Gregg Thurman on Premarket: Apple was green, turned red - 'Several months of negative macro energy. I suspect this may continue until this Administration has effective shackles affixed to its leader.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'On yesterday’s debrief, Horace compared AI today to the early days of Apps. No one imagined all that came along. Apple is poised to own agentic Edge AI running on its cross platform Magic Carpet. “You don’t know, what we can find. Why don’t you come with me little girl on a Magic Carpet Ride.” Steppenwolf.'
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 WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Apple is going to use Neo to go after the Education Chromebook Market.'
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!”'
on Apple's 'big week' winds down: What the analysts are saying - 'Hi, Fred. I missed most of Horace’s Zoom meeting today. What did you consider the high points? (I chirped up on the major ergonomic benefits of the Vision Pro, which I consider very overlooked. Horace appeared to agree with me….'
on Apple's big week: The sixth and final shoe drops - 'That’s good news, thanks Ron! I had looked at Adobe‘s system requirements, and it wasn’t on there yet.'
on Apple's 'big week' winds down: What the analysts are saying - 'And if a qualified student upgrades to the $699 model with added memory and the fingerprint sensor, the $100 discount he/she gets will put the price right back to $599. That’s a fabulous price!'
on Apple's 'big week' winds down: What the analysts are saying - '@David, RE: No fingerprint sensor It’s probably fine for this entry level device. I can see this being used in a lot of places where such a sensor isn’t needed like schools, small businesses, libraries. Anywhere the device will be shared. For an extra $100 they can get the sensor.'
on Apple's big week: The sixth and final shoe drops - 'David Wilson said: “Except we don’t yet know whether one has to get the MacBook Air or MacBook Pro for Lightroom Classic or Photoshop. I’m waiting/looking for that information.” **Hi David! Upon reading your comment, I did a quick search for “Lightroom Classic”, “Photoshop” and MacBook Neo and got these results: “Performance on MacBook Neo Lightroom Classic: Runs efficiently on MacBook Neo, especially for hobbyists or moderate editing workloads. Handles AI Denoise, masking, and raw rendering well. Ideal for users who edit fewer photos at a time. Photoshop: Best for detailed edits and complex projects. Requires more processing power, especially for large files or extensive edits. Performance can be impacted by the lack of active cooling in the MacBook Air models. Recommendations For Light Editing: If your work involves light to moderate photo editing, Lightroom Classic is a great choice on the MacBook Neo. For Heavy Editing: If you plan to do extensive editing or work with large files, consider using Photoshop, but be aware of potential performance limitations on MacBook Air models without active cooling. In summary, choose Lightroom Classic for efficient photo management and editing, and Photoshop for more complex image manipulation tasks.” **I don’t know if the lack of a fan on the MacBook Neo would be a problem for Photoshop but it may work fine with Lightroom Classic. Hope you’ve found a more definitive answer to your concerns.'
on Apple's big week: The sixth and final shoe drops - 'Thank you. We met online in an Apple users group. And sometimes these connections last for 30 years ore more!'
on Apple's 'big week' winds down: What the analysts are saying - 'Also to add on – the 8gig memory on the base model also allows Apple to do chip binning on their high end chip – something they have always done on their M-series chips on Macs and iPad Pro models. Previously their iPhone Pro chips were all the same – differentiated only by storage and screen size. Now ‘faulty’ chips manufactured with lower working memory available can be used for the Neo laptops instead of being scrapped – another way Apple can improve margins since these chips use the latest (or close to latest) semiconductor nodes'
on Apple's 'big week' winds down: What the analysts are saying - 'A MacRumors comment had a photoshopped Morpheus standing behind two colorful MacBooks asking: “Do you want the blue one or the red one?” forums.macrumors com/threads/apple-accidentally-leaks-macbook-neo.2478466/post-34457502'
on Apple's 'big week' winds down: What the analysts are saying - '“With only 8GB of RAM…” 8GB of Apple’s “integrated RAM” is not the same as ordinary RAM. “I read that the cheapest model does not include a fingerprint sensor. That’s unfortunate.” I see it as a nice incentive for buyers to upgrade to the $699 model. Smart move on Apple’s part!'
on Gene Munster: How Apple keeps margins steady as memory prices soar - 'If you look at the price difference between Neo’s base model vs the upgraded version you can see Apple has confidence in its margins. The 100 dollar difference get’s the purchaser a lot of bang for the buck in the Apple world. A doubling of internal hard drive and the fingerprint sensor keyboard are well worth considering by most buyers. If SSD Memory was the issue that some think it would be Then Apple would likely have made an adjustment more than the fairly standard for them $100.'
