SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksApple Inc.


Previous 10 Next 10 
To: NAG1 who wrote (210972)10/13/2021 10:08:45 AM
From: NAG1
1 Recommendation   of 213055
 
Some more stories on PED30

This one is about Android being synonymous with always listening

ped30.com

Another piece about Apple probably getting a temporary stay on the piece they lost on in the EPIC trial

ped30.com

Share RecommendKeepReplyMark as Last Read


From: NAG110/13/2021 11:41:00 AM
   of 213055
 
Apple makes the case against side loading apps

ped30.com

Share RecommendKeepReplyMark as Last Read


To: NAG1 who wrote (210972)10/13/2021 11:57:21 AM
From: Zen Dollar Round
1 Recommendation   of 213055
 
You wouldn't expect a chip shortage, based on that graph, causing a cutback in production in the present quarter being announced just now.
You are correct.

As Jim Cramer pointed out yesterday, Apple didn't cut production of the iPhone 13, only their projections about how many they can produce this quarter due to component shortages.
This makes sense when one considers the iPhone 13 is still weeks behind in catching up with demand.

Mr. Market has gotten it wrong in this case and AAPL is down for no good reason when the facts are known.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Zen Dollar Round who wrote (210975)10/13/2021 6:10:26 PM
From: Doren
1 Recommendation   of 213055
 
Might not just be chips.

Tim's expertise of course is supply chain... if anyone can sort these problems out might just be him.

I was reading a story about Vietnam workers who aren't going to work because they don't have access to vaccines. Lots of factories. Might be a factory that makes essential little clips.

I think we're assuming the plague is "almost over" because we have enough vaccines, that doesn't mean 3rd world countries are so lucky. People don't want to die to make the paltry money they make in 3rd world factories.

Port of Long Beach (biggest in the USA) is totally backed up with container ships, causing scheduling nightmares for shippers, not just the unloading of containers. The container ships are finding they cannot make their scheduled next stops.

Trucking companies can't find workers... Rational or not, workers are thinking: who would be stupid enough to invest time and money getting certified when you're just looking at a glut when AI starts to self drive trucks. Plus its a terrible job if you have to drive through congested cities, and trucking companies have not compensated drivers well enough for a long time. This is causing the same logistical nightmares for trucking companies too which don't like unloaded return trips.

All this JIT supply chain works if all the parts mesh, but its obviously not built for Covid times.

Looking at inflation hedges this AM. Apple is fairly well situated given its pricing power and divvy. They can probably raise prices fairly easy which won't hurt them in the short run because they have a captive audience.

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Doren who wrote (210976)10/14/2021 9:00:38 AM
From: oldbeachlvr
   of 213055
 
I would think that most/all Apple products and components are so small and high value that they ship by air freight, not by containers on ocean going ships. So the port congestion is not an issue for Apple.

Share RecommendKeepReplyMark as Last Read


To: Doren who wrote (210976)10/14/2021 9:04:24 AM
From: John Carragher
   of 213055
 
i believe we had a shortage of 35,000 truck drivers last year. this is not just a glut, it is limited number of qualified drivers. why, i believe if you have taken drugs or have criminal record you cannot get truck drivers license. I expect restrictions on licenses will be adjusted in the future.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: John Carragher who wrote (210978)10/14/2021 9:54:27 AM
From: NAG1
   of 213055
 
John,

i believe we had a shortage of 35,000 truck drivers last year. this is not just a glut, it is limited number of qualified drivers. why, i believe if you have taken drugs or have criminal record you cannot get truck drivers license. I expect restrictions on licenses will be adjusted in the future.
When we take our dog for a walk, we go by some train tracks and we have seen a lot more trains going by with just containers on them than usual. We even saw some with containers from UPS. Not having enough drivers will probably be an issue until the driverless trucks come out or they decide on a way to get more people to drive trucks, at least in the short term.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


From: NAG110/14/2021 10:21:46 AM
   of 213055
 
New AirPods and some rumored new capabilities that may be coming

finance.yahoo.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: NAG1 who wrote (210980)10/14/2021 10:25:14 AM
From: NAG1
1 Recommendation   of 213055
 
The problem with side loading

ped30.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: NAG1 who wrote (210981)10/14/2021 11:15:17 AM
From: Zen Dollar Round
1 Recommendation   of 213055
 
Side loading is bad and a huge vector for malware on smartphones.

Should Apple lose the Epic court case and have to allow other app stores to install software on iOS devices, I anticipate a large increase in malware for the platform.

Apple will get the blame for it, but what can they do if they can't control the security of apps?

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10