Michael Goldfeder on Apple's big week: The first shoe falls - 'This is impossible based on the rise in memory prices. /s/ Eddie Lina Khan and Jonathan Kanter emphatically concur and demand that the DOJ open an immediate investigation as this new phone stifles innovation and harms Android consumers.'
on Apple's big week: The second shoe drops - 'I think the interesting question for this week is if these products are the appetizers how big will be the build to the rest of the meal by Wednesday? Lower priced Macbook”s, updated regular Ipad, Mac Studio, M5 MacBook Pro are just a few of the likely possibilities. And maybe one more big thing? It would be fun if they come up with something worthy of that idea. Not counting on it but this feels like a possible new way of introducing Apple upgrades that don’t fit into a single event. Of course the Iran conflict is sucking all of the wind out of the media machine so it will be hard for Apple to make as big a splash as a quieter news week would give them but what can you do?'
on Gene Munster: Apple's new products will add 2% to its June revenue growth - 'Maybe wait till Apple is done announcing all its products before making ‘2% higher revenue’ predictions ? I look forward to Gene updating his revenue growth projections down to the second decimal as the week passes and more product updates are announced by Apple'
on Evercore: Apple just launched the iPhone 17e and M4 iPad Air - 'I’ll take “modest positive momentum” supercharged with undervalued stock buybacks… Undervalued both by short and medium term investors but also in real underlying value versus the price Apple pays.'
on Premarket: Apple is red - 'Approaching 2pm in New York and the major indexes are now mixed on the day. Apple supplier Corning is enjoying yet another great day. The shares are up $7.58 at $157.96. As expected, major defense contractors are higher on the day. Northrup Grumman is up $31.27 at $755.65. Apollo Global Management is bouncing off a new 52-week low. The shares are up $2.88 at $107.48. Apple is in the green $0.85 at $265.02.'
on Apple's big week: The second shoe drops - 'Again check the memory upgrade prices especially the 1 Tbyte option. How do they do it? Comments? Any analysts chiming in on this?'
on WSJ: Apple's screens should do what Samsung's do - 'This is one of the few really interesting product features I’ve seen from the Android world. I agree, given Apple’s interest in privacy, it would be A Good Thing to put on iPhones. But I bet this is fully protected by patents. 25 years ago, govt people were required to carry/deploy a polarizer screen on their laptops to prevent side viewing. (Didn’t prevent the guy from behind you from looking over your shoulder.)'
on Evercore: Apple just launched the iPhone 17e and M4 iPad Air - 'I’m really surprised it’s paying positive attention in the current environment.'
on Evercore: Apple just launched the iPhone 17e and M4 iPad Air - 'Mr Market likes entry-level iPhones and iPads!'
on WSJ: Apple's screens should do what Samsung's do - 'I just assume I’m not that interesting to strangers when I’m out walking amongst them. Most people don’t have state secrets on their phones. People being what they are, I’m guessing that most who “need” this feature will use this to watch porn in public, or other things they’d be uncomfortable watching where others can see what they’re looking at.'
on New life for a family of discontinued Apple devices - 'I recently refurbed my 3rd gen iPod – the hard drive died long ago, and the battery didn’t hold a charge as well as new. Replaced both, and managed to get the firmware installed… even though I had a period-appropriate Mac mini with the requisite Firewire connector, I got nowhere using iTunes to try to restore it. Instead I used a virtual machine running Windows XP (!) and a vintage copy of the iTunes for Windows installer. That approach worked perfectly.'
on Apple's big week: The first shoe falls - 'Except for the unknown unpredictable, and these days expected, turbulence injected by external forces, this could be a good week for Apple. How much do we think AAPL will go up this month? Or down. $280 by March 31, says I Totally armchair. And hopeful. But we’ve got some good products coming out this week (theoretically), and we know that Apple is doing very well. Maybe these products will help the rest of the markets see that again. For a while. In spite of the now expected unknown unpredictables injected by third parties.'
on Premarket: Apple is red - '”conflict in Iran is unlikely to diminish the bullish outlook for the US market.” My sentiment exactly. ”Meanwhile, index futures are deep in the red “ At worst, a 60 day interruption to business as usual. At best, a great reduction in nation state sponsored terrorism and the freer flow of commerce out of the Middle East. I’m in the Option #2 group.'
on WSJ: Apple's screens should do what Samsung's do - 'Situational awareness is always a good thing. Unfortunate examples of a lack of awareness abound'
on What Steve Jobs said about managing Apple employees - 'Soon you’ll be managing AI, or being managed by it. Good times comin’'
