Comments on: Apple FQ4 17 – All things X. https://www.radiofreemobile.com/apple-fq4-17-all-things-x/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 By: windsorr https://www.radiofreemobile.com/apple-fq4-17-all-things-x/#comment-1392 Mon, 06 Nov 2017 08:43:10 +0000 http://www.radiofreemobile.com/?p=4227#comment-1392 There in lies the difference. Consensus expectations and the share price are expecting a super cycle. I do not believe that the iPhone X will create one. Thats all.

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By: windsorr https://www.radiofreemobile.com/apple-fq4-17-all-things-x/#comment-1391 Mon, 06 Nov 2017 08:41:42 +0000 http://www.radiofreemobile.com/?p=4227#comment-1391 Hello.
This does not warrant a response until you:
1) provide facts and evidence to prove your position. (mine on iPhone 8 comes from asking distributors, operators and retailers).
2) get your facts right. Apple makes almost all of its profit from the iPhone.
3) Read what I have written more carefully (re Face ID).

Then we can discuss.
However I would point out that this is a free blog so if you don’t like like it please feel free not to read it.

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By: p https://www.radiofreemobile.com/apple-fq4-17-all-things-x/#comment-1390 Fri, 03 Nov 2017 20:04:39 +0000 http://www.radiofreemobile.com/?p=4227#comment-1390 Because it helps support his predetermined bias for Baidu, Tencent and MS.

iPhone 8 demand hasn’t been soft. While they don’t break out phone models in their numbers, the 8 has been a strong seller. For years, they’ve tried to minimize the lines outside stores by making them available without issue online. That wasn’t possible for iPhone X, but it doesn’t mean the lack of lines equates to a lack of demand, which is what Richard is presupposing.

Poorly thought out assumptions and repetition of untruths is the hallmark of this blog, whether it’s the Bloomberg nonsense cited here, or the “FaceID failed on stage in demo” claim which has also been shown to be false.

What would make Richard happy more than anything is if Google were to take Android proprietary and sell a device in quantities similar to Apple’s. They haven’t done the former, and haven’t figured out how to do the latter. All of this ignores what should surprise people who think of them as a phone seller: Apple made most of their money in this report from services, a category that pundits usually think of Apple as being weak in.

Also interesting is Richard’s continued contention that there’s no value in holding Apple stock. And yet, it’s as high as it’s ever been.

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By: Colin https://www.radiofreemobile.com/apple-fq4-17-all-things-x/#comment-1389 Fri, 03 Nov 2017 13:53:02 +0000 http://www.radiofreemobile.com/?p=4227#comment-1389 Senior people at Apple have repeatedly stated that Apple has not “relaxed the original security requirements” for FaceID. Their PR statement was “Bloomberg’s claim that Apple has reduced the accuracy spec for Face ID is completely false and we expect Face ID to be the new gold standard for facial authentication.” You must be aware of that. So why trot out discredited and dishonest FUD?

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By: Tim Nash https://www.radiofreemobile.com/apple-fq4-17-all-things-x/#comment-1388 Fri, 03 Nov 2017 09:11:58 +0000 http://www.radiofreemobile.com/?p=4227#comment-1388 With Apple guiding, when last year’s 14 week quarter is taken into account, for 15%+ revenue growth in FY18Q1, its arguable that the market (Apple’s PE of 19) isn’t even accepting of Apple’s accelerating growth for the last 4 Qs let alone expecting a super cycle of iPhone replacement.

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