Joseph Bland on Trump phone price hike - 'Addendum: Aside from being a visible IQ test for it’s owners, it also represents $749 that isn’t being given to this President’s enablers to spend on their election. Works for me….'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'I’m seeing some reports that iPhone 18 presales are slow, because wait times are not ramping up fast. Could just be that Apple has a lot already built (most likely) and anticipated this. Or, maybe people are actually holding out for the Duo that goes on sale next month (that is what I am doing)? Maybe that is why Apple it waiting a month: to give them time to create stock? I bet Apple knows.'
on Trump phone price hike - 'My take: You couldn’t pay me… I was hoping that would be your response to writing another about-Trump-and-nothing-about-Apple article'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'Used to be pretty clear: Good, better, best. Now Air and Duo are “also great but not for everyone”. What else might come from that same idea?'
on This week's Apple trading strategies (9/14-9/18/26) - 'Underwater price target? Next! And about $50 underwater at that. I can understand not changing your buy/sell rating during an interview, but his target is just plain stupid. Hen seems to have grokked the technology map a bit, though.'
on This week's Apple trading strategies (9/14-9/18/26) - 'Sitting pat until after September Earnings Report and Guidance, most likely to be held on September 29.'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'I took selfies with iJustine and Brian Tong at the grand opening of the Apple Store in my city back in 2024. Both were super nice, though I think her core audience may be less techy, hence the pink sweaters et al. It is what it is, and I’m glad she’s an Apple enthusiast for a demographic that probably doesn’t care about Apple stock (but their fathers might).'
on Premarket: Apple is red - 'Following the strong results of Dell, HPE and Apple on Friday, I looked at other hardware/infrastructure stocks and their performances. I noticed Cisco rose $4.69 or 4.37% to finish the week at $112.13. The all-time high on the shares was set on June 4th at $130.37. The shares are up 45.57% year-to-date and goes ex-div on October 2nd for the $0.42 quarterly ($1.68 per annum) and a 1.50% yield at Friday’s closing price. I’m not making recommendations. I’m just on the lookout for AI infrastructure beneficiaries.'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'Disclaimer – I haven’t had hands-on. Brian Tong gets it, looking at the Duo with fresh eyes, seeing it for what it is, a big beautiful exciting and highly functional device. He’s not encumbered with comparing it to Android attempts, nor iPhone + iPad. Marques explored overseas pricing, which may allay concerns about margins due to memory costs. And no question, this will sell very well overseas, especially where nearly everyone relies on mass transit.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Becoming Steve Jobs is the story of Jobs in the Wilderness https://en.wikipedia.org/wiki/Becoming_Steve_Jobs'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'My sister and I were subjected to Louis every Friday night (we were 10 and 14) we stayed with my late father, a dear, dear memory that warms my heart it was raised today. Before long, I was mowing more lawns to buy a share or two more of stock (sadly not Apple back then around 1984).'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Hi Michael – yes I too watched his show on occasion back in the day. It was produced in Maryland by Maryland Public Radio. He also started an investment newsletter that I subscribed to, but alas the companies he recommended that I invested in always went down. The companies he recommended that I didn’t buy always went up. Oh well – c’est la vie!!'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Used to watch Louis Rukeyser every Friday night on the original Wall Street Week. A PBS production on KCET in Los Angeles. IIRC, the show was broadcast out of Miami. Great show and very good panelists.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'A hidden gem, I had not seen this before. Steve as thoughtful and well spoken as ever. You still get a bit of the edge undercurrent to him. I do like his initial reaction to each question. His time at Apple 2.0 tends to overshadow his massive achievements at Pixar, where I think a large bulk of his fortune was modeled. Around the same time, maybe within the year or two before, I remember reading a profile in a business type magazine of Steve’s time in the “wilderness”. It discusserd how he had grown and matured as a leader since leaving Apple. I have occasionally searched for it, but it is so generic I can’t seem to uncover it. Maybe it was you Philip? Anyone recall this?'
