Robert Douglass on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'That flowchart makes it look so easy… if only it were so.'
on Apple's Industrial Design shakeup: Mark Gurman speaks (video) - 'I’d welcome a vote for whether PED should continue to report on Gurman.'
on Suppliers say the September launch of Apple's foldable iPhone is on - 'I am unlikely to want one. iPhone portability and ease of quick use is important to me. Also I love all 3 of my portable computing devices and my mind just knows which of my iPhone, iPad or MacBook is the right device for when. That said, a few ladies in my circles are very very keen for a folding iPhone. They do a higher % of their personal computing on their phones and want the extra screen real estate. They also play casual games. When I point out that it could cost double their base iPhone 17 they deflect with – it’s ok I will write it off as a business expense and the old “we need to hand a phone down to a child soon.”'
on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'Right you are Fred. This will be an easy metric to follow, as Apple’s lead will show up in device revenue/units, whereas everyone else’s metric will involve “AI” subscriptions.'
on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'Apple has a two year lead in personal agentic AI. They’re not two years late. No one else has cross platform private data. We’re just entering the early adopter phrase of chasm crossing for personal agentic AI.'
on Premarket: Apple is green - 'Bill: Beyond your good point on Apple capex restraint, I expect much of the world’s population to experience AI through Apple devices. We know what Apple announced at WWDC. Developers will also deliver AI to billions of people around the world through Apple’s market leading devices. Go Apple. Go Apple 3.0!'
on Apple's Industrial Design shakeup: Mark Gurman speaks (video) - 'I also wouldn’t be surprised if he still lived in his mother’s basement. And 50-50 he keeps her in the freezer.'
on Premarket: Apple is green - 'Robert Paul Leitao said: “Raj: I consider any price under $300 per share to be a very attractive buy opportunity.” **Actually, Robert, I consider *any* AAPL price to be a buying opportunity. Yes, as a long-term AAPL investor, I could be considered very prejudiced towards Apple stock. But, my wife and I have auto re-invested 100% of the AAPL dividends in our IRA’s since 2012 and the average cost basis of those new AAPL shares is $58.06/share. That’s buying AAPL shares at whatever price it happens to be when the AAPL dividends were paid, 4 times each year, over the last 13+ years. If I just look at the AAPL share cost basis since the last split, that number is still only $192.42/share…which is not bad at all, IMO.'
on Premarket: Apple is green - 'In that article, Ken Mahoney (CEO, Mahoney Asset Management) emphasizes that Apple is their #1 AI-associated pick because they didn’t jump into the hyperscaler spend game and haven’t embraced the lack of ROI on AI capex that the rest of them have.'
on Suppliers say the September launch of Apple's foldable iPhone is on - 'I believe I would enjoy the benefits, but it’s gotta fit nicely in my pocket. It would mitigate wishing I had my iPad while using my iPhone.'
on Premarket: Apple is green - 'TSLA looks increasingly shaky as SpaceX’s IPO can’t seem to make any headway (the assumption was that the Spacex IPO would have coattails for Tesla, which now seems in doubt, especially as gas prices drop). That in turn is dragging down the market, especially as the wrangling continues with Iran and the price tag to the American taxpayer and consumer of this President’s “adventurism” become clearer.'
on Premarket: Apple is green - 'Yup – disappointing at some level, though the overall trend over time remains up. It ain’t easy being green…'
on Suppliers say the September launch of Apple's foldable iPhone is on - 'Pieces post with Gurman and the foldable iPhone this AM. That is definitely a way to get things stirred up around here. I will need to see and handle the foldable before making a decision on it but my guess is that I will not be buying one. It will probably stir a lot of interest and traffic through the stores if/when Apple releases one. I don’t know if I really want Apple to release on, but if it does and proves Gurman wrong about something related to Apple, then, at least in the short term, I would be all for it. I don’t know what it is but there is just something attitudinal about his predictions and what Apple needs to do that just get under my skin.'
on Suppliers say the September launch of Apple's foldable iPhone is on - 'I had zero interest in a foldable, UNTIL I happened to see and hold one of the new clamshell foldables at a Verizon store (similar to the Apple rendering above). There is something about that form factor that needs to be seen and held to appreciate. It will be a hit.'
on Premarket: Apple is green - 'In the past few days, AAPL has tried about half a dozen times to break 300 but has been unsuccessful. If the crazies have gone home then a run up to 300 should happen again this week. Successfully breaking that 300 barrier, however, appears to be a wait-and-see scenario.'
