Recent Comments

  • Neal Guttenberg on Apple in Dem's crosshairs? - 'Joseph, I agree with you. Doing the investigations doesn’t do anything to lower the price of gas or food. I think some of the early comments that I heard may be encouraging that at least there is some sanity left in some of the politicians but we will have to see. They would be more wise to dealing with things that will make people’s lives better and not looking for revenge. I would hope that investigations into Apple would be further down the list. But, then again, you never know. There may be a few on the far left(as with the far right) that may say some crazy things but hopefully, they don’t speak for most of the people elected to office this past week. But we will have to see.'
  • Joseph Bland on Apple in Dem's crosshairs? - 'Um, how did you miss that the present Congress just had its ass kicked for that kind of head-in-the-sand behavior, Steven? And how about we let the new Congress get a chance to actually take the reins before we start with the trash talk? Last I looked, that’s a couple of months from now. i will agree that, over the next sixty days or so, the crowd that you’re talking about are free to create even more damage. But you do know that the Presidency cannot veto an impeachment, right? I suspect that will get the attention of even the dullest knives in the drawer, two months from now. You guys appear to have gotten way way out over your skis, if you think the butt whippinng is over with. It hasn’t even started….'
  • Joseph Bland on Apple in Dem's crosshairs? - 'Considering the new level of Presidential authority that has now been carved into the US body politic, and the continuing testing/stretching of that level, Apple has had no choice but to get along. I see that now. But how much of that authority was an acquiescence by the two US Congresses and a “packed” Supreme Court? One thing I feel sure about: Apple needs to make it clear now on which side they stand. I think they’ll be given the benefit of the doubt, if they do that. Otherwise…. The forces trying to regain a balance back towards a US democracy should not allow themselves to get comfortable just because they fought and won a great battle. This “war” is far from being over.'
  • Bill Fouche on Apple in Dem's crosshairs? - 'Shocking though this is, I think the Washington Post is all wet here. I am unaware of Apple ‘hosting tracking apps” used by ICE. I do recall that Apple removed “ICE Block” from the App Store at the Trump Administration’s request. That was an app that some people protesting ICE used to keep track of the agency’s movements in real time so they could show up in time to video-record their actions. Photographing and even protesting law-enforcement actions that occur in plain sight is activity protected by the First-Amendment. So if Congress plans to apply some heat to reinforce that basic idea, I am in favor of it.'
  • Richard Gayle on Apple in Dem's crosshairs? - 'Could well be. But Cook et al know how to deal with Xi, etc. I am sure they can handle any posers. What will be critical is not how smart the Congresscritters are but how capable their staff people are. They are the ones really behind all this. I expect a lot of good lawyers, etc. will be waiting to get involved, just as they did with Watergate. So I am hopeful we have hearings as capable as that. Time will tell.'
  • Gregg Thurman on Apple in Dem's crosshairs? - 'Why would anyone take on a job wherein half the population thinks you’re an idiot and that pays less (in some cases a lot less) than their day job, unless they have some degree of a god complex, or the side benefits are really good. Are lawyers anymore ethical than the average politician? I think not.'
  • Steven Philips on Apple in Dem's crosshairs? - 'Unfortunately congress is made up of a bunch of amateurs posturing for constituents rather than legal professionals evaluating the facts and merits. I don’t expect that kind of rational thinking from them.'
  • Gregg Thurman on Saturday Apple video: Why Apple Didn't Make Steve Jobs Rich - 'Jobs believed that the best product would be profitable almost by accident, if priced (not discounted) properly. Today’s consumers EXPECT Apple products to cost more than the competition, but pay it anyway because they also expect it to be the best.'
  • Rodney Avilla on Saturday Apple video: Why Apple Didn't Make Steve Jobs Rich - 'It is not uncommon to hear people say the Jobs was all about the product and not the profit. And yet…….'
  • Richard Gayle on Apple in Dem's crosshairs? - 'I’m not sure Apple will be the one in trouble wrt the ICE tracking apps. I think if anything it will reveal corruption/extortion from the WH (“You remove those apps or we will put a 100% tariff on iPhones!”). The WH often stupidly and explicitly says exactly what it wants, leaving a paper trail that I suspect Apple has copies of. Prosecutors don’t go after the mom-and-pop store for paying extortion but would use evidence from them to prosecute the mobsters. It could well be that Tim Cook may be a friendly witness in the investigations. Now that might make for good TV!'
  • Richard Gayle on Jason Snell: 100,000 Duo apps and counting - 'From what I have heard, developers that have closely followed Apple’s GUI guidelines have had a pretty easy time. Those that have rolled their own have not. Apple once again provides real incentives to follow their rules. I wonder how many of them will thank Apple for making it easier to sell their apps, as compared to those who complain about Apple’s App Store costs? (I suspect that a higher precentage of those 100,000 are free apps than in the general App Store).'
  • Gregg Thurman on Apple in Dem's crosshairs? - 'I think Biden was afraid of losing her voting constituency. I don’t think, as a result of this election, that fear exists any longer. Both Party’s have crosses to bear.'
  • Gregg Thurman on Daniel Ives: Tech sell-off way overdone - 'I’ve been negative on the potential in AI, ever since I read a financial analysis of the cost of Data Center build outs about 2 years ago in the EEE Times, and what the hyper scalers were spending and planned to spend on them. Intuitively I felt the build out was unsustainable, but had no accounting principle to quantify why I felt that way. Also, I had read years ago that WS bought or sold 9-12 months before the retail market did, hence good news/bad news being priced in before the moves occurred Try as I might I could never figure out how that good news/bad news could be discerned ahead of time. Now I know. Errol’s explanation of the differences in equity/debt markets and bond markets (left brain/right brain) suddenly brought my intuitive understanding into focus. Good or bad, watching the relationship between the equity/debt markets and the bond markets provides a metric from which you can plan ahead.'
  • Michael Goldfeder on Apple in Dem's crosshairs? - 'If they bring back Lina Khan in any capacity I’m done with this party.'
  • Michael Goldfeder on Saturday Apple video: Why Apple Didn't Make Steve Jobs Rich - 'Steve Jobs was a visionary on so many levels. In addition, he made business decisions that bore out he also had a Midas Touch. Great video as to how it all came about chronologically.'
  • Michael Goldfeder on Jason Snell: 100,000 Duo apps and counting - 'All these developers are working round the clock to have their Apps updated and ready to go for the new Duo. Simply incredible to watch how everyone desires to become a part of the Apple ecosystem. Which brings to mind another developer who made a different decision a few years ago. I’m wondering how much business Tim Sweeney and Epic Games are losing right now with the release of the Duo and not having an App on it?'
  • Robert Stack on Jason Snell: 100,000 Duo apps and counting - 'And in sharp contrast with their response to the Vision Pro…'
  • Steven Philips on Apple in Dem's crosshairs? - 'Go after the Dems for letting Trump get away with extortion. There’s a big difference between “courting” the administration and paying protection money. And no way their actions will be limited to ICE tracking apps. I suspect their “Progressives” haven’t let go of their “big = monopoly” agenda. (Now we get to rail against the flaws in the other party! 🙂 )'
  • Steven Philips on Jason Snell: 100,000 Duo apps and counting - 'Developers, developers, developers! 🙂'
  • Daniel Albaugh on Jason Snell: 100,000 Duo apps and counting - 'My take:… easy for so many develops to quckly get in line. develops can act quckly when they want to and there’s nothing you can do about it!'
  • Fred Stein on Apple in Dem's crosshairs? - 'Disclaimer: Life long Democrat. Hopefully Democrats focus on the real problems caused by the current Administration. It’s a long list.'
  • Gregg Thurman on Saturday Apple video: Why Apple Didn't Make Steve Jobs Rich - 'When Jobs left Apple he sold the vast majority of his AAPL stock. That made him rich enough to buy Pixar and continue with NeXT. He then sold NeXT to Apple and Pixar to Disney (in an all stock deal that made him Disney’s largest stock holder). I’d say Apple made Jobs exceedingly rich.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Apple ended a tumultuous week of trading off $1.80 or 0.52% on the day at $342.37. Over the past five days Apple is off 0.66%. Over the past month Apple is up 2.62% and year-to-date the shares are higher by 25.94%.'
  • Robert Paul Leitao on Daniel Ives: Tech sell-off way overdone - 'Angela Palumbo at Barron’s suggests the hyperscalers will be the winners of the blue political tide at the expense of the neocloud providers. It’s a thought provoking article: https://apple.news/AJ89jTxTlT52r5pSaU0lV6Q'
  • Hap Allen on Daniel Ives: Tech sell-off way overdone - 'Sorry, PED. I didn’t mean for that blast to happen. Couldn’t find a way to stop it. Perhaps that’s why people here post links with “flaws” in them.'
  • John Konopka on Daniel Ives: Tech sell-off way overdone - 'Not sure what you mean. We paid for it upfront. I don’t recall exactly. We have 9kW of panels and a 13kWhr battery. I think it cost in the neighborhood of $33k and we got a rebate of $11k, or maybe less. Plus we got some tax benefits. I didn’t sweat the cost too much. I really wanted solar. They wanted to try to match the size to my past bills. I told him to just fill the roof with as many panels as it would hold. Being a physics geek this important. 🙂'
  • Gregg Thurman on Premarket: Apple is red - '”iPhone ASP was $1019 vs $868 YoY, a rise of $151 or 17%.” How do you grow the Company when everyone that wants one, has one. You raise the price. Remember, not long ago Apple stopped reporting units sold, telling us it was a useless metric. Instead they reported revenue. Of course the Android hucksters were selling to the lower 40, and none had the cache that Apple did and couldn’t raise prices. The days of the $600 iPhone have long since disappeared. Now it’s Mac’s turn. Funny thing, as Apple keeps raising its prices, its unit market share goes up with it.'
  • Bart Yee on Premarket: Apple is red - 'AAPL new shares outstanding as of October 23, 2026 was 14,532,182,000, or 14.532B shares, a reduction of net 62M shares from July 17, 2026 or about 0.42%. Actual shares repurchased was 81.767M I regular purchase and 6.3M shares under an ASR, net which cost $24B for an Avg share repurchase price of $318. That means Apple, as of close today of $344, was able to buy AAPL shares at a quarterly discount of ~8%. The net shares indicate Apple also issued about 20M shares in employee compensation during the quarter. Total net shares reduced YoY = -244M shares or 1.65%, not quite the bang for the buck 3% when the stock price was lower, naturally. Total shares repurchased for the year was 296.7M shares, spending $86.4B, avg share repurchase price was $291, a 15% discount to current price. The current $5.00 Trillion threshold now stands at $344.06, so yes, AAPL is still above $5.00 trillion barely. As I eluded to in an earlier post, Apple’s quarterly iPhone revenues were $57.583B selling (per Omdia) 56.5M iPhones, flat vs Q4 FY2025. iPhone ASP was $1019 vs $868 YoY, a rise of $151 or 17%. For the entire FY2026, iPhone revenues were $254.1B, a 21% increase FYoFY. Using Omdia’s numbers, for FY2026, Apple shipped or sold 256.3M iPhones. FY26 ASP was $991.'
  • Hap Allen on Daniel Ives: Tech sell-off way overdone - 'Ignorant on the subject of the bond market, I am reading a new history of it titled “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World”. Coincidentally, in a new video Errol Brandt states in simple terms what the bond market is saying about the AI buildout: “AI Bubble Has Burst” https://www.youtube.com/watch?v=T8K0UK7c4Yo'
  • Gregg Thurman on Daniel Ives: Tech sell-off way overdone - 'John what’s the monthly cost of your solar system?'