Robert Stack on Checklist: What to expect from Apple today - 'Joe: BiPhone and BiPad = very clever!'
on Virtually live from Apple's 'Surprise and Shine' event - 'Despite the wooden personalities, Apple just figured out how to fold glass. With no crease. Feels as magical to me as the touchscreen did when it was unveiled in 2007 for iPhone. I predict it will sell like crazy.'
on Virtually live from Apple's 'Surprise and Shine' event - 'I bought the Ultra 3 last year and will admit the new 4 seems compelling. I see Apple took the Health Age and Longevity function from the Bevel health app (and maybe Whoop, I don’t know). I’ve been using Bevel for a year and really like it overall . I got a recent blood screening, scanned the results and imported the pdf to Bevel. Bevel updates your biological age weekly. I was informed I was 3.5 years biologically younger than my actual age. I’ll take it. Maybe the 4’s new sensors and monitoring frequency would give significantly more accurate information than those given on the Ultra 3 but if you have the 3 and want to experiment with the biological age and longevity functions you can save a few bucks in the near term. FWIW'
on Apple's 'Surprise and Shine' event: What the talking heads are saying - 'Compare the speech patterns of all these presenters to those in Apple pre-recorded events. The former is engaging, the latter isn’t. I won’t be following any more “events”. I get enough sleep during the night.'
on Who's betting that Apple shares will fall $80 today? - 'If Apple share price does NOT go down, can one cover 14,000 puts by buying more shares or calls?'
on Virtually live from Apple's 'Surprise and Shine' event - 'Not center stage but I was thinking that the Services sector may get a nice boost from what was announced today. Lots of stuff can be bundled and added for family use so this may be a big boon to Services revenues. It also depends on how much Siri can handle without punting. This may be the “forgotten” one more thing.'
on Checklist: What to expect from Apple today - 'I’m disappointed the “BiPad” has yet to make a showing, but I suppose the “BiPhone” needed to come first, like it did originally.'
on Virtually live from Apple's 'Surprise and Shine' event - 'Apple Upgrade price for base Duo is about $35 a month. No brainer. Thought it was a well produced presentation that accomplished its purpose— make me want multiple items. I never buy 1.0 versions but the duo may make me ignore that advice.'
on Virtually live from Apple's 'Surprise and Shine' event - 'Glad I added to my AAPL calls when it was down $5 during the presentation.'
on Virtually live from Apple's 'Surprise and Shine' event - 'Fundamentally, I am happy with what was revealed, and I will still plan to buy an iPhone Duo with no need for an iPhone 18 Pro. I will also buy a new Apple Watch. Not complicated for me. I am confused at how Mr Market is reacting, though.'
on Virtually live from Apple's 'Surprise and Shine' event - 'So after watching this presentation I have a few products I will want to buy eventually if not as soon as the order window opens. I am guessing there will need to be another event soon or a lower key release of products not mentioned this time. The presentation would be too long if they tried to show them all off at once. Things like Apple TV, Home devices, Homepod upgrades etc. The company seems to running smoothly even if supply shortages of ram is making prices rise. The cost of the Duo and Iphone Pro series came in like I expected despite all the fear mongering. I am sure Apple will make more money on the extra capacity versions. Glad to see the variable aperture lens will be on the 18 Pro model as that was something the rumors thought might only be available on the Max.'
on Virtually live from Apple's 'Surprise and Shine' event - 'As much hype and commentary as there was about the foldable iPhone Apple managed to surpass that. Kudos. I just got a message from someone who had not been interested in a foldable and now they want this one.'
on Virtually live from Apple's 'Surprise and Shine' event - 'For me, this was an awesome event and I’m encouraged by how well it was produced and I’m excited about the products and solutions that were introduced. It’s the start of the “Ternus era” at Apple. I’m bullish on Apple and I’m positive on the people, the products and Apple the company.'
on Virtually live from Apple's 'Surprise and Shine' event - 'I have a hunch that Apple has produced far more of these Duo’s than any of the analysts are predicting. I was reading predictions of 7 to 10 million units before anyone determined what this announcement would present. Can’t wait to see the impact once the orders start and the wait times are not being extended out. Of course, that will mean to the analysts that there is no demand and the product is a flop. Just the opposite will be true as my gut says Apple expected this “Duo” to be a major hit and produced substantially more than anyone had predicted. This will be a phenomenal hit everywhere.'
on Virtually live from Apple's 'Surprise and Shine' event - 'Yep. I know I’m buying one. The videos they are showing prove this is yet another engineering marvel from Apple.'
on Virtually live from Apple's 'Surprise and Shine' event - 'The Duo makes me excited for the Air 2.'
on Virtually live from Apple's 'Surprise and Shine' event - 'iPhone Duo form factor looks smart. Apple made a good decision. I think they have a winner. “Passport” form factor was smart. The phone display is consistent in either mode. Amazing that none of the fold pioneers came up with this layout. This will be a big hit in Asia.'
