Let's see if they can actually make them. Intel's purported Threadripper answer i9-9900k is still out of stock. You can try a scalper for $1k. Then there are persistent tales of overheating, you can't cool it even with a normal water cooler.
Did I say fy? No you did. So for _actual year_ 2018, AAPL's published numbers say that unit sales for _actual year_ 2018 will be down 5%. That's ugly. Going to be impossible for AAPL to conceal it.
Right, really just benchmarking AVX512 for a load that doesn't even make sense on the CPU, should be GPGPU. AMD will provide details on Rome (64 core Epyc) tomorrow, apparently. This is Zen 2 said to offer 13% IPC boost over Zen. When Rome comes out, Intel will most probably be a node behind for the first time ever.
Good point. So, guidance puts 2018 revenue up 15% over 2017 while average selling price increased by more than 20%. So unit sales are obviously down by at least 5%. Probably worse because service revenues are supposedly increasing. Still ugly.
AAPL twisting and turning to hide its defecting customers.
Q1 2019 guidance is for Appleâ(TM)s highest quarterly revenue ever.
And this year is the highest numbered year ever! Meanwhile, back to reality, Apple guided Q1 revenue up only 3% (below expectations) while average selling price is up 28% (more than expected) which implies unit sales down 20% (heart attack.) No wonder Cook hopes to hide the numbers! But the analysts will deduce this fact regardless and it won't be pretty.
See, honesty is always the best policy, something that no AAPL employee will ever understand.
You appear to be unaware of what the term "downward guidance" means. Let me help you: it was of the things that lead to AAPL's 7% haircut afterhours Friday.
India's I-phone story is even sadder. The two biggest populations in the world. Then what? Pakistan, another huge one. No growth there for I-phone. Same is true of just about every rapidly growing economy.
So at least you admit that I-phone sales are stagnant. And everybody except you know which direction they are headed because of downward guidance for 19Q1 guidance. Dwindle.
Everybody knows that Apple's unit sales are dwindling, even you. That's because Apple chose to prop up its revenue numbers by jacking up I-phone prices. So unit sales are going down. The only question is, how much, how fast.
What's your guess?:-)
And thanks for digging out my old posts, shows you have respect, or too much time on your hands or both. At that time you Apple cultists were in total denial about Android moving to completely dominate I-phone, I called that. Now I'm calling a unit sales tailspin for I-phone.
So? Take 1.5 billion worldwide handset sales, that is 375 million per quarter, Apple sold 12.5% of those. Probably. You can whine about it, but that is the share I-phone has today. Analysts expect it to go lower, the holiday season may well be the first of a string of outright reversals, not just stagnation.
Now about the numbers. The total market is about 1.5 billion handsets/year, that makes sense given that the world's population is a bit over 7 billion, maybe 4.5 billion of those being the right age and income to own a phone and replace it every three years or so. Apple is currently sitting around 13% of the handset market, its chunk of the pie having narrowed considerably over the last few years. Heading to 9% in my opinion. So let's do the math: 1.5 *.09 =.135, that's about 13.5 million. Those days when Apple only sells 12 or 13 million handsets a quarter really are on the way back, thanks for pointing out my early call on it.
And it can get worse, way worse. For one thing, handsets are lasting longer, soon the average lifetime will be at least 4 years and it will be mostly Apple getting hit by that because it will disproportionately affect the high end. China market is expanding, but Apple isn't doing well there for various reasons, including that the government would far prefer its citizens to own domestic Android phones. India is expanding phenomenally, but Apple is nearly exterminated there, less than 1%. Next big growth markets are Pakistan, Indonesia, Africa. Obvious problems for Apple there. Yes, there is some life left in the handset market but Apple doesn't get to play. It is obvious why unit sales numbers are too ugly to Tim Cook to speak, going forward.
The only number you can really argue about above is the 9%, is that really where Apple is going? I think so, that's what the thousand dollar price tag does.
I have a biographer, sweet. "Tim Cook may wear the black turtleneck but he doesn't fill the shoes", write that one in your book of notable quotes. Catchy, isn't it.
So far I'm not complaining, my G6 came with Oreo and supposedly there will be a Pie update in 19Q1. Already got a couple of security updates to 8.0.0, I'm calling that so far, so good. If the Pie update arrives I'll upgrade that to excellent, and of course we need to see how long the updates keep coming, especially security updates.
Why AMD is still in business is something of a mystery.
AMD is responsible for nearly all the modern innovation in high performance x86 CPUs. The modern instruction set is entirely due to AMD (in fact we call it AMD64, even on Intel). AMD invented Hypertransport, which Intel copied as Quickpath. AMD pioneered multichip CPU modules, which Intel will be forced to imitate. Basically everything interesting lately.
Technological progress in semiconductors has slowed down to a crawl.
Not at all. Just because Intel stumbled you think everybody has. But Moore's law just keeps chugging along. AMD pioneered the multi chip module technique, making it a lot cheaper to put many cores into one CPU, giving Moore's law another big boost. EUV is a major hurdle because it changes from refractive to reflective optics, but after the difficult 7nm node, the next two or three nodes will be comparatively easy.
You can't wave a magic wand and axiomatically create services people will use, let along pay money for, see Google+ for one of the starkest examples
Exactly the example I was thinking of. Rather an amazing pratfall. The issue: Google has no idea what actually motivates people socially because the founders are, let's call it, a couple of social misfits. Apple can trump that, it's a whole company full of social misfits.
Slashdot Mirror
Let's see if they can actually make them. Intel's purported Threadripper answer i9-9900k is still out of stock. You can try a scalper for $1k. Then there are persistent tales of overheating, you can't cool it even with a normal water cooler.
Did I say fy? No you did. So for _actual year_ 2018, AAPL's published numbers say that unit sales for _actual year_ 2018 will be down 5%. That's ugly. Going to be impossible for AAPL to conceal it.
Right, really just benchmarking AVX512 for a load that doesn't even make sense on the CPU, should be GPGPU. AMD will provide details on Rome (64 core Epyc) tomorrow, apparently. This is Zen 2 said to offer 13% IPC boost over Zen. When Rome comes out, Intel will most probably be a node behind for the first time ever.
AVX512 is fucking awesome. 16 32bit floating point operations in one instruction gives me a semi.
Isn't that what the GPU is for? Which has many, many times the flops. Not sure what configuration Intel is targeting here, seems very boutique.
AMD schooled Intel.
Good point. So, guidance puts 2018 revenue up 15% over 2017 while average selling price increased by more than 20%. So unit sales are obviously down by at least 5%. Probably worse because service revenues are supposedly increasing. Still ugly.
AAPL twisting and turning to hide its defecting customers.
Let me help you: "below" and "down" are the same direction.
Oh wait, black is white in the mind of an AAPL cultist.
Q1 2019 guidance is for Appleâ(TM)s highest quarterly revenue ever.
And this year is the highest numbered year ever! Meanwhile, back to reality, Apple guided Q1 revenue up only 3% (below expectations) while average selling price is up 28% (more than expected) which implies unit sales down 20% (heart attack.) No wonder Cook hopes to hide the numbers! But the analysts will deduce this fact regardless and it won't be pretty.
See, honesty is always the best policy, something that no AAPL employee will ever understand.
You appear to be unaware of what the term "downward guidance" means. Let me help you: it was of the things that lead to AAPL's 7% haircut afterhours Friday.
Here's some homework for you. Read about how China's domestic Android manufacturers are busy sucking the remaining life out of the I-phone market in China.
India's I-phone story is even sadder. The two biggest populations in the world. Then what? Pakistan, another huge one. No growth there for I-phone. Same is true of just about every rapidly growing economy.
So at least you admit that I-phone sales are stagnant. And everybody except you know which direction they are headed because of downward guidance for 19Q1 guidance. Dwindle.
Everybody knows that Apple's unit sales are dwindling, even you. That's because Apple chose to prop up its revenue numbers by jacking up I-phone prices. So unit sales are going down. The only question is, how much, how fast.
What's your guess? :-)
And thanks for digging out my old posts, shows you have respect, or too much time on your hands or both. At that time you Apple cultists were in total denial about Android moving to completely dominate I-phone, I called that. Now I'm calling a unit sales tailspin for I-phone.
Uh, Apple sold 47 million phones last quarter.
So? Take 1.5 billion worldwide handset sales, that is 375 million per quarter, Apple sold 12.5% of those. Probably. You can whine about it, but that is the share I-phone has today. Analysts expect it to go lower, the holiday season may well be the first of a string of outright reversals, not just stagnation.
Now about the numbers. The total market is about 1.5 billion handsets/year, that makes sense given that the world's population is a bit over 7 billion, maybe 4.5 billion of those being the right age and income to own a phone and replace it every three years or so. Apple is currently sitting around 13% of the handset market, its chunk of the pie having narrowed considerably over the last few years. Heading to 9% in my opinion. So let's do the math: 1.5 * .09 = .135, that's about 13.5 million. Those days when Apple only sells 12 or 13 million handsets a quarter really are on the way back, thanks for pointing out my early call on it.
And it can get worse, way worse. For one thing, handsets are lasting longer, soon the average lifetime will be at least 4 years and it will be mostly Apple getting hit by that because it will disproportionately affect the high end. China market is expanding, but Apple isn't doing well there for various reasons, including that the government would far prefer its citizens to own domestic Android phones. India is expanding phenomenally, but Apple is nearly exterminated there, less than 1%. Next big growth markets are Pakistan, Indonesia, Africa. Obvious problems for Apple there. Yes, there is some life left in the handset market but Apple doesn't get to play. It is obvious why unit sales numbers are too ugly to Tim Cook to speak, going forward.
The only number you can really argue about above is the 9%, is that really where Apple is going? I think so, that's what the thousand dollar price tag does.
I have a biographer, sweet. "Tim Cook may wear the black turtleneck but he doesn't fill the shoes", write that one in your book of notable quotes. Catchy, isn't it.
So far I'm not complaining, my G6 came with Oreo and supposedly there will be a Pie update in 19Q1. Already got a couple of security updates to 8.0.0, I'm calling that so far, so good. If the Pie update arrives I'll upgrade that to excellent, and of course we need to see how long the updates keep coming, especially security updates.
The price of the ore may have gone up but they're at the end of the seam. Means the goldmine's days are numbered.
the vibrant iOS Open Source community
You've got some private definition of "vibrant". Apple open source looks about as vibrant as code.google.com.
You said "the largest tranches of stock are being held by APPLE EXECUTIVES."
That is just wrong and stupid.
Fighting with a pig, I know I just get dirt on me.
What has Apple done lately? Fuck all. Fucked things up. Squeezed their idiot fans harder. Removed the headphone jack.
Why AMD is still in business is something of a mystery.
AMD is responsible for nearly all the modern innovation in high performance x86 CPUs. The modern instruction set is entirely due to AMD (in fact we call it AMD64, even on Intel). AMD invented Hypertransport, which Intel copied as Quickpath. AMD pioneered multichip CPU modules, which Intel will be forced to imitate. Basically everything interesting lately.
Technological progress in semiconductors has slowed down to a crawl.
Not at all. Just because Intel stumbled you think everybody has. But Moore's law just keeps chugging along. AMD pioneered the multi chip module technique, making it a lot cheaper to put many cores into one CPU, giving Moore's law another big boost. EUV is a major hurdle because it changes from refractive to reflective optics, but after the difficult 7nm node, the next two or three nodes will be comparatively easy.
You can't wave a magic wand and axiomatically create services people will use, let along pay money for, see Google+ for one of the starkest examples
Exactly the example I was thinking of. Rather an amazing pratfall. The issue: Google has no idea what actually motivates people socially because the founders are, let's call it, a couple of social misfits. Apple can trump that, it's a whole company full of social misfits.
they're not currently "rent seeking"
But Apple wants to be because as anybody can see, I-phone is nearly mined out.
And you have to be that kind of person.