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Can someone explain what this means for their share price?

pschneidr 10y ago
Sure: Mainly it means that Apple is struggling with their supply chain, which for a hardware manufacturer isn't great. But since this is a brand new product it doesn't impact current revenues, but it does impact outlook.
- untog 10y ago
  > Sure: Mainly it means that Apple is struggling with their supply chain They haven't clarified if it's a software or hardware issue yet, so we can't say that for sure.
  - pschneidr 10y ago
    On a higher level, software is part of the supply chain. The only difference is that the vendor is a internal business unit.
    - Teever 10y ago
      Well then I guess hamburger is vegan because it's made of cows which are made of grass.
      - deleted 10y ago
        [deleted]
      - theoh 10y ago
        No, consciousness is crucial. It's like, as the German media theorist Kittler says, "there is no software". From a certain perspective. A perspective that ignores conscious experience. (I realize that you were joking)
manarth 10y ago
I think there are two key things here: 1. It's a new product, so sales/revenue/profit figures should effectively be relatively unchanged. 2. It's a new product that they announced with a bit of a fanfare, and has attracted a fair amount of attention, so there's some reputational damage from not delivering on the expectations they set. The damage may be nothing more than a short-term dip of share-price if they soon deliver on their promise, but the damage may be a little bit deeper and more extended if they don't deliver soon. It's still a niche product though, so I wouldn't expect any significant shift in share price. For the issue around AirPods alone, I would expect a dip: perhaps an extremely slight short-term dip, but potentially a longer-term dip if it went uncorrected. That said, Apple have another announcement scheduled tomorrow, so the impact of AirPods on the share-price could quickly be completely immaterial.

Sure: Mainly it means that Apple is struggling with their supply chain, which for a hardware manufacturer isn't great. But since this is a brand new product it doesn't impact current revenues, but it does impact outlook.

untog 10y ago
> Sure: Mainly it means that Apple is struggling with their supply chain They haven't clarified if it's a software or hardware issue yet, so we can't say that for sure.
- pschneidr 10y ago
  On a higher level, software is part of the supply chain. The only difference is that the vendor is a internal business unit.
  - Teever 10y ago
    Well then I guess hamburger is vegan because it's made of cows which are made of grass.
    - deleted 10y ago
      [deleted]
    - theoh 10y ago
      No, consciousness is crucial. It's like, as the German media theorist Kittler says, "there is no software". From a certain perspective. A perspective that ignores conscious experience. (I realize that you were joking)

manarth 10y ago

I think there are two key things here: 1. It's a new product, so sales/revenue/profit figures should effectively be relatively unchanged. 2. It's a new product that they announced with a bit of a fanfare, and has attracted a fair amount of attention, so there's some reputational damage from not delivering on the expectations they set. The damage may be nothing more than a short-term dip of share-price if they soon deliver on their promise, but the damage may be a little bit deeper and more extended if they don't deliver soon. It's still a niche product though, so I wouldn't expect any significant shift in share price. For the issue around AirPods alone, I would expect a dip: perhaps an extremely slight short-term dip, but potentially a longer-term dip if it went uncorrected. That said, Apple have another announcement scheduled tomorrow, so the impact of AirPods on the share-price could quickly be completely immaterial.