Steven Philips on BNP Paribas raises its Apple target $40 to $300 - 'That’s a whole lot of speculatin’.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - '@Stephen Get Brodart Just-a-Fold clear, acetate cover material from Amazon. You trim it to size with an Exacto or other knife. Looks simply beautiful on Pogue’s book! Similar to what libraries use to protect their books. Sturdy and very professional. You’ll be delighted with the results!'
on BNP Paribas raises its Apple target $40 to $300 - 'Now -that- is what I call an “adjustment.” None of this “1% it’s really in the rounding error” movements for PNB Paribas! Good for them for demonstrating testicular fortitude. (Even at $300, rather than PED’s $600 typo, this is a significant change.)'
on BNP Paribas raises its Apple target $40 to $300 - '”While Apple is also impacted by the memory issue,” he added, “it has more levers on top line and cost to pull vs peers.” There is a lot of upwards pressure on physical memory, not only for mobile devices, but for desktops as well. This is where WS fails to see the potential in Apple’s tech and its relationships. Apple has had a long relationship with Google re: Search, and recently has entered into an “AI” relationship as well for Google’s Gemini AI. Despite Google’s Android mobile OS, Apple sees value in partnering with Google. I think this is important and isn’t being considered by WS analysts: to wit, Google has developed a memory compression algorithm (TurboQuant) that effectively increases physical memory capacity by >6X. While it may not be suitable for use in mobile devices today (developed to improve “AI” memory efficiency), when implemented it will decrease the pressure on memory supply, thereby lowering prices of mobile memory. Google would be remiss if it didn’t pursue the mobile market with this technology as well. While it may not be available in the near term (2 years?), I believe ultimately it will be. Given Apple’s and Google’s long term relationship I can’t imagine that Apple hasn’t been involved in the development of this new memory compression algorithm, with the result that this technology is made available (with some modifications) for the mobile market. I can envision Apple licensing this compression technology 2 to 4 years ahead of the Wintel industry, and a lesser period ahead of the Android market. This means that COGS for Apple products will decline while competitors COGS increases. TurboQuant is going to be a big cost lever that Apple can pull before the competition can utilize it.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'I’ll take any additional 1% the market throws an Apple, which should translate to at least another $2 for AAPL. In fact it probably should add at least $3 for the halo effect and increased user base that the Neo brings.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'I just finished it Wednesday as well. One of many tidbits I not heard before was that the “Jobs cheated Wozniak out of the extra money for less chips in the Breakout design back in the Atari days” myth is a single sourced story that Jobs denied “until his death”. That one source has just propagated into legend, it was nice that David presented another angle. Since desktop publishing has been so central to my career, I really enjoyed that part as well.'
on BNP Paribas raises its Apple target $40 to $300 - '@PED: Although I would not bat an eye at a $600.00 PT, they actually set it at $300.00 from $260.00. Have a great weekend and thank you for such a great platform.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Well this is another way to get people to buy the next higher priced model in the category! Sell out of the NEO might mean many customers prefer a Mac to begin with. Considering other companies are raising prices for their non Apple computers due to Ram shortages Apple’s Mac line has a very competitively priced line up from 1200 on down. If we hear of increases in sales for other inexpensive Mac’s besides the Neo then the customers are getting into the good better best mode having been enticed by the good model. Of course from a gross revenue point of view and Apple’s size selling an additional 5 million Neo’s is not a huge revenue increase for the company. Approximately 3.5 Billion additional sales is less than a 1% increase in total revenue.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - '“Houston… we have a problem…” Fortunately, it’s a great problem to have!'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Looking at the benchmarks, an A19 is just a little bit faster than an A18Pro, with the same number of cores. The A19 does have some added silicon innovations allowing AI on device to be faster. Apple says they are planning for 10 million Neos this year and estimates are for 5-7 million A18Pro. So I would not be surprised to see an update on the Neo come the Fall. Just in time for Christmas.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'You won’t regret it, Graham. It even has stories that make me laugh out loud.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - '@Stephen Man I remember that. First thing in the fall in grade school after getting our school books we’d be cutting up shopping bags and folding them to make book covers.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'Wow… Does Apple go above and beyond, or what? So impressive.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'That’s quite an endorsement, PED and Stephen. A copy has been sitting in my cart at Amazon, may be time to pull the trigger today… thanks!'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'What I love about this blog – insights and info which you just brought. Thanks'
on Premarket: Apple is green - 'Apple is now up $7.60 at $271 even. I’m liking these market numbers today! A cursory look at the historical numbers suggests the last time Apple traded above $270 was late February. The all-time high of $288.62 was set on December 3rd.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Apple Doom? Perhaps the time has finally come to recalibrate: Apple Boom! 🙂'
on Premarket: Apple is green - 'My eyes are looking at the whole chart, but all my brain can see is that little green peak at 400.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'One of my biggest frustrations when I worked in K-12 IT was Apple always seemed to make new product announcements suitable for the K-12 market after the education market fiscal year began, which is July 1st. By the time the September/October time frame came around budgets had been set, monies allocated and projects started and it was hard to deviate from that so it felt like you were buying year old technology knowing that in two months new products would be announced. With the Neo already announced and shipping, educators can plan for the new school year with the latest tech available. Good move on Apple’s part to announce the Neo with plenty of time for planning by educators.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Reminiscent of the candy color iMac'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'We saw this coming day one – long live Neo!'
