True, they do but the ones who are blatant and deny it? Some people eventually see the way, others will stay blind forever.
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KGI: Improved iPhone X Shipping Estimates Due to Better-Than-Expected Production, Not Weak Demand
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To everyone complaining about the notch and would rather a large bezel. You do realize you can set the video to resize and do exactly that?
The notch is a lot like the headphone jack removal where there is a very vocal minority on the internet who hates the change, but in practice no one cares.
I prefer the notch to a bezel at the top since I use my phone in portrait mode most of the time, and it moves status bar items to a spot that gives the application running more screen space.
The notch is a lot like the headphone jack removal where there is a very vocal minority on the internet who hates the change, but in practice no one cares.
I prefer the notch to a bezel at the top since I use my phone in portrait mode most of the time, and it moves status bar items to a spot that gives the application running more screen space.
..and the lock will be from 8 Plus sales, Mac, and more importantly an extremely large expansion of Enterprise Services.
Not in my case. I am AT&T, not under contract, preordered within 6-min of availability and received my 256 Space Gray on release day.
Sometimes you can be smart, lucky or both. All it takes is for one of the three for a person to do well in the market. And sometimes a professional manager gets unlucky in spite of being smart and their portfolios are suddenly underperforming....
Absolutely. This x1000. And from the outside, it's nearly impossible to determine who did well due to luck vs skill, and who did poorly due to luck vs skill—except over a very long time period. (And by then, the ship has sailed.) As I often like to say, "Variance is a bitch."
And it's not like we are better judges of ourselves. In fact, our hidden biases make us arguably worse. When something we do goes well, we exhibit confirmation bias. When something we do goes poorly, we tend to blame other factors.
This gets even worse when talking about a single stock versus a portfolio. It's a weighted coin flip. Literally decades of academic finance research shows that it's the height of hubris for a retail investor to think he or she "knows" something about a large cap stock that the huge efficient market—with its billions in research and its instant liquidity—doesn't.
This gets to the heart of where this stupid argument began. I'm a firm believer that really smart people "know what they don't know." They actively look to identify the gaps in their knowledge and recognize when they've missed those gaps to draw conclusions they shouldn't.
Wish we saw more of that, here and elsewhere.
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That's very unlikely, to put it mildly.
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Can you tell the audience the last time this has happened. If you need some assistance. You can:
1. phone a friend
2. ask the audience or,
3. switch the question
The 7 is rarely on sale and when it is its normally a 32gb. Best Buy or Target Gift card maybe - but you are still paying regular price - Retailers are just giving you a store gift card.
Everyone I know got an X and no one I know has a 6S anymore. Different groups I guess.
In addition, the bogos aren't included as you have to activate a line with it. The op made a snarkey remark about the price, and whether that is his/her opinion apple just doesn't as a matter of course slash the price of their most newly released iphone. Now next year is a different matter.
Yes, i do know actually. But since you are clearly implying that you are better informed on this than me, please tell me how his information (and analysis) is different than any other analyst that covers any other publicly traded company.
All publicly traded companies have analysts that cover them. Please tell me how the information that he receives is different than any other. And please tell me how you know how he received information regarding this article in particular.
I mean, if you are going to call me out like i don't know what i'm talking about, you must have facts to the contrary.
edit: I'm still laughing... that you think some the information that analysts use does not come from company insiders, and people directly involved in the supply chain. I suppose that you think they just take polls form random people on the street.
Would be like a reporter covering the New England Patriots, but never going in the locker room or talking to players.
So cute. But thanks for the laugh man.
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So those people could just save $300 and get an 8 as the video would be about the same size.
So is screen size the only difference between these two phones? (i know the answer, just curious if you realize they have other differences as well).
This was absolutely the case just a few short weeks ago. If the rumors from Bloomberg are true (and only Apple knows if they are or are not), Apple let suppliers reduce the accuracy of the phone’s Face ID system to speed up production. Faster component production = more phones.
The battery in the X is 2,716mAh while the battery in the 8 is 1,821mAh and the 8 Plus has 2,675mAh. Since battery life was always an issue for me, the X is amazing -- unlike my 6s -- which had a 1,715 mAH battery, I don't need to charge my iPhone X 2-3 times a day.
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Don't worry bud, I'm laughing too. I've worked as an analyst for some 20 years.... we are not reporters who go into locker rooms.... you clearly don't understand the difference between an analyst, reporter, journalist etc...
You CLEARLY missed the point that I'm implying he has insider information, which apple is happy for him to relay.....that is not Analysis!!! Hence..... if you bothered to read the thread I just called it "PR" .....
Analysis , is like journalism, you can be really **** at it, if you don't validate the data..... in which case you are just A puppet....
Though ..... I guess you would also consider the first wave of iPhone x reviews to be excellent journalism and thorough reviews, given apple hand picked the sites.....and if you betray that trust, you will not be in the inner circle next time..... do you understand what happens ? Apple is happy to share and keep you sweet, if you keep them sweet... Ming and Apple seem happy with the ongoing relationship..... good information.... Ming is awesome...and investors and public are given the carrot infront of the donkey.
Have you ever done analysis ? Research? You need to provide data to back up your assertions, not rambling....
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As you Missed the point, having an answer to an unrelated question is irrelevant..... we all get that the 8 and X are different phones and a mute point. Point at hand is video playback ..... the 8 screen versus the X screen...
First off, you couldn't be called a very intelligent person if you refused to revise your thinking even when the facts changed. Second, Kuo never really did say this. What he did say is that he expected iPhone X availability to improve substantially in the first half of 2018. And that my friends is where we are now, in Apple's Q1 of FY 2018. Sadly, the writers at MR constantly confuse this issue and mislead the unknowing by inconsistently distinguishing between calendar and fiscal years. Analysts such as Kuo will almost always be referring to fiscal years, because that's the environment in which they work.
Given that the phone was released in Fiscal Q1-18 I think Kuo was referring to Calendar 2018. Anyway, I’m sure Foxconn was under pressure to fix whatever was holding up the supply chain (so much so that the intern situation happened) so I’m not surprised it moved up a few weeks.
Apple's fiscal year 2018 runs from October 1, 2017 through September 29, 2018.
So did you mean that Kuo was saying that the iPhone won't be extremely constrained from the start?!
So then your entire basis for ripping me, is that you *think* he has insider information that he is dutifully passing along for Apple. And obviously that is a pointless debate to have since its unproveable.
And as for Analysts covering companies... yes, they usually cover them for a long while. yes they develop relationships. Yes, the companies prefer they report things that are favorable to the company. Duh. One of the first things an analyst is supposed to do is ask lots of questions. Conduct interviews with industry and company factors. Get as much information as possible. They then are supposed to give reports in which they reach conclusions. This is what they get paid to do. If all an analyst does is pass along a press release for the company... they would not be employed as an analyst for very long. The fact that you think otherwise makes me highly skeptical of you having been an “analyst for 20 years.” Unless you just mean that you work for an investment company and “analyze companies.” In that case... great... so am I! I mean, i have a business degree also, and i “analyze companies too!”
It's a stock a lot of people are interested in and have real money at stake if the X does well.So since iOS 11 has been a buggy mess, the finely tuned X is a buggy mess?
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Aren’t you doing the same thing. Hell all of us are
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Ok. Thanks for the report. But who cares. It’s a phone.
Difficult to be absolutely certain, given that we see only fragments of Kuo's actual words and the rest is processed through MR's convolution machine (pat. pend.). But here's what he was saying in early October:
The market generally refers to 2017 as the super cycle of the iPhone, but we think the real super cycle will be in 2018 for the following reasons: (1) TrueDepth Camera's production issues will be significantly addressed in 2018F; (2) new models launched in 2018F will enjoy a longer sales period than those unveiled in 2017; and (3) the product mix, specifications and designs of new iPhone models from 2018F will be more competitive. We estimate that for 2017, iPhone shipments will come in at 210-220mn units, which should grow to be 245-255mn units in 2018.
Note the direct references to 2018F. Again, a financial analyst is really not going to be interested in, or typically refer to, calendar years.
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Apple's fiscal year 2018 runs from October 1, 2017 through September 29, 2018.
So did you mean that Kuo was saying that the iPhone won't be extremely constrained from the start?!
He did predict only a few million units being available at launch, if that's what you mean.
No kidding. Everyone gets righteous when it's discovered some interns worked some 11 hour days for overtime pay. While 10 year olds weave baskets 18 hours a day for pennies in other parts of the world. 1st World problems are such a bitch.
We all know about it but hey!No kidding. Everyone gets righteous when it's discovered some interns worked some 11 hour days for overtime pay. While 10 year olds weave baskets 18 hours a day for pennies in other parts of the world. 1st World problems are such a bitch.
Cheap prices at Wal-Mart!