Bill Donahue on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'Kind of an empty last laugh, I’d say, considering that the foldable skeptics of 3.0 will profit by exactly the same amount as the pro-folders, if a folding iPhone is a huge hit. Personally, I have absolutely no problem admitting I was wrong when it comes to an opinion about something, and especially when it was never going to affect my behaviour or life. *IF* they actually release a folding iPhone, I hope it’s a gargantuan hit and a colossal cash generator. I just don’t think it will be. At best, it’ll be a form-factor option in a robust line of iPhones, the non-folding of which will be smaller, more powerful, and (most importantly) a lot cheaper.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'It’d be great to see Foldables in SactoJoe’s next get-together❣️'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'That’s hilarious Romeo – I hereby nominate you for a Hasselblad Award! But I’m also wondering who’s the guy whose ear is just peeking out from the side of the photo?? It looks vaguely familiar… 🙂'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'having more choices within the iPhone category is the only way to hold onto, much less expand a product category – and grow Apple’s user base. With respect, that’s totally bogus. It’s the idea that “only iPhones count for Apple, everything else is irrelevant.” I know people with iPads who don’t have iPhones. More importantly, I see A LOT MORE iPads in business settings; that’s a significantly unappreciated market for Apple products (even if a corporate iPad doesn’t buy any Apple services.) And my Apple TV is completely independent from my other Apple devices (except for the very few times I stream something from a laptop to my TV through the Apple TV.)'
on Premarket: Apple is green - 'In July of 2020, when Apple first hit a 40+ valuation to about now, Apple has doubled in value. But it’s also been the object of a lot of selling pressure, and consequently has bought back a lot of undervalued stock. I think we’re in a period of major Apple revaluation upwards, and consequently I believe we are going to be seeing the next doubling over a substantially shorter period of time,, perhaps even half that time. I’ll take it.'
on Premarket: Apple is green - 'I took a look at the top “AI” contenders and found something interesting. Despite all the talk about Apple being behind in “AI”, ranking these firms by their respective Investor Sentiment Multiplier (ISM) I find investors don’t agree. 35.79 Apple 32.06 Nvidia 27.25 Microsoft 21.08 Amazon 20.94 Meta 17.47 Google If, as I have contended for a long time, come hell or high water investors buy the future prospects of a firm, then investors currently view Apple’s future prospects among the leading “AI” firms as better, by a significant amount. Question: could that be recognition that “AI” needs a platform on which to operate? Could investors be recognizing that on device is a better platform than data center? It’s certainly far less expensive to implement, immediately generates positive cash flow (sales of Apple Intelligence capable hardware) with an ~2.0 Billion installed base of very loyal (to Apple) users poised to upgrade to the latest/greatest over the next 3-5 years.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'From purely a marketing POV, having more choices within the iPhone category is the only way to hold onto, much less expand a product category – and grow Apple’s user base. An easy way to better understand the new foldable iPhone, is to think of it in terms of the auto industry. FULL DISCLOSURE: Many years ago before I was retired, I used to work in the ad business, and was fortunate to have worked on the BMW account at it’s original creative ad agency that wrote “The ultimate driving machine.” Technological differences not withstanding, such AWD, more horsepower – or today, choosing an EV instead of gas – the thing that remains the same is – the brand name matters. And of course, the premium full size models have higher margins and are more profitable than the smaller compacts. The secret marketing sauce for coveted brands like BMW… or Apple, is to establish a superior quality brand name at the high-end. So that buyers who get a compact model of that brand don’t feel like they’re getting a lesser product. I remember the Creative Director – whose name was on the door – explaining to me why the larger BMW owners don’t look down on smaller BMW owners. In the eyes of any BMW owner, all BMWs have equal status. It’s interesting to note that the classic American Cadillac brand, that used to be a huge, very comfy to drive status symbol, with all kinds of standard luxury accessories, not to mention big sexy fins, has evolved into the premier SUV for leaders of gov’t and industry. Cadillac currently sells more SUVs than sedans, reflecting a broader trend in the automotive market where consumers prefer the versatility and space of SUVs. As this applies to Apple, I think that offering a foldable phone is the normal evolution in order for them to own the high-end category by simply expanding the model choices. Offering versatility and choices is of course, how you reach the broadest audience. If I was going to do advertising for the new foldable iPhone, just off the top of my head… I might refer to it more of as an expandable iphone, rather than just a foldable iphone. In other words, it empowers you to do more. More bang for the buck, so to speak. The numerous reports last year that the iPhone Air was a failure, are not true. The latest reports from Ookla – based on usage rather than just sales – which Apple doesn’t report – shows the iPhone Air was in fact, a success – particularly in South Korean and Japan, as it cannibalized the iPhone 16 plus. On a personal note, a good friend, who is a designer by trade, bought an iPhone Air last year, as did my brother, and they both love it. I’ll be very surprised if there isn’t an iPhone Air 2. Bottom line: If smartphone users don’t buy the new foldable iPhone model, they’ll buy one of the other iPhones. As long as the quality and expectations are met, it’s a win-win. And as Apple‘s installed user base continues to grow, so will the stock price.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'Amen, David. Small phone + big iPad Pro nearby = perfection. It is possible I will recant when I hold the new shiny in my hands. But I doubt it.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'I’ve always liked the iPad mini/iphone combo. Sure I have two devices with me when traveling but I also have a lot more battery power available then I would have in a single foldable iPhone. There’s only so much space available for the battery and if the foldable iPhone really gets that much more usage then think about how much more quickly you’ll be in low power mode. I suppose one could lug around an external battery pack for the fold but that sort of defeats the purpose.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'It’s good to hear from Jerry; I greatly appreciated his contributions. And, yes, I’ll be swapping my 17ProMax for one this fall.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'We’re less than 30 days from the unveiling. This is a product I’ve waited 3-4 years to own and I couldn’t be more excited.'
on For Mark Gurman, the foldable iPhone is a dream come true - 'If it’s successful, it certainly won’t be for the reasons cited.'
on Hell freezes over at Walmart - 'I get the “That’s cool” or “I didn’t know you could do that.” A few times a month when I use my Apple watch. The only time I use my iPhone is when the watch is dead or starts updating cards.'
on For Mark Gurman, the foldable iPhone is a dream come true - 'My current iPhone is already tugging at my running shorts. I’m not sure I want one that turns me into a streaker! Still, I’ll wait and see.'
on This week's Apple trading strategies (8/24-8/28/26) - 'If we are in fact about two weeks ahead of the new iPhone release then we might expect the stock boosters to start their work sometime this week, probably by Friday. Just eyeballing the recent stock price it looks like the stock ran up about $20 before the recent earnings report. Looking at last year’s iPhone announcement, I don’t see much of a boost before the announcement (9/9/25) but the stock did jump ~$25 a few weeks later. Hard to say how it will go this year. There will be a lot of attention drawn to the folding iPhone from reporters unfamiliar with Apple.'
