Steven Philips on UBS: No WWDC fireworks - 'As opposed to analyst “tools” ?'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'Read it, and don’t buy it. BTW, really smacks of AI, which is just a different kind of guesswork without the benefit of imagination. For example: – NOBODY but Apple knows their real plans. Full stop. – This is looking at folks leaving, not at folks hiring in, and relies heavily on folks voluntarily leaving for more money, better upward mobility, etcetera. Just pure dartboard shooting. – Of COURSE Vision Pro sales have slowed: It’s a high tech product with a limited market right now. But to think that fricking glasses can do what the Vision Pro does is ridiculous. Light leakage alone will make that impossible. Ergo, there will always be a demand for what only the goggle form can give you.'
on Hundreds of Apple Vision Pro engineers have re-entered the job market - 'Thank you Johnny T …. After reading the actual article, it is abundantly clear that the “Apple Culture” is a real thing of value, and is very much alive and well, after all these years since Steve Jobs created it. The uniqueness of a former Apple employee cannot be underestimated. This bodes well for Apple’s future.'
on Counterpoint: Apple grows as low-end smartphone makers get squeezed - 'Travel through many parts of the world and you will see the low end shamelessly copying, no counterfeiting, apple’s designs. If this means they can profit no more while apple (slowly) moves to offer more affordable entry points and take market share then good.'
on Ming-Chi Kuo: John Ternus has torn up my Apple vision roadmap - 'A wish list for Apple competitors? Therefore it may be Apple directed misinformation.'
on Premarket: Apple is green - 'When a company has multiple positive changes in their fundamentals, I would expect RSI to remain above 70 most of the time.'
on UBS: No WWDC fireworks - 'One advantage of being a pessimist is that you’re only pleasantly surprised….'
on 40 members of Congress warn Apple not to close its first unionized store - 'There’s over 2,000,000 people in the Baltimore metro area. Contrast that with Columbia, MD which has just over 100,000 people and is keeping its store. Baltimore by itself has about the same population as Spokane. As a former employee, I want Apple to be more ambitious about being part of the solution than part of the problem. I want them to be different and better.'
on Ming-Chi Kuo: John Ternus has torn up my Apple vision roadmap - 'What I struggle with is if the software, intelligence, or even “AI” is not there for the device, how is it useful? It feels like a Siri that is handicapped. Apple has always been known to integrate the hardware and software seamlessly, which attracts our loyalty. Without the software skills, it is just another piece of hardware for taking videos, pictures and directions, that our iPhone can easily handle.'
on 40 members of Congress warn Apple not to close its first unionized store - 'I don’t think there would be so much fuss if the greater Baltimore area (that Towson is a part of) wasn’t a dying city in a dying State. The Apple Store’s union didn’t cause so many other stores to leave, didn’t cause the Mall to run down. It was the lack of customers at all of the stores. Rising costs and declining revenues will do it every time.'
on Premarket: Apple is red - 'I just found out it hit 316+ around 9:40-something this morning! Was so busy checking out the menus for restaurant options for the PED30 get-together that SactoJoe’s organizing that I checked late. Woowoo!'
