David Drinkwater on Another week, another invitation-only Apple event - 'I’m hoping to go from 2016 Touch Bar to 2016 Touch *SCREEN* (which I will probably receive in about June 2027 – rolls eyes).'
on Inviting friends of the blog to Apple’s Q4 2026 Earnings Smackdown - 'I think everyone knew what you meant.. I did I have no idea on such matters. Except to say as long as it’s more than the previous equivalent quarter, I’m good!'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'ISTR that the original Apple Watch had a similar supply shortage?'
on Inviting friends of the blog to Apple’s Q4 2026 Earnings Smackdown - 'I’m not doing this very well today. Making it simple enough that even I can get it right. Revenue: $115 BILLION.'
on Another week, another invitation-only Apple event - 'I was going to upgrade my M1 Pro laptop also. I had been thinking of waiting for the M6 Air next year, as most of my real work is done on my M4 mini. The laptop is for lighter roles. But, depending on price, I might be interested in a new Pro. Kinda excited. I’d love something I can ask the whole family to kick in on for a Christmas present 😉'
on Premarket: Apple is red - 'Despite the strong advances today in Western Digital’s share price (up 6.09%) and SanDisk (up 5.53%), nearly 65% of S&P 500 components closed lower on the day. Apple was among the majority of the index’s components that closed in the red. The shares ended off $0.52 at $342.94. Amazon gained 4.98% to finish at $262.45 while IBM moved higher by 1.83% at $236.39. Apple supplier Broadcom gained $5.84 or 1.78% to end the session at $334.59.'
on Another week, another invitation-only Apple event - '“One more thing. OH! By the way, here’s another! Oh! And….”'
on Another week, another invitation-only Apple event - 'I’m typing this reply on a 2021 M1 MacBook Pro 16″ to say that my wife just approved an upgrade to an M6 OLED MacBook Pro 16″. Hoping I can keep it to the ‘under $5000’ I told her it would be. lol'
on Another week, another invitation-only Apple event - 'One of the side effects of having a large product portfolio is the large array of products that need to be introduced when upgraded etc. Each of Apple’s product categories (Iphone, Ipad, Mac, Services, Others) could have at least an annual event of some kind. If you tried to do it all at once we would all be sleep deprived by the end and probably would lose enthusiasm just based on the length alone. From what I read Apple is delivering new products for the next four Fridays. Yes some have already been announced. Some are more important than others. The bottleneck which was Siri AI is being cleared. Apple is catching up with the upgrades. Too bad the Ram prices have gone through the roof so some of the new prices are steeper than they would like. Apple is showing confidence in their ability to deliver these updates despite the supply chain expenses. Looking forward to next weeks event while I am still trying to figure what I might buy from the September and October events. Melting the credit card is likely.'
on Another week, another invitation-only Apple event - 'Philip, are you going? Did you get an invite? I guess this is better than just a press release. Maybe this is effective? iJustine et al get millions of views. Going to this event they get exclusive access so are more motivated to talk about it.'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - '“Apple has dealt with launch shortages before, but a three-month wait for a new iPhone is practically unprecedented.” So, in other words, it’s not unprecedented. But the sky is still falling. I’m shaking my head, because we all know that if Apple hadn’t released the Duo and started taking pre-orders when it did, Gurman would have been screaming about it and how it is the final proof that Apple has completely lost its way. When it comes to his “heads Apple loses, tails Apple doesn’t win” criticisms, I can only say that I’m happy that Apple appears to be continuing to stick to what they do best – truly innovate, then develop and release amazing products and functionality – and then letting the hits from MG that everyone knows are coming, no matter what Apple does or doesn’t do, fall like water off a duck’s back. It’s obvious that the response and demand for the Duo has exceeded Apple’s expectations. As a shareholder, and knowing the scale and excellence of integration of their logistics, supply-chain and manufacturing, and thinking of the fact that the Duo is coming out simultaneously with their AI initiatives, iPhone 18, upgrades to all the rest of their hardware, and everything else they’re doing – all while there’s a massive global chip shortage because of AI hyperscalers – I couldn’t be happier. But all Gurman can seem to say is, “Wow, they really screwed that one thing up badly!!”'
on Premarket: Apple is red - '“Apple (AAPL) announced on Monday that it will hold its second event in October, this time in Los Angeles, with the gathering likely focused on new MacBooks and iPads. The event is scheduled for Oct. 28 at 10 a.m. P.T., and features the tagline “Pro and tell.” The tech titan is likely to show off new versions of its popular MacBook Pro laptops, including a version that offers a touch screen. The iPhone maker is also likely to unveil other computers, including a new iMac, a new version of its iPad Mini tablet, and perhaps more.” Excerpt From “Apple to hold second event this month to unveil new MacBooks, iPads” Chris Ciaccia, SA News Editor Seeking Alpha https://stocks.apple.com/AvZYL-e16SMqmms2nFsx7UA This material may be protected by copyright.'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'True but it is a marketing axiom. People covet what they cannot have. The idea that scarcity and high demand can create even more demand is a well-established psychological and marketing principle.'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Greg – agreed. But that last statement is mighty bold…'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Actually, I found a lot of Tommo’s comments grounded in reasoning, I disagreed with his interpretation. Gurman just extracts fertilizer from his nether regions to spin a yarn, because bad news about Apple generates clicks and attracts speculator attention..'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'And if he is banned, I support Apple’s decision 100%. He is a close second to Tommo.'
