David Drinkwater on Ternus as Apple CEO: What the analysts are saying - 'I’m a little late to this, but I am curious (and hopeful that I get an answer). Do architects use iPhones or AVP to do 3D renderings of houses that alrady exist to do modeling for new houses or significant renovations to houses that already exist?'
on Premarket: Apple is red - 'It was a very good day for chip makers. On Friday NVIDIA rocketed through the $5 trillion market share barrier and gained $8.63 on the day. Intel blasted off and rose $15.76 or 23.60% to close at $82.54. Friday’s performance set a new all-time high for the shares, eclipsing a record set before the dotcom bust. TSM raced higher by $19.80 or 5.17% to $402.46. Broadcom added $2.82 to end the week at $422.76. On Thursday the share price reached a new all-time high of $429.31 before falling back to close at $419.94. I’m looking forward to some really good market action as we move further into earnings season.'
on The Verge: 95 minutes on Apple's CEO transition (video) - '”I wonder if he’ll consider a vertical that involves a device on wheels?’” If it’s an electric Ford GT I’ll buy it. At one time I owned a 2005 Red Ford GT and a 2006 Silver Ford GT. I toured the US during the Summer of 2009, eschewing the freeways as much as possible, in the ‘05. What a trip that was. Lots of wide open US Highways west of the Mississippi. Speeds up to 130 were not uncommon. Had a few traffic stops, but only one ticket ( a DC camera).'
on The Verge: 95 minutes on Apple's CEO transition (video) - 'THE Apple Tricycle! TAT. Get them started early.'
on The Verge: 95 minutes on Apple's CEO transition (video) - 'Given Ternus’ hardware pedigree and penchant for fast racing vehicles, I wonder if he’ll consider a vertical that involves a device on wheels?'
on Premarket: Apple is red - 'Final volume: 38.0. Average volume per Yahoo Finance/Apple Stocks: 46.0, or 17.4% under average. I’d say that qualifies as a low volume Friday, so i get points for short term predictions. Since Max Pain, per PED above, was predicting $265 and the actual close was $271, we can say options was a decided handicap on the stock, suggesting that the average investor, versus the average speculator, is decidedly more bullish on AAPL/Apple. That, plus the fact that, at $271/share, we are only about a 0.7% rise away from a new ATH, is pretty darned good news for Apple longs on many fronts, not the least of which is that Apple is still significantly undervalued, barring an even larger black swan than we are presently operating, aka the Republican Regime. The shame of it, that the Party of Lincoln could have fallen so low, and dragged the Republic with it into the gutter! But that’s what happens when you give money and power a miserably low flat tax: They end up owning everything and everyone.'
on The Verge: 95 minutes on Apple's CEO transition (video) - 'I can’t remember who said it (likely someone here 😉 but… Steve’s job when he came back was to make Apple wide. Tim made it tall. John’s job is to make it wide again. Sounds about right.'
on Counterpoint: Entry-level smartphone shipments won't grow again for two years - 'Certainly Apple should market that way. But they also need to fully live up to the promises. As we know, there’s a whole blogosphere of ANALysts ready to pounce on any Apple mis-steps, and losing trust of the user is difficult to overcome.'
on Patrick McGee blames Apple's Tim Cook for empowering China - 'typo, I think – mitigate, not migrate'
