Richard Gayle on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Again, this is one likely reason why Apple split the prosumer models off from the consumer ones. They can concentrate the months beforehand on just 2 models, instead of 4. It means that they will have more ready to ship sooner. This is a good thing, and I bet guidance shows so.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - '” The forecast during the FQ4 call will be the most reliable indicator of expected volumes.” Absolutely. Ya gotta love GUIDANCE. I, personally, worship at the Altar of GUIDANCE.'
on This week's Apple trading strategies (9/14-9/18/26) - 'Philip: That’s my thinking as well. According to TipRanks his most recent note on Apple is dated September 1st. He also currently has Hold ratings on Broadcom and Alphabet. I can’t imagine him announcing a rating change publicly and a revision to the price target prior to the completion of a new note and a vetting of the note by the firm that employs him. In general I like Gil Luria’s work and the thoughtful and informed approach he takes to the enterprises he covers for D. A. Davidson.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'With fewer new models, suppliers are focused on the Pro production. Leadtimes should be shorter as a result. To make the quarter’s numbers, Apple likely planned for higher pro production than last year. Not much to conclude from the lead times with too many variables. Reception of the Duo, as other’s pointed out, should be the tell for the next 45 days stock price action. The forecast during the FQ4 call will be the most reliable indicator of expected volumes. Staggering the launches is a gamble,'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Mac Rumors was showing that some of the lead times were already well out into October. I would call that encouraging.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'Sales were very good for those 17 models. Regardless, the Duo will sell out instantly and preorders will result in the site crashing. Can’t wait to see the reality of this new device being sought by Apple consumers.'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - 'This will probably put a dent in the recent rise in share price. But without knowing if apple built more or less than last year then a very unscientific measure and lacking real insight. I note the 18 Pro series reuses the same chassis, screen and probably quite a few other components so for all we know apple has been building these at scale for much longer than previous releases. Anyway I look forward to getting my iPhone 18 Pro Glacier on Friday. (returning my 15 Pro to my employer for someone else to use)'
on This week's Apple trading strategies (9/14-9/18/26) - 'The takeaway I got from Luria is that he may raise his target, but he’s not going to do it on TV.'
on Trump phone price hike - '…as an added bonus to buy the Trump phone, Donald will text you the night before with info on what he will say the next day. Only a $100,000 a month for the service. Betcha!'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'Def a bit off-topic, but: Well a leopard can’t change his spots, but in the many otherwise useless bits of trivia I hold in my brain is the knowledge that frogs and salamanders can. And they can do so pretty quickly too, sometimes within minutes. Time will tell whether there’s really a new “Eddie”…'
on Trump phone price hike - 'Someone should track price changes across phones, amount and percentage increase.'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'Well one could argue that he’s just trying to get back in Apple’s good graces. I don’t think he likes being an outcast.'
on Mark Gurman: Apple's answer to the iPhone is ... another iPhone - 'Gregg, I would suggest getting checked out with a full 12 lead EKG. The Apple Watch has an explicit warning – it is NOT able to detect or show signs of a heart attack or cardiac ischemia. Any symptoms which suggest or even hint at heart issues should be checked by health professionals with appropriate and full testing. You deserve nothing less, don’t be like most men and not check it. As for Gurman possibly inciting your discomfort, I hear you, usually it’s indigestion for me. Interestingly, Gurman’s praise for Apple and the Duo both above and in videos he does for Bloomberg and other interviews has gotten commenters to claim he is a paid shill and lover of Apple, its products, and how it is run. From our perspective here, he’s almost the polar opposite, quite willing and able to bash Apple for numerous egregious shortcomings, late, cancelled and ineffective products, upgrades and plans, and certainly continues to point out where he thinks Apple still needs to go and what it needs to fix. But his praise and enthusiasm for the Duo is rather surprising, despite the Duo being, according to the Android crowd, a copy of Samsung’s previous 7 generations of work and innovation, late to the format and behind as usual, and nothing that Android hasn’t done already. Btw, when Jobs introduced the iPhone for Gurman to have gushed over, Gurman was only 12. But to his credit and hard work, Gurman started his reporting and scoop uncovering at age 14 while in high school and started working for 9to5Mac soon after as an intern.'
on Trump phone price hike - 'Rodney Avilla said: “I was hoping that would be your response to writing another about-Trump-and-nothing-about-Apple article” **Rodney, it’s nothing about Apple *directly* but the article does give the price and specs of a potential iPhone competitor. And, at a time when we’re seeing the Apple iPhone prices increase *slightly*, because of memory cost issues, I thinks it’s interesting, to say the least, that the Trump phone has increased in price more than 50%. While I find Apple 3.0 to be well worth the subscription cost, not all of the articles compel me to comment. As with most subscribers, I typically only comment on the ones that, for some reason, mention something of personal interest.'
on Trump phone price hike - 'If you duct tape two of these together, you will have a worthless Trump-Duo.'
