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Bookmark this quote and come back to it in 6 months.

All major companies are preparing negative economic outlooks for 2019.

China's economic growth is likely to slow to 6.2 percent in 2019 from an expected 6.5 percent this year, as headwinds increase due to its trade dispute with the United States, the World Bank said in a report published on Thursday.19 Dec 2018
 
China's economic growth is likely to slow to 6.2 percent in 2019 from an expected 6.5 percent this year, as headwinds increase due to its trade dispute with the United States, the World Bank said in a report published on Thursday.19 Dec 2018
Like I said, check back in 6 months from now.

Financial institutions and analysts only admit to recessions once it’s obvious we’re in the middle of one.
 
Tim - "We're looking for the next iPhone"

Instead of buying back your stock, keep piling your cash & eventually buy Tesla.
 
Like I said, check back in 6 months from now.

Financial institutions and analysts only admit to recessions once it’s obvious we’re in the middle of one.
Well it will have to be more than 6 months because a recession is defined as two consecutive quarters of negative growth of GDP.
 
I’m sorry for them too.

I am an Italian national born and living in Switzerland.

China, Canada, US or Poland makes no difference to me. Human beings who just want to work.

Sometimes I forget how lucky I am. I had thousands of dollars to spend on an iPhone which was built by a person who was probably paid a tiny percentage of that. That’s just how things go, I suppose.
 
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These employees will be cut, just like Apple cutting people, then they re-hire others when they need "extra work" in a few months/years ahead.

Vicious circle.. Unfortunate people get laid-off
 
I think the most annoying thing out of all of this, is that Apple won't see it as "Hmm...we really screwed up and made mistakes with the pricing, features, design and specs of our newest phones" and instead will just assume its because of competition or bad marketing.

The fact that they are still having to release those hideous battery cases says it all really.

Apple, go do some customer research across the world, not just in your little bubble down in Cupertino, and not in Apple stores in major cities - go speak to the people that genuinely use your products every single day.
 
I think the most annoying thing out of all of this, is that Apple won't see it as "Hmm...we really screwed up and made mistakes with the pricing, features, design and specs of our newest phones" and instead will just assume its because of competition or bad marketing.

The fact that they are still having to release those hideous battery cases says it all really.

Apple, go do some customer research across the world, not just in your little bubble down in Cupertino, and not in Apple stores in major cities - go speak to the people that genuinely use your products every single day.
Just pricing is the issue for the most part the phone does very well in what it provides.

Features they could add i imagine will come in IOS 13
 
Apple has been doing S year upgrades for about 8 years now. So how is this something new to you? You could have said the same about the 3GS, 4S, 5S or 6S. As far as price, yes they are expensive. But so was the X and I see tons of them around. If price is a big deal get the XR at 749. That’s what I did and even most reviews say it’s THE iphone to get. You are getting nearly everything the X/XS has for $250 less. Plus gaining hours more of battery life and a larger screen.
And that is how people just accept the price. "Previous gen iPhone is $300 more than usual, so this gen at that same +$300 is fine". Hell no. That is not fine.
 
You just restated your opinion, ignoring all my facts and giving more opinion.

Last thing I’ll say before I’m done with you is that Apple just grew sales from $230B to $266B in 2018, so yes, consumers are voting with their wallets. 2019 isn’t over yet, so we will see how they do the rest of the year.

Once again, you are looking at sales does not mean that Apple actually is selling more units.

If you look at the last numbers they posted both computers and ipads were actually down quarter over quarter.
Regarding iphones, They actually sold LESS but more expensive ones.

Furthermore, I wonder why:
- Apple cancel the reporting unit saless numbers.
- Apple came out and put the guidance down,
- they cut the iPhone production.
- reduce the prices of iphones on both Japan and China.
- And increase the phone trading program (which is a scam).

Sorry, but 2019 does not look that promising...
 
Once again, you are looking at sales does not mean that Apple actually is selling more units.

If you look at the last numbers they posted both computers and ipads were actually down quarter over quarter.
Regarding iphones, They actually sold LESS but more expensive ones.

Furthermore, I wonder why:
- Apple cancel the reporting unit saless numbers.
- Apple came out and put the guidance down,
- they cut the iPhone production.
- reduce the prices of iphones on both Japan and China.
- And increase the phone trading program (which is a scam).

Sorry, but 2019 does not look that promising...
1.4B active devices s of January 2019, up 100M from 1.3B 1 year ago. We don’t have any other data besides the data in the 10K and what I gave you on active devices. The active devices increased 100M, which is the future for Apple to monetize the base with services.

Apple set revenue records in many countries. China was the issue in Q1, period. They need to fix it, but The other regions and businesses are strong.

iPad hit record revenue and grew double digits, Macs record revenue, wearables growing at 50%, services growing over 20%, and the 100M more active devices.

Quarter over quarter numbers don’t matter...there is seasonality. Talk about y/y.

You’re also wrong about iPhone sales.

iPhone sales

2017: 216M iPhones at $652 each
2018: 217M iPhones at $764 each

Source: 10K

That’s 1M MORE iPhones and $112 more per phone.
 
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I can provide a solution for this, Apple: CUT the prices.
The only time prices should be this high is when there's a big leap from the previous generation.

Apple has a tendency to be very slow to implement new technologies until they've been able to refine them to their best implementation: it's the Bain and the beauty of Apple we all know.

Arguments on either side of pricing (for vs against) ... but these cuts are looking like busts and it's going to hurt Apple down the road; not going to break them just hurt their services revenue.

Apple would rather bleed marketshare just so they can protect that 38% profit margin. It's a fairly mature market now, there aren't as many revolutionary features in today's phones. Hard to believe that people don't want to shell out $1500 for a phone.

COMPLETELY WRONG

Please watch this 2 minute explanation from Steve Jobs


Bravo!

Seems that Tim and O.G. staff off Apple are really only "remembering Steve" not learning from lessons he's shown them. Too often existing executives are trying so HARD to remove anything Jobs related from Apple other than the name brand it's getting ridiculous.

e.g. Why rename OSX and all that it's granted us (still within the original 20yr mark Jobs stated when it was introduced) back to a dead OS name 'macOS' just for nostalgia reasons. What's the point of confusing your user base and rewriting so many internal man pages and documentation just for a dumb notion when everything underneath is still OSX ?
 
The interesting part is I just saw that in Shenzhen China many Huawei retail shops were low in stock or out of stock of the new Huawei Mate 20 Pro. Chinese New Years is around the corner. From what I was told they were ramping up production. One is cutting and another is ramping.

694F5C0E-9230-40C8-81CC-98D218BCD87E.jpeg
E34BC08E-6AD0-44AE-A7F8-0E1977D4E47D.jpeg
 
China's economic growth is likely to slow to 6.2 percent in 2019 from an expected 6.5 percent this year, as headwinds increase due to its trade dispute with the United States, the World Bank said in a report published on Thursday.19 Dec 2018

Growth depends on stimulus pacakages released by government when economic growth is slow, when exports are down and when local consumption is down. Usually governments introduce stimulus packages when numbers are not all that great but then again China is a developing country that is not fully developed and the positive part of that is that the government wants it to be developed so it is willing to introduce or add stimulus packages to develop cities and the country its self. If you come to China you will see that there is actually a lot of development taking place to develop infrastructure around the country which is something one rarely sees in California for example.
 
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