Joseph Bland on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Amen, Gregg, and upvoted.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'David Emery said: “I loved HyperCard, and even used it to prototype “training exercise set-up” when I was working on a training system.” **Upvoted, David! I also loved Hypercard. At Lockheed-Martin in Sunnyvale, California, in about 1987, I assumed sole responsibility for what was referred to as “The Paperless Factory” and provided support in transitioning board and black box assemblers from using paper instructions to using computers at each workstation when building satellite hardware. Using Hypercard was a treat! I was able to pretty quickly learn how to use it and was able to effectively respond to requests from other engineers or factory support personnel to add to the capabilities that Hypercard provided.'
on Apple MacBook Neo hands on (videos) - 'I only watched 2 of the videos. The lowdown on the specs were nice but no real hands on stuff in the reviews. The big thing is the price. With the $499 price for education, it could be a very nice entry level laptop and can keep some people totally in the Apple ecosystem. Definitely could bring education sales back if it works as it is advertised.'
on Apple MacBook Neo hands on (videos) - 'Not a video, but a strong take: https://daringfireball.net/linked/2026/03/05/steve-jobs-we-just-cant-ship-junk “Steve Jobs would have loved the MacBook Neo. Everything about it, right down to the fact that Apple is responsible for the silicon.”'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Hi @DavidEmery sorry you weren’t able to join live. Rookie mistake by me. We will make sure th link is broadcast ahead of time next time. We’ve already put up the raw recording, which you can find by visiting asymco.com/live using your Asymco One credentials. We appreciate Apple 3.0 community’s interest and support (and PED’s) throughout the years. By means of thanking you, if anyone would like to see the recording please reach out!'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'David, we were told a transcript and recording will be posted.'
on Apple MacBook Neo hands on (videos) - 'Tremendous value for education. Low-cost PC and Chromebook makers must be s***ing their pants. Especially given the memory crisis.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - '(“progressive” in the sense used by “progressive tax system”) Except that our tax system is no longer “progressive”. Through tax advantages available to the wealthy (and not to the lower classes) it is regressive.'
on Apple MacBook Neo hands on (videos) - 'And a $100 education discount to boot. My sister works in elementary education and told me there are so many broken Chromebooks in her classroom. I expect she will see a lot of broken Neos in the years to come, though with the build quality, perhaps not as many?'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Sure. Glad you asked. Forced me to clean up my on-the-fly notes: Apple draws the enemy into a war they can’t compete due to Apple’s vertical integration. Apple wins at every price point Apple waited to enter the low price segment until they had the leverage Apple still has memory bought a while ago Apple’s 20% of world’s population has 80% of the purchasing power. Edge AI for Apple is like MSFT’s Embrace and extend from the 90’s Anthropic’s Claude co-work first on Mac, 3, later on Windows Horace talked about ‘the work to be done’ with AI, especially for non-techie users. And that we don’t know, yet, what that will become. Farshad compared hypercard to what Apple may do for easy to use AI Gemini’s image recognition is game changer Surgeon’s talk about AVP in surgery and training Neck strain is a occupational problem fixed by AVP Our SactoJoe talked about the ergonomic breakthrough of AVP. Hey Joe, Care to amplify for the team?? No cellular modem in MacBook? There were rumors, Horace doesn’t see the case..'
on Apple MacBook Neo hands on (videos) - 'Nice roundup. The price is amazing – really much lower than the Air.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Seems like a good strategy: control pricing, control supply, continue to offer compelling, competitive products, enhance market share, reassure the markets, win.'
on Premarket: Apple was green, turned red - 'Index futures are red heading into today’s opening bell. But what does that matter these days? Apple is off $0.51 pre-market at $262.01. NVIDIA is in the red before the bell $1.26 at $181.78. Chip maker and Apple supplier Broadcom is holding most of its overnight gains following the release of earnings on Wednesday. The shares are up $15.18 at $332.71. Apple supplier Corning, which has recently set a string of new all-time highs, is off $7.15 pre-market at $137.69. Let’s see what happens today after the opening bell…'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Apple using its levers to manage through rough seas to position itself for long-term gains?!?!?! Unheard of!!!! Decades of Apple history would not have suggested such a thing!!! I am gobsmacked!!!!'
on Apple's big week: The sixth and final shoe drops - 'Robert, that’s what I feel too. Neo is used in cultural contexts, like in “neorealism”. It can mean the update or adaption of a style, concept, object to contemporary taste or conditions. Horace seems to have caught that same spirit we did! The voice in the video sounds young fresh and new. He repeatedly pronounces things like “unlock your Neo!”'
