Gregg Thurman on If you only have time for one iPhone Duo review - 'I have no desire to get a Duo, that said, this is the kind of review all influencers should be doing'
on When did Androids become stickier than iPhones? - 'Good points Fred! Also apparently the survey is based on the last three months which might not include the fall introduction of Apple’s latest phones. Apple doesn’t usually fair well in these types of reports so might just be noise. Without actually saying what the current market share of each operating system is in the US it doesn’t tell you which operating system is winning at any particular point. A quick search says Apple has somewhere between 50% and 58% of the US mobile market. “Maintaining a steady lead over Android” is one quote from the search I feel is worth including And of course Apple IOS is from 1 company compared to the many forms of Android available in the market. And revenue per operating system is not really counted either. So if Apple and Samsung have the majority of profits in the mobile market (with Apple the much bigger portion) does it really matter if Android users don’t switch in high percentages in the US? It is not the metric I would use unless you saw a decrease in Apple’s loyalty showing up as an increase in Android growth metrics. Maybe one of the reasons Apple has added the Duo to compete in another part of the mobile market they deem worth capturing. And yes they did wait for the technology to mature to put out an Apple level product.'
on When did Androids become stickier than iPhones? - 'Upvoted David and Dan, and add. The survey is US only. And it seems the survey does not include first time buyers. Apple grows its IB with first time US buyers (as indicated by preferences of US teens in other surveys) and growth in emerging markets.'
on Reflections on covering Apple since 2003 - 'This was their first joint appearance since Sept 12, 2025.'
on When did Androids become stickier than iPhones? - 'I can remember when leasing a vehicle became available back in the day. Okay, waaaay back in the day. Nobody was leasing a domestic Chrysler K car. A Ford Maverick. Or a Chevy Vega. Maybe a Corvette. They were leasing Mercedes. BMW. Porsche. Along with other high end foreign vehicles. Guess which category Apple is analogous with on the car front? Same comparison for Android? Stickiness has its standards. Always will IMO. Much like that famous “Grey Poupon” commercial with the two owners of the Rolls Royce’s adjacent to each other at a stoplight. Not Android users either.'
on When did Androids become stickier than iPhones? - 'I know people who dislike the whole idea of Apple’s walled garden. For computers, they pick Linux. For phones, they mostly seem to pick Android. I’m always trying to get people to switch to Apple products, so I engage with these people to understand what they want, and if Apple can provide it. From what I can tell, there is plenty of support for Android that is not geared on price, and is primarily based on not wanting a “sticky” product.'
on More analysts weigh in on Apple - 'Morning, Gregg. We’re in our 80s and not wealthy, just better off than most. Bottom line: We only sell, and since we’re 100% AAPL, we only sell AAPL. Been that way for years now. That doesn’t mean I’m not “investing”, in that I’m rolling the dice for us in a high risk but potentially high reward way that doesn’t include stocks or bonds. We’re investing in US patents, and not inexpensive ones. I had two granted last year, another will grant this year, and another handful are in various stages. I also am finalizing setting up a corporation. Note, however, that I’ve only been able to take this chance because I lucked out and married a pearl of a soul mate coming up on 42 years ago, because so far our health problems are manageable, and because we put our fiscal trust 100% in Apple.'
on When did Androids become stickier than iPhones? - 'I’d say that Android number has gotten higher over the years because all of the “switchers” have gone to iPhone and all that’s left are the Android diehards. This seems like a big nothing burger.'
on Premarket: Apple is red - 'In morning trading Apple has reversed course and is currently up $4.23 or 1.25% at $343.73. All four major indexes are now in the green.'
on More analysts weigh in on Apple - 'My thoughts and general approach exactly, Neal. The biggest advantage for me for the long-term buy-and-hold of high quality companies, other than not having to spend all the time attached to market streams to not miss out on something, is that my investing “life” is almost entirely stress-free. I can’t imagine the stress of someone trying to make short-term trading work.'
on When did Androids become stickier than iPhones? - 'That could change with the expensive price increases due to chip shortage. Those low end android phones will get a lot more expensive.'
on When did Androids become stickier than iPhones? - 'This strikes me as trying to make sense from statistical noise. People make the -binary choice- between iPhone and Android ecosystems for different reasons. Android users are likely more price-sensitive. iPhone users are likely more tuned to build quality.'
on Reflections on covering Apple since 2003 - 'I think Musk is the biggest threat to Apple–is getting into a position where he could launch a phone that comes with free service, tied to a digital ecosystem that includes a car with all devices offering not just Grok but with chips designed for the Musk ecosystem, just like Apple’s. No one else can do that. Would he do it? Not sure. Would it work if he tried? No idea but I am 100% certain no one else will try at that level, at least not for decades.'
on Reflections on covering Apple since 2003 - 'PED, Re: Your Take of them working together again…Doug and Gene co-founded Deepwater Management a year or two ago. I think they’re joined at the hip actually.'
on Premarket: Apple is red - 'I think that with all the possible negatives floating around investors are just hedging going into earnings.'
