To be precise, Apple's 4Q I-phone sales were flat as they have been for 16 quarters now, and missed expectations. Worse, Apple provided revenue guidance for Q1/19 about $1 billion below analyst's expectations, suggesting a solid miss on I-phone sales. Much much worse, Apple announced it would no longer provide I-phone sales numbers, leading investors to expect the worst. See, Apple is supposed to grow but this very definitely is not that.
Now Apple investors are wringing their hands and fretting what's going to happen when Apple is finally forced to drop prices to slow down loss of market share. It is abundantly clear that AAPL is not where you put your retirement savings.
And the higher the price, the faster the volume shrink. Also kicks the stuffing out of online subscription numbers, if that is the salvation they hope for.
We already know that I-phone sales are down, it was in the quarterly report. The fact that Apple will keep unit sales numbers secret from now on means they know that sales will soon be a lot more down from next quarter on, probably forever, and that's how the market read it today.
Apple painted themselves into a corner on this one. To make the numbers it was just way easier to jack up prices than to attack the bargain hunter segment, which is most of the market and the only part that is still growing. Too late now, the value gap between Android and Apple is almost a factor of two, if Apple tries to close it they will be faced with a revenue collapse the likes of which the tech industry has never seen.
Apple might get lucky and make it through 4Q without a revenue miss but it's a crapshoot. After that, well... all I can say is, Apple is on the verge of becoming number 3 in volume behind Huawei and by this time next year they could be number 4 behind Xiaomi as well. The total market is saturated, no question about it, so all that comes right out of I-phone unit sales. Just no way to make up the revenue gap by price increases.
So place your bet... Apple misses big in 4Q? or they keep the game going for another couple of quarters before chickens come home to roost? The 7% haircut today says, smart money knows Apple is a growth stock no more, it's a shrink stock if anything. The technical term is Peak Apple.
Even more reason not to inflict Gnome 3 on them. Remember, IBM has historically been aligned with Suse which is all in on KDE. That alignment is still very much operative.
That's the only way I can make sense of this. Microsoft, knowing that IBM will soon move Red Hat out of reach of the old Miguel/Friedman infiltration axis, moves to cause as much damage as possible in the time they have left.
This is why Red Hat needed to be bought by IBM. It is 100% certain that IBM will put KDE back to first class status. To do otherwise just accelerates the loss of desktop share, and when that goes, server/VM soon follows. This is already the trend due to incompetent Red Hat stewardship.
I don't care, we'd all be better off with Ubuntu in the server room than Red Hat anyway.
AAPL hammered aftermarket, down by 6% because a) I-phone unit sales are down and b) Apple announced on the concall that they won't report unit sales any more. Could be Peak Apple.
Upcoming mission to 16-psyche the most interesting asteroid, 100 km diameter, known to be metallic nickel-iron. Was it originally part of the molten core of a destroyed planet? We want to know. Launches in 2022, arrives in orbit 2026. Like Dawn, has a very cool ion thrust motor, looks like old science fiction.
Apple should believe its own bought and paid for hype comparing different processor generations on limited benchmarks, published on highly reputable site "Macrumors". Apple should transition all its high end laptops and PCs to ARM, I'm hoping for it. Can't wait to see the sadfaces.
Android APIs are almost entirely blocking, because of the Java legacy.
No, wrong. Android uses more threads than I-os because the Linux scheduler is a lot more efficient than the Mach scheduler. On Linux there usually is no benefit to writing complex, fragile non-blocking code just to avoid the scheduler, only drawbacks. So with threads you get to have nice clean code and high performance too. On Linux.
The plan: squeeze more money out of each diehard customer in a shrinking market. Obvious issue is, it makes the market shrink faster. One uncomfortable detail: the demographic of those diehard customers is increasingly on fixed income.
Manned Moon round trips were almost 50 years ago. It made no economic sense at the time and the engineering challenges were such that only the most powerful state actors could realistically attempt it. Since then, technology has shrunk the engineering costs while the world economy has expanded exponentially. It still makes no economic sense. Permanent bases on the moon and Mars would clearly be vanity projects, but vanity projects that are now well within the economic reach of at least three of the world's economic units. So your extra century might well be right in terms of economic viability but it is certainly not right in terms of vanity. I will counter with a ten year time frame for at least a partially self sufficient moon base and twenty for Mars.
For your further entertainment, here is a way to make rocket fuel on the moon out of water and aluminum oxide, both abundant on the Moon. The Moon is a lot closer to Mars in terms of delta-v than Earth is, so connect the dots.
To be precise, Apple's 4Q I-phone sales were flat as they have been for 16 quarters now, and missed expectations. Worse, Apple provided revenue guidance for Q1/19 about $1 billion below analyst's expectations, suggesting a solid miss on I-phone sales. Much much worse, Apple announced it would no longer provide I-phone sales numbers, leading investors to expect the worst. See, Apple is supposed to grow but this very definitely is not that.
Now Apple investors are wringing their hands and fretting what's going to happen when Apple is finally forced to drop prices to slow down loss of market share. It is abundantly clear that AAPL is not where you put your retirement savings.
And the higher the price, the faster the volume shrink. Also kicks the stuffing out of online subscription numbers, if that is the salvation they hope for.
We already know that I-phone sales are down, it was in the quarterly report. The fact that Apple will keep unit sales numbers secret from now on means they know that sales will soon be a lot more down from next quarter on, probably forever, and that's how the market read it today.
Apple painted themselves into a corner on this one. To make the numbers it was just way easier to jack up prices than to attack the bargain hunter segment, which is most of the market and the only part that is still growing. Too late now, the value gap between Android and Apple is almost a factor of two, if Apple tries to close it they will be faced with a revenue collapse the likes of which the tech industry has never seen.
Apple might get lucky and make it through 4Q without a revenue miss but it's a crapshoot. After that, well... all I can say is, Apple is on the verge of becoming number 3 in volume behind Huawei and by this time next year they could be number 4 behind Xiaomi as well. The total market is saturated, no question about it, so all that comes right out of I-phone unit sales. Just no way to make up the revenue gap by price increases.
So place your bet... Apple misses big in 4Q? or they keep the game going for another couple of quarters before chickens come home to roost? The 7% haircut today says, smart money knows Apple is a growth stock no more, it's a shrink stock if anything. The technical term is Peak Apple.
Any corporate weenie that loves redhat deserves a special corner of hell writing rpmbuild scripts over and over again for the rest of eternity.
This is Linux purely for a business environment.
Even more reason not to inflict Gnome 3 on them. Remember, IBM has historically been aligned with Suse which is all in on KDE. That alignment is still very much operative.
That's the only way I can make sense of this. Microsoft, knowing that IBM will soon move Red Hat out of reach of the old Miguel/Friedman infiltration axis, moves to cause as much damage as possible in the time they have left.
Even if your fanciful bean counters were running amok, good thing KDE is free.
And then he built Detroit.
I can see a WACO style ending to this.
Says random internet troll.
One word from IBM and this stupidity gets reversed.
KDE #1
This is why Red Hat needed to be bought by IBM. It is 100% certain that IBM will put KDE back to first class status. To do otherwise just accelerates the loss of desktop share, and when that goes, server/VM soon follows. This is already the trend due to incompetent Red Hat stewardship.
I don't care, we'd all be better off with Ubuntu in the server room than Red Hat anyway.
Ah, sure, let's make some noise. NASA guys surely read slashdot, not reddit, right?
What are you blathering about?
AAPL hammered aftermarket, down by 6% because a) I-phone unit sales are down and b) Apple announced on the concall that they won't report unit sales any more. Could be Peak Apple.
Upcoming mission to 16-psyche the most interesting asteroid, 100 km diameter, known to be metallic nickel-iron. Was it originally part of the molten core of a destroyed planet? We want to know. Launches in 2022, arrives in orbit 2026. Like Dawn, has a very cool ion thrust motor, looks like old science fiction.
Apple should believe its own bought and paid for hype comparing different processor generations on limited benchmarks, published on highly reputable site "Macrumors". Apple should transition all its high end laptops and PCs to ARM, I'm hoping for it. Can't wait to see the sadfaces.
BTW, with no fan? Seems legit.
Android APIs are almost entirely blocking, because of the Java legacy.
No, wrong. Android uses more threads than I-os because the Linux scheduler is a lot more efficient than the Mach scheduler. On Linux there usually is no benefit to writing complex, fragile non-blocking code just to avoid the scheduler, only drawbacks. So with threads you get to have nice clean code and high performance too. On Linux.
Albeit for a good reason.
Sure, sure. Inflating I-phone sales is a good reason. According to Apple.
Iceland, ranked #2 in the Democracy Index.
I hear they get a lot of sex.
Land of the free not so much.
The plan: squeeze more money out of each diehard customer in a shrinking market. Obvious issue is, it makes the market shrink faster. One uncomfortable detail: the demographic of those diehard customers is increasingly on fixed income.
Manned Moon round trips were almost 50 years ago. It made no economic sense at the time and the engineering challenges were such that only the most powerful state actors could realistically attempt it. Since then, technology has shrunk the engineering costs while the world economy has expanded exponentially. It still makes no economic sense. Permanent bases on the moon and Mars would clearly be vanity projects, but vanity projects that are now well within the economic reach of at least three of the world's economic units. So your extra century might well be right in terms of economic viability but it is certainly not right in terms of vanity. I will counter with a ten year time frame for at least a partially self sufficient moon base and twenty for Mars.
For your further entertainment, here is a way to make rocket fuel on the moon out of water and aluminum oxide, both abundant on the Moon. The Moon is a lot closer to Mars in terms of delta-v than Earth is, so connect the dots.