1 month agoCowan’s Krish Sankar:
Merrill Lynch’s Wamsi Mohan:
Evercore’s Amit Daryanani:
Wedbush’s Daniel Ives:
Loup’s Gene Munster:
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on Daniel Ives: Apple’s Omicron selloff is a ‘clear buying opportunity’ 'Why hasn’t AAPL joined the cloud game? They could do it with 100% renewable energy, low power Apple Silicon, much…'
on This week’s Apple trading strategies (11/29-12/3/21) 'The favorite strategy of a very wealthy man, and a very good friend.' on Mark Gurman pushes back his ship dates for Apple glasses and self-driving car 'or he makes stuff up That says it all. Make a claim nobody can refute then attribute it to anonymous…' on This week’s Apple trading strategies (11/29-12/3/21) 'I think you can be cautious and bullish. For instance, sell some December 31st puts at a strike of $145…'
on Mark Gurman pushes back his ship dates for Apple glasses and self-driving car '“Then he makes more headlines …” Yup, it’s all about the clicks. There’s no penalty for being wrong, only a…'
on Mark Gurman pushes back his ship dates for Apple glasses and self-driving car 'upvoted and agree. Your last two word, “buy now” – typo? or subconscious?' on This week’s Apple trading strategies (11/29-12/3/21) 'I appreciate and agree with the cautionary note. Over the last three years, “worry” has been the downward force w.r.t.…' on Mark Gurman pushes back his ship dates for Apple glasses and self-driving car 'Maybe his sources dried up, or got fired for leaking. (oops mixed metaphor). So he either takes scraps without regard…'
on Mark Gurman pushes back his ship dates for Apple glasses and self-driving car '“…and disappoints readers — by reporting that his original dates were unrealistic.” Maybe replace that with: “…by announcing that his…'
I finally get the pun, ‘unleashed’, meaning true workstations that no longer tethered to the desktop.
Next year, we’ll see Apple silicon on 3nm, likely including 5G on 3nm. That will be another game changer.
Love how the focus sometimes turns to Intel’s future in these and other analyst’s eyes. Apple is now a recognized SoC powerhouse and pulling away fast. Intel’s CEO could only promise to catch up soon.
Gene Munster was spot on with 24% Mac growth this year and ~10% Mac growth in 2022, how Apple innovations eventually trickle down to all products (even the competition) & AirPods as an emerging healthcare device (adding ~6% to the bottom line). Patents and new FDA guidelines support his thesis.
Samsung and Intel, since they own disjoint sides of the game, will be unable to make the same kinds of system-level trade-offs. Will Samsung fork Android into SamOS to allow it to do systems, the same way as Apple, Microsoft and Google? I suspect so, otherwise Samsung’s high end devices will end up always behind Google’s own.
As “software continues to eat the world”, Intel will have to compete solely on commodity production prices, and that means competing with commodity producers in cheaper parts of the world.
I don’t see it. None of the above have demonstrated any real innovation chops in either software or silicon, certainly not in highly optimized software and hardware.
Apple’s technological lead can’t be overstated, just under appreciated. Consider that Apple entered the silicon design business in 2008 with the purchase of PA Semi, almost 14 years ago, it isn’t going to take Samsung that long to get to where Apple is today, but skating to where the puck will be in 5 or 10 years is a whole different discussion.
Maybe AR? Maybe a whole new desktop paradigm that needs powerful GPUs that don’t kill your battery?
MSFT’s Surface just took a massive body blow.
Apple recently released an update for their “Office” products that includes Pivot tables, for Mac users, only Microsoft or Libre Office offers them, else you need to move to more complex software, which takes longer to set up. Pivot tables on Numbers is very fast, especially calculating medians. I have experienced Pivot tables on the M1 chip with the Air, the new chip will extend that feature
My thought is that the new chip could be used to offer new off the shelf software to do AI on data bases, finding trends and previously unknown relationships at lightening speed.
I’ve used Numbers and Pages exclusively for a few years now. Nice to learn about pivot tables! I’ll have to check that feature out…
Yeah, Sure it will, three years after the parade has passed by.
“However, I do expect AAPL to outperform relative to the broad market in 2022.”
AAPL has tracked the S&P for a solid year now. There remains a LOT of ignorance out there vis-a-vis Apple….
As do I, but that doesn’t mean that WS will. Look at WS’s responses to the last three BLOWOUT/record setting quarters for evidence of its myopia.
From an investor standpoint, they raised the ASP and lowered the BOM cost. Margin expansion. They are charging a performance premium and saving a bundle by integrating previously purchased silicon into their own single chip.