Gregg Thurman on Apple's iPhone Duo: What the analysts are saying - '” The first was almost all Air Pod and Watch. Subsequent versions were significantly redundant.” Like I said yesterday, the “producer” should be drawn and quartered.'
on Apple's iPhone Duo: What the analysts are saying - 'Neal Guttenberg said: “What a maroon.” **Neal, I was upvoting your comment anyway…and, since my wife is a big Bugs Bunny fan, your “maroon” comment really registered with me. Thanks for the chuckle. 🙂'
on Chart of the day: Tim Cook's value add - 'While it is fun to try and figure out the math of Apple’s Market cap increase under Cook’s term as CEO I doubt this is quite accurate. (Can’t seem to read the article easily on CNBC Pro) Apple’s stock buyback plays havoc with comparisons of market cap over time as share counts decrease over time making comparisons imprecise without a lot of adjustments. Market Cap is calculated by multiplying share price by stock price and having less shares means lower market cap at any given price. So Apple’s market cap could look lower than it would have been due to the buyback. Since Apple has been devoting most of its free cash flow to buybacks and dividend the impact on market cap is significant. Even if the stock price doesn’t reflect a dollar for dollar movement in the value of the company due to buybacks. Suffice to say Apple’s value as a company grew dramatically under Cook’s time as CEO and he deserves a lot of the credit. And just imagine how much cash Apple would have on hand if they hadn’t done the buy backs.'
on Apple's iPhone Duo: What the analysts are saying - 'I expect that the left-handedness is something Apple will fix in an update under accessibility. Can’t have a perfect 1.0 version 😉 Talking about services. While pricing out a Duo I noticed this: on 9/14 Apple will make available a new AppleCare service. AppleCare One Family. For $50 it will cover ALL the eligible devices for an entire Family Sharing group of up to 6 peoiple. An Individual plan costs $20 a month for 3 devices. If I am counting correctly, between my family and my son’s we have 14 devices. I’m going to chat with him about combining our AppleCare. It covers current devies and new ones. And no more than 6 claims a year.'
on Apple's iPhone Duo: What the analysts are saying - 'I watched late yesterday and was surprised. (!) There were actually three presentations that ran in sequence. Each one an hour plus. It was very confusing. The first was almost all Air Pod and Watch. Subsequent versions were significantly redundant. Like they had been previously prepared for the possibility some products might not be available. Three hours of presentation so I missed the Seahawks season opener. Which just reflects my priorities! 🙂'
on Apple's iPhone Duo: What the analysts are saying - 'What I found: Early developer feedback and user discussions indicate that iOS 27 does not include a toggle to mirror or flip these controls to the left side. Flipping the device upside down is also highly impractical, as doing so would cause content to conflict with the heavily rounded display corners and camera cutouts.'
on Apple's iPhone Duo: What the analysts are saying - 'I watched the event again last night and found that it was very information dense. It wasn’t very interesting in a way as there was so much to tell. Most of the presenters were just listing off features, not telling a narrative. Mostly that is because iPhone has become so capable. I found myself pausing and rewinding a lot. One thing I learned watching this again is that the neural engine can process numbers in 8 bit floating point. I had to look that up to find that there really is such a format. (There are even shorter formats!) Amazing. Most computational work is done in 32 bit or 64 bit floating point format. An 8 bit format is imprecise and with limited dynamic range but for machine learning it is extremely fast and good enough when dealing with noisy data and sparse arrays. It would be great if Apple could produce a monthly series of videos, maybe “iPhone Living” or something like that in which they could take time to explore some aspect of the iPhone. This would give us time to explore the feature and understand if we want to use it or not, or how we might use it. With more time they could use more narrative making it easier to process and retain the information. I felt bad for the engineers who spent years developing some feature then it got 20 seconds or so in the keynote. However, if they took 3 – 5 minutes to explore each feature the keynote would be eight hours long! The Duo is clearly right-handed. To make a left handed version would not be just a software fix, I think they would have to physically build a mirror image of this one. Unfortunately, it probably won’t happen. Considering how much care went into all the details I’m sure they discussed this. There is so much churn going on in the world because of various wars and blockades and global warming it is hard to tell what is driving Apple’s stock price. In my neighborhood (near SF) diesel #2 is $8.05 a gallon. That just seems absurd.'
on Mark Gurman: Apple has settled on 'iPhone Duo' - 'Hi Bart! Nice to see your comparison of Gurman’s predictions made only a few days before the predictions outlined in PED’s post. I have to wonder if Apple is using info like this to track down the leakers – at least I hope so!'
on Premarket: Apple is green - 'I’m gonna use my $5,000 Trump election bribe payment to buy all the Apple gear I want. How is that legal? How is that not tampering? Why isn’t he going to jail? You know his faithful are going to believe it. #madness'
on Premarket: Apple is green - 'Moving into afternoon trading and Apple is now up $4.54 or 1.44% at $319.88. The shares reached an intra-day high of $324.57 less than an hour ago. Let’s see what happens in the remaining four hours of today’s session…'
on Apple's iPhone Duo: What the analysts are saying - '“What we worry about: Bottom line, AAPL shares aren’t moving, and we think that is the right conclusion from yesterday’s AAPL product event.” An odd comment. We’re very worried about (X). But we totally predicted and think that (X) is appropriate and deserved. I’d think that should mean – if you’re actually a competent investment analyst or manager – that you just made a tonne of money, because you put your money where your advance conclusions were, and it paid off and will continue to pay off as long as the outcome is what you say you foresaw. That said, that such a senior and experienced investment type would say she’s “worried” that a stock hasn’t moved much within literal hours of an important announcement is absolutely incomprehensible to me. What the Hell has happened to Laura Martin over the last few years??'
on Apple's iPhone Duo: What the analysts are saying - 'Jim, Do we know for certain that the orientation can’t be changed in settings?'
on Apple's iPhone Duo: What the analysts are saying - 'Hmmm, BofA reduces target. Hope Erik Woodring does the opposite.'
on Apple's iPhone Duo: What the analysts are saying - 'Ben Thompson Brings up an interesting point about not working well for left handers. I’m left handed so I’m interested. My thought is that the Apple of old would have done better on this point.'
