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Their Mac business is still a Fortune 500 company in terms of revenue by itself. Besides Halo effect, they still make a ton of money off Macs, and now that thei
by geerlingguy 4y ago
Their Mac business is still a Fortune 500 company in terms of revenue by itself. Besides Halo effect, they still make a ton of money off Macs, and now that their chips cross pollinate with the iOS devices, it makes no sense to kill it off.
- simondotau 4y agoNot to mention, the Mac platform is effectively the SDK for the iOS/iPadOS platform. And it's a thing which pretty much every single person who works at Apple uses on a daily basis. The Mac is not — I assure you — going anywhere.
- shakezula 4y agoEspecially not after they made this push into their own silicon where the majority of the benefits reaped so far have been in the Mac line.
- shanusmagnus 4y agoYup. If for some reason Apple didn't make computers, don't think I'd own an iPhone -- the whole ecosystem fitting together is a major part of the appeal for me.
- dcolkitt 4y agoI don't disagree at all. But the context of the comment I was responding to was specifically about whether this would be enough to justify a high conviction bet on AAPL stock. Even if this model sells like hotcakes (which I'm sure it will), and even if that isn't priced in (which I'm less sure of), don't really see that having a large enough impact on overall earnings to move the needle on the stock. The reality is that small differences in the next Fed announcement probably will move AAPL to a much larger degree than this product.