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Apple Announces Plans to Build $1 Billion Campus in Austin, Texas

HJM.NL said:
Profits is a very different thing as output in hardware or software. Compared to that I also wonder why a company with so little things to focus on isn’t able to speed up their developments.
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Of course profits is a different thing. It's one of a handful of aspects why businesses/corporations exist.

And Apple with their GPM at 38% is doing fine; though less than Samsung at 47% and Microsoft at 66%. I wonder if people call Samsung and Microsoft and their CEOs greedy because of their huge profit margins?


"Compared to that I also wonder why a company with so little things to focus on isn’t able to speed up their developments."

Apple is doing fine. Don't worry about it - it hasn't changed that much over the years. They have quite a few "things" to focus on and spending approx $17 billion on R&D. Do you need Apple to make more money even faster?
 
citysnaps said:
Of course profits is a different thing. It's one of a handful of aspects why businesses/corporations exist.

And Apple with their GPM at 38% is doing fine; though less than Samsung at 47% and Microsoft at 66%. I wonder if people call Samsung and Microsoft and their CEOs greedy because of their huge profit margins?


"Compared to that I also wonder why a company with so little things to focus on isn’t able to speed up their developments."

Apple is doing fine. Don't worry about it - it hasn't changed that much over the years. They have quite a few "things" to focus on and spending approx $17 billion on R&D. Do you need Apple to make more money even faster?
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I don’t need Apple to make money even faster. All I want from them is a good hard- and software foundation you can rely on for future use. These past years they’ve proven not. Don’t care how much money they make. As a customer I care more about value for money they give to sustain growth in customer base a opposed to shareholders.
 
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HJM.NL said:
I don’t need Apple to make money even faster. All I want from them is a good hard- and software foundation you can rely on for future use. These past years they’ve proven not. Don’t care how much money they make. As a customer I care more about value for money they give to sustain growth in customer base a opposed to shareholders.
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Someone remind me again how Apple makes its money?
 
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HJM.NL said:
I don’t need Apple to make money even faster. All I want from them is a good hard- and software foundation you can rely on for future use. These past years they’ve proven not. Don’t care how much money they make. As a customer I care more about value for money they give to sustain growth in customer base a opposed to shareholders.
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No worries. Millions disagree with you seeing outstanding value and happily open their wallets to purchase Apple products. Year after year after year.

I wouldn't expect Apple to change their course based upon your personal opinions. Not going to happen.

Maybe it's time to step up, move forward, consider another platform, and find happiness with another manufacturer who offers superior "value for money?"
 
Altis said:
I'm sure it works well for many, however...

https://www.washingtontimes.com/news/2018/mar/1/california-has-worst-quality-life-us-study-says/
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Right, nearly 40 million people live there, 11 million more than the next closest state, because the quality of life there sucks and they all hate it. I’m not from California (though I did live there for a bit and loved it) but this constant need of people from other states to try to **** on California any time it’s mentioned reeks of some kind of an inferiority complex.
 
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citysnaps said:
No worries. Millions disagree with you seeing outstanding value and happily open their wallets to purchase Apple products. Year after year after year.

I wouldn't expect Apple to change their course based upon your personal opinions. Not going to happen.

Maybe it's time to step up, move forward, consider another platform, and find happiness with another manufacturer who offers superior "value for money?"
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Yep, I’m already in transition :)
 
jovada said:
What do they all do? So many employees and so little output.
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Apple's products are very polished, and that takes lots of people and time. But yes, every big tech corp I've seen has been very wasteful, both in terms of employee time and building resources. I really don't get these big fancy campuses. Like all I do at work is code at my desk anyway, lol. Some of my finest work while in college was done in a dirty old fraternity house on a rat-chewed desk with noise all around, since I was focused.

Well, it means tech startups have a chance, which I like. They can always move faster, even when big corps try to incubate their own startups as sub-companies. Google made a million failed chat apps that way.
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citysnaps said:
No worries. Millions disagree with you seeing outstanding value and happily open their wallets to purchase Apple products. Year after year after year.

I wouldn't expect Apple to change their course based upon your personal opinions. Not going to happen.

Maybe it's time to step up, move forward, consider another platform, and find happiness with another manufacturer who offers superior "value for money?"
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Maybe it's time to short sell AAPL. I think they can fall even further. Nobody's excited about their products anymore, and investors don't know that.
 
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fairuz said:
Apple's products are very polished, and that takes lots of people and time. But yes, every big tech corp I've seen has been very wasteful, both in terms of employee time and building resources. I really don't get these big fancy campuses. Like all I do at work is code at my desk anyway, lol. Some of my finest work while in college was done in a dirty old fraternity house on a rat-chewed desk with noise all around, since I was focused.

Well, it means tech startups have a chance, which I like. They can always move faster, even when big corps try to incubate their own startups as sub-companies. Google made a million failed chat apps that way.
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Maybe it's time to short sell AAPL. I think they can fall even further. Nobody's excited about their products anymore, and investors don't know that.
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Give the shorting stock thing a go and let me know how it goes.:p
 
fairuz said:
Maybe it's time to short sell AAPL. I think they can fall even further. Nobody's excited about their products anymore, and investors don't know that.
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Go for it! And please...come back and let us know how that works out for you, say, next February.


"Nobody's excited about their products anymore, and investors don't know that."

Nobody? You're speaking for everyone now? Two hundred+ million customers who willingly open their wallets year after year to purchase Apple products would likely disagree with you.
 
HJM.NL said:
Profits is a very different thing as output in hardware or software. Compared to that I also wonder why a company with so little things to focus on isn’t able to speed up their developments.
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I really hope you’re right about that. Apple secretly building on the next thing these past years. But every year I thought this was going to happen and every year, since 2012 I’ve been disappointed.

Disappointed by the fact that a company the size of Apple wasn’t able to simultaneously keep their hardware up to date and expanding into new areas. They’ve alienated lots of their core business and are struggling to keep up in other areas including the iPhone.

I would understand the situation if Apple was still a relatively small company with about 12.000 workers and not that many financial resources to keep up. But for a company that has grown tenfold and with almost unlimited financial resources it’s hard to understand they lost the businesses they used to rule. Also their relatively new business like iPhones, they seem to struggle. Software like Siri, maps, Final Cut Pro, iCloud, Pages, Keynote, Photo’s I only see incremental updates whereas competitors make big jumps. Aperture lost to Lightroom and I see iMovie getting overhauled by Adobe Rush.

I really hope there will be something happening behind the screens but somehow I’ve lost faith and got irritating feelings by the price increases, slow development pace and greediness of a once high regarded company.
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Well I know from being part of a company’s rapid growth myself and having friends and family go through the same that it’s exactly during periods of rapid expansion that so much falls through the cracks. It should be okay when they reach a plateau in expanding and settle down a bit and sort out the upheaval and get everyone organized and refocused. What happens is that it is the very experienced employees who know the business well who get stressed and stretched trying to get the new hires up to speed.

Unfortunately if Apple makes the mistake of not standing up to constant pressure from investors to expand even more, then yes it is my opinion they will just become a big stinking mess and top executives will flee with their golden parachutes.

I’ve seen it before in companies much, much smaller. I’ve been out of a job from that in working for a company that lost focus and momentum from being pressured by investors to expand beyond a rate that was sustainable.

I worked for this wonderful company and we were doing great growing at a sane pace but then a group of investors got involved and pressed for fast growth that was at a rate under which we could not keep up quality of service. It takes a tremendous amount of work to hire and properly integrate and coordinate a massive influx of staff.

There really is inherent tendency toward dysfunction built into the system of always trying to appease investors. It’s not the long term investors that are a problem but the noisy ones looking for a quick payday. At least this is how it has always appeared from my perspective.
 
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mrow said:
Right, nearly 40 million people live there, 11 million more than the next closest state, because the quality of life there sucks and they all hate it. I’m not from California (though I did live there for a bit and loved it) but this constant need of people from other states to try to **** on California any time it’s mentioned reeks of some kind of an inferiority complex.
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It is not "****"ing on California to point out to the poster boasting about California's economy that it unfortunately does not translate to quality of life, as shown by that recent study which places it dead last in that metric.
 
All I can say about this is Apple apparently has no idea where Buffalo, NY and their Walden Galleria Mall store location is.
 
citysnaps said:
Nobody? You're speaking for everyone now? Two hundred+ million customers who willingly open their wallets year after year to purchase Apple products would likely disagree with you.
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Yes, nobody. Yes, I'm betting against them at their next earnings report (I can't short sell but can buy options). As a young person living in Silicon Valley, my anecdotal evidence is better at predicting years ahead (and not any sooner) than the stale sales numbers; same reason I used to buy up AAPL stock. The average investor is the same kind of guy who'd work at Dell, bet against AAPL in the 2000s, and think Snapchat is still cool today.

One telltale sign that they're losing hype is the price increases. They figure fewer people care enough to buy upgrades, so the ones remaining are loyal enough to buy at the higher price.

I could be jumping the gun and calling this too early, but I see positive EV. I'll be back here in February.
 
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Altis said:
It is not "****"ing on California to point out to the poster boasting about California's economy that it unfortunately does not translate to quality of life, as shown by that recent study which places it dead last in that metric.
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California doesn’t have just one or an overall ‘quality of life’. You can find almost any kind of community and any level of ‘quality of life’ you want.
 
fairuz said:
Yes, nobody. Yes, I'm betting against them at their next earnings report (I can't short sell but can buy options). As a young person living in Silicon Valley, my anecdotal evidence is better at predicting years ahead (and not any sooner) than the stale sales numbers; same reason I used to buy up AAPL stock. The average investor is the same kind of guy who'd work at Dell, bet against AAPL in the 2000s, and think Snapchat is still cool today.

One telltale sign that they're losing hype is the price increases. They figure fewer people care enough to buy upgrades, so the ones remaining are loyal enough to buy at the higher price.

I could be jumping the gun and calling this too early, but I see positive EV. I'll be back here in February.
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What price increases are you discussing? The xr is $749. The Xs is the same price as the x. The Xs max has new technology and is priced accordingly. The note 9 is $999.
 
fairuz said:
For the iPhones, there's this: https://venturebeat.com/2017/09/12/iphone-prices-from-the-original-to-iphone-x/
Some of the Mac lines have gotten more expensive, notably the MBP.
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And each iteration of iPhone has more tech than the last. Why shouldn’t apple charge more as its pricing it’s tech to the value within. Car manufacturers do the same thing.
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HJM.NL said:
By milking it’s customers to the max.
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Someone (apple) puts a gun to the customers head?
 
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