Greg Lippert on Apple HomeView available for preorder - 'I watched the promo video – kinda cringe. I don’t see teenagers going anywhere near this. They live on their phone (and snapchat) and wouldn’t want to risk parents prying eyes. The device looks nice however and I might order one for the kitchen. If Siri will understand my wife, old Siri can’t understand through her slight Dutch accent.'
on Apple breaks $348: New record highs on HomeView release - 'Just a quick note on Apple’s price action today: Apple spiked to a new all-time trading high of $348.15 before closing out for the day at $341.27, exceeding the previous all-time high closing high of $341.07 on September 25th.'
on No HomeView for EU - 'Agree. The tech sector in general is in need of regulation for a whole range of reasons. At the moment Australia is grappling with the potential abhorrence of having a live stream execution being broadcast all over the internet.thats the sort of barbarity you’d expect from a terrorist organisation… oh wait it is from a terrorist organisation… the aptly titled, The Department of War. And in terms of trade settings we might find inconvenient, the elephant(more a bull in a china shop) in the room is the US. Regulation of AI may have avoided exorbitant RAM prices and avoiding stupid wars would have avoided high energy prices. I’ll take a well regulated EU over the administration choices you’ve made in the US any day.'
on No HomeView for EU - 'I appreciate the good will demonstrated continuously by Apple. On the other hand, the EU deserves respect for its attempt to regulate a technology sector that is otherwise far too arrogant and reckless.'
on No HomeView for EU - 'Do not give them access to products. They want to play hardball? Let them. No more soup for you.'
on No HomeView for EU - 'It’s worse than that. EU wants to tell everyone what their speed limits should be, and collect speeding fines from cars in all those other municipalities.'
on Apple sticks with 'Apple Intelligence,' for now - 'There is an old proverb that says, ‘Don’t answer a fool according to his folly.’ I believe Apple, by using Apple Intelligence instead of Artificial Intelligence is doing just that- don’t get sucked into their folly.'
on No HomeView for EU - 'I’m hoping that some of the news about how the Muse abuses Full Disk Access might help Apple’s case in the EU regarding giving similar access to all developers (someone correct me but I think the EU does not even want Apple to notify the user that full access is being granted. At least Muse asks.)'
on Apple breaks $348: New record highs on HomeView release - 'The good news is that it doesn’t seem to indicate that there is a monthly subscription. The things I don’t like is that the doorbell seems replaces an existing doorbell with a power source. Doesn’t say that there is a back up battery. We lose power a lot during storms here and it would be nice to have some battery backup which I didn’t notice in the specs(apologies if I missed it). It also would seem to need some installation so that is extra. Without the monthly fees, if you stay in your house long enough, it would be cheaper but it depends on what installation costs. Same for the indoor camera in terms of power but at least you could just plug that in. I am thinking this means that Apple will not replace ring cameras for apartments, unless they come up with a more portable version. I think this limits the addressable market right now. Again, it is a wait and see kind of thing, at least for me.'
on Apple breaks $348: New record highs on HomeView release - 'Greg, I imagine each room might need to be updated with a new device to take advantage of Siri AI but it will be an evolution of how many new things along with the older ones. . Still will likely use our phones for some of this. But the possibilities have been expanded greatly.'
on Apple breaks $348: New record highs on HomeView release - 'Investors buy the future. Today’s valuation is all about expectations for future revenue/earnings growth. There are no good or bad multiples. Except for direction, multiples based on trailing EPS are meaningless.'
on Apple breaks $348: New record highs on HomeView release - 'Last comment, then back to lurking: At an EPS of $10/share, a valuation of 40 would force AAPL to $400/share….'
on Apple invitation-only event today in NYC - 'The HomeView looks really cool, and the video is fun. Too bad I’m a renter.'
