Recent Comments

  • David Wilson on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'I accidentally liked my own comment. And then, to try to fix it, I tapped it again, thinking it might take my vote away, but it added another one! So two of the votes on my comment above are accidentally from me.'
  • Fred Stein on This week's Apple trading strategies (10/19-10/23/26) - 'Much as I like Dan, he miss-read the Muse Spark Open on Mac deal. It’s not just toll-taker. It’s about running agentic work and code generation on-prem, mainly on Mac Studio, even clustered up to 4 Studios. Fully kitted up, that’s north of $100K. Guessing at the benefits for the buyers: 1. Data sovereignty, locked by secure enclave and on-prem. 2. Mac’s Unified memory plus Muse optimizations may the cost (not price) to produce tokens. Note: Anthropic claims their gross margins are 80%, or 5X their cost to produce tokens. With Baltra, the Broadcomm chips join M-series, Muse on Mac goes to the next level. Apple plays the long game.'
  • Charles A. on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - '@Robert Those controllers are currently sold out.'
  • Richard Gayle on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'I’m also replacing two similarly aged Apple TVs. The one in the living room already has a nice Nakamichi soundbar 9.2.4 system. But I am interested in the possible sound 4 HomePods would make in the bedroom. I’ll wait to see some reviews of the sound but it might not take much.'
  • David Emery on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'It would add “intelligence” to the presentation, right?'
  • Michael Goldfeder on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Eddie is not pleased. Shocker. He can write anything he wants as that’s his right. Just as I can call him a complete uninformed useless waste of oxygen. That’s my right. When I first saw this Duo device my initial reaction was: “WOW.” Apparently I wasn’t the only one. With this Duo on an immediate huge backorder nanoseconds after it was made available for preorder is no different than tickets going on sale for the “Rolling Stones” or Taylor Swift.” Keep writing your drivel Eddie, as I enjoy the angst it causes you deep inside knowing that Tim Cook, probably one of the nicest people on the planet doesn’t like you either.'
  • Robert Paul Leitao on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Enough of the guy from Bloomberg! Here’s something I consider more topical and relevant to Apple product users everywhere! I plan to replace my original Apple TV 4K that was released in 2017 with the latest Apple TV 4K that’s now available for pre-order. With a Kindergartener in the house that’s really fond of Apple Arcade I’ve chosen to upgrade my controllers for Apple Arcade for the new Apple TV 4K. Last night I discovered the SteelSeries Nimbus+ controllers are on sale:
 https://steelseries.com/gaming-controllers/nimbus?model=plus
 These controllers are specifically made for use with Apple products, including Apple TV 4K. I have a pair of older SteelSeries controllers that have lasted through the years. 

I like the price, free shipping on the two controllers purchased plus a free iPhone mount. With the new Apple TV 4K I will be purchasing HomePod minis 2 for sound. I’m not endorsing or recommending the controllers. I just find them to be of interest at the offered price. My point is Apple has plenty of new products to celebrate at this time and I’m too busy buying them I really don’t want to spend time talking about the guy from Bloomberg.'
  • Joseph Bland on This week's Apple trading strategies (10/19-10/23/26) - 'As regards Muse, Apple has shown us how it can work closely with Alphabet and still protect its user’s privacy. Meta has looked at the positive impact on Alphabet’s valuation and recognized a niche where they can do the same. The open-weight model is the direction Apple is taking. It only needs to secure personal privacy from whatever open-weight model its users are offered to fit that scenario, regardless of the “owner” of that model. Bottom line: I’ve trusted Apple and never been betrayed. If they say an open-weight model can be trusted, I will almost certainly trust Apple on this as well. That said, I will only trust Meta about as far as I can throw President Trump, which, at 80, isn’t very far at all.'
  • Michael Goldfeder on Apple Store looted in French riots - 'I was just in Paris last week where these sh*tballs were spray painting the Bastille. Disgusting. Snotty 15 year olds have no grievances IMO. They just want to loot and expect everyone who works to just hand them everything they want. Communism has never worked anywhere and never will. That goes all the way back to: “Animal Farm.” It failed miserably in that literary work too.'
  • Joseph Bland on This week's Apple trading strategies (10/19-10/23/26) - 'Afternoon, Michael. The only reason for shorting Apple has nothing to do with the company and everything to do with the damage this President and his enablers have done to the country. The ship of state appears purposefully headed for the rocks. Fortunately, Apple is built to weather almost any storm. Some are saying hyper-inflation is inevitable now. Maybe, if we have, not just a wave election but a tidal wave election, we can change course enough to avoid that. Hope so.'
  • Joseph Bland on Apple's iPhone Duo: An 'aspirational foldable' - '“While I’m a big fan of the Duo, it’s not for me.” I agree. Not yet, but soon.'
  • Joseph Bland on Apple's iPhone Duo: An 'aspirational foldable' - 'Yep, Les. The Duo incidentally operates as a kind of searchlight, bringing folks to the Apple storefronts.'
  • Joseph Bland on Apple's iPhone Duo: An 'aspirational foldable' - 'Upvoted, Bart. Also, the more affluent are funding Apple’s continuous improvement, which filters down over time to its lower tier products. Eventually, the costs will fall to the point that a foldable iPad will be supported by the better off, and over more time foldable iPads will become more affordable. That’s when I will buy in. Then there are the second-hand Apple products that, because of that built-in quality, wear like iron and give access to those who are less affluent. It’s all part of Steve Jobs’ long-term vision for Apple, still unfolding all these years since his passing. He gave a great gift to humanity, and its name is Apple Inc.'
  • Joseph Bland on Apple targets nudification - 'Good on Apple.'
  • Daniel Epstein on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Apparently Apple “mistakenly” under priced the Duo phone! Its price is not high enough to depress demand to normalize shipping times! Leaving money on the table like an underpriced IPO stock hitting the market. Now if Apple was expecting about 5 Million in Duo sales before the end of 2026 calendar year and they have received more would they really complain? Do we think production bottlenecks are so severe they aren’t going to release them fast enough to fill the demand over time? How they modeled this year’s fall IPhone releases is really the point. Did they screw up and create a situation where the companies revenue doesn’t grow as expected with this release or do they have more growth doing it this way? May not know for a while as this is really a different year than most. Drawing conclusions after the first day with no real information is silly. If you told me no one is ordering the phone anymore because the back log is too big I think I would want to wait longer than the first weekend to draw conclusions.'
  • Joseph Bland on Apple Store looted in French riots - 'David, there is no nationality for unbridled hate and willful ignorance. Or for those who purposefully stir that pot. Although, sadly, not many have gone in those directions as much as our own….'
  • Joseph Bland on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'PS: I upvoted every single post on this thread except my own.'
  • Joseph Bland on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Only Apple has the ability to quickly grow the assembly line for this brand new Apple product. But putting that massive assembly line of the highest quality devices in place has taken decades. That is a major reason Apple literally has no equal, and may never have an equal. They certainly won’t unless a competitor throws a huge amount of time, energy, creativity, and heart into the effort. The EU targets Apple for “fines” for being a monopoly that they can’t match, but all anyone ever had to do was to literally follow in Apple’s footsteps. How is it Apple’s fault if they don’t?'
  • Joseph Bland on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'This is vintage click-bait, and that essential fact blares out the actual motivation of the “author”, editor, and publisher of this utter tripe. Only Apple haters will lap up this sewage.'
  • Richard Gayle on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Gurman also talks about a new Homeview with a larger screen and a robotic arm coming out early next year (Hope it has a battery also). This will be more expensive but also would seem to overcome some of the complaints about the current Homeview. In fact, it might indicate that the current model is actually more of a satellite form factor, placed in bedrooms, home offices and other locations, while this model could be the central one. So why release the current model now? I’m sure Apple has good reasons. We might find out someday.'
  • Joseph Bland on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'What. A. Maroon. The most valued company in the world has been selling into a huge backlog of orders for years: Nvidia.'
  • Les Surdykowski on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'I was trying to update the edit to anything at 512 GB and my time was up. So 512 in either color at Best Buy for Nov 10th if anyone is interested.'
  • Gregg Thurman on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Gurman can be replaced with AI, and his column would improve.'
  • Richard Gayle on Apple targets nudification - 'After we fix a shitload of other things, I think we will do what we have done in the past with technology that becomes a necessity — government regulation. AT&T became heavily regulated because everyone needed it, even those from which there was no profit, like rural areas. We created the FDA to deal with snake oil and adulterated medicines. Misinformation killed people. As today. Social media is now more than just a private concern, as so many official government agencies use it for almost all announcements. Time-sensitive emergency declarations are another example. I think FB, Instagram, TikTok, etc. will become regulated like utilities, allowed a guaranteed profit but heavily regulated. And perhaps AI will be regulated like drugs — nothing can enter the market until it has been thoroughly vetted byoutside experts to make sure it actually only does what it is supposed to, to do no harm. Of course, the problem here is that regulatory capture eventually happens and things get bad again. But if history is a guide we might get 30-50 years of public good. And yes, I am a dreamer. But I’m not the only one 😉'
  • Les Surdykowski on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'BTW I’ve now seen several videos of people referring to Best Buy as having availability in Nov and I’ve confirmed availability of Nov 10th pickup of anything at 256GB for those of you out there still hoping to snag one before the Jan 2027 Apple availability.'
  • Gregg Thurman on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - '” without knowing if the issue is really a demand issue or a supply/production issue).” Every criticism of Gurman’s comes down to this: Apple NEVER reports units sold data. Never. Even if it did, it has never reported why the numbers reported were the way they were. Upvoted your post Neal.'
  • Gregg Thurman on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - '”Gurman greatly oversteps his knowledge, business experience, and his managerial expertise when he calls any step that Apple management has made a “great mistake.” Uh, uh, uh, I can’t think of anything to say. The unmitigated idiocy of Gurman’s assumptions, based on nothing factual, has reached new heights. HIS order isn’t shipping until January and he’s pissed that he didn’t get a demo unit. That’s what happens when your business model is to print crap every chance you get, about the #2 (by market cap) company in the world. There’s more than 2,000,000,000 people (actual customers) that disagree with Gurman’s assessments of Apple. How many readers does he have?'
  • Richard Gayle on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'I had an odd thought — could a lot of the contracts for memory/chip production actually require Apple to begin selling them by a certain date in order to keep the contract? That is, with the memory market so hot, why would a memory maker want to give Apple the cheaper price when they could get more money from an AI company? I could see someone getting the bright idea to prevent Apple from stockpiling a lot of chips, actually using that as an out to change the contract. This could explain selling the Duo now, rather than spending another 3-5 months stockpiling parts. As well as the Homeview, which seems a little half-baked (no battery, for example). Of course, it could all be to get the holiday shopping. But I suspect there is another reason for Apple to be a little discombobulated with these new devices.'
  • Les Surdykowski on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'I asked ChatGPT (theoretically a disinterested third party) what it thought of the analysis and conclusions: Gurman confuses a supply problem with a strategic failure Gurman’s central argument is straightforward: Duo delivery estimates slipped from launch day to late January within minutes of preorders opening. Apple allegedly knew production would be severely constrained. Apple nevertheless launched in more than 70 countries rather than concentrating inventory in the US and China. Therefore, Apple made a major strategic mistake. The first three points are observations or reported claims. The fourth is an inference. And that inference requires information Gurman doesn’t provide. We don’t know Apple’s initial inventory, production ramp, actual order volume, or demand forecasts.'
  • Daniel Epstein on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'Sounds like a blowhard statement from Gurman. Without knowing how many orders Apple was actually prepared to handle and how many they actually received it is idiotic to come to a conclusion that there could have been a better outcome. From my perspective it was a fairly predictable result so to say Apple could have done better is Chutzpah at best. But it gets more clicks to criticize Apple than to praise them. If the product is received well then this problem will likely be forgotten by the general public.'