Apple 3.0 Zoom: Ben Bajarin on Apple Silicon (video)

"The PC makers are deathly afraid of what Apple is doing here."

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6 Comments

  1. Enjoyed learning from the Zoom call participants as I reviewed yesterday’s teleconference. Thanks, Philip, for organizing these learning experiences. Mr. Bajarin is that rare analyst that speaks clearly to investors at all experience levels. The discussion of the significance of Taiwan Semiconductor (TSM) in Apple’s plans was highly relevant. I’ve followed the progress of Apple’s Taiwan partners for 15 years. Ben was spot on, IMO. Here’s an article on TSM’s progress from an English-language site (saving everyone from having to run a Mandarin page translator) published today: https://focustaiwan.tw/business/202102220012

    2
    February 22, 2021
    • David Drinkwater said:
      It was definitely inspirational to me to have a bona fide semiconductor guy on the show. I love the hard technology side of thing, but also appreciate the intersection with the liberal arts.

      1
      February 22, 2021
  2. Alan Levy said:
    This was so good. Every single question was well thought out and something of interest to me and I am sure many of your readers.

    2
    February 22, 2021
  3. Robert Paul Leitao said:
    Thank you to all of the Apple 3.0 subscribers who joined us for the Ask-Me-Anything special event with Ben Bajarin. This was a fast-paced tour through semiconductors, Apple silicon and the digital device markets presented by one of today’s leading industry analysts. A special thank you to Ben Bajarin for his time.

    2
    February 22, 2021
  4. Gregg Thurman said:
    Can I be a guest on Ask Me Anything?

    At long last my Air Pod Max arrived (same model as Ben’s). I am impressed. Setup was a bit challenging due to the battery having rundown while in prolonged transit. Once it was charged (only mere minutes) everything went very smooth.

    Been wearing then for about 2 hours with no ear compression fatigue. Very comfortable and the sound is better than my Bose noise cancelling set (just put on CraigsList). $549 is not at all unreasonable.

    1
    February 22, 2021

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