Gregg Thurman on Apple's MacBook Neo stars in this week's Joy of Tech - '”Apple sells ~25-30m Macs depending on the year. Very likely, this goes north of 40M a year fairly quickly.” I love the math, but look at it this way. For the first 5 years Apple benefits by 10-12 million Macs per year, THEN the replacement cycle commences and at the same switchers rate that 10-12 million Macs suddenly becomes 20-24 million units per year, with the older Macs becoming hand-me-downs (unlike PCs they still have economic life). The NEO has the potential to decimate the $600-$800 PC market. It may take 10 years but I can see that happening, especially as Apple silicon continues to mature (Intel can’t compete in this arena).'
on Apple's MacBook Neo stars in this week's Joy of Tech - 'Daniel, here is Ben Bajarin’s thoughts on Neo potential (TAM = total addressable market): “I have LONG argued, Mac is Apple’s greatest short term growth lever. By adding Neo, they just added potential TAM grab of 50m units a year from that price band $600-800. Apple sells ~25-30m Macs depending on the year. Very likely, this goes north of 40M a year fairly quickly.'
on Apple's MacBook Neo is already selling out - 'I posted this the day he tweeted it in November and probably a half dozen times since (because I agree 100%) “The share of Windows in MSRP <$800 is 100%. This is why the entire PC ecosystem is freaking out over what’s coming from Apple next year,” ~Ben Bajarin This obviously excludes Chromebooks, but they’re garbage and not widely used by professionals and/or Enterprise.'
on Apple's MacBook Neo is already selling out - '“It’s easy (it’s so easy) Like taking candy (like taking candy) From a baby” Len Barry, 1965'
on Premarket: Apple is red - 'One – of several – executives holding more shares than TC controlling him makes no sense to me. And are you saying that TC is moving in a wrong direction? Levinson would have to be controlling the whole Board for that to be the case. IMHO. That’s presuming they ARE in disagreement.'
on Apple's MacBook Neo is already selling out - 'Gregg you summed up most of the issue of using these shipping delays as a metric for sales popularity. Especially for a new product line. And the different colors don’t help. Would you buy a Neo in the configuration you want but in a different color because the color you wanted is going to take too long to be delivered? Sometimes sometime not. How are the shipping times doing for some of the more expensive products Apple introduced this week? According to the Apple site I can order a 16 MacBook Pro in a common configuration and pick it up Mar 11 locally. That is basically the cost of 4 Neo’s. The New Studio display in a standard Glass Tilt adjustable stand is also available Mar 11. about 3 Neo’s. So maybe the NEO shipping delay is indicative of some kind of popularity. I do think Apple Mac sales will get a boost from all of the refreshes and new products for sale. Still wish they could deliver on the Mac Studio upgrades. The piecemeal updates for the product lines does grate a bit.'
on Premarket: Apple is red - '@Gregg Remember you from way back in the late ’90s on the AOL stock message board for AAPL!'
on Premarket: Apple is red - 'OT, but interesting to me, is this article from The Street on Apple Business News today: “Who owns Apple? Institutional holdings & executives’ shares” …”Tim Cook, Apple’s CEO, has…held 3,280,295 shares as of October 2025…Arthur D. Levinson, chairman of Apple’s board of directors, owned 4,069,576 shares as of February 2026…” Is Mr. Levinson pulling Mr. Cook’s strings? And what about institutional investors? More and more, I’m convinced that Mr. Cook is just doing what he’s told to do….'
on Premarket: Apple is red - '“ And no, Rodney, what some folks see as the tardiness of Smart Siri is not the problem.” I agree. I am not in a big hurry, and I don’t think Apple should be either. But there are some on Wall Street who think otherwise. And I believe that when Apple does make that announcement, we will see a very sizable bump in aapl.'
on Premarket: Apple is red - 'According to a court filing with the U.S. Court for International Trade, U.S. Customs and Border Protection agency stated they are unable to comply with a court order directing it to refund tariffs that the Supreme Court has ruled illegal. That may also be what’s weighing on the market, from a couple of perspectives. First being companies and consumers won’t be getting their money that was illegally taken by US Customs and Border Protection any time soon and, second, the bigger, broader, and more significant implications of the US government simply saying they can’t (or won’t?) follow a court order to undo their illegal actions. Put simply, what does it mean to do business in a jurisdiction in which the rule of law is no longer of relevance to government and regulators?'
