Paul Lane on Neo isn't the only Mac that Apple can't build fast enough - '@Gregg Thruman You are right. I bought a Cube and thought it was a delight. I still do. Mine is upstairs packed away safely in its original box along with the Cinema Display I bought to go with it. I cannot bring myself to part with either of them. Sad but true. For anyone who does not recall the Cube just take a look at the video of the unveiling by Steve Jobs. Turn it upside down and a handle pops out which allows you to lift the entire computer out of its case and give you 360 degree access to every component. Fanless, compact and gorgeous. The Cube was, and is, a masterpiece. But it’s reputation was ruined by bad press regarding trivial nit lines which only affected a proportion of them. My one has none.'
on Saturday Apple video: Steve Jobs' hula hoop (1999) - 'This makes me deeply sad that Apple gave up on making its own WiFi hubs and seems to have similarly abandoned Time Capsule. In the meantime, I have found that Time Machine is also becoming somewhat less reliable.'
on Mark Gurman: About that glow on the number 26 - 'Here’s another way to look at the Neo: Excerpt From “AI has blocked out Windows laptops in the race against the MacBook” Digital Trends https://apple.news/AmHqleJeGTw6dieoAWg5Ztw This material may be protected by copyright. The AI PC push did not help Windows catch the MacBook. It made the gap look worse “That is the irony of the AI PC moment. AI is supposed to be the big upgrade cycle that gives Windows laptops fresh relevance. Instead, it is quietly making them harder to buy into, especially if you are shopping anywhere below the premium tier. And in the middle of all that confusion, Apple’s MacBook lineup suddenly looks like the cleanest, easiest laptop story in the market.”'
on Mark Gurman: About that glow on the number 26 - 'I’d double down on that and love a Siri that could find a person whose name I forgot. Then give Siri a bunch of vague clues about where we may have met, which companies (s)he worked at, or other snippets. It would used my Apple ‘contacts’ plus linkedin or other social media. The task is doable and extremely tedious.'
on This week's Apple trading strategies (4/20-4/24/26) - 'During the past 10 years Apple has had some less than stellar years That said a duplication of those years could put AAPL at ~$2,300 (8.5 X $270). Oh, to be 50 years old again.'
on This week's Apple trading strategies (4/20-4/24/26) - 'Below are the ten-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. Over this 10-year period only Berkshire has not outperformed all four major market indexes. For share price performance Apple ranks #5 on the list. Walmart comes in at #10 on the expanded list of 11 equites. NVIDIA (NVDA) up 21,268.17% Broadcom (AVGO) up 2,462.67% Tesla (TSLA) up 2,192.06% Taiwan Semiconductor (TSM) up 1,327.14% Apple (AAPL) up 859.13% Alphabet (GOOG) up 776.86% Amazon (AMZN) up 697.90% Microsoft (MSFT) up 655.18% Meta Platforms (META) up 517.36% Walmart (WMT) up 442.22% NASDAQ Composite – up 394.50% S&P 500 – up 238.95% Berkshire Hathaway (BRK) up 231.32% DJIA – up 173.25% Russell 2000 – up 143.10%'
on This week's Apple trading strategies (4/20-4/24/26) - 'AAPL went up when Trump and Iran’s hands let go of the beach ball. I anticipate a lower open since they’re back doing their hissy fits and holding it down again. Until their spat finally settles down clearly, AAPL won’t reach its full potential.'
on Mark Gurman: About that glow on the number 26 - '“Ok, I’ll bite. What ‘lot more’ are you expecting?” Siri, what’s the name of that guy I had a meeting with a couple of months ago at Cafe Grenell? You met Zak Wingate at Cafe Grenell a couple of months ago. https://youtu.be/X3c916Mb02E?si=j_p0nSqnjPSSq9Ck'
on Mark Gurman: About that glow on the number 26 - '“ My take: I’m expecting Apple Intelligence to do a lot more with our personal data and on-screen content than just fulfilling queries.” Ok, I’ll bite. What ‘lot more’ are you expecting?'
on This week's Apple trading strategies (4/20-4/24/26) - 'Once Again, Gurman is mouthing off about “delays” for products that haven’t been announced. “The next Mac Studio and MacBook Pro releases could be postponed by several months” from a story on Engadget…. Apple’s product successes mean “doom due to supply constraints”… Apple is always damned regardless of what it does or does not do…'
on This week's Apple trading strategies (4/20-4/24/26) - '“The size of the moves is telling me it’s more than a dead cat bounce…” Had to wait until the very end to hear that. Well, as that sentiment may pertain to Apple, I happen to agree. Why? The consensus by Apple centric bull analysts still has their price targets over $300. The facts show that Apple’s doing relatively very well despite the overall market volatility – from the political insanity going on. iPhone: For the first time, the iPhone now has a worldwide marketshare over 50%. Though smart phone sales were down in China, Apple’s sales there were significantly up, I recall around 23%. The anticipated brand new foldable iPhone coming this September will no doubt be very newsworthy. Mac: The brand new Neo laptop has gotten very good reviews. It’s low price point may not contribute a lot of revenue quite yet, but it appears to be very well positioned – targeting students. Who will inevitably upgrade to more expensive Macs when they get older. Services continue to grow very nicely with Apple recently announcing it will make Apple TV available through Amazon Prime. This can only contribute to revenue, as well as marketshare. Anyone who’s watched the series “Slow Horses” or the film “F1” knows the quality of their original exclusive productions is still first rate. From what I’ve heard, consequently, the consensus is Apple’s fast approaching April 30th ER should be good, and though the higher cost for memory may be nibbling at its margins, at the very least in-line with positive forecasts. With the WWDC just five weeks after the ER, where new products and/or upgrades will no doubt be introduced, if not discussed, I can’t imagine why the stock price wouldn’t take a run at a new all-time high. Which I believe is around $288. Of course, Trump might suddenly decide to shakedown Greenland or Cuba, and start bombing Iran again, which would no doubt add to market volatility. However, it appears the market has digested all that – and shown that tech stocks like Apple are not very affected by war and the price of oil. And though it could be affected by a recession, if it happens, that seems to be down the road. So… I believe despite the endless tsunami of crappy news 24/7 – and the potential for more volatility, Apple is one of the best “safe” stocks to own. As it continues to expand its installed base. I bought new shares weeks ago and have decided to hold them through the next ER. I put a GTC to sell at $276. Good luck, and happy trading.'
on Neo isn't the only Mac that Apple can't build fast enough - 'Wasn’t it also too expensive to be anything but niche?'
