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re: Tim Cook took over Apple 5 years ago yesterday...

Posted on 8/26/16 at 9:18 pm to
Posted by Korkstand
Member since Nov 2003
28707 posts
Posted on 8/26/16 at 9:18 pm to
quote:

Ford didn't take bailout money.

But they kind of did.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/26/16 at 9:42 pm to
hey korkstand speaking of google, are you using project fi for your phone service? Im done paying off my iphone on the next plan next month and I was thinking of leaving ATT for project Fi. Ive read some reviews that service is kinda spotty and I already have god awful service with ATT even with the m cell they gave me for my house thats the only reason im thinking of switching.....well that and the fact google fi would cost me like $20-30/mo total being that I use on avg 1 gig a month off a wifi network. Curious what your thoughts on it were. Surely it cant be worse than ATT which is constantly giving me problems. Ive read reviews online they all seem great, def interested in your take
Posted by Korkstand
Member since Nov 2003
28707 posts
Posted on 8/27/16 at 12:37 am to
I do have Fi, but I have also kept AT&T until my contract is up. Call it an extended head to head comparison.


I get full bars with both at my house. Where I work, AT&T is a little stronger, but between home and work Fi is better. I know a lot of people with Verizon, and it beats both AT&T and Fi pretty much everywhere.

If you're always in a city or on the highway, you should get pretty much the same service no matter what you go with. Off the beaten path is where the differences are, and my neck of the woods is kind of off the beaten path. If I absolutely had to have service no matter where I was, I would get Verizon. Personally, I don't mind losing service here and there, so in my case I'm going to stick with Fi since it's about half the price of AT&T for low-data users.

In your case with poor service mainly at home, Fi is perfect since calls and texts work via wifi and you don't need a microcell. Actually, I think AT&T does that too now, so I don't know why they gave you a microcell.


I also like Fi because it's no-nonsense. You pay for what you use. If you pay for more than you use, they pay you back. You don't have to guess what you will use each month, and then worry if you're overpaying, or if you'll get throttled for going over, or any of that shite.

Also, Fi's visual voicemail is built right in to the phone app, which to me is cleaner and simpler than having to use AT&T's standalone app.

Fi customer support is also excellent. Phone and email support are prompt, helpful, and courteous.

And I don't really leave the country, but if you do, they don't charge an extra fee for service, data is usually the same rate, and voice calls are very cheap. Again, no nonsense.



There is a lot to like about Fi. There are really only two downsides: coverage, and $10/gig is pretty steep for heavy data users.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/27/16 at 7:56 am to
Thanks that was a great post!
Posted by colorchangintiger
Dan Carlin
Member since Nov 2005
30979 posts
Posted on 8/27/16 at 1:46 pm to
quote:

Google is basically a mutual fund with how diversified they are.


Ads generate 98% of their revenue. That's some diversification.
Posted by Korkstand
Member since Nov 2003
28707 posts
Posted on 8/27/16 at 3:11 pm to
quote:

Ads generate 98% of their revenue. That's some diversification

Actually I believe it's more like 90%, awfully similar to Apple in that 90% of their revenue comes from hardware sales. Surely, you would say that Apple's hardware is diverse, and the same goes for Google's ads. Search, Youtube, maps, the vast adsense network. I'd argue that Google's ad revenue is much, much more diverse than Apple's hardware revenue.

Regardless, Google's "other bets" will likely not pay off for a long time. But the point is they are placing very diverse bets.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/27/16 at 3:18 pm to
not just that their bets are going to lead to a diverse future, but search is not something you can commoditize. A cell phone is a cell phone, hardware is going to crumble in pricing. Remember how much plasma tvs were when they came out. I remember being young and dreaming of $10,000 60" plasma tvs that are now $500. Thats where cell phone prices are heading and being that apple now is a hardware company their income is going to crumble with it long term. Alphabet on the other hand is going to be a monster bc 2/3 of the world give or take still doesnt have internet access and as they come online over the next 50 years, maybe even with the help of project loon where google is sending balloons up to give coverage, maybe then a good chunk of those people will search via google and watch videos on youtube.

Google doesnt have to sell anything, just maintain popularity and the advertisers will always come to them bc eyeballs are always worth money. An investment in alphabet is basically an investment in the internet continuing to gain traction in society. We are blessed in the US that its a normal thing for us, for the bulk of the world it isnt, but it will be and I dont care what yandex,bidu, or whatever other POS search engine out there does, none will be on par with google. Google is basically the central nervous system of the world, but yes go ahead and continue to think its not diversified vs apple and see what happens over the next 20 years as cell phones become dirt cheap for incredible devices.
Posted by colorchangintiger
Dan Carlin
Member since Nov 2005
30979 posts
Posted on 8/27/16 at 3:43 pm to
quote:

A cell phone is a cell phone, hardware is going to crumble in pricing.


People have literally been saying this about Apple since the early 80s.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/27/16 at 4:06 pm to
I didn't know Apple has been holding up huge profits in the iPhone business since the 1980s? the iPhone is incredible but it's barely been around a decade if that. Apple used to be able to charge whatever and people would upgrade every 2 years with a new plan, those days are gone. You'll see moving forward with this att next plan people really won't pay up to switch functioning phones because we've hit a point now where phones are about as good as they'll get for now and these nominal updates are not worth $700+ to most people. Then now you have Google fi offering you pay as you go internet basically if you use their phones, my att next plan is done next month and I'm going to that, why pay att $68/mo for 3 gigs when I don't even use 2 a month. I can get Google fi for $40/mo and save $360/year or more. Do Apple users have a network like Google fi from Apple they can hop on and save money? Google fi is gonna take a lot of people like me who like iPhones but realize a phone is a phone away from iPhones because id rather save $400/year for me and another $400/year on the misses and use a nexus phone which does everything an iPhone does.
Posted by Phate
Baton Rouge
Member since Mar 2006
11723 posts
Posted on 8/27/16 at 4:22 pm to
You can get 2.5gb of data from Cricket for $35 if you setup auto pay. They use AT&T's network. The only downside is you're limited to 8mbps down. I've never had an issue though it streams video just fine. You can use that with an iPhone and still save a ton of money.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/27/16 at 4:30 pm to
Google again has no limits on Fi and its pay for what you use. Another amazing product from Google. I have a vacation home in south Florida and I used to have att uverse there. I could only get 24 Mbps bc faster speeds were only available on Miami mainland not the beach, long story short, I found a small company called webpass they were able to give me 500/500 yes up/down Internet for 1 payment of $600/year. Google just bought them out like 2 months ago, Google is just always thinking ahead, why wouldn't some Stone Age att or Verizon by that little startup webpass that was only in 5-6 cities? There is just something great going on at alphabet they always seem to be ahead of the curve and always trying to disrupt the status quo. Apple used to do that,under Tim Cook they have not. That's what this whole thread was about, Tim Cook and where he has guided Apple.
Posted by rocket31
Member since Jan 2008
41819 posts
Posted on 8/27/16 at 5:00 pm to
quote:

I didn't know Apple has been holding up huge profits in the iPhone business since the 1980s?


AAPL sheep are the worst

i mean, to stick by the company, considering their current state, is beyond delusionist behavior


*posted from my macbook air, fwiw
Posted by TigerinATL
Member since Feb 2005
61479 posts
Posted on 8/28/16 at 5:32 pm to
quote:

upgrade every 2 years with a new plan, those days are gone.


The upgrade cycle will be longer than before, but the high end Android Flagship phones cost the same as the iPhone. If the OnePlus/Xiaomi/Huawei phones get Samsung to lower their Flagship prices much then Apple should worry. Until that happens all they need to do is release a cheaper phone like the SE. You want a $400 iPhone? You can buy one now.

If the 8 is made of shatter proof flexible OLED as is rumored, I expect it will sell quite well. I don't know enough about Apple's stock to say that makes it worth buying long term, but if the 7 is a disappointment like the 5s/c cycle was, and the 8 is strong like the 6, would you buy the stock? I don't think the 8 will sell as well as the 6, there was a lot of pent up demand for screen size, but I do think longer upgrade cycles combined with the expected underwhelmingness of the 7 puts the 8 in a good position to sell well.

quote:

Google fi is gonna take a lot of people like me who like iPhones but realize a phone is a phone away from iPhones because id rather save $400/year for me and another $400/year on the misses and use a nexus phone which does everything an iPhone does.


Google Fi is not the only low priced MVNO. Smart Talk and Cricket seem to be doing pretty well right now and the iPhone works fine on those.
Posted by BhamDore
Nashville
Member since Aug 2009
6286 posts
Posted on 8/28/16 at 8:37 pm to
Metro PCS is the largest prepaid company in the states owned by Tmobile.

Tmobile will eventually be for sale. Dish, Comcast, or Google will buy them.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/28/16 at 8:37 pm to
No, you cant buy apple stock period as a long term hold and ill tell you why. Apple is worth $600B and doesnt have anything that makes it a surefire long term cash cow to the level its been. Right now apple is making $50b a year and worth $600b, what if something happens to that income and it falls to $40b thats still enormous profits, but the growth is gone and the multiple will compress. Stocks are all about growth hence why amazon,facebook,google all trade at big premiums, less so google than the others. Google has a multiple similar to coca cola lol its fairly cheap considering it just showed 25% growth yoy, did coke?When the growth is over, you pay dividends and trade at a fair valuation, thats where apple is now with microsoft in the big tech, value game.

Google has a runway for growth of decades at the least. Really, are you people going to just magically stop searching google and watching youtube? Those are the 2 most visited websites in the world, and I dont see much changing either as we become a more digital world. Then you consider the 85% market share android has and growing and the octopus known as google has a stranglehold on the world. Have you read about Tensor? Read about what google is doing there in regards to AI, fascinating stuff.

So not only does google dominate search,content, and cell phones but they have so much wild stuff in the google x pipeline to go along with the best engineering team ever produced on this planet that its damn near impossible to say alot more wont get done in the coming years. Then throw in young founders who are still involved, unlike apple, and you have the recipe for one of the multi trillion dollar monsters of the future with facebook,amazon, and google. Apple is going to be a printing press for the near future, but until growth of some sort emerges the multiple will be low and I am guessing margins will compress and the prices of cell phones come down quickly in the coming years.

An investment in apple is an investment in high end hardware. An investment in google is an investment in an array of internet properties that will derive incredible and increasing incoming for many years to come as long as google maintains their status quo as the leader of search, and with nearly 20 years of perfecting data mining on their side, I really dont see a chance in hell anyone dethrones them. Duckduckgo? Yahoo? LOL come on now.
This post was edited on 8/28/16 at 8:39 pm
Posted by TigerinATL
Member since Feb 2005
61479 posts
Posted on 8/28/16 at 11:10 pm to
quote:

Apple is going to be a printing press for the near future, but until growth of some sort emerges


I wasn't expecting it to be Sony, but I think Sony has opened up TV with Vue like Apple opened up music with iTunes. In a few years "cord cutting" will start to mainstream. I don't know how much money will be in the streaming box market, but Apple will certainly get it's fair share. That's probably the next area of growth, a streaming box or stick for every TV in the world.

I agree that Google seems to have a much greater sense of urgency than Apple, I just think you're being too dismissive of Apple's ability to get into whatever the next big thing is. Their business model does not require them to be an innovator, just a market creator. As long as everyone else keeps trying new things Apple can continue to refine others ideas and "innovate" from behind like they did with MP3 players, Smart Phones, and Tablets.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/28/16 at 11:29 pm to
no i agree fully on that, I said their ecosystem is sticky, people love it, I love it. I just think its sad to be the worlds biggest company with the worlds biggest stockpile of cash and they want to sit around, let someone else create the next big market and then theyll dive in and perfect it. Thats not what a leading company should be doing.
This post was edited on 8/28/16 at 11:30 pm
Posted by colorchangintiger
Dan Carlin
Member since Nov 2005
30979 posts
Posted on 8/29/16 at 9:27 am to
quote:

Really, are you people going to just magically stop searching google and watching youtube?


You'd be surprised at how many people live in Facebook
Posted by Tigeralum2008
Yankees Fan
Member since Apr 2012
17131 posts
Posted on 8/29/16 at 11:13 am to
What markets/innovations would you like to see from Apple?

Here are mine:

1. Apple TV built into new 4K TVs. Eliminate the need for a box

2. iPad running OSX

3. Apple Autonomous car. Apple has a reputation for quality (whether you believe it or not) which could break down some of the barriers to fullscale adoption of this tech

4. Apple VR

5. Energy Storage. Use their advanced supply chain to build batteries that can integrate with Apple Homekit. Heavily populated states will see this as a growing industry in the coming years.

6. Drones
This post was edited on 8/29/16 at 11:17 am
Posted by Dam Guide
Member since Sep 2005
15503 posts
Posted on 8/29/16 at 11:23 am to
quote:

. Apple TV built into new 4K TVs. Eliminate the need for a box


I could dig an Apple TV. Love their monitors.

quote:

2. iPad running OSX


Should of happened already

quote:

Apple VR


I think they are too late with Steam/Valve involved. They could pick up a niche market, but they won't be able to compete with that PC Gaming juggernaut. You know anything they make will be Mac only, don't see that working when a big part of that market is gaming.
This post was edited on 8/29/16 at 11:25 am
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