Steven Philips on In defense of the Apple iPhone Duo - 'The article obviously has ok sentiments, but a bit premature. The author can’t knowingly state “A few dozen had a manufacturing defect…” when the product has only been out for a week. Knowing Apple’s QC, I expect he’s correct. Still, it’s better to wait and see before making absolute statements. Unless he qualifies them like “according to Apple”.'
on Saturday Apple audio: Steve Jobs wows the 1983 Aspen design conference - 'I saw this quote in an ad for Range Rover. It seemed highly pertinent to clips about Apple, and the ongoing debate about Cook’s value to it. ”A Leader’s Job Isn’t Just To Set the Vision. It’s To Help People See Themselves In It.”'
on In defense of the Apple iPhone Duo - 'Have had mine for a week now and have had no issues. I’ve been using Pro Max versions for years now, and I don’t think I can go back to that form factor now. I still have my 17 Pro Max because when I was ordering the Duo, my concern was there would be times when I would want the cameras the Pro provides. So far, the cameras (such as they are) have been sufficient for my needs. Actually, over the summer, I got an Insta 360 and was using it when traveling and barely used the Pro, so who knows if I’ll actually keep the Pro. Bottom line is I really love the Duo. I love it in both the folded and unfolded form. The Pro now seems actually weird to pick up and feels comically long. Oh, and I understand I’m using a foldable, so I treat it with the care such a device demands. Will my mind change in the future? Maybe. Maybe as the product ages, I’ll see that it can’t hold up as well as the candy bar design. But I’m certainly not going to go out of my way to try and break it.'
on Premarket: Apple is red - 'It’s interesting (to me) to consider which of those stocks have businesses and management ready to handle a significant downturn. I’m no fan of Microsoft, but that’s the only one of those that I’d consider ready to weather a tech market crash. Google could muddle through. Oracle has been around long enough, but that doesn’t mean their management is up to surviving.'
on Evercore expects Apple to beat its conservative guidance - 'The clearest sign of market confidence on all the AI hyperscaling and compute leasing: spiking CDS prices! LOL'
on Premarket: Apple is red - 'I’m looking through the carnage on the Street from today’s pull down in prices. Meanwhile, Apple closed down $4.28 or 1.23% today to finish the week at $344.63. Apple remains up year-to-date 26.77% and up 27.01% over the most recent six months. The shares are off 0.89% over the past five days.'
on Premarket: Apple is red - 'Bill, it sounds like you are wired a lot like me. I consistently time my retreats to safety well – but I have never once bought back in at a good time. Consequently, I am standing pat in the face of what feels like a high probability of being on the brink of a crash… oh well hopefully I live long enough to profit from the recovery!'
on Evercore expects Apple to beat its conservative guidance - 'Yikes! I blame it on this 80-year-old brain…. Thanks, Charles! And apologies, Horace!'
on Evercore expects Apple to beat its conservative guidance - 'With all due respect to Horace…it’s Dediu, not Deidu.'
on Evercore expects Apple to beat its conservative guidance - 'One interesting point about the AI bubble — credit fault swaps have increased a lot for all the main players, suggesting lots of people are worried about an inability to pay back debt, so they are hedging against that. Meanwhile, Apple’s CDS are 5-10 x times cheaper, signifying that the markets do not think Apple will have as hard a time over the next 5 years.'
on Evercore expects Apple to beat its conservative guidance - 'Upvoted for your shout out re unified memory. Apple’s silicon makes the memory in their device MORE valuable relative to others. Together with Apple’s upgrade financing and carrier financing, memory upgrades cost dimes/day.'
on Premarket: Apple is red - 'Moments like these make or break your investments’ progress. Good luck!'
on BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple - 'They are buying the phones at a discounted rate from Apple and reselling them at full price. They recoup that $$$ easily over the cost of the contract.'
on Evercore expects Apple to beat its conservative guidance - '@Bill Presumably as higher revenue is announced Monday then the P/E will come down a little.'
on Premarket: Apple is red - 'Upvoted Bill. I think you have chosen wisely. I have also moved some of my investments to cash for the reasons you have stated but not as boldly as you. I share your fear of things not going well at the midterms. I only hope I am wrong.'
