Hap Allen on Apple soars to $348.22: A new record close - 'Gifts of stock are considered to be “non-cash” gifts. As I understand it, you can only use them for deductions up to 30% of your AGI. Any unused amounts can be carried over for five years; they expire after that. Please verify for yourself.'
on Daniel Ives flew to the Big Apple for the Duo launch - 'As developers update their apps to work with the Duo, and make the single screen/dual screen canvas more functional, a lot of the criticisms will wane. I hope the developers will respond especially with 10-14 users.'
on Gene Munster: The Duo lines are surprisingly long - 'A few bad “Apples” are inevitable, especially on something as complex as this. I’m sure it will be used to attempt to ding Apple. It would be far more surprising if it wasn’t.'
on Gene Munster: The Duo lines are surprisingly long - 'The Gruber review highlighted a lot of potential user gotchas and potential annoyances.'
on Gene Munster: The Duo lines are surprisingly long - 'As I posted earlier, this was my concern. That in use – rather than in a review – there would be user disenchantment (or glitches) that could lead to slowing sales. Fingers crossed!'
on Gene Munster: The Duo lines are surprisingly long - 'Unfortunately, some display failures are already showing up within first 10 hours of ownership in Australia already, right side of inner display from center hinge area outward (white bar) around the same place about 35%-40% from bottom. If consistent, Apple will need to make adjustments to assembly or hinge, and Foxconn and Samsung are gonna hear about it. Dunno if it’s in one of the layers or a hinge issue, they said while showing it to friends, they heard an audible crack, suggesting the supporting ultra thin glass area failed for some reason. Immediate replacements by local Apple Stores and likely express sent directly to Apple for analysis. Below has story and links to X and others with owners pics of failures and comments. Press is going to have a field day with this. Hope it isn’t a repeat of Samsung’s first gen foldable. Wonder if it will be isolated to this batch sent to Australia and what build dates? https://www.theverge.com/tech/1017623/iphone-duo-broken-cracked-screen'
on iPhone Duo draws queues around the world - '@Philip I did product design for a short time. I thought I was doing well because I was making something I wanted. Turns out only a minority agreed with me. I really respect Apple’s ability to design products that are really good and that many people want to use. It is a special talent.'
on Daniel Ives flew to the Big Apple for the Duo launch - 'That is a great review. However, I disagree with the final conclusion, that the duo was made so they can charge more for a phone. After listening to such a great review, I was surprised by his last sentence and had to go back and listen to it twice. I believe with better app development, the duo will also be more functional. After I have used my duo for a couple months, we’ll see if I change my mind.'
on Gene Munster: The Duo lines are surprisingly long - 'The Duo’s value to Apple’s financials will be in revenue and net income, not units sold. Units sold will consist of a lot of cannibalized iPhone 18 Pro Maxes. I read that the Duo’s gross margins will be upwards of ~55%. That is significantly higher than the Pro Maxes estimated 40%.'
on iPhone Duo draws queues around the world - 'A bit off topic, however, Apple probably reallocated any Duo’s from their stores in France to other locations. Why have any Duo’s on stock based on the current riots hitting all over their country at the moment.'
on Premarket: Apple is red - 'At noon in New York Apple is trading off $0.42 or 0.12% at $347.80. That’s OK. All the way around I consider the week a win for Apple and its shareholders.'
on Made for Duo apps - 'Bart, There are reasons to update Apps for the Duo besides having a potential Duo market of 10-15 million users. If there are similar Apps in the App Store and yours isn’t fully Duo compatible, then you might lose revenue because of that. But it may not be just losing Duo revenue. Many people use Apps across their whole Apple ecosystem. So not being part of the ecosystem for the Duo may make it less likely to be used on other devices. And Apple has over 2 billion active devices out there. So there is plenty of lost potential. I didn’t see Pages, Keynote, iMovie or Garage Band on the list of Apps updated. I looked at the App Store on my phone, and maybe I missed it, but I didn’t see a Duo badge for Pages or Keynote. Does anyone know if they have been updated for the Duo?'
on Apple soars to $348.22: A new record close - 'Roger/David: Thanks for the additional comments. My niece is in her 30s…'
on Made for Duo apps - 'From what I’ve read, making the apps duo compatible is not hard if your app is built right in the first place.'
on iPhone Duo draws queues around the world - 'But, but, but… if all those people buy Duos that will eat into iPhone 18 Pro sales. Apple is doomed! Doomed I tell you.'
