Bart Yee on Virtually live from Apple's 'Surprise and Shine' event - 'Agreed, Apple’s production is already ramped up but who knows how fast and how many it can build. Could be supply and demand will be unbalanced for some time.'
on Premarket: Apple is red - 'At about 1am in New York Apple is changing hands at $317.24, up $1.90 from Wednesday’s closing price of $315.34. I expect the shares to open in the green on Thursday. I very much enjoyed today’s Apple event and was impressed with John Turnus and the way he lead the event. I expect to sleep more soundly this evening.'
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.'
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.'
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?'
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.'
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.'
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. 🙁'
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.'
on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Richard, I was thinking the same thing, excluding the Max.'
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.'
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.'
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.'
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.'
