Recent Comments

  • David Drinkwater on Virtually live from Apple's 'Surprise and Shine' event - 'The content consumption thing is the kicker for me, although I do love iPhone photography. In my view, then the Duo will be an upgrade from my 15 Pro Max for photography, and the content consumption will be a huge win.'
  • graham prudhomme on Virtually live from Apple's 'Surprise and Shine' event - 'I think this is the year I try out an Apple Watch for the first time (been waiting for a reason/excuse to buy an Ultra). I find myself a little disappointed with the color choices! I’ll probably get the Alpine Loop in Desert.. don’t get me wrong I like earth tones, but I really liked that Orange Alpine Loop that shipped with the first gen Ultra! Wish they kept around a bold option or two.'
  • graham prudhomme on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'I really find myself missing the old live events. So much more energy, enthusiasm, and *life* conveyed in those old keynotes.'
  • Neal Guttenberg on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Dan Ives and Gene Munster videos are the only ones, IMO, worth watching. Munster’s video is from yesterday and he is always self promoting. While Apple will sell a lot of hardware announced today, I see the hardware as a gateway for more sales of services and I would also expect App Store revenues to grow as well. I think this hardware will sell a lot of software. What other companies can benefit from greater software sales through the App Store?'
  • Bart Yee on Checklist: What to expect from Apple today - 'Joseph, that would imply they could fold or swing either way…'
  • Darren DMW on Virtually live from Apple's 'Surprise and Shine' event - 'That screen transition animation when opening/closing the Duo. I think I could watch that all day.'
  • Bart Yee on Mark Gurman: Apple has settled on 'iPhone Duo' - 'Before yesterday Bloomberg’s reporting was still focused on the iPhone Ultra name and these rumors, from MacRumors: “Gurman recapped several other iPhone Ultra rumors: • iPhone Ultra (wrong, Duo) • $2,000+ price tag (from $2100-$2200), higher than the target $1999, wrong • 5.5-inch outer display (when closed), Wrong 5.4” • 7.8-inch inner display (when unfolded), Wrong 7.6” • Short and wide passport-style design, correct but everyone pretty much heard that. • Latest Apple modem (likely C2) correct but obvious • Latest Apple chip (A20 Pro) correct but also obvious • Wide and Ultra Wide camera lenses, correct on both, from Mockups and dummy models • No telephoto lens (but does have 2x optical quality telephoto shots) • Durable hinge, minimal but not invisible crease (we will see) Apple has “gone to great lengths” to make apps automatically resize to fit different displays ” correct but again, pretty obvious. Excerpt From “Foldable iPhone Ultra Likely Has MagSafe Charging” MacRumors https://apple.news/Azjrv2rpdTAapU9BxX4sh9A This material may be protected by copyright. I’m happy that the Duo name was kept nice and quiet while the Ultra name kept growing in rumors and usage, even by Gurman. At least we know even Gurman doesn’t get everything until right before the event. Now will come the inevitable negative articles saying Apple is damned when they do (keeping prices relatively lower and eating some of the memory hike costs, thereby shaving their margins), or damned if they didn’t – prices on the upper end 1TB and 2TB models have higher than expected price increases, leading to lower sales of the high end models – bad, bad, bad for Apple either way.'
  • Robert Paul Leitao on BofA sticks with its Buy rating for Apple and $380 target - 'I did see a post-event note from Angelo Zino at CFRA that was quite positive on the announcements.'
  • Joseph Bland on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'I just noticed that, After Hours, AAPL is up to $318.10 (0.87%). That suggests that even options approved of the event today.'
  • Robert Paul Leitao on BofA sticks with its Buy rating for Apple and $380 target - 'I do expect a new note from Wamsi Mohan and the team at BofA momentarily now that the event has occurred.'
  • Steven Philips on BofA sticks with its Buy rating for Apple and $380 target - 'Then again, last year the stock hadn’t dropped this much prior to the event. I have no idea what it’s primed to do. 🙁'
  • Steven Philips on BofA sticks with its Buy rating for Apple and $380 target - '“Surprise! We’ve decided to take Michael Dell’s advice. Tomorrow we’re selling Apple back to the investors.” 🙂'
  • Steven Philips on Mark Gurman: Tim Cook, not John Ternus, made the foldable iPhone happen - 'Jerry “saw them everywhere in Asia (and other places) and said ‘Apple needed to play in this space.’” I’ll still wait a bit, but I may have to bow down. 🙂'
  • Stephen Gordon on Virtually live from Apple's 'Surprise and Shine' event - 'The iPhone Duo exceeded my expectations with its form factor and versatility. Color me happy.'
  • Timothy Smith on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Richard, I was thinking the same thing, excluding the Max.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Apple ended today’s trading off $0.88 at $315.34. Today’s trading was marked by a sharp rise in the share price from today’s low of $309.90 in the 2pm hour to a spike as high as $319.15 before the end of that hour, to the aforementioned closing price at the end of the session. In AH trading Apple is up $1.72 or 0.55% at $317.06. Again, in my view John Ternus and the Apple team delivered a very strong presentation of new products and associated solutions during today’s special event.'
  • Richard Gayle on Virtually live from Apple's 'Surprise and Shine' event - 'I feel the same way — the New iPhone with an adjustable shutter! The editting aspects on device are wonderful. If I was eally wealthy I’d get both, carry both and use the new e-sim technology to switch between them. iPhone for photos, content creation and Duo for content consumption.'
  • Robert Stack on Mark Gurman: Apple has settled on 'iPhone Duo' - 'H Daniel. I don’t disagree with you re the better accuracy of anyone’s predictions the closer one gets to the actual unveiling. Yet the point remains that he (Gurman) had sources, likely within Apple, that provided accurate info about the Duo BEFORE the unveiling, and releasing this info before the event has the potential to move the stock price before the reality is known to the general public.'
  • Richard Gayle on Virtually live from Apple's 'Surprise and Shine' event - 'I think this is one reason why pre-orders are not even avaulable for over a month. Give them even more time to get a warehouse full of the Duo.'
  • Greg Lippert on Virtually live from Apple's 'Surprise and Shine' event - 'New Apple Watch Ultra, come to Papa. I own the original Apple Watch Ultra and its battery life is fading, and it is missing many tent pole features from the past few years. The duo also looks amazing and better than I expected. I’m not sure I can handle the camera trade-off, as I really like best of class photography. They’re gonna sell everyone of these that they can make.'
  • David Drinkwater on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Gene Munster: “Appletite” (tripping over appetite). lol'
  • Richard Gayle on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Different strokes. I find these people so hyped up that I quickly lose interest. I thought this Apple Event was the best one in ages. It was informative while highlighting the product not the speaker. It used iPhones to create a lot of long ‘one-shot-like” presentations that moved outside Apple HQ to places in SF and LA. I felt I was talking to people I might work with rather than hype-meisters. It even had a ‘one more thing’ moment. And it accomplished what Apple wantedf, at least for me. I want the New Ultra, the Duo AND the new Pro Max. With the new e-sim feature I will be able to tranfer my phone number seemlisly betwen phones 😉 The new Apple Upgrade program now makes these available for very reasonable payments. I give the event 4 stars. But certainly YMMV. Will these products drive Apple’s price higher? It all depends on how many of these they can actually make.'
  • Daniel Epstein on Mark Gurman: Apple has settled on 'iPhone Duo' - 'Robert, Same day news reporting should be a hell of a lot more accurate than months or years ahead of a product announcement. Practically perfect if you have good information. Same day predictions about an event are not really worth spit if I can wait another couple of hours to see what the company is presenting. For instance I personally thought that the base price of what we now call the Duo would likely be $2000 or less when reports around a year ago talking about the price being around $2500 were being thrown around like they were a fact. And only raising the price of the Pro Line $100 would be somewhat valuable a few months ago if it had already been decided. Of course the devil is in the details and how much storage one wants to buy in phone these days are coming in at a much higher cost to Apple than previously. Now if Gurman had reported the Duo name months ago I would be more impressed.'
  • Robert Stack on Checklist: What to expect from Apple today - 'Joe: BiPhone and BiPad = very clever!'
  • Robert Stack on Mark Gurman: Apple has settled on 'iPhone Duo' - 'Gurmans Predictions: “Its device, called the iPhone Duo, will start at $2,000.” – Correct “The entry-level version will include 256 gigabytes of storage…” – Correct “Apple [will] offer higher-capacity versions that will take the price all the way up to roughly $3,000.” – Mostly Correct (2TB = $3199) “It will also include Apple’s new in-house C2 modem and the A20 Pro chip, as well as the ability to run side-by-side apps and handle iPad-like multitasking” – Correct “The phone will sport dual rear 48-megapixel cameras and a 12-megapixel one designed for videoconferencing.” – Correct “There will be a magnetic hinge system and support for the Apple Pencil stylus.” – Correct “The Duo will go on sale as early as October and come in white and dark blue.” – Correct All things considered, I’m giving Gurman an “A” for his last minute predictions.'
  • Bill Donahue on Premarket: Apple is red - 'Nice AAPL price rebound.'
  • Dan Pallotta on Virtually live from Apple's 'Surprise and Shine' event - 'Despite the wooden personalities, Apple just figured out how to fold glass. With no crease. Feels as magical to me as the touchscreen did when it was unveiled in 2007 for iPhone. I predict it will sell like crazy.'
  • Rick Povich on Virtually live from Apple's 'Surprise and Shine' event - 'I bought the Ultra 3 last year and will admit the new 4 seems compelling. I see Apple took the Health Age and Longevity function from the Bevel health app (and maybe Whoop, I don’t know). I’ve been using Bevel for a year and really like it overall . I got a recent blood screening, scanned the results and imported the pdf to Bevel. Bevel updates your biological age weekly. I was informed I was 3.5 years biologically younger than my actual age. I’ll take it. Maybe the 4’s new sensors and monitoring frequency would give significantly more accurate information than those given on the Ultra 3 but if you have the 3 and want to experiment with the biological age and longevity functions you can save a few bucks in the near term. FWIW'
  • Gregg Thurman on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Compare the speech patterns of all these presenters to those in Apple pre-recorded events. The former is engaging, the latter isn’t. I won’t be following any more “events”. I get enough sleep during the night.'
  • Gregg Thurman on Virtually live from Apple's 'Surprise and Shine' event - '” Apple really has to get away from these robotic personalities.” Apple really has to get away from these robotic “presentations”.'