Robert Stack on Premarket: Apple was red, turned green - 'Last I checked, the Commander in Chief said we weren’t at war. Perhaps he’s changed his mind – again. And the Geneva Convention would disagree with your take on Trump’s threats, something the US purportedly agrees to uphold. And this comment: “Then every Allied bomber pilot, copilot, navigator and gunner, and everyone in a command and control and maintenance role including secretaries and cooks since the 1930s is guilty of multiple war crimes” is wayyyy over the top. And I think you’re smart enough to know that.'
on 7th Apple 3.0 price target contest: Where we stand - 'Joe, you’ve had $350 for three years, not $300. $350 is still available under the new rules. Do you want to change your bet? Send me an email.'
on Three Apple analysts see gold in the iPhone fold - '$40B is not so big. Apple sold about 247M iPhones last year. At an ASP above $2K * 20M (or 8% of last year’s sales), that’s $40B. Erik says 18 months, 50% more, or $60B. A fully optioned for memory Galaxy Fold costs $2,499. Gregg’s point about cannibalization remains valid.'
on Premarket: Apple was red, turned green - 'War is about destroying the enemy’s ability to wage war. Destroying infrastructure is a key part of that. Think Strategic Air Command (SAC) and the B-52. From 39,000 feet you can’t distinguish between an armed combatant and a cleaning lady.'
on Three Apple analysts see gold in the iPhone fold - 'Mebbe. I’m still unconvinced both by the Fold form-factor -AND- by the sales figures for the Android devices.'
on Three Apple analysts see gold in the iPhone fold - 'I agree with Philip’s take about today’s trading in Apple stock price. The news and move is about Iran not about Apple products or estimates. Those issues have been ignored or take a backseat for now. Bad writing to link today’s stock rise to this idea. Could have easily said recent China sales report was also responsible. I also agree with others here that MS Erik W is being pretty aggressive about how much new revenue the fold might bring in over and above previous IPhone sales revenue. 2025 Apple reported about 209 billion in IPhone sales revenue. So doing some quick math 40 Billion in 18 months would be about 26.8 billion in a year if sales are steady. ( a big if) So his low end number would increase total iphone sales revenue about 12% annually. Maybe the foldable market is that big but maybe not based upon current market trends in terms of other makers unit sales. I still think they should introduce it etc but I doubt the first release would reach his higher estimate and think it would be difficult to see even the lower estimate if the cost of the phone is too up market. And likely there will be some cannibalization of the Pro Models sales as that is likely part of the audience for this. (See Gregg’s comment) But Apple should release aspirational products when they can. Some people will go for it and it could be a very nice slice of the market if it really catches on.'
on Three Apple analysts see gold in the iPhone fold - '@Bill Maybe it is a matter of semantics. “Interested” is not the same as “I definitely will buy one”. The press likes a shiny object to report on and a foldable device is just such a shiny object. On the other hand, as Greg and others say the Neo is more likely to be the big seller. I think the foldable iPhone will do OK. I have heard rumors of this for more than 10 years. Presumably the technology is finally good enough for them to build it reliably, at scale. Certainly it will help drive foot traffic into the stores to go see one.'
on Three Apple analysts see gold in the iPhone fold - 'I’d have to see it to believe it. It’s going to be too expensive for the masses. I’m more interested in the Neo expanding Mac flat big time in education – and increasing revenue.'
on Three Apple analysts see gold in the iPhone fold - 'Kind of agree with PED’s take. Saw a headline that says AAPL was up on anticipation of folding iPhone. Ridiculous if you consider that it wasn’t up on the bigger success of the NEO. With more potential world wide.'
on Three Apple analysts see gold in the iPhone fold - 'There’s no way 27% of global iPhone users are interested in a foldable iPhone that costs 2-3 times as much as the replacement for the phone they’re currently using. At the top end of MS’s prediction, it would mean a foldable iPhone is generating 15-20% of iPhone revenue. To that I say not a chance without a massive change in pricing expectations.'
on Premarket: Apple was red, turned green - 'That looks like a bargain, barring any huge macro surprises.'
on Premarket: Apple was red, turned green - 'Now this is a nice way to start the day! Apple is up $5.01 at $253 pre-market on news the US will hold off on hitting Iranian electrical infrastructure, at least for now. The market is responding positively to the news with all four major stock indexes up bigly ahead of the bell. Let’s see what happens as we move further into the new day’s news cycle.'
