David Emery on Apple's contempt in Epic case goes to the Supreme Court - 'One more on Churchill: The story of that most famous portrait: https://en.wikipedia.org/wiki/The_Roaring_Lion The photo session was only to last two minutes. Karsh asked the prime minister to put down his cigar, as the smoke would interfere with the image. Churchill refused, so just before taking the photograph, Karsh quickly moved toward the prime minister and said, “Forgive me, sir,” while snatching the cigar from his subject’s mouth. Karsh said, “By the time I got back to the camera, he looked so belligerent, he could have devoured me”.'
on This week's Apple trading strategies (7/6-7/10/26) - 'A few thoughts/questions on perhaps why Apple might not raise iPhone prices much as some believe: 1) Apple raised prices now on everything but iPhones (responsible for about 20% of revenues, I believe). And higher than many people thought. Why now and why just those products? Could Apple be doing this partly to prevent price increases for most iPhones? 2) Apple has split the release of the premium iPhones and low end, with the former happening in the Fall. The very high end consumers are not as concerned with price so could Apple raise the prices on the most expensive to keep prices down on the rest? 3) Could this also be one reason why Apple will go straight from M5 to M7? It might be easier to raise prices with a fantastically great chip. 4) And what effect will the Fold have on the revenue mix? Apple can actually set a higher price than it may have to for a very hot product and keep ASP high. Apple looks at overall revenue, not strictly the revenue of one product. So I would not be surprised if Apple makes a variety of price increases that keep low end iPhones cheap while making it up on high end/new products.'
on This week's Apple trading strategies (7/6-7/10/26) - 'David: In my view the publication itself is barely relevant, perhaps occasionally insightful when I’m reading through product reviews a couple/few times a year. Why are you so concerned about the views of the so-called Macalope? My gosh, at least put your name on an opinion piece if you want credibility and respect! Apple’s decision isn’t happening in a vacuum. Prices are rising across the industry and I’d much prefer Apple not scrimp on product quality or succumb to competing primarily on price. In an era in which the average new car selling price has topped $50,000 I’m not going to quibble about an important personal productivity tool that costs 90% less. A car gets me across town. My Macs allow me to engage with the entire world.'
on This week's Apple trading strategies (7/6-7/10/26) - 'And yes, a loaded M5 MacBook Pro will cost about $5 K. It’s also worth every penny if you’re really into AI….'
on This week's Apple trading strategies (7/6-7/10/26) - 'Macalope asks “Apple won’t go broke for us, so why should we go broke for Apple?” it always seems peculiar to me for people who live (their short and inexperienced) life behind a keyboard to try to influence those who are outliving in the real world. And then we wonder why they say things like this.'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'On “durability”, some engineering math: (I am not really an Engineer, but I do play one at the office …) 16 waking ours in the day, 5 opportunities to flip open and closed per hour. Leads to 80 opportunities per day. Round up to 100. 365 days a year. Let;s be realistic, these things are going to be expensive, so I do not see a typical annual upgrade rate, but more like two, three or even five. AppleCar carries a maximum of three years I think. So that leads to a “lifetime” cycle life of 109,500 cycles. Round up to 125,000 cycles. For reliability AKA durability purposes, that would probably require at least 250,000 cycles and then a little statistical evaluation to see what percentage would fail at 125,000 cycles. The control limit would surely be 150,000 cycles to cover statistical usage variation in the above calculated 125,000 cycles. I estimate human take about 10 seconds to open, less than 5 to close. Testing should emulate that giving a cycle rate of 4 cycles per minute or 62,500 minutes or 1041 hours of testing. Six weeks is not at all atypical for life cycle testing in semiconductor manufacturing, but it still takes time.'
on Independence Day. July 4, 2026 - 'Congrats to your ancestors, but the current mad tyrant king is making a push to stay – forever. He again teased a third term in his rally speech last night. Oh, wait, I mean speech honoring the 250 anniversary.'
on Apple's contempt in Epic case goes to the Supreme Court - '@Bart: You’re welcome. When you get appointed to the Apple Board, I’ll be pleased to review the contract.'
on Tim Cook is tying up loose ends before the handoff - 'And a nice rundown on why Apple TV has some great shows https://www.theverge.com/entertainment/960985/apple-tv-hits-2026'
on Independence Day. July 4, 2026 - 'Like cities all across North America, Coeur d’Alene, ID is celebrating July 4th with a fireworks show. They do it every year. It takes place over Lake Coeur d’Alene. This year is going to be slightly different. Traditionally (as in always) the finale has a burst of very large “Salutes” (boomer) measuring 12” to 14” across (1” equals about 100 feet up, each inch thereafter is another 100 feet higher with corresponding bloom and bang). This year’s finale will include a monster 24” “Salute”. It’s the largest firework ever fired in Idaho.'
on Independence Day. July 4, 2026 - 'My ancestors fought on the right side in both of those wars. Today, I thank them for freeing us from tyrant kings, and for ridding the land of slavery.'
