David Emery on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'I’d be interested in a Northeast US meet-up… (I can’t travel much these days.)'
on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'Actually, PED already gave y’all my email, so even less complicated….'
on This week's Apple trading strategies (6/1-6/5/26) - 'Roger: I’m in this with you! As a recent retiree I’m well aware of the “sequence of return risk” of a major downturn early in one’s retirement years. I’m no johnny-come-lately to Apple and was investing in Apple with the scant dollars I had years before Steve Jobs returned to the company. In other words I was like a young kid walking into a bank and reaching up to the counter to put his crumpled few dollars in the bank with dreams much bigger than the small size of his account. I really do expect Apple to deliver at WWDC 2026 and at least modestly beat already high expectations. Apple has come through for us before and I expect the company to deliver again! In other words, I expect the announcements at WWDC 2026 to be so big and so bold they will be like the brightest of lighthouses of yore along the rocky New England coast that for generations lit the way for weary sailors battling stormy seas to find their way home! Go Apple! Bring it home for Apple customers around the world and for the steadfast shareholders that have remained with the company during uncertain times!'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Jony Ive’s Ferrari Design: https://www.cnet.com/cars/ferraris-first-ev-gets-pope-leos-blessing-but-everyone-else-hates-it'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Fred, I actually think he’s on to something. Apple could *also* be targeting the prescription glasses market. That’s a market that’s ready for disruption. Could Apple be looking at something like active vision correction? Glasses give you what they give you but they’re not actively “smart.” To be fair, AI summarized this for me: “While prescription glasses excel at correcting refractive errors (like nearsightedness, farsightedness, and astigmatism), they cannot solve all vision challenges. Their structural and optical limitations can leave people struggling with peripheral distortion, specific lighting needs, and uncorrectable eye diseases.” This is an area where Apple could completely disrupt the current market. Current iterations of smart glasses seem to have solutions for problems that don’t exist and/or unimportant gimmicks. Apple could really move the needle with a game changing device. They’ve long been rumored to be studying eye issues and even a contact lens type product. This would be a more logical first step. And potentially an extremely lucrative one.'
on Back in the U.S.A. - 'Actually, Joseph, I suspect Rodney’s wife, your wife *and* my wife would have “much to agree on” when it comes to their husbands spending “too much time on all things Apple”. And, I would hope Rodney could convince his wife to ignore the circumstances that brought us all together and just pretend she’s at a mini-sized class reunion. 🙂'
on This week's Apple trading strategies (6/1-6/5/26) - 'Great upward channel following both intraday high and intraday low trend lines. I’ll be tickled to death should AAPL continue to follow the continuation of the intraday low trend line.'
on This week's Apple trading strategies (6/1-6/5/26) - 'Robert, I respectfully disagree that the youngest of the Boomers are only just now turning 65. My father is 83 and was born during WW II. My mother, however, is about to turn 80, and she was born *after* WW II, so she is a legit Boomer. So I think your timeline is off by about 15 years. (Wikipedia says 1946 to 1964.) The war recovery years certainly contributed to the world economy they entered, so I am sure that they are doing better than their parenting generation, but the timescale is still important. And the obvious reason that the Top 20% of wealth holders are disproportionately contributing to the economy is the fact that they hold two thirds of the wealth. I will choose not to go down that rabbit hole.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Bill wrote: “I believe Gurman is predicting launch “at the end of next year,” meaning late 2027.” Right you are! Fixed. Thanks.'
on If Apple's AI needs its partners in the cloud, how private is it? - 'I worked at DEC from 1984 (hay days) until 1994 (the beginning of the end) OpenVMS was/is a great OS. Definitely missed the boat on the X86 server/workstation onslaught. At my last client/future employer we even had WNT (VMS +1) running on a Alpha workstation.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'When the smart glasses don’t arrive by the end of the year, Eddie’s next story will be that contact lenses are now being delayed too and are several more years behind schedule as a result of the glasses being held back. In fact, just like the Apple Car, these smart contact lenses might never be released and Apple poured bazillions down the drain on a product that not only failed to materialize, but never hit the market. Eddie will then double down by saying that John Ternus, being a hardware guy, is primarily responsible for both of these Apple Boondoggle’s and should have never been named Apple’s next CEO. Tim Cook needs to return immediately just as Bob Iger did at Disney. Then Tim Cook needs to make the Mother of all acquisitions and buy Disney.'
on If Apple's AI needs its partners in the cloud, how private is it? - 'Yes, exactly just as the DEC Vax11/780 is required to run any graphics intensive applications. Those limited power personal computers are sad substitutes for the mighty Digital Equipment Corp Vax. DEC will rule the computer space for the foreseeable future. Or NOT.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'IF it can replace regular prescription glasses I’d be in the potential market. What I’ve always wondered is why Apple has never sold branded merchandise. Like t-shirts. Sweatshirts, hats etc. A billion customers at $10+ each item in profit?'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Gurman mades me laugh, with his exaggeration shtick. “even bigger than Apple Watch”. No. Apple Watch does so much more than eyewear, and yet, it doesn’t impose on you. The wrist is beachfront property. Eyewear devices don’t easily step aside, relegating them to a niche of dedicated users who want an ‘in your face’ experience. As for the rumor, the timing, just ignore Gurman.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'I believe Gurman is predicting launch “at the end of next year,” meaning late 2027.'
