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Technology Stocks Apple Inc.

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To: Zen Dollar Round who wrote (209206)	7/23/2020 8:26:07 PM
From: handyman	of 213039

Today I bought some shares after being out for several months. Apple will be one of the biggest beneficiaries once the virus is tamed by a vaccine and that seems inevitable. A few days ago it was about to go over 400 so today looked like a bargain to me.

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To: Doren who wrote (209205)	7/24/2020 2:24:38 AM
From: clochard	of 213039

It looks like Apple abandoned Intel just in time. Intel's x86 was always the VHS of processor architecture and it looks like its dragging them into the abyss.

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To: clochard who wrote (209209)	7/24/2020 5:59:48 AM
From: Doren	of 213039

I thought you guys would like that.

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To: clochard who wrote (209209)	7/24/2020 8:12:11 AM
From: Zen Dollar Round	of 213039

Intel's x86 was always the VHS of processor architecture LOL. A very apt analogy, thank you.

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To: clochard who wrote (209209)	7/24/2020 8:34:50 AM
From: OrionX	1 Recommendation of 213039

Agree with the VHS analogy however isn't Intel's problem more to do with manufacturing process, 7nm etc, rather than the processor? Or are the two linked?

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To: OrionX who wrote (209212)	7/24/2020 9:46:51 AM
From: clochard	5 Recommendations of 213039

Intel's x86 is a complex and ugly architecture that infested the personal computer market only because they could produce them in large quantities and sell them well, in contrast to other companies with better ideas but poor execution. Intel's problems with 5mm are likely due to the Rube Goldberg complexity being too error-prone at these dimensions and speeds.

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To: clochard who wrote (209213)	7/24/2020 1:02:38 PM
From: Stock Puppy	of 213039

Yup - remember way back in the good old days of Motorola 68xxx vs - Intel; 68xxx was far far superior, but Moto dropped the ball and Intel leapfrogged away. Heh heh - "68xxx - supercomputer"

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To: clochard who wrote (209213)	7/24/2020 2:14:53 PM
From: Jeff Hayden	3 Recommendations of 213039

The "complex and ugly architecture" is likely more important than Intel's flailing around in chip geometry. I think Apple is tired of trying to get x86 chips to do what it needs. They really want to merge iOS, iPadOS and macOS, and find they can't do it with x86. Intel's geometry problem just helped them to start the conversion earlier.

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To: handyman who wrote (209208)	7/24/2020 2:49:25 PM
From: handyman	2 Recommendations of 213039

Just when I thought I was out they brought me back in. Doubled down on Apple shares. They appear to be uniquely positioned to explode once the pandemic is controlled. People are flush with cash as another trillion plus is about to be helicoptered down. Super cycle looks like a real possibility. China, lawsuits, and of course the raging virus are headwinds. I don’t need the money for years so it’s worth the risk. Funny how much money remains on the sidelines. Somewhat off topic the seashore town I summer in shows no sign of the virus interfering as everything is open except indoor dining. Masks are few and people are out and about in great numbers. I am not one of them but I ride around like a voyeur in a strange land.

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From: handyman	7/24/2020 3:19:46 PM
	of 213039

Dam Apple just went green. Maybe I should be a day trader. On second thought I had my head handed to me when I did that back in the day. One thing I see everywhere is that people love their smartphones and most of them in this country are iPhones. It is the one thing that people of all stripes have in common.Its become an extension of self. Sad tp admit but it is the last thing I look at and the first thing every day and I’m an old dude. In case you think that’s disrespectful to my wife it’s the same with her.

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