Recent Comments

  • Bill Donahue on How to steal $9.5 million worth of Apple stuff - 'Didn’t Apple use the “find my” utility to track down stolen iPhones and computers from an iStore in the States last year or the year before, resulting in the capture of the thieves?'
  • Gregg Thurman on John Gruber: '$599. Not a piece of junk' - 'Has anybody noticed that the MacNEO has a “3.5 mm headphone jack” (aka RCA jack)? Boy if that doesn’t motivate some switchers holding onto legacy peripherals, nothing will. Apple has really addressed the reasons why people continue to buy cheap PCs, and given them lots of reasons to upgrade to Macs. Competitively Priced Aluminum Chassis vs Plastic Best Screens Best Speakers Best Keyboards Best Silicon Best Battery Life Best AI Experience Best Services Best Economic Life Best Customer Support Best Security and Privacy Etc, Etc, Etc. All while PCs are going up in price due to rising memory costs. I wonder how much of that Windows market share (~75%) is in the $500 – $700 price range. That range has got to be the bread and butter of the Windows trade.'
  • David Drinkwater on John Gruber: '$599. Not a piece of junk' - 'No, Joe, you didn’t fix anything. I differentiate. I doubt that Windows software has Apple’s software margins, so I intend to be specific in differentiating Apple’s margins from others’ margins (I will acknowledge that I could be wrong in comparing Apple’s margins to others’ margins), and I particularly intend to differentiate Apple’s *software* margins from Apple’s *hardware* margins. I believe that software margins and hardware margins are quite different. So, although the hardware may be profitable, I believe that it is more important that the hardware sells software and “buys” new customers into the ecosystem.'
  • Rick Povich on Premarket: Apple is red - 'Read more Daily Beast. You’ll be able to get ample TDS juice there or from MSCOW. I was kind of enjoying recently what my AAPL money is being spent on here at Apple 3.0'
  • Joseph Bland on Premarket: Apple is red - 'Just before the close at $259.88, AAPL hit $261.15. I think the word’s trickling out that AAPL is undervalued….'
  • Joseph Bland on John Gruber: '$599. Not a piece of junk' - 'Hi, David. Fixed it for you: “The software is gonna have [software’s] traditionally ridiculous margins.”'
  • David Drinkwater on John Gruber: '$599. Not a piece of junk' - 'It’s gonna sell software and ecosystems. The software is gonna have Apple’s traditionally ridiculous margins. The ecosystems will be as sticky as ever. Even if we pretend that the Neo is a loss leader … Apple will be fine.'
  • David Emery on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'The latest is that Apple’s unannounced AI powered home device will be late because of Siri. Sigh… More clickbait extracted from dark orifices….'
  • Greg Lippert on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'If it wasn’t a puff piece I agree. I would have asked harder AI questions AND why Cook feels the need to jam his head so far up a pedo’s ass. You don’t have to be adversarial to the admin, I get it, Trump is a narcissist and like a baby needs constant coddling to validate his sense of self-worth. But you don’t have to suckle at the tit quite so hard.'
  • Alessandro Luethi on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'Jonathan, I appreciate your observations and had a similar perception of oddness! Steve always felt lively, imaginative, evolving, intuitive, demanding, inspiring, driving and open. Tim, especially in this interview, comes over as repetitive, stale, flat and static. Culture is nothing flat, static and repeatable, it has to be alive in the here and now.'
  • Joseph Bland on John Gruber: '$599. Not a piece of junk' - 'BTW, this same argument applies to the Vision Pro. Measured in 1984 dollars, $3,500 is peanuts for what you get.'
  • Joseph Bland on John Gruber: '$599. Not a piece of junk' - 'On Asymco One today, Horace published a piece entitled “Is Apple Pivoting? His take: “No. After the flurry of new product launches this week, I’ve read a few comments suggesting that this is a new strategy for Apple, or a pivot of sorts. The premise is that the 17e and the MacBook Neo are new low-end products that are intending to compete in markets that have been either uninteresting or unattractive to Apple in the past. Thus the company is now turning to either addressing affordability, memory costs or competitive pressures. The flaw with this argument is that there is an assumption that Apple segments its markets by price. The bigger assumption is that *all* markets are segmented by price. This is naive in the narrow and broad sense. If you ask me, any marketer that segments by price is not very good at their job…” My take on his take: Sacto Joe March 9, 2026 at 4:10 pm Since 1984 when the Mac first came out inflation has required about $313.04 to buy what $100 would have bought then. We paid about US$2,495 for that original Mac plus another $500 for an ImageWriter plus tax, on credit. What we got was a computer that ran exactly two programs: MacWrite and MacPaint. I’m guessing that, counting interest, it probably came to $3.5 K for the Mac. Multiplying that time 3.13 gives us $12,520. For $500, or 2.2% of that price, you get a computer that is literally thousands of times more valuable than that very first Mac. The idea that only the affluent are gaining from Apple products is ludicrous.'
  • Fred Stein on John Gruber: '$599. Not a piece of junk' - 'Upvoted and adding. Apple brilliantly avoids the “incumbents” dilemma. Sure, they’ll lose some sales of higher-end Macs, maybe iPads, to the Neo. Apple gains so much more. 1) Taking share from Window, Surface, and Chrome Books. 2) Future sales of higher end Macs to the kids buying (or their parents) buying the Neo. 3) Potential AI Apps running on Neo. 4) Future higher-end Neos. On the last point, today’s Neo has a narrow price and option range. That range will expand upwards, over time, by a lot.'
  • Richard Gayle on John Gruber: '$599. Not a piece of junk' - 'I also think the Neo may well be a boon if the economy worsens or we see a recession. Apple’s ASP might drop slightly if people buy Neos instead of more expensive Mac laptops, but market share could rise even more. People need laptops but Apple now gives them a great one when their finances may be more constrained.'
  • John Konopka on Premarket: Apple is red - '@Rodney I’m not happy about this situation, but it is not gratuitous Trump bashing. The attacks on Iran are directly affecting our economy and Apple. Stock prices are sinking not because of bad corporate decisions but because of decisions coming out of the White House. Every morning I check the news to see what fresh hell has been visited upon us by Trump.'
  • Digant Jariwala on Premarket: Apple is red - 'I thinkAAPL is just moving with the markets today'
  • Greg Lippert on John Gruber: '$599. Not a piece of junk' - 'Right on cue, Tommo sends out a post trashing the NEO and Apple. Guys become a broken record and proven to be mostly wrong.'
  • Joseph Bland on Premarket: Apple is red - 'I’d note that Apple very quickly dropped to $253.68 and then just as quickly moved to $258.27.'
  • Joseph Bland on Premarket: Apple is red - 'Hi, Roger. That’s 4 out of 5 including yours, and 5 out of 6 including this one… Problem is, what this President is doing intrudes into everything, including Apple….'
  • Robert Stack on How to steal $9.5 million worth of Apple stuff - 'Heister? Or scheister? 🙂'
  • Rodney Avilla on Premarket: Apple is red - 'Monday morning, and so far 3 out of 4 posts are not Apple related. PED, we really do need a daily Trump Post so that everyone can get what they want off their chest, and the other posts can remain somewhat Apple related. It could actually be somewhat benign, as in General News of the Day'
  • Roger Schutte on Premarket: Apple is red - 'There’s going to be a regime change. Just not the one they wanted.'
  • Romeo Esparrago on How to steal $9.5 million worth of Apple stuff - 'This blag seems to have been palmed or helped by an associated inside heister mole.'
  • Daniel Epstein on How to steal $9.5 million worth of Apple stuff - 'One would think that the market for these goods would be someplace where someone doesn’t check serial numbers as these kinds of goods have plenty of ways to be identified once installed. So domestic data centers would be very vulnerable if found to have stolen chips installed.. Of course there are a lot of stupid people who don’t realize they will get caught. So how do the thieves get there goods out of the country if that is the market they are serving? A lot of stolen cars in the US are shipped out so I expect the same shippers are involved with something like this.'
  • Gregg Thurman on This week's Apple trading strategies (3/9-3/13/26) - 'Isn’t Apple manufacturing servers at its Houston facility using Apple silicon? With what we now know, wouldn’t those servers be the perfect AI solution vs buying endless AI tokens from a data center you have no control over? Apple in the enterprise. Has a nice ring to it, doesn’t it?'
  • Gregg Thurman on This week's Apple trading strategies (3/9-3/13/26) - '” For how many years has Apple been talking about “Machine Learning”?” I remember TC saying, “We’re focusing on autonomous systems,” Cook told Bloomberg. “Clearly one purpose of autonomous systems is self-driving cars. THERE ARE OTHERS. We sort of see it as the mother of all AI projects.” (emphasis mine). Why wouldn’t it be? To complete Apple’s vision of an AI implementation, it had to create unified memory, the neural engine and an AI gateway capable of running on your iPhone. That was back in June of 2017.'
  • Gregg Thurman on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'I agree, and Apple’s solution won’t be using an Nvidia architecture. Apple can’t, because that architecture is too big, uses too much energy, and importantly, is too slow. If Apple were to construct a data center it would outperform the Nvidia model, be half the size and cost a quarter as much to manufacture and operate. Oh, wait, what is Apple manufacturing in Houston? Isn’t it some kind of servers?'
  • Gregg Thurman on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'I never understood why unified memory and the neural engine were such a big deal. Now I do, and it’s not just a big deal, it’s a massively huge big deal. And Apple is in the early stages of unified memory and neural engine development. Nvidia is getting the kudos, but Apple is eating its lunch. Users and the market just don’t realize it at this stage of AI development. The valuation of a lot of companies is going to come crashing down when the market realizes this.'
  • Gregg Thurman on CBS Sunday Morning celebrates 50 years of Apple (2 videos) - 'I’m reminded of a story told by Werner Von Braun. As a young prepubescent boy he apprenticed with a machinist. The first thing he worked on was a 20 centimeter diameter solid steel ball. He was handed a file and told to make a perfect cube out of the ball. When he thought he had it he would take his work to his instructor, who would tell him it wasn’t perfect. This went on for several months until that 20 centimeter ball was a 2 centimeter cube. After that experience everything Braun did was to perfection, much to the chagrin of WWII London. Doing something right takes time. The harder the task the longer it takes. There was no blueprint for what Apple wanted to achieve with AI. Which is probably why no one else attempted it.'
  • Greg Lippert on Premarket: Apple is red - 'It’s almost as if this war scenarios were not thought out in advance. Imagine that…'