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> Of course there are other factors addressed in the letter, but this issue was notable enough to be included.
by madeofpalk 8y ago
> Of course there are other factors addressed in the letter, but this issue was notable enough to be included.
- abalone 8y agoDespite noting that the comment still implies that battery replacements were the dominant factor why “Apple misses their earnings target.” This is an invalid logical leap in its step by step reasoning.
- deleted 8y ago[deleted]
- tomnipotent 8y ago> implies that battery replacements were the dominant factor why No it doesn't, only that it was "notable enough".
- abalone 8y agoClearly that is not "only" what it says. It jumps directly from "stick with their phone a bit longer... reducing iPhone sales" to "Apple misses their earnings target, likely costing them more in value than it would have cost them to address the root issue." That is very clearly drawing a casual relationship between the two things, and underscores it by stating it "should be a lesson for more companies" on how to avoid such outcomes. The last line is a dodge because, obviously, China's economy is actually the main culprit stated in the report. But I guess some people are going to hear what they want to hear.
- alien_ 8y agoThe recent devices are more overpriced than ever and getting over the limit of what ordinary people are willing to pay for a phone. I have an iPhone 6s and my wife had a 6 and needed a new phone. We bought a new Xr but it was a small fortune, even though we're both working in IT and having good income. The phone is a brick and I saw lots of slicker Android phones costing half the price and providing a very similar if not better experience. My next phone is very unlikely to be an iPhone.
- mike10010100 8y agoWhat exactly does this have to do with the comment you're replying to?
- tomnipotent 8y ago> But I guess some people are going to hear what they want to hear. Like what you're doing with these replies and your focus on something the OP didn't say?
- abalone 8y agoI’ve entirely focused on what the OP said using extensive direct quotes. Your reply invalid.
- jwmoz 8y agoYou're sounding like a robot. Get a grip.
- simonh 8y agoYes of course, but the narrative the OP constructed where this is the only cause mentioned is clearly a misrepresentation.
- criley2 8y agoThis is a causation/correlation failure IMO OP is attempting to place causation on the battery problem for the earnings miss or the valuation loss. That is not supported by the evidence, which clearly shows that the primary cause had nothing to do with the Western market at all. It's fair criticism, OP is discussing 5% of the problem and presenting it as if it's 100%.
- swish_bob 8y agoOP did not say "mishandling batterygate screwed Apple's earnings", but instead pointed out that something that could have been better handled and would have cost significantly less was considered a big enough mistake to be mentioned. OP not implying causation, they're calling something interesting out.
- criley2 8y agoI fundamentally disagree with your analysis, as OP helpfully listed their entire thinking out: > "It went something like this:" > .... >- Some people decide that they'll stick with their phone a bit ?longer than they otherwise would have, reducing iPhone sales. >- Apple misses their earnings target, likely costing them more in value than it would have cost them to address the root issue in the first place. OP using a list format is implying a causative link between battery issues and earnings targets. OP even suggests that their value would be safe had they simply corrected the battery issue earlier. It's an extremely clear post they made, IMO
- bchryfrrl 8y agoyour opinion is extremely clearly based on your mental edits of the post
- tomnipotent 8y ago> a causative link between battery issues and earnings targets There's is a causative link, which is why Apple included it in this report. How is it possible to miss that connection?