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Topic: The Ukraine Topic

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Cincydawg

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Re: The Ukraine Topic
« Reply #266 on: March 01, 2022, 05:50:45 PM »
Apple’s new Mac Pro to be made in Texas - Apple

I'm still confused by the "news" from Ukraine.  We all understand the reports are going to be muddled and incorrect and faulty and wrong, mixed in with some truth here and there, but it remains confusing, to me.  And repetitive, the news today looks like that from yesterday and the day before.

Maybe it's all a red pill kind of thing, and we've always been at war with Oceana.

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utee94

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Re: The Ukraine Topic
« Reply #267 on: March 01, 2022, 05:51:06 PM »
Quote from: Mdot21 on March 01, 2022, 05:43:19 PM
If I had to guess it’s bc all of the parts that go into and the subcontractors that actually build Apple’s devices are made in China by slaves (not literal, but not far from) by either wholly owned state backed companies or state backed JV’s.
Sure but that's true across the board, for every electronics and computer manufacturer including the very large one that I work for, so if Apple doesn't sell it to them, then someone else that is also supplied by China will. And on top of that:

1) Russia is a small part of the global market for these devices
2) The capability of Chinese manufacturing to keep up with global demand is far, far behind.  It will take 6-12 months just to flush global backlog of what's already been sold.  Loss of some sales destined for a a small portion of the market today, is nonexistent, and in 12 months, it'll still be negligible.

Arguably this might actually be good for sellers (and their suppliers), allowing manufacturers to focus allocations on more profitable market segments for the time being.  The Russian market isn't a very wealthy one.
« Last Edit: March 01, 2022, 06:06:47 PM by utee94 »
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utee94

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Re: The Ukraine Topic
« Reply #268 on: March 01, 2022, 05:52:51 PM »
Quote from: longhorn320 on March 01, 2022, 05:47:27 PM
I was thinking that Apple and China do quite a bit of business with each other
They do, but Russia is just one small customer in that large global ecosystem.  And Android outsells Apple by about 3-1 in Russia anyway.

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OrangeAfroMan

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Re: The Ukraine Topic
« Reply #269 on: March 01, 2022, 05:56:25 PM »
Quote from: Mdot21 on March 01, 2022, 04:32:26 PM
Russian Oligarch billionaire Roman Abramovich - is considering selling the Chelsea Football Club in the UK. He's owned the team since 2003 and is a close Putin ally. Abramovich lives in London, and owns a 500+ ft mega-yacht that has a missile defense system on it.

Shouldn't someone whose yacht has a missile defense system just be arrested and erased based purely on that?  
It's evident their money wasn't accumulated by legal means....
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Cincydawg

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Re: The Ukraine Topic
« Reply #270 on: March 01, 2022, 06:00:08 PM »
Quote from: OrangeAfroMan on March 01, 2022, 05:56:25 PM
Shouldn't someone whose yacht has a missile defense system just be arrested and erased based purely on that? 
It's evident their money wasn't accumulated by legal means....
Arrested by who, with what authority, and on what charge under what legal code?
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Cincydawg

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Re: The Ukraine Topic
« Reply #271 on: March 01, 2022, 06:09:26 PM »
Bipartisan calls grow for end to Russian oil imports | TheHill

Well, this would be nice, in time, but I don't quite see how we can switch to "clean energy" to replace oil any time soon.

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utee94

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Re: The Ukraine Topic
« Reply #272 on: March 01, 2022, 06:10:29 PM »
Quote from: Cincydawg on March 01, 2022, 06:09:26 PM
Bipartisan calls grow for end to Russian oil imports | TheHill

Well, this would be nice, in time, but I don't quite see how we can switch to "clean energy" to replace oil any time soon.


Well if the sun would just get sunnier and the wind would just get windier, we'd all be fine.
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longhorn320

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Re: The Ukraine Topic
« Reply #273 on: March 01, 2022, 06:11:05 PM »
Quote from: Cincydawg on March 01, 2022, 06:00:08 PM
Arrested by who, with what authority, and on what charge under what legal code?

as long as he stays clear of Canada hes ok
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Cincydawg

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Re: The Ukraine Topic
« Reply #274 on: March 01, 2022, 06:11:59 PM »
Sure, if we all drove EVs.  But we don't, some of us even have large Diesel things we use to tow stuff.

We can't replace oil in months, or even a few years.
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Mdot21

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Re: The Ukraine Topic
« Reply #275 on: March 01, 2022, 06:38:45 PM »
Quote from: Cincydawg on March 01, 2022, 05:50:45 PM
Apple’s new Mac Pro to be made in Texas - Apple
That’s awesome that Apple is actually going to build something in the US. 

But it also happens to be their most expensive device which also happens to be their worst selling device. 

I don’t know the sales figures, but they can’t be great for the Mac Pro. 

I’ll take what I can get in the US. Hopefully it leads to Apple making more stuff here in the future.
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Mdot21

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Re: The Ukraine Topic
« Reply #276 on: March 01, 2022, 06:47:29 PM »
Quote from: utee94 on March 01, 2022, 05:51:06 PM
Sure but that's true across the board, for every electronics and computer manufacturer including the very large one that I work for, so if Apple doesn't sell it to them, then someone else that is also supplied by China will. And on top of that:

1) Russia is a small part of the global market for these devices
2) The capability of Chinese manufacturing to keep up with global demand is far, far behind.  It will take 6-12 months just to flush global backlog of what's already been sold.  Loss of some sales destined for a a small portion of the market today, is nonexistent, and in 12 months, it'll still be negligible.

Arguably this might actually be good for sellers (and their suppliers), allowing manufacturers to focus allocations on more profitable market segments for the time being.  The Russian market isn't a very wealthy one.
All this makes sense. Thanks for educating me.

Probably also true that Russia is not a major market. Wealth inequality there is insane. I’d venture to guess the average Russian can’t afford a $1,000 iPhone. And I think Apple devices are also more expensive in foreign countries than they are in US. 
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utee94

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Re: The Ukraine Topic
« Reply #277 on: March 01, 2022, 06:57:59 PM »
Quote from: Mdot21 on March 01, 2022, 06:38:45 PM
That’s awesome that Apple is actually going to build something in the US.

But it also happens to be their most expensive device which also happens to be their worst selling device.

I don’t know the sales figures, but they can’t be great for the Mac Pro.

I’ll take what I can get in the US. Hopefully it leads to Apple making more stuff here in the future.
Yeah, unfortunately that's the only reason they're willing to manufacture that model in the US.  They can afford to take a hit of a few points of margin on products that are already high-margin and low volume.

But COVID is teaching American manufacturers that they can't afford to leave everything in the hands of foreign governments, even if those governments were 100% friendly (which the CCP obviously is not).  In the coming years I expect we'll see a decent amount of manufacturing capability moving back to the Western hemisphere, even including the US.  We're definitely already working to increase IC production here. (those chips everyone is talking about)

Hmmm... how that ties in with Russia's invasion of Ukraine is, well... longhorn320 started it, anyway.

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MaximumSam

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Re: The Ukraine Topic
« Reply #278 on: March 01, 2022, 07:01:44 PM »
Quote from: Cincydawg on March 01, 2022, 06:00:08 PM
Arrested by who, with what authority, and on what charge under what legal code?
That's what the Taliban kept asking
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Mdot21

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Re: The Ukraine Topic
« Reply #279 on: March 01, 2022, 08:30:47 PM »
Quote from: betarhoalphadelta on March 01, 2022, 05:18:21 PM
The market despot can stay irrational longer than you can stay solvent Ukraine can stand...
yeah, and it's not just that- Ukraine being in Russia's sphere of influence is existential to any Russian leader, not just Putin. They would seem irrational over this issue to us no matter who was in power.

 What is happening now, was unfortunately predicted by many academics, politicians, diplomats, and intelligence experts of every political stripe and background- for over a decade. Unfortunately no one in power listened to any of them.

This is maybe the best videos I've seen on this topic...


https://www.youtube.com/watch?v=If61baWF4GE
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