David Emery on Apple renames Lake Ontario - 'I looked to see how Apple Maps handles geographic locations in Quebec. It uses English names, including “Quebec City” and “St Laurence River”.'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'To clarify my above: put an iPhone inside an iPad that folds down to an iPhone mini form factor, eliminate redundant capabilities, using the best components (camera, silicon, etc) of each (iPad mini or iPhone). Max out memory and storage. I think Apple could offer this with Apple margins for about $1,700, no trade-in.'
on Premarket: Apple was red, turned green - 'Into the last half hour of today’s trading and there’s a bit of a block party in the small cap neighborhood. The Russell 2000 index is up 1.32% today compared to a 0.43% gain for the tech-heavy NASDAQ Composite. Apple is currently up $0.45 at $3425.58. Among other gainers on the day PNC Financial is up $4.74 or 2% flat at $242.23 and Disney is ahead 2.10% at $108.45. Broadcom, which reports after the bell, is now off $1.57 at $368.11.'
on Barron's: Apple is at an inflection point - 'Everything with Apple whether it’s a release date or the upcoming WWDC event according to these pundits and analysts is: “An Inflection Point.” Reminds me of each season in football there is always the: “Next Game of the Century.”'
on Apple renames Lake Ontario - 'If you click on the name in Apple Maps then click Report and Issue you can tell Apple to correct the name to Lake Ontario. I do the same for the Gulf of Mexico.'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'Considering how expensive some competitors foldable phones are (the ones with big screens) it will be fun to see how the revenue grows in that portion of the mobile market with Apple entering it. I don’t care too much about market share concepts which include cheap phones. Someone will probably figure out a way to make units more important than revenue if Apple has a hit.'
on Barron's: Apple is at an inflection point - 'As you can see on the chart, growth after the inflection point continues, just not as steep as before the inflection point. There are a lot of assumptions built into that graph, now and specially for the future. My assumptions simply don’t match theirs.'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'My take on “shine.” From Lennon’s Instant Karma: “We all shine on, like the moon and the stars and the sun.” Google suggests this means “every single person possesses inherent worth, divine light, and the potential to positively impact the world.” Very Apple. But this also leads me to King’s The Shining, whose title King has said came from the lyrics to Instant Karma. The shining in the book is a gift that, again from Google, allows people “to read minds, communicate without speaking, and see visions of past and future events.” Sounds like something Apple could make, and I would buy 😉'
on Apple renames Lake Ontario - 'I agree but how does he have that unilateral authority and what’s stopping him from renaming anything he wants?'
on Evercore: Here comes the iPhone Ultra - 'I’m prepared to be disappointed if it’s not a foldable iPad with a single folded screen.'
on Live immersive baseball on the Apple Vision Pro is a hit - 'As many have stated, 2 things need to happen, probably around the same time, for the AVP to be successful. First, a cheaper device. Then more content, maybe from a sports standpoint which usually brings a built in audience. At this point, I can’t justify spending that kind of money on a device that may be obsoleted any day now. And it is hard to justify for what is available on the device. I think there are many who feel the same way. But once you remove those 2 obstacles, I think Apple will have a winner on its hands. It may not happen on the timeline that many here want. But I do think it will happen when the time is right for both things.'
on Apple renames Lake Ontario - 'And I’m waiting for Mark Carney to sign an EO declaring that the country south of Canada is hereby renamed Baja Canada…'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'There really is no foldable! Apple has “shined” everyone on! 🙂 Answer to Eric’s #1 has already been shown. He does very well. #2 & 3 will have to wait till the next earnings call.'
on Barron's: Apple is at an inflection point - 'I have a different definition of what this event needs to be. I’m looking for continuity and Apple’s normally exceptional business-as-usual standards, as opposed to pomp and circumstance. Pomp and circumstance will suggest to me that they’ve decided that hype and cheerleading are now important, which would cause me great concern. I don’t know anyone who is exceptionally good at what they do who thinks they need to hype things at any time. And Apple is the only company that fits in that class, for me. Give me boring exceptionalism instead of cheap salesmanship, thank you very much.'
