Joseph Bland on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'Morning, George and Michael, The day is set, and it’s July 11th! Here’s hoping we get swamped with folks wanting to sit down to a good California dinner with their Apple 3.0 compatriots! I think it’s absolutely super that Jerry is going to be attending! That said, I’m still keeping my fingers crossed that we can get PED there as well, who’s said he’d like to attend if he’s available. I’ve offered to buy both Mr. and Mrs. Elmer-DeWitt dinner if they come, so maybe that’ll tempt them….'
on Apple chose RISC over CISC, and that could make all the difference - 'Deja vu all over again. In the late 80’s I had a Mac II with a Motorola 88000 RISC processor board added in for scientific number crunching, it was 10 times faster than the VAXes of the day. Worked great, but not a market success. While Sculley was in, Apple invested in ARM, which was prescient. The Newton used an ARM RISC chip (and neural network for handwriting). PowerPC was a RISC architecture. When Jobs returned he had to sell Apple’s stake in ARM to pay the bills. So Apple has long been RISCy, apart from an interlude when they switched to Intel 8086 after IBM/Motorola chose not to stay competitive. PowerPC now lives on in game consoles. RISC.'
on Apple chose RISC over CISC, and that could make all the difference - '”the comparison (and failure) of WinTel moving to WinARM is going to come into focus again this week,” and explains the sudden popularity of Mac Mini’s and Mac Studios. Looks to me as though the desktop revolution that started 40 years ago isn’t over, and the early ‘winner’ has actually lost. We’re just waiting for the walking dead to fall over. Glory be to controlling the entire stack.'
on Apple chose RISC over CISC, and that could make all the difference - 'That’s the question. Per the Magic 8-Ball “Ask again later.”'
on Premarket: Apple is red - 'This morning Barclays issued a new price target for IBM of $350. The shares are up this morning $17.86 or 6% at $315.66. Big Blue has come into renewed focus in part for its lead in quantum computing and its position as a provider of infrastructure software to large enterprises that isn’t likely to be disrupted by AI. The shares are moving closer to taking out the current all-time high of $324.90 set back in November.'
on Apple chose RISC over CISC, and that could make all the difference - 'This is a great video! RISC’s low power “accidental” power & other benefits was no accident for Mr. Jobs! Hence ’s early investment in ARM has paid off in so many dimensions, past, present, & future.'
on Apple chose RISC over CISC, and that could make all the difference - 'Just as important – probably much more important than what Microsoft can do soon with Nvidia’s new ARM chips – is whether the small personal devices of the future can run on them. Think watches, Android phones, Jony Ive pins, glasses, etc. This is not a development to be written off in my view. Likewise, it would also be a mistake for Nvidia to assume that it will always have the perceived edge that it currently has in big AI hardware. WWDC may offer some clues about Apple’s plans in this regard.'
on This week's Apple trading strategies (6/1-6/5/26) - 'Agreed, and I am glad to be part of the haves (even if closer to the top 20%) vs the have-nots. But at some point, the pain of the bottom half will lead to some unpleasantries – especially in the US. That said, I am all in on the market and the tech revolution.'
on Apple chose RISC over CISC, and that could make all the difference - 'Hence Nvidia’s and Microsoft’s announcement yesterday of desktop CPU’s for running Windows on ARM but unfortunately there’s no operating system for this. Since 2015, Microsoft has been working to replace their Windows on Intel operating system with Qualcomm’s ARM cpu’s but that’s been an epic failure (see Surface laptops…QCOM is a clown show and Microsoft remains preoccupied with Azure and cloud AI.) Windows on Arm isn’t ready for prime time and they don’t have a ‘Rosetta’ like Apple did with their Intel to ARM transition – this means there’s no hope to what was announced yesterday. Hiding in plain site is Apple’s M-series chips and its closely coordinated operating system that made transitioning from Intel cpu’s seamless – the comparison (and failure) of WinTel moving to WinARM is going to come into focus again this week.'
on This week's Apple trading strategies (6/1-6/5/26) - 'Robert, Roger, Philip: We have been buying Apple when possible, almost exclusively, since 2008. My wife and I have been very happy with its growth in our Traditional IRAs, and are encouraged at the current prognosis for AAPL. Incidentally, I will be 87, she 78, later this year. Last September (2025), we sold some of our A APL and added a sizable position in MU. Knee deep for sure–maybe mid-thigh. Last month (April), Roundhill Memory ETF (DRAM) became available on the market, with 70-75% of its holdings in Samsung, SK Hynix and MU, the three major players (competitors) in the provision of High Bandwidth Memory (HBM), which in turn is the the current chokepoint in the buildout of Data Centers by the AI Hyper Scalers. As a kind of hedge against MU being muscled by the South Korean competitors, we converted some of our MU into shares of DRAM. We are now a) holding on for dear life; b) keeping eyes open wide for any signs of hesitance in the money flowing into the AI buildout; c) planning how to cope with the humongous RMDs and resulting tax bill coming at the end of this year; and d) wondering why all this couldn’t have happened 10 years ago when we had more energy and a little less decrepitude!'
on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'Jerry’s coming. That’s worth the price of admission. I miss his comments. Wish I could be there but my daughter is due for her first, Mesa is nice, but Canada is calling.'
on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - '@Joseph: That’s a very reasonable idea of considering holding it at a Hilton in one of their meeting rooms. Just had a high school reunion last summer back in the rockies and the folks who did all the work putting on the event chose to hold it at an Embassy Suites. Easy Peasy for those who wanted to have a few cocktails and just take the elevator up to their rooms after the festivities ended. Although with the price of gas and inflation, we might need to consider a youth hostel, YMCA, or a KOA Campground. Oh wait. Apple bumped their dividend up a $.01 this reporting period. We should all be good.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'Anyone missing the contra arguments of Tommo yet?'
on This week's Apple trading strategies (6/1-6/5/26) - 'Yeah, I have to acknowledge that I flip-flopped my math on the “youngest” portion and thought of the “earliest” Boomers, so I see now what you are saying about the 65 year-old cohort. I turned the eldest/earliest int the youngest in my head. Interestingly, I think the youngest (if properly understood) of the Boomers are among the last to see pension programs. As I was joining my current employer in 2000, the pension program had been phased out. Five or maybe ten years earlier, there would have been an option to choose between a pension or a flexible 401k benefit. (Flexible meaning you could port your X dollars into your 401k, which I of course will do.) It’s an interesting phenomenon, and Joe is not wrong in observing that tax policies have greatly benefited the wealthy over the last forty years. I was opposed to that then, and I am opposed to that now, even though it would be to my “direct” financial detriment. Since the rabbit hole has been pierced, I will simply say that, in my opinion, if the middle and lower classes had more money, they would spend every penny of it, which I think would be more beneficial to the economy than having the wealthy horde their wealth.'
on Mark Gurman: Look for Apple-branded smart glasses by Dec. 2027 - 'I am not sure what the go is in US and other countries but most health insurance companies here give their customers about AUD$200 a year to buy new corrective glasses/sunglasses. At about USD$140 that’s a nice subsidy at retail and much easier to qualify for than the few insurance schemes out there for Apple Watches. Probably less than half of people use their annual entitlement so with a bit of marketing many might be early adopters, rather than let another entitlement lapse. Think of what smartphone computational photography did to cameras and now I am thinking of what computational corrective lenses could do. For example my latest short sighted prescription is strong enough that looking at my phone from about 2 feet means the retina screen is now blurry. Maybe the screen technology is not there yet, but with sensors could they develop a lens that “auto focuses”?'
