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To: NAG1 who wrote (210979)10/13/2021 11:57:21 AM
From: J.F. Sebastian
1 Recommendation   of 211855
 
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.

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To: J.F. Sebastian who wrote (210982)10/13/2021 6:10:26 PM
From: Doren
1 Recommendation   of 211855
 
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.

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To: Doren who wrote (210983)10/14/2021 9:00:38 AM
From: oldbeachlvr
   of 211855
 
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.

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To: Doren who wrote (210983)10/14/2021 9:04:24 AM
From: John Carragher
   of 211855
 
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.

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To: John Carragher who wrote (210985)10/14/2021 9:54:27 AM
From: NAG1
   of 211855
 
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.

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From: NAG110/14/2021 10:21:46 AM
   of 211855
 
New AirPods and some rumored new capabilities that may be coming

finance.yahoo.com

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To: NAG1 who wrote (210987)10/14/2021 10:25:14 AM
From: NAG1
1 Recommendation   of 211855
 
The problem with side loading

ped30.com

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To: NAG1 who wrote (210988)10/14/2021 11:15:17 AM
From: J.F. Sebastian
1 Recommendation   of 211855
 
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?

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To: NAG1 who wrote (210986)10/14/2021 2:06:15 PM
From: John Carragher
   of 211855
 
often ups etc containers will be loaded on rail. rail is much cheaper than trucking. too bad they couldn't send them up a pipe line. gg

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From: NAG110/14/2021 3:20:52 PM
1 Recommendation   of 211855
 
Reason to invest in Apple

ped30.com

Present price target of $170

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