Steven Philips on Apple MacBook Neo hands on (videos) - 'Just wait till Xmas! '
on Apple MacBook Neo hands on (videos) - 'I expect to see these popping up in the Apple refurb store for $50 to $100 off in about 5 to 6 months, just in time for back to school season. And I am sure Apple will run some kind of promos as well. Places like Microcenter, B&H Photo and others will have sales sooner then that. A $500 aluminum-bodied MacBook with advanced chips? They will sell *very* well.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Hi, Farshad. By “they”, I assume you mean the analysts. The only people who know what the margins are work for Apple, and they won’t be telling us.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - '”How did they figure the new products have such lower margin?” They be smarter than the average bear. As I stated in another thread on this subject, Apple had to have seen this situation coming 3-5 years ago, to time the launch of the 17e, raise prices on premium products (before the fact) and the rise in memory prices so well'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'I also loved Hypercard too, and I was a CS student! In fact, it came up in the context of AI during the Office Hours. Hypercard felt like the humanistic side of Visual Basic. Both these systems were such a rich source of much ‘non-production’ turning into production. Wild Bill Atkinson (RIP) did the same thing with programming that he had done with QuickDraw and MacPaint: make things 10-100x more accessible. He basically went meta one level up! Such genius. The current wave of non-programmers writing programs with AI reminded me of Hypercard days very much (and the early web.) Which brings me to a Product Idea: A remake of HyperCard, with AI instead of (or generating?) HyperTalk, and MCP(ReST?) instead of XCMD. BUT Keep the original pixel-y look & feel, with a dash of SuperCard. If any of you old-timers want to fund this, I am game to build it. 🙂 OK time to sign off. Should be able to get transcripts up overnight, it will be linked from asymco.com/live.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - '> To help offset the margin hit of low-price, entry-level devices, Apple can boost prices for premium products How did they figure the new products have such lower margin? And did they include the additional services revenue which would essentially be the same between the lower & higher in their calcs?'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Amen, Gregg, and upvoted.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Hi, Fred. Sure. I was late to the show, but got one point in about Vision Pro and ergonomics, a pretty much ignored capability. About 30 years ago when I was 50 (Just turned 80 today, btw), I developed a severe case of degenerative disc disease of the neck. In the late 90’s I had four, five, and six fused, but was told by the surgeon I still had “a loaded gun” in my neck. Thanks to the 1984 Mac, I segued over to computer tech. But the degeneration continued, and finally, I realized I had to mount my monitor at eye level. I’m 6′ 2″, so that was pretty high – and I could only see my keyboard or the mouse with great difficulty with the monitor that high. As a result, I had to keep looking down – which screwed up my neck. Finally, I got smart. I bought a large oblong truck mirror, flipped it horizontal, and mounted it under my monitor. Voila! I could see my keyboard, my mouse, and my hands! The only problem was, everything was inverted, because I was looking into a mirror. When I saw my hands, they came at the keyboard from the direction of my monitor. Even worse, the keyboard symbols were both upside down and mirror-imaged! But oddly, my mind soon adapted to that, and I found myself very naturally using the mirror to position my hands and fingers. It helped that I was a touch typist, of course. What does this have to do with the VP and ergonomics? When you use a VP, your neck can be held in an ergonomically preferable position, since you can drag your monitor literally anywhere you want. So let’s say you have a monitor and your cursor controller in a separate window or windows. That should be perfectly possible with a Vision Pro. You can then put the keyboard and your cursor controller wherever you want, AND show your hands a fingers, including just below your monitor. And if you have a touchscreen monitor (like an iPad), you can show that and your hands horizontally in front of you – in 3d! The ergonomic benefits of that are huge. I tried to explain this whole idea to Horace, and I’m not sure I got it across throughly. But it did lead to a good discussion of how surgeons and such are using the VP right now to save themselves from a lot of physical stress. – at a downright bargain price to boot! Sacto Joe'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'David Emery said: “I loved HyperCard, and even used it to prototype “training exercise set-up” when I was working on a training system.” **Upvoted, David! I also loved Hypercard. At Lockheed-Martin in Sunnyvale, California, in about 1987, I assumed sole responsibility for what was referred to as “The Paperless Factory” and provided support in transitioning board and black box assemblers from using paper instructions to using computers at each workstation when building satellite hardware. Using Hypercard was a treat! I was able to pretty quickly learn how to use it and was able to effectively respond to requests from other engineers or factory support personnel to add to the capabilities that Hypercard provided.'
on Apple MacBook Neo hands on (videos) - 'I only watched 2 of the videos. The lowdown on the specs were nice but no real hands on stuff in the reviews. The big thing is the price. With the $499 price for education, it could be a very nice entry level laptop and can keep some people totally in the Apple ecosystem. Definitely could bring education sales back if it works as it is advertised.'
on Apple MacBook Neo hands on (videos) - 'Not a video, but a strong take: https://daringfireball.net/linked/2026/03/05/steve-jobs-we-just-cant-ship-junk “Steve Jobs would have loved the MacBook Neo. Everything about it, right down to the fact that Apple is responsible for the silicon.”'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'In large part, my Asymco One membership was motivated by your and Horace’s participation here. I particularly appreciate transcripts, since I read much faster than most people talk.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Hi @DavidEmery sorry you weren’t able to join live. Rookie mistake by me. We will make sure th link is broadcast ahead of time next time. We’ve already put up the raw recording, which you can find by visiting asymco.com/live using your Asymco One credentials. We appreciate Apple 3.0 community’s interest and support (and PED’s) throughout the years. By means of thanking you, if anyone would like to see the recording please reach out!'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'David, we were told a transcript and recording will be posted.'
on Apple MacBook Neo hands on (videos) - 'Tremendous value for education. Low-cost PC and Chromebook makers must be s***ing their pants. Especially given the memory crisis.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - '(“progressive” in the sense used by “progressive tax system”) Except that our tax system is no longer “progressive”. Through tax advantages available to the wealthy (and not to the lower classes) it is regressive.'
on Premarket: Apple was green, turned red - 'Agreed Joe that will NEVER happen unless there is a blue wave during the midterms and even then I see this criminal, pedo admin saving saying fu, make me.'
on Premarket: Apple was green, turned red - 'Upvoted your perception of why AAPL is compressing, Gregg. Sadly, though, the “shackling” will take guts, and Republicans in general are being shown to be gutless. I suppose that’s one silver lining: We see clearly now just how far the Party of Lincoln has fallen….'
on Apple MacBook Neo hands on (videos) - 'And a $100 education discount to boot. My sister works in elementary education and told me there are so many broken Chromebooks in her classroom. I expect she will see a lot of broken Neos in the years to come, though with the build quality, perhaps not as many?'
on Premarket: Apple was green, turned red - 'Hi, Greg, Macro compression. Think of it as CO2 being compressed into H2O, where effervescence is a signal of suppressed energy. Apple as a fine champagne: Eventually, it’s going to pop….'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'To help offset the margin hit of low-price, entry-level devices, Apple can boost prices for premium products, as it did for new MacBook Pro and MacBook Air laptops announced Tuesday. Analysts say a similar strategy across its line of smartphones could mean that some iPhone 18 models, due this fall, could have higher price tags. A ‘progressive’ pricing strategy? (“progressive” in the sense used by “progressive tax system”)'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'I loved HyperCard, and even used it to prototype “training exercise set-up” when I was working on a training system. If Apple had continued with that and added a lot more DBMS features, it would have been a great alternative to Microsoft Access for single user applications.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Thanks Fred. Very informative. Hope WS was listening. I remember HyperCard. Lots of people liked it. I wasn’t one of them. Interesting that Claude works on Mac before Windows. That’s a big reversal of status. Also interesting is Edge AI being compared to MSFT’s Embrace and Extend strategy of the ‘90s. Embrace and Extend almost killed Apple. My how things have changed. Too bad Steve Ballmer “retired” when he did. Another two years under his leadership and MSFT would be a footnote today. That could still happen with Cook at Apple’s helm. 2035? Under who? Ternus is looking more and more the heir apparent.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Sure. Glad you asked. Forced me to clean up my on-the-fly notes: Apple draws the enemy into a war they can’t compete due to Apple’s vertical integration. Apple wins at every price point Apple waited to enter the low price segment until they had the leverage Apple still has memory bought a while ago Apple’s 20% of world’s population has 80% of the purchasing power. Edge AI for Apple is like MSFT’s Embrace and extend from the 90’s Anthropic’s Claude co-work first on Mac, 3, later on Windows Horace talked about ‘the work to be done’ with AI, especially for non-techie users. And that we don’t know, yet, what that will become. Farshad compared hypercard to what Apple may do for easy to use AI Gemini’s image recognition is game changer Surgeon’s talk about AVP in surgery and training Neck strain is a occupational problem fixed by AVP Our SactoJoe talked about the ergonomic breakthrough of AVP. Hey Joe, Care to amplify for the team?? No cellular modem in MacBook? There were rumors, Horace doesn’t see the case..'
on Apple MacBook Neo hands on (videos) - 'Nice roundup. The price is amazing – really much lower than the Air.'
on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'I signed up for Asymco One, but was disappointed I didn’t get the link to yesterday’s talk. Anything else interesting to report, Fred?'
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.'


