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J
johnsonwax
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Thursday at 10:30 PM
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Yesterday at 5:11 PM
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J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
There are lots of tech that hit substantial diminishing returns and where advancement largely stops. Getting enough compute and good...
Yesterday at 5:11 PM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
I think they'll only do that if they think they can secure a new market where that would needed to either fill a gap, or where hanging...
Saturday at 9:42 PM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
They'll reposition the product in the lineup. That's a little different though. There was a time when the MacBook diverged into two...
Saturday at 9:31 PM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
Yep, that's it. Apple's high end has always been a dogs breakfast. Sometimes it works pretty well, sometimes it's completely missing...
Friday at 10:44 PM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
Sure, but Apple is also all about being in control of their core technology and my thesis here is that M3 kind of ran off into the weeds...
Friday at 10:02 PM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
I still don't think a mismatch across the product line is that big of a problem for Apple. People aren't buying Pros for better single...
Friday at 4:01 AM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
I think they'd retire last years model. It's unclear how much holding M2 products around is a function of avoiding M3/A17 yield problems...
Friday at 3:47 AM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
Regarding the timing of the M4 arrival and how their product strategy may evolve, I'm reminded of this article: My interpretation here...
Friday at 1:00 AM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
Since I have a shiny new account to break in, I'll address this as well. Apple doesn't increase prices. I know that sounds incredible...
Friday at 12:09 AM
J
johnsonwax
replied to the thread
Discussion
Apple Silicon SoC thread
.
Been lurking a while. Created an account to answer this question. 27 year AAPL long investor here. Your understanding of Apple...
Thursday at 11:42 PM
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