Joseph Bland on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'In Apple We Trust – because they’re the only trustable computer left standing. If it’s on-device only, then Apple gets a bye. Where was/is all this indignation for those who truly do look and listen in, and have for years now? Everyone else doesn’t even try to maintain privacy, and it’s Apple that gets attacked? Really?? Tell you what. Go after the baddies first. Get them to neuter their AI spyware first. Level the playing field by enforcing privacy at least to the degree Apple has done. Won’t happen…'
on Apple's iPhone Duo: What the analysts are saying - 'Ron, The Bugs Bunny cartoons were/are great. They were my first introduction to classical music. There are still pieces that I hear and the first thing I think about is the cartoon associated with it. I think there are probably many more subliminal influences from those days that I don’t even think about anymore.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'If a dyed-in-the-wool Android foldable user is this impressed with the iPhone Duo, then yes, Virginia, they will sell a metric ton of these.'
on Premarket: Apple is red - 'AAPL popped 2% at the opening today. 🙂 🙂 It’s clear not everyone shares my perspective on the iPhone Duo. But some of the articles I’ve seen on this week’s announcements have been truly twisted, like (paraphrasing here) ‘Apple bets on foldable phones over AI” or “Apple raises prices across its line to justify the huge price of the Duo” or “Apple bets its farm on foldable phones.” Of course, Samsung issued a ‘welcome’, I’m glad Samsung showed us all the PROBLEMS foldable phones would have so Apple could work those out BEFORE releasing a product.'
on Premarket: Apple is red - 'I am fascinated by the ipDuo and think it will have a huge market, but I agree, when I want/need to do work, relax, I prefer an iPad or Mac. Then again I’m not an always on the go guy. Going to preorder the 18 ProMax tomorrow and am torn between Burgundy/Glacier Blue? What’s your fav? Go…'
on Premarket: Apple is green - 'At 5:10 AM Eastern all three US indexes are UP about 0.5%. For the Nasdaq 100 that’s about $100. I haven’t seen all three indexes move in unison like this in a while'
on Premarket: Apple is green - 'Overnight Apple is off just $0.15 at $326.42 after jumping $11.23 or 3.56% in Thursday’s session to close at $326.57. Let’s see market conditions in the morning and what the inflation numbers look like as we enter the last trading day of the holiday-shortened week. Last Friday Apple opened at $328.31 and finished the week at $319.97.'
on Premarket: Apple is green - 'For a professional analyst to comment that the first half day’s price movement after an event is telling and proves (her own) theory is mind boggling. Comically uninformed and ludicrous.'
on Chart of the day: Tim Cook's value add - 'Thanks, Greg, but I think I erred. When I re-looked at the chart, the X-axis is kind of log also… per second. per minute, per hour, per day… and it’s the same data in each column, just restated. I’d probably avoid charts like this in the future. But I love this site.'
on Apple's iPhone Duo: What the analysts are saying - '@George Noninvasive glucose measurements are really hard. I’ve read some of the papers on this. Seems like everyone has settled on Raman spectroscopy to do the measurement. Raman is an infra-red spectroscopy. You hit the sample with a short, bright laser pulse then look for the after glow. Usual infrared spectroscopy looks at photons emitted from electrons changing energy levels in a molecule. Raman causes the long chain of carbon atoms in a molecule to resonate. Kind of like ringing a bell. It’s a great technique but it does not generate sharp peaks like you might expect. You get these broad spectra that are matched against a database for identification. I did a joint paper with a person supplying Raman data for me. It was very cool that he could identify the polymer layers in a potato chip bag even though they were fractions of a millimeter thick. Blood contains about 1% glucose. I find it amazing that they can even identify glucose at that low level, let alone try to quantify it using Raman.'
on Apple's iPhone Duo: What the analysts are saying - 'I’ve been thinking about the issue of left-handed users. It doesn’t seem to me that an orientation setting would be the answer since the Touch ID tab and the camera would be physically in the wrong locations. My guess is that there will be a separate SKU for a lefty iPhone Duo and Apple is just not ready to talk about it, probably working out the kinks in their production process and not yet in a position to manufacture one with slightly different innards and, more importantly, to commit to delivery dates. It’s not like Apple to have overlooked the obvious, what about lefties? If they are not talking about an orientation setting on day one it’s because that’s not the answer they’re looking for and are not yet ready to talk about availability of iPhone Duo-S, the Southpaw edition.'
on Premarket: Apple is green - 'I hope Laura Martin didn’t short the stock leading up to the event yesterday. But, at the very least, I’m sure she’s happy to see that her worry about the stock not moving at all after the announcement was unfounded.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'Well that kinda depends on how much of the stock you have! 🙂'
on Premarket: Apple is green - 'Now that’s what I like, a mini-melt up at end of day to +11.23, +3.56% to a near intraday high of $326.57. Volume was 56.6M shares. Wonder what Friday will bring? The more people talk about Apple, the more traffic Apple Stores get, and the more people try out the new Duo and iPhone 18 Pro models, the more interest gets drummed up. Don’t forget the new Watches and AirPods too!'
on Chart of the day: Tim Cook's value add - 'That quote is wrong. It’s $32,698,740 per hour — not per year.'
