Joseph Bland on Mark Gurman: Behind Phil Schiller's exit - 'Sorry – over the last 15 years, not 25 years….'
on Mark Gurman: Behind Phil Schiller's exit - 'Stephen Gordon said: “Dalrymple also said Apple needed to get rid of three people: Tim Cook, Craig Federighi, Luca Maestri.” **Steven, I’m not sure why Dalrymple disliked Tim Cook as Apple C.E.O., but the Apple share price was $14.46 at the end of 2011, the year Tim Cook became Apple C.E.O., and was $319.97 at market close last Friday. That’s an increase of almost 2113% in about 15 years. Personally, I’m of the conviction that Tim Cook was partially responsible for that gain in the Apple share price.'
on Mark Gurman: Behind Phil Schiller's exit - 'There are a myriad of reasons for a person to retire. Chief among them at Apple would be: Been there for 39 years You’re a year past SSI retirement age The technology your used to dealing with is changing You are a multi-millionaire a couple time over ” Schiller…seems to believe that such moves will only further irk developers and governments. This reason would be so far down on Schiller’s reason to retire, as to be inconsequential, but it makes for good eyeball bait.'
on This week's Apple trading strategies (9/7-9/11/26) - 'These are the year-to-date (YTD) share price performances of the Terrific Ten equities ranked by percentage gains in share prices over this time and the percentage gains in the major stock indexes over the same period. Year-to-date the Russell 2000 small cap index has outperformed the NASDAQ Composite, the DJIA and the S&P 500. Among the Terrific Ten equities Apple ranks third in performance with a 17.70% gain YTD. Taiwan Semiconductor (TSM) up 43.17% NVIDIA (NVDA) up 23.52% Russell 2000 – up 19.00% Apple (AAPL) – up 17.70% NASDAQ Composite – up 14.05% S&P 500 – up 12.75% Amazon (AMZN) up 12.00% DJIA – up 11.13% Alphabet (GOOG) up 6.85% Broadcom (AVGO) up 3.41% Microsoft (MSFT) 3.32% SpaceX (SPCX)* down (1.37%) Meta Platforms (META) down (6.56%) Tesla (TSLA) down (21.27%) * The year-to-date decline in SpaceX represents the loss in share price since the opening price of $150 on June 12th, the first day of trading.'
on Mark Gurman: Behind Phil Schiller's exit - 'There are somewhere between 34 and 64 million developers (AI) making apps for the iPhone. Most do so paying zero to use the app store. I don’t believe that asking them to pay a few bucks is ‘squeezing’. It’s definitely not squeezing to require those developers making millions and billions to pay their share (here’s to you, Mr. Sweeney).'
on Mark Gurman: Behind Phil Schiller's exit - 'Sorry, it was John Giannandrea, not Luca Maestri, though the latter tried blocking spending to develop the M1, so maybe he deserved to go, too.'
on Mark Gurman: Behind Phil Schiller's exit - 'Using the word “squeeze” implies there really is no way to add revenue for services but to pressure the developers and users. That only rent-seeking behavior is left. Maybe. But not, I believe, for the main App store. I think of what an AI App store might bring to the table; especially one that also enhances any money Apple gets from the uses of AI. It adds to the hardware ecosystem for AI in ways no one else can (although Nvidia is trying). How Apple monetizes AI, how it charges for tokens used from its own servers or Google’s, is one of the things I want to hear. Will Apple do some rent-seeking here, like the other AI companies? Nickel and dime its users? Is that why Schiller decided to leave? I’m sure we will find out soon.'
on The last meeting of Tim Cook's last day as Apple CEO - 'Let’s put it out there now before it shows up on CNBC or some “Negative Nancy” article, so here it goes: Why didn’t Tim Cook make his final appearance as CEO at an Apple UNIONIZED Store?'
on The last meeting of Tim Cook's last day as Apple CEO - 'His words ring true. The first time I went into an Apple store, I felt it, the employees, the customers were ‘my people’. I could take any one of them into my home. From then on, buying the products and stock was a no brainer. It’s still true with every store visit, every support call, every web site visit. Tim repeated, ‘enhancing people’s lives’. Tim says that every time. Call it culture, values, leadership, focus, etc. We can rest assured that everyone at every level will do the right thing.'
on The last meeting of Tim Cook's last day as Apple CEO - 'Question to ponder: How many CEOs would get that outpouring of applause and expression of love from their rank and file in a situation like this? Esp tech CEOs…'
on The last meeting of Tim Cook's last day as Apple CEO - 'Mentoring and encouraging right to the end…or the next beginning. Who knows, someone in this group of employees may rise to other heights within Apple, just as Deirdre did.'
on Curious Analyst foresees three years of Apple earnings growth - 'Why isn’t he a PED subscriber? He coulda learned a lot from us through the comments.'
on The Financial Times profiles Apple new CEO - 'Sports cars are in the same category with me as luxury watches: I just don’t understand the appeal.'
on The Financial Times profiles Apple new CEO - 'I’m now more certain than ever that Apple Vision Pro will find its way into Formula 1.'
