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You’re misunderstanding the thread here. OP suggested batteries, a minor factor in the report, were the primary cause in the earnings drop. For whatever reason
by abalone 8y ago
You’re misunderstanding the thread here. OP suggested batteries, a minor factor in the report, were the primary cause in the earnings drop. For whatever reason there are people who really badly want to believe this. swish_bob countered, inaccurately, that OP did not claim causation.
Now that we all can agree swish_bob is wrong, the problem remains that OP misrepresented the primacy of the factors stated in the report.
- michaelcampbell 8y ago> OP suggested batteries, a minor factor in the report, were the primary cause in the earnings drop. I don't get that in the least little bit from what he wrote. Nothing in his post even references the earnings drop.
- abalone 8y ago> Nothing in his post even references the earnings drop. “- Some people decide that they'll stick with their phone a bit longer... - Apple misses their earnings target” Direct quote.
- mike10010100 8y agoI feel like I'm taking crazy pills considering how many people are completely ignoring the very obvious connotation here. It's like they're willfully ignoring the Chinese market issue entirely.
- tomnipotent 8y ago> were the primary cause in the earnings drop. No he didn't, stop making stuff up. Apple would not have bothered to mention the battery issue if it didn't have a material impact on their business.
- mike10010100 8y agoYes, he literally did. Right here: > - 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. There's an implicit "because of this" between the two bullet points. Again, it's painting a problem that is 5% of the issue as if it's 100%. China was the vast majority of this decline, as the earnings reports show. I have no earthly idea why people are ignoring this fact so badly.
- tomnipotent 8y ago> There's an implicit "because of this" between the two bullet points. Not about this being the most significant factor. You've decided to infer that from the list - most of us didn't because he _explicitly_ says so in his last sentence. They also had influence over this particular issue, unlike the macroeconomics of China.
- mike10010100 8y ago> Not about this being the most significant factor. It absolutely is suggested, if not implicitly then by omission. > They also had influence over this particular issue, unlike the macroeconomics of China. Right, but the more it's discussed, the more it feels like people don't want to talk about the slowing economy in China.