customers online and to its app. “One of those lessons is that the most effective way to minimize risk of the virus’s transmission is to reduce density and maximize social distance,” CEO Tim Cook wrote. “As rates of new infections continue to grow in other places, we’re taking additional steps to protect our team members and customers.” As the disease gains a toehold in the U.S., businesses, states and localities have implemented social distancing tactics that involve bans on large gatherings, closing schools and allowing employees to work from home — with large, bustling cities starting to resemble ghost towns. Link to comment Share on other sites More sharing options...
Liberty Posted March 18, 2020 Share Posted March 18, 2020 New iPad Pro and Macbook Air: https://www.cnbc.com/2020/03/18/apple-announces-new-ipad-pro-with-lidar.html Link to comment Share on other sites More sharing options...
Liberty Posted March 25, 2020 Share Posted March 25, 2020 Tim Cook: Link to comment Share on other sites More sharing options...
Hoodlum Posted March 25, 2020 Share Posted March 25, 2020 iPhone 12 suppliers are being told to start supplying parts by the end of August. That would suggest a 2-3 month delay when compared to other years so this might get pushed out to 2021 for significant volumes. This report came out just before the NA markets closed so that might account for the greater drop in AAPL compared to indexes. https://asia.nikkei.com/Spotlight/Coronavirus/Apple-weighs-delaying-5G-iPhone-launch-by-months-sources-say "We have been notified to start shipping in big volumes to meet Apple's new product launch by the end of August, instead of like in previous years, when it would be sometime in June," said a supplier of components related to printed circuit boards. "The change was made very recently, and that could imply that the mass production of the phone could also be delayed for months." Link to comment Share on other sites More sharing options...
Spekulatius Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. Link to comment Share on other sites More sharing options...
rkbabang Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. I agree, if they can be accurate on the wrist. The finger oxygen sensors are pretty cheap even with inflated high demand prices. I recently bought a fingertip oximeter for $35 on Amazon, just to have one in the house. I was surprised they even had them in stock. Having one of these along with video conferencing a doctor could save you an unnecessary trip into a doctors office. Even with all the panic people must not be thinking about this yet. Link to comment Share on other sites More sharing options...
EricSchleien Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind. Link to comment Share on other sites More sharing options...
Castanza Posted April 17, 2020 Share Posted April 17, 2020 Some things to keep in mind or let individuals know (parents) if they are going to use consumer grade oximeters https://www.consumerreports.org/medical-symptoms/covid-19-pulse-oximeters-oxygen-levels-faq/ Link to comment Share on other sites More sharing options...
Liberty Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind. I got one too in late Feb or early March, and glad to have it just in case to provide more objective data if needed. Of course, these consumer grade devices aren't as accurate as hospital masimos or whatever, but they are likely much better than nothing. Link to comment Share on other sites More sharing options...
rkbabang Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind. Eric, Reading the story about your dad was what prompted me to buy one. Link to comment Share on other sites More sharing options...
EricSchleien Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind. Eric, Reading the story about your dad was what prompted me to buy one. Wow...I'll let him know that. I'm sure that will make him happy to hear little ways his story has made a difference like that. Link to comment Share on other sites More sharing options...
rkbabang Posted April 17, 2020 Share Posted April 17, 2020 Apple really should develop and market an Apple Watch with Oxygen Sensor. I bet it would sell like hot cakes, if it comes out in fall. I am pretty sure they are doing this. Might be a nice play to bet on something like this with options come product introduction day in September. FWIW, Oxygen deficiency in the blood is one of the main indicator of serious COVID disease progression. To track the Oxygen value in a reliable way would be very valuable for the wearer when to consult he doctor or go to the hospital and might save lives. My dad checking his oxygen at home with COVID-19 probably saved his life. He said to me if he didn't have a way to check that at home, he wouldn't have felt it necessary to call an ambulance and would have been living for a few days in the high 80's oxygen saturation. I purchased one at home for about $30 bucks on Amazon just for my own peace of mind. Eric, Reading the story about your dad was what prompted me to buy one. Wow...I'll let him know that. I'm sure that will make him happy to hear little ways his story has made a difference like that. It was quite a story I'm sure it had an impact on a lot of people. I hope he's doing well. Link to comment Share on other sites More sharing options...
Liberty Posted April 23, 2020 Share Posted April 23, 2020 https://www.bloomberg.com/news/articles/2020-04-23/apple-aims-to-sell-macs-with-its-own-chips-starting-in-2021 That'll be fun! Link to comment Share on other sites More sharing options...
Liberty Posted April 27, 2020 Share Posted April 27, 2020 https://www.wsj.com/articles/apple-delays-mass-production-of-2020-flagship-iphones-11587984138 Link to comment Share on other sites More sharing options...
DooDiligence Posted June 10, 2020 Share Posted June 10, 2020 Does anyone here have experience with Fusion drives? I’m shopping for an iMac & am leaning towards a 1tb SSD for proven speed & reliability, but wouldn’t mind saving some $ if I could trust a Fusion drive. Link to comment Share on other sites More sharing options...
LC Posted June 10, 2020 Share Posted June 10, 2020 https://www.bloomberg.com/news/articles/2020-06-09/apple-plans-to-announce-move-to-its-own-mac-chips-at-wwdc Cutting out Intel. Link to comment Share on other sites More sharing options...
rkbabang Posted June 10, 2020 Share Posted June 10, 2020 Does anyone here have experience with Fusion drives? I’m shopping for an iMac & am leaning towards a 1tb SSD for proven speed & reliability, but wouldn’t mind saving some $ if I could trust a Fusion drive. I've had an 27" 5K iMac with an i7 and a 3TB fusion drive since late in 2015 and I love it. Maybe it isn't as fast as a SSD, but it starts up quicker than any of my windows machines, some of which have SSDs and it has 3TB of storage. No problems in over 4years. I'd make the same choice again. Link to comment Share on other sites More sharing options...
DooDiligence Posted June 10, 2020 Share Posted June 10, 2020 Does anyone here have experience with Fusion drives? I’m shopping for an iMac & am leaning towards a 1tb SSD for proven speed & reliability, but wouldn’t mind saving some $ if I could trust a Fusion drive. I've had an 27" 5K iMac with an i7 and a 3TB fusion drive since late in 2015 and I love it. Maybe it isn't as fast as a SSD, but it starts up quicker than any of my windows machines, some of which have SSDs and it has 3TB of storage. No problems in over 4years. I'd make the same choice again. Awesome, thanks! I'm using Ableton Live 10 a lot for recording & am learning how to do live loop performance. Speed will be important & I think the I5 6 core will work (Ableton does multi-threading). I was using a Boss RC300 looper pedal before & there's absolutely no comparison between that & using Ableton. The difference is so dramatic that I sold the RC300 on eBay a few weeks ago. --- ::) end of thread highjack... Link to comment Share on other sites More sharing options...
Liberty Posted June 10, 2020 Share Posted June 10, 2020 I'd go with an internal SSD and use an external drive if you need to store a lot of data. I'm typing this on a 2019 27" iMac 5K with a 1tb SSD and 32gb of RAM Link to comment Share on other sites More sharing options...
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