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Exactly what I was thinking when I read that statement. How incredibly dense and clueless do they have to be?

Putting on one side the fact that referring to people as “dense” is quite offensive.
I requested the previous poster of that statement if they are aware of anything Huawei have actually done to damage their own reputation.
“I mean, proven stuff, you know, stuff you can actually point to documented evidence and such...”

Are you?
Or do you just take the words of your government face value and assume the rest of the word does the same?
 
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Heh.

Samsung announces a folding phone. Samsung tech gets stolen and sold to China. Huawei announces a folding phone.

Samsung announces they’re delaying their folding phone. Huawei announces they’re delaying their folding phone.

Funny stuff.

https://edition.cnn.com/2018/11/30/tech/samsung-china-tech-theft/index.html

Whether or not Huawei is a national security threat is one thing but I’m glad to see they’re getting theirs for stealing so much tech over the years.
 
Putting on one side the fact that referring to people as “dense” is quite offensive.
I requested the previous poster of that statement if they are aware of anything Huawei have actually done to damage their own reputation.
“I mean, proven stuff, you know, stuff you can actually point to documented evidence and such...”

Are you?
Or do you just take the words of your government face value and assume the rest of the word does the same?


As my wife works in cyber security within a sensitive industry I am keenly aware of what's going on and actually DO have more knowledge on this than what's generally disseminated publicly. Thanks for concern trolling for Huawei though, the check must be in the mail for ya...
 
As my wife works in cyber security within a sensitive industry I am keenly aware of what's going on and actually DO have more knowledge on this than what's generally disseminated publicly. Thanks for concern trolling for Huawei though, the check must be in the mail for ya...

Listen mate, you can make up all sort of secret reasons as much as you want. Words are cheap when you cannot substantiate them with some evidence.
Huawei's immediate future troubles (and they will have troubles for sure) have nothing to do with their reputation, but everything to do with the embargo imposed on them by the US.

Finally, you call me a troll just because I dare asking for evidence.
I am done with this thread.
 
Listen mate, you can make up all sort of secret reasons as much as you want. Words are cheap when you cannot substantiate them with some evidence.
Huawei's immediate future troubles (and they will have troubles for sure) have nothing to do with their reputation, but everything to do with the embargo imposed on them by the US.

Finally, you call me a troll just because I dare asking for evidence.

Not secret, and not made up reasons, and I'm not your mate and owe you nothing. It is not my place to post confidential inside industry knowledge to 'angry anonymous guy on the internet'. Point is, there is evidence. Huawei's issues are well known.

Your arguments are just 2 or 3 logical fallacies masquerading as reasonable doubt for some bizarre reason.

I am done with this thread.

Run along now, get home before dark.
 
To me it seems the other way around. But on, not sure how that dovetails into the original point.

So you believe there are more vocalized iPhone users than Android, interesting let me look around developing countries where people can afford $1000 USD iPhones or even the XR. Please do explain why Apple reduced the price of iPhone XR in China vice America. As I said Apple needs foreign markets more than foreign markets need Apple. There are smart phones companies in foreign companies that make Android forked phones for sale, I don't remember Apple forking iOS for iPhone to other manufacturers. :rolleyes:

On the other hand android is fighting tooth and nail for the same customer. How are android profits of the respective smartphone divisions of the various companies. With a healthy base?

Handset manufacturers are, not Android. Google gives Android for free or a licensing fee, there are some concerns with licensing or accessing the PlayStore, however those deals are between Google and the various handset manufacturers. Google makes money off the PlayStore not the other handset manufacturers.

How is 51b a quarter a bad number with wearables and services growing?

Why did Apple cease reporting iPhone hardware sales numbers? Every product category has a bellcurve cycle, iPhone is reached its peak, hence Apple does not want to report hardware sales number regardless of what reason they provided. If the reason they provided was valid this would have been done years prior. AW is running the same cycle, large adoption rate, eventually slow down and then like iPhone will level off and decline, at that point Apple needs something else. Enter AppleTV+ ;)

But if you believe Apple is goi g downhill, have you shorted the stock. Putting your mouth where your money is a great way to wear your heart on your sleeve.

Why do you care if I short AAPL stock or not, are you my business and financial manager? I keep that information private, like a game of poker :p
Technically is about more than a buzzword hardware spec.

Apple loves that type, let's not forget "LiquidRetina" display. :p
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Android has tried their version of Face ID, but they've never really been able to get it work. Anyone or virtually anyone who's ever tried Face ID versus touch ID realizes how much better it is, it's really like you don't have a password on your phone anymore, and you don't appreciate how much more effort using a fingerprint sensor is until you get to use something like Face ID. (I hate Touch ID so much I use my password as often or more often than Touch ID on my iPad now.)

This is something where Apple clearly has a better, more innovative tech than Android, but Android fanboys won't admit it. If the tables were reversed, Android fanboys would be bashing Apple for sticking with an outmoded, clearly inferior backward looking tech but because it's Android without Face ID they have to act like it's a virtue.

I was actually hoping that any orientation FaceID unlock was available on iPhone XS/Max/XR like it was on iPad Pro. At that point is it really a hardware/sensor issue where it differs or is it software. If a hardware issue, why not include the iPad Pro FaceID sensor into iPhone, if software why had the update not been released yet.

TouchID was able to be locked in any orientation, so it defeats the argument that a phone is held upright and that is the reason for the limitation.
 
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Putting on one side the fact that referring to people as “dense” is quite offensive.
I requested the previous poster of that statement if they are aware of anything Huawei have actually done to damage their own reputation.
“I mean, proven stuff, you know, stuff you can actually point to documented evidence and such...”

Are you?
Or do you just take the words of your government face value and assume the rest of the word does the same?

I get it. Everyone takes offense to everything these days. That being said, you'd have to live under a rock to think Huawei hasn't broken the public trust with their past actions.
 
I would think this has more to do with the ban. Who is going to pay over £2000 for a phone which will never get a software update or might be updated to an unknown and untested OS. Not to mention no security updates and apps may stop working when google stop providing the authentication certificates. I think they are stalling in the hope that the ban will be resolved.

Their own device should have nothing to do with samsung's.
 
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Why did Apple cease reporting iPhone hardware sales numbers? Every product category has a bellcurve cycle, iPhone is reached its peak, hence Apple does not want to report hardware sales number regardless of what reason they provided.
As the competition doesn’t report unit sales either. Apple’s business model does not depend on hardware as the sole revenue source going forward. It’s hardware, services, accessories and wearables. Apple’s business model is transitioning to iOS market share, not iPhone hardware sales.

If the reason they provided was valid this would have been done years prior. AW is running the same cycle, large adoption rate, eventually slow down and then like iPhone will level off and decline, at that point Apple needs something else. Enter AppleTV+ ;)
You may be right as the profit if other handset manufacturers pale in comparison to Apple.

Why do you care if I short AAPL stock or not, are you my business and financial manager? I keep that information private, like a game of poker :p
People who are so certain about the direction of a company going south, should be shorting the stock.

"make up" and fabricated, interesting. I guess Apple has never had any problems with its hardware, yep I stand corrected all those litigations was just a dream :rolleyes:
It’s not binary.

Only on MR, where people will dismiss OLED used by Apple's competitors only to turn around years later and say, "oh my" Apple has done it, they OLED is better than the competitors. Yet forget who actually makes them and spent years on the R&D.
Oled was invented in the late 80s by Eastman Kodak. Nuff said.

People believe Apple just gives Samsung its OLED design and fabrication plans and these companies do all the work.
People believe Samsung tells apple what they will give them.

Apple design the A silicone, batteries, and some other various components, let's not forget who actually produces them, I don't remember Apple having a factory of their own. Those Far-East Asian companies not only produce Apple's hardware, they also produce their own.
Apple is a design company, not a manufacturing company. They have multiple manufacturing partners for every contingency.
 
Apple design the A silicone, batteries, and some other various components, let's not forget who actually produces them, I don't remember Apple having a factory of their own. Those Far-East Asian companies not only produce Apple's hardware, they also produce their own.

Is it such a big deal that Apple doesn't manufacture their own components?

When I go to a restaurant, I don't say "The food tastes good, but it's a pity you don't grow any of the ingredients yourselves."

Feels to me like trying to nitpick for the sake of nitpicking.
 
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Is it such a big deal that Apple doesn't manufacture their own components?

When I go to a restaurant, I don't say "The food tastes good, but it's a pity you don't grow any of the ingredients yourselves."

Feels to me like trying to nitpick for the sake of nitpicking.

On the flip side -- if a restaurant was boasting about how much farm to table their dishes were, I'd expect some small garden in the back for some of their ingredients.
 
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On the flip side -- if a restaurant was boasting about how much farm to table their dishes were, I'd expect some small garden in the back for some of their ingredients.

Apple designs quite a number of their own components, but I don’t think they have ever boasted of manufacturing them in house.

What you expect is kinda your own thing, since I don’t think Apple has ever claimed to do what you said they are guilty of having boasted about here.
 
Apple designs quite a number of their own components, but I don’t think they have ever boasted of manufacturing them in house.

What you expect is kinda your own thing, since I don’t think Apple has ever claimed to do what you said they are guilty of having boasted about here.

I think you’re taking farm to table too literally. Where do you think the herbs came from?
 
I think you’re taking farm to table too literally. Where do you think the herbs came from?

What’s farm to table supposed to mean for you then, and what is its relevance in this discussion again? I really don’t know what you mean by talk of herbs and all.
 
They did until the early 2000s. It's just no longer a good business proposition.

Sounds more like a tax policy issue to offshore production, shame really.
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Is it such a big deal that Apple doesn't manufacture their own components?

When I go to a restaurant, I don't say "The food tastes good, but it's a pity you don't grow any of the ingredients yourselves."

Feels to me like trying to nitpick for the sake of nitpicking.

When comparing Apple to companies such as Samsung, LG, etc who design and manufacture most of the components used compared to Apple who only designs a few components and then basically poking fun at companies that doing both portions does not seem as nitpicking.

At least they recognized a possible problem and want to fix it or make it more durable through testing then have to recall or fix many devices due to a hasty release. Apple has had quite the number of recalls lately, you don’t see me poking fun at them. I may have brought it up for comparison.
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As the competition doesn’t report unit sales either. Apple’s business model does not depend on hardware as the sole revenue source going forward. It’s hardware, services, accessories and wearables. Apple’s business model is transitioning to iOS market share, not iPhone hardware sales.


You may be right as the profit if other handset manufacturers pale in comparison to Apple.


People who are so certain about the direction of a company going south, should be shorting the stock.


It’s not binary.


Oled was invented in the late 80s by Eastman Kodak. Nuff said.


People believe Samsung tells apple what they will give them.


Apple is a design company, not a manufacturing company. They have multiple manufacturing partners for every contingency.

But it was important to report iPhone sales for several years, if this was the case why not do it sooner. Apple has been in the services industry for a while, this change did not happen late 2018. Plus explain the present lawsuit.

Premium handset sales can only be sustained for so long. Apple compared itself to the likes of BMW, however it’s not the same comparison as far as shareholders are concerned.

Maybe I have or have not shorted the stock, I have no reason to divulge this information and there is no way for you to verify. I feel you are making this personal as if you have some personal interest in the company. It’s just business for many shareholders, that’s all.

Matter of opinion, the world is a colourful place with a lot of tints and shades. I believe diversity is great, do you believe otherwise.

Great, where is Eastman Kodak now.

I don’t believe anyone here can comment on the nitty gritty details of contracts between manufacturers, given NDA and all.

Design company yes. It just means Apple has no control if things go south with it’s manufacturers. Apple is more at the mercy of these manufacturers and the Chinese market compared to Chinese companies. Had a Chinese company been dependant on Apple to manufacturer it’s products then the shoe is on the other foot. Even with that being said there are many Chinese loyal to Chinese companies similar to Americans to Apple.

Apple has been loosing market share in Europe and this is troubling.

This is just business, I invest in many competing companies and they politics does not effect my decisions to buy, sell or hold. I care about the health and growth of the company and external factors such as tariffs short and long term.

Remember I am not an emotional investor, though it sounds like you might be.
 
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...

But it was important to report iPhone sales for several years, if this was the case why not do it sooner. Apple has been in the services industry for a while, this change did not happen late 2018. Plus explain the present lawsuit.

Premium handset sales can only be sustained for so long. Apple compared itself to the likes of BMW, however it’s not the same comparison as far as shareholders are concerned.

Maybe I have or have not shorted the stock, I have no reason to divulge this information and there is no way for you to verify. I feel you are making this personal as if you have some personal interest in the company. It’s just business for many shareholders, that’s all.

Matter of opinion, the world is a colourful place with a lot of tints and shades. I believe diversity is great, do you believe otherwise.

Great, where is Eastman Kodak now.

I don’t believe anyone here can comment on the nitty gritty details of contracts between manufacturers, given NDA and all.

Design company yes. It just means Apple has no control if things go south with it’s manufacturers. Apple is more at the mercy of these manufacturers and the Chinese market compared to Chinese companies. Had a Chinese company been dependant on Apple to manufacturer it’s products then the shoe is on the other foot. Even with that being said there are many Chinese loyal to Chinese companies similar to Americans to Apple.

Apple has been loosing market share in Europe and this is troubling.

This is just business, I invest in many competing companies and they politics does not effect my decisions to buy, sell or hold. I care about the health and growth of the company and external factors such as tariffs short and long term.

Remember I am not an emotional investor, though it sounds like you might be...
The market in 2007 was very different than in 2019, especially with smartphone saturation. For a $250 filing fee anyone can file a lawsuit. Winning it is another matter.

I don't know what shareholders think, I only know what I think and what posters on MR and other sites, which I frequent think.

Personally, I don't care if you shorted the stock (or options), obviously if the stock goes up, you will get that margin call and the upside for loss can be significant, but it's nice to know you put your money where your mouth is.

You may not be emotional, but based on your posts, it appears you may not see the full picture (with the corollary being nobody has the right view except for the OP). However, for an individual investor it's horses for courses as to their investment strategy. Everybody it seems, invests like Warren Buffet on the internet. YMMV.
 
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Maybe Apple had an insight that Kodak didn't.

Why Apple?, other companies have been in the OLED game a lot longer for example LG, Samsung, etc. What is preferred to one is subjective. With those years of experience other learn from what works or not, that is how life and the industry works.
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The market in 2007 was very different than in 2019, especially with smartphone saturation. For a $250 filing fee anyone can file a lawsuit. Winning it is another matter.

I don't know what shareholders think, I only know what I think and what posters on MR and other sites, which I frequent think.

Personally, I don't care if you shorted the stock (or options), obviously if the stock goes up, you will get that margin call and the upside for loss can be significant, but it's nice to know you put your money where your mouth is.

You may not be emotional, but based on your posts, it appears you may not see the full picture (with the corollary being nobody has the right view except for the OP). However, for an individual investor it's horses for courses as to their investment strategy. Everybody it seems, invests like Warren Buffet on the internet. YMMV.

Curious why you preferred to choose the market from 2007 vice even 2016-2017. Considering the AppStore and majority of the rest did not come online until much later.

What is the whole picture? Unless one is a board member for these companies we only know what is being announced.

If some do not feel comfortable in their investment strategy or capability, it is probably advisable to follow the Buffet strategy. No harm in that just preference.
 
Why Apple?,

I don't know. You brought them up.

other companies have been in the OLED game a lot longer for example LG, Samsung, etc. What is preferred to one is subjective. With those years of experience other learn from what works or not, that is how life and the industry works.

And yet LG, despite "those years of experience", has done nowhere near as well selling phones as Apple has. Maybe they're not doing everything right.
 
I don't know. You brought them up.



And yet LG, despite "those years of experience", has done nowhere near as well selling phones as Apple has. Maybe they're not doing everything right.

There were comparisons here that due to other companies postponing hardware releases or cancelling that it is implied that Apple does not do the same. However when we look at recent history with AirPower it feels a different story. I have stood firm and mentioned that all companies experience difficulties with new technology, so why is Apple view as being different and the others mocked. I don’t get it.

Maybe LG prefers the large OLED panels used in TV similar to Sony, while Samsung prefers to focus on large, medium and small display markets. Curious why you focused on LG vice others, is this an attempt to validate your stance. Just saying.

Not sure what people gain by making fun of competitors misfortune, and excuse those of the team their support. Just seems tribal to me.
 
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