Bart Yee on Apple's foldable iPhone rumor roundup, with specs - 'Daniel, I agree with you, the $2400 price is rather absurd, no matter how great the product might be. IMO, on reports Apple is happy with the creaseless displays that Samsung Display is now able to produce (at Apple’s long time prodding), at now acceptable yields and quantity pricing (Apple is likely ordering at least 2x more than Samsung or others are buying annually), the display costs are probably reasonably controlled, managing an important BOM part. The hinge system and chassis that maintains the creaseless display condition is the other major engineering construct and its manufacture, reliability and longevity is key to maintaining Apple’s reputation of not releasing hardware till its damn good and ready. Some reports suggest it’s made from Liquid Metal to have hundreds of thousands of fold cycles. The latest news from UDN is that the Fold has entered into preproduction and engineering verification, where a dedicated assembly line from Foxconn / Hon Hai Precision will make around 100 assemblies to test manufacturing and then these devices get tested to see how they stack up. Then iterative management of the assembly process and device performance go hand in hand for months. At some point in early summer, the final design and assembly will be locked down for production, costs and pricing will be determined, and then production will begin for an as yet to be decided launch date in fall 2026. If Apple is able to bring in batter capacities at >5000 mah, solid Pro level camera systems, and provide strong battery and screen time, they’ll have a hit. I’m hoping Apple can blow people away and maintain a pricing level of below $2000, maybe even $1800, forcing Android makers to use price cuts to be competitive. As long as Apple has good margins, it could do that for the base models and allow for higher prices on bigger memory configurations.'
on WSJ: Apple's next CEO - ' the reason it is seen as primarily a hardware company is because Apple’s revenue primarily comes from hardware, And I say let everyone else see Apple through those prisms. By the time they figure it out how wrong they are (if ever), the game will be over.'
on Apple is No. 6 in Daniel Ives' top 10 names to own before the year ends - '3. Nvidia: one chip in the world fueling the AI Revolution“ But not in Apple products. And remember that the cell phone is the main device in the world that people access the web and AI. And the iPhone is the #1 cell phone in the world.'
on Why do Apple shares zig when AI stocks zag? - 'Well, I reckon Apple didn’t need to buy Perplexity after all.'
on Apple at $276.97: Third all-time high close of November - 'Yeah. I’m happy to “go away and eat turkey”. AAPL Pie will be fine. New Airpods Pro 3 are great (I love the Silence!). New Titanium Apple Watch 11 seems to be pretty good. (Gotta repair the Titanium Watch Series 10 and retire the Stainless Steel Watch Series 7.) Prolly no new iPhone this year. Holdin’ out. AAPL will be fine.'
on Apple at $276.97: Third all-time high close of November - 'I’m beginning to think it’s not a beach ball but a marker buoy showing where the “underwater” treasure lies. Time to dive deep! 🙂'
on Apple's foldable iPhone rumor roundup, with specs - 'I remember when the original iPad was rumored to debut at $1000+ before official pricing was announced'
on Apple's foldable iPhone rumor roundup, with specs - 'If you’re going to make stuff up, be consistent about it. It helps the sell the lie…. Mebbe he’s right. But I don’t see anything that makes this particular set of specifications any more valid than a set someone who has looked at specs of other phones could construct.'
on Apple's foldable iPhone rumor roundup, with specs - '“Lastly, the rumored Apple fold launch price could reach $2,399, ” I would imagine this price is not the base model price unless the screen and hinge price is so much higher from the supplier than I would expect. There maybe some model which gets to 2399 but who knows. I think Apple will of course maintain good margins but a price of 1999 for the base model some how is what I think they will aim for . Unless their suppliers are giving them prices low enough to start at 1799. Looking at other companies folds they seem to be in the 1599 price to start. Apple likely would not go for 2399 unless it is a limited edition model.'
on Apple at $276.97: Third all-time high close of November - 'Just wanted to tell all of the long time farmers (You too Gregg our option Jedi Master) on the Apple 3.0 Platform and PED for the fantastic job that he does keeping it up and running through thick and thin: “Happy Thanksgiving.” Enjoy the football and leftovers.'
on Apple at $276.97: Third all-time high close of November - 'David Drinkwater said: “It’s a good time to hold long.” **I very much agree, David!! But then, when investing in a great stock like AAPL, it’s pretty much always been a good idea to hold long. As an example, let’s say an investor owned 8,000 shares of AAPL in 2001, when the stock ranged between $16.24 and $22.40 during the year. So, those share were worth $129,920.00 on the first day of the year and $179,200.00 at the end. If the investor just held those shares through the 3 splits and during intervening years for the stock, they’d now own 8,000 X 2 X 7 X 4=448,000 AAPL shares worth $124,082,560.00, as of market close today. Not a bad result for just holding the stock long-term. 🙂'
on Why do Apple shares zig when AI stocks zag? - 'Can the institutional lag be due, in part, to fixed trading cycles within a given month? I’m sure the process is a lot more rigid than it is with retail (P&L, rebalancing, model projection, hedging, etc.) hence the perceived latency.'
on Apple at $276.97: Third all-time high close of November - 'Truthfully, David, I could care less about the foldable iPhone. Now, if they made a foldable iPad that could double the screen size plus give me a decent fold-out keyboard….'
