Miguel Ancira on Demand for Apple's Phone 18 Pros 'better than feared' - 'who feared? I seriously would like to know. I can bet nobody here feared, or fear, slowing demand. Next they are going to say the Duo sells better than they feared. Who are these people?'
on Gene Munster: Apple splits the difference - 'Getting my blue ProMax today- already wearing my new Ultra!'
on Gene Munster: Apple splits the difference - 'From other reports, more people are also upgrading their phones sooner, likely because of Siri AI. And there really is not anything else to get for the holiday season (only a lucky few will get their Duo before Christmas I suspect). So while the high end early adopters may move to Duo, a lot of people who had bought lower priced iPhones before may be buying the 18 Pro/Max. I wonder how many are using Apple Upgrade to deal with the price hit? Also, as I mentioned elsewhere, burgundy is a very important color in China, representing sophistication and a grounded confidence (according to Google). It will be interesting to see Chinese sales.'
on First in line for the iPhone 18 in Melbourne (video) - 'Thanks for the description, Richard, and upvoted! Now maybe a few will avoid the clickbait and not help Mr. Musk build his power base….'
on Gene Munster: Apple splits the difference - 'I am totally happy if Apple sales of the Pro models are higher than last year in this new release pattern. Few people have analyzed why Apple has done this completely and the company hasn’t given a reason that I know of. I am going to say it is due to supply chain issues mostly caused by ram supply costs to maintain all the product releases at the same time. There may be other supply reasons as well. They are usually a bit stingy in creating new capacity before judging sales. Once burned twice shy. Apple is choosing prioritizing the more profitable devices first. They didn’t try and shoehorn the new Duo into the same release dates as the Pro models either. Of course many will buy Pro models now instead of base models since monthly purchase plans are not that much more expensive for the new models than previous years. This is a different version of Good, Better, Best as different generations of models and different form factors will now have different capabilities and different price points than previous years. By the end of the product cycle when Apple has introduced and have for sale all the 18 models and the Duo we will see if they have expanded their own market as well as average selling prices or not. Of course everyone wants to know after the first day of sales what the rest of the year will look like.'
on Premarket: Apple was green, turned red - 'Following yesterday’s strong advances in prices, the market appears to taking a bit of a breather heading into the weekend. All four major indexes are definitely in the red as we enter afternoon trading in New York. Close to 75% of S&P 500 components are trading below yesterday’s closing prices. Apple is currently off $2.45 or 0.73% at $334.55.'
on Demand for Apple's Phone 18 Pros 'better than feared' - '“better than feared” – by ANALysts whose view of the world is constrained by the degree to which they have to bend over and peer into their own dark places… I haven’t seen actual data, but it’s my sense that Apple has raised prices substantially less than Android high end equivalents.'
on Gene Munster: Apple splits the difference - 'Agreed, PED. I for one will be getting a Duo! First iPhone in a long time that I’m truly excited about.'
on Barron's: Apple's silicon strategy pays off in spades - '“… For example, Apple often markets battery life in terms of how many hours of video playback a device can deliver–up to 36 hours for the iPhone 18 Pro…” Or, as Joanna said, how many times you can poke the pickle 🙂'
on Barron's: Apple's silicon strategy pays off in spades - 'Steven, There is something called the Microsoft Experience Center on 5th Avenue in NYC. I am not sure about other locations but we did notice it on our trips to NYC during the holiday season. We didn’t go in but it didn’t seem very busy from the outside.'
on Barron's: Apple's silicon strategy pays off in spades - 'Apple should order extra copies and hand them out at Microsoft and Android stores. (Do they still have Microsoft stores?)'
on Evercore hikes its Apple target $15 to $380 - 'That surge, to 67%, in demand for upgrades validates Apple’s incremental strategy. Most analysts miss this. The right comparison of iPhone features is to the n-3 or n-4 version, not the last year’s. More so, now that AI is right around the corner. More so with higher memory prices at the low end. More so with higher memory prices Analysts also don’t see that extended upgrade cycles, due to build, quality and support, are really a positive. Used iPhones are more attractive to Android users.'
on Alan Kay: We may need a paradigm shift to reach AGI - 'Part of this “Will to Live” comes from the training data used to build the AI model. That corpus almost assuredly contains science fiction novels dealing with Man vs Machine. It is concerning to think that from written fiction that AI models are learning that humans are bad. (Well, maybe not ALL humans are bad…)'
on Premarket: Apple was green, turned red - 'Huge queues across Aussie apple stores today for pick up. My slot was 6pm but didn’t get called into the store until 7:15pm. Apple guy said it had been frantic all day. The ASP today must be significantly higher than last year given it was only the Pro models (which also went up by at least USD$100) and no low end iPhones to lower the ASP. Then we get mega ASP day on October 23 when iPhone daily ASP might break $2,000. On that nice thought I am going to back to setting up my Glacier Pro.'
on Premarket: Apple is green - 'There was an exceptional article in Barron’s today every Apple investor should read, titled “ Apple’s Chip Strategy Keeps Paying Dividends”. Think most here will know most if not all, but still compelling, if not reaffirming.'
