David Emery on Apple TV is coming to Amazon Prime soon - 'Huh… If you don’t like Amazon video, don’t subscribe… I think there’s great advantages to accumulating all streaming under Apple TV, even if it’s just uniform search.'
on Premarket: Apple is red - 'BTW, since it’s ATH on August 11th ‘25 of 555.5, MSFT has lost $184.60. To regain its high, the price would need to increase (189.6/555.5=) 49.8%. And from the look of things, inflation is rearing its ugly head again, thanks to the ineptitude of this country’s leadership, with the glaring exception of the US Federal Reserve.'
on Premarket: Apple is red - 'Another very low volume day, and the close is flat as a pancake. We’re clearly in a wait-and-see mode. Once again, our addiction to burning hydrocarbons is screwing us and rewarding those who are perpetuating our addiction.'
on Premarket: Apple is red - 'Inflation is running hot again so rather than getting a rate cut we might actually see the Fed raise rates. Recent GDP estimates have been revised down again. Things are not looking so good for this year.'
on Apple TV is coming to Amazon Prime soon - 'But be careful of buying content from one of the featured alternates and thinking it will be in Amazon’s or Apple’s stored libraries. e.g. Peacock. I think if you unsubscribe it’s gone.'
on Counterpoint: Apple Leads Q1 for First Time - 'I personally think that statistics – as a branch of mathematics is impeccable. You’re dad – and many others – should have said “there are liars, damned liars and people who misuse statistics.”'
on Apple TV is coming to Amazon Prime soon - 'Apple TV is becoming the TV Guide of the 21st century. During the 1960’s TV Guide had the greatest circulation of any US magazine. I think Apple is taking that as a cue for expanding Apple TV distribution. You want to see what’s available? Do a search on Apple TV. No need to log on to a multitude of streamers to find content. Apple TV has it all. How long before Apple TV includes TV Guide like (“Apple TV Guide”?) “Hollywood” stories?'
on Counterpoint: Apple Leads Q1 for First Time - '” with one month of shipments already on the books and probably an order book full for at least another month.” A Mom/Pop store may order month to month, but a major outlet is going to order for the quarter with measured monthly deliveries. When Apple guides, it is not guessing. It already has orders in hand. Fluctuations from guidance are the result of changes in order volumes. The mechanism for those (and price changes that accompany them) are already addressed in the original purchase agreement. The purchase agreements are executed well in advance (6-9 months?) of initial deliveries in order for Apple’s supply chain to gear up their respective supply chains.'
on Apple Watch falls off China's top 10 best-seller list - 'Again, since Apple doesn’t break out device sales numbers anymore, these numbers are at the whim of statisticians. I long ago stopped trusting them, especially political statistics. And IMO, going outside the Apple ecosystem is taking a risk that is only increasing by the day. No thanks.'
on Premarket: Apple is red - 'iPhones mentioned in today’s Dave Barry column: https://davebarry.substack.com/p/florida-roundup'
on Counterpoint: Apple Leads Q1 for First Time - 'Hi, Horace. None of these statistics companies has ever been honest about Apple, statistically speaking (or they’d have included the iPad as a PC long ago), but always on the negative side. Which, of course, is why Apple keeps “surprising” investors. It’s almost as if Apple’s competitors are somehow putting a finger on the scales – but I’m sure that would never happen. /s My father put it this way; there are lies, damned lies, and statistics.'
on What killed the Towson Town Center Apple Store? - 'If Apple left these Malls because they are deteriorating, then Apple leaving is a death knell.'
on Apple TV is coming to Amazon Prime soon - 'Apple TV, both the puck and the service, streams Amazon Prime, among many others, including Netflix. But there’s also a deeper integration between Amazon and Apple TV, shared by the likes of HBO but not shared between Netflix and Apple TV: Integration into a listing of watched shows all in one place. If you want to watch, say Emilie In Paris (a Donna favorite but too much soap opera for me), you have to remember that it’s on Netflix, then hunt it down, every time. Now the “integration” is being taken to the next level, and others like HBO are sure to follow. The Apple TV is suddenly doing what cable TV never did: Integrating.'
on Apple TV is coming to Amazon Prime soon - '” When will Amazon Prime Video come to Apple TV? “ Gawd I hope not.'
on Apple Watch falls off China's top 10 best-seller list - '@Bill Can you give some ideas about what Apple Watch is missing? I’m just a demographic of one but already the Watch does more than I can use. The one thing I’d like to see is a more configurable Photos Watch face. I’m not up to date on what other companies offer.'
on Counterpoint: Apple Leads Q1 for First Time - 'If iPhone grew at 5% as Counterpoint stated, Apple will miss their guidance and expectations by a mile (10% vs. 14% to 16% guide). Apple’s guidance came out with one month of shipments already on the books and probably an order book full for at least another month.'
on Apple Watch falls off China's top 10 best-seller list - 'DuckDuckGo’s AI-assisted search says that Huawei watches can be paired with any iPhone running a recent version of IOS, provided that you download the “Huawei Health” app and log in with Huawei ID. I’m quite glad Apple now has meaningful competition for watch sales in a market they care dearly about. Maybe this will spur some overdue hardware innovation, which has been moving at a glacial pace in recent years.'
on What killed the Towson Town Center Apple Store? - 'They also killed my local Apple Store in Trumbull Connecticut. That is a blow for this area because the nearest Apple Store is 45 minutes away. I understand the decision because the mall in Trumbull is deteriorating and dying. But I wish they could’ve found a way to relocate it nearby. There are a number of locations that would be perfect with parking and availability.'
on What killed the Towson Town Center Apple Store? - 'The reporting on this has been “interesting”. Some get it right, Apple closed 3 stores in lower performing locations. Others just talk about “closing the unionized store” and ignore the Rest of the Story. Towson is a stop on the Baltimore light rail system, but I don’t know how long a walk it is from the light rail station to that mall.'
on What killed the Towson Town Center Apple Store? - 'Of course it’s just anti union! Those other closures were just to give Apple cover! 🙂'
on Apple Watch falls off China's top 10 best-seller list - 'Great question. Also curious about features/ quality/price comparison. Wowee seems to make good stuff! (Note that auto complete filled in ALMOST every word with 1-2 letter inputs!)'
on What killed the Towson Town Center Apple Store? - 'Anyone on here remember discussions of the BosNYWash metroplex and even a rail line? Towson seems to indicate that that did not materialize. I figure Baltimore certainly would have been a stop on that rail line.'
on Premarket: Apple is red - 'I had hopes that after finally moving past 160 we might see a breakout. But when I was (much) younger I had hopes of making love to Bridget Bardot! Life goes on. 🙂'
on Apple Watch falls off China's top 10 best-seller list - 'Can those smartwatches work with iPhone, or does this lead to those users needing Huawei?'
on Horace Dediu: At sweet 16, iPad still hits sweet spot - 'Agreed, loading fonts are a huge hassle (doable but not easy) and a big reason I cannot do design work on iPad.'
on Premarket: Apple is red - 'Apple ended Thursday trading at $260.49, up $1.59 on the day. This is Apple’s highest closing price since March 11th.'


