David Emery on EU Court: Yes, Virginia. Apple is a gatekeeper - 'A question for Bart or Horace: How much would it hurt Apple to not sell iPhones and iPads in the EU?'
on The days of the $99 smartphone are numbered - 'Apple’s recent “land grab” is starting to come into focus. Not raising iPhone prices until this year (most likely) may have been in anticipation of higher prices leading to a longer upgrade cycle. Get the switchers and upgraders *now* (last year) and they’ll be ready to upgrade again when memory costs are coming back down. The balance of Apple’s IB, for whom price increases aren’t as big a deal, will upgrade at their usual rate. Also, of course, the Apple foldable, which will also sell well, regardless of price. I’d have to imagine they bought up memory from that phone over a year ago, so that may be prices starting at $1,999, and not the rumored $2,300-$2,500. Either way, I’m getting one.'
on The days of the $99 smartphone are numbered - 'And the EU and others will accuse Apple of using its dominant position to wipe out the competition. Calls for penalties, fines, or breakup to follow. In other news “sun to rise in the east tomorrow.”'
on The days of the $99 smartphone are numbered - 'Apple will use this to snuff out the cheaper options by offering quality at a competitive price point.'
on The days of the $99 smartphone are numbered - 'Actually I think Apple will continue their trend of improving iPhones to improve value and drive prices higher. It works because Apple’s demographic is less price sensitive. Also trade-in value increases as used iPhones become more valuable compared to new Android phones with price increases. The only concern is people buying iPhones now to beat price increases, which may cannibalize future sales. We’ve seen iPhone cyclical and seasonal fluctuations forever.'
on Premarket: Apple is green - 'But all is not well among workers at various Samsung Division because not all will share or share equally with huge bonuses earned by DS semiconductor workers whose Division is now earning the vast majority of Samsung’s revenues and profits. Reuters Samsung appliance workers to stage a rally protesting chip workers’ wage deal Workers in Samsung Electronics’ (005930.KS) smartphone, television and home appliance division will stage a rally on July 16, their union said, to protest the big bonuses the company’s chip workers have negotiated. “Workers in the company’s booming semiconductor division recently won a wage deal led by another union. The non-chip division’s workers are expected to receive a bonus of 6 million won ($3,900) in treasury shares for 2026, compared to up to 600 million won for those at the semiconductor division, Yonhap News Agency said. Roughly 2,000 or 3,000 workers are expected to participate in the rally near Samsung’s headquarters in Suwon, Yonhap reported, citing the largest union for workers in the company’s mobiles and consumer electronics division said. The union has about 28,000 members. Samsung is expected to flag its operating profit surged about 18-fold from a year earlier in the second quarter, when it releases its earnings estimate for the April-June quarter on Tuesday. Excerpt From “Samsung appliance workers to stage a rally protesting chip workers’ wage deal” Reuters https://apple.news/AOd5ScRY8QhyB9ylYqlD0kg This material may be protected by copyright.'
on Horace Dediu: Where is Nvidia in a decade? - 'I have nothing against picks and shovels, metaphorically. I work in manufacturing, albeit semiconductors. But I think I pretty strongly agree with what you are alluding to: There could well be a pin out there to pop the pick and shovel bubble.'
on How Apple hedges foreign exchange fluctuations - 'Very much enlightened- ya gotta ask the right questions ! Tkx !!'
on Mark Gurman: What Apple needs from Broadcom and vice versa - 'It was as if Nostradamus himself was holding court with these two talking heads. The blond especially was hanging on every word Eddie spoke. I also didn’t know that he was an expert on ordnance and the time table for when they will explode and under what conditions. I’m saving this snippet and will be referring back to it 250 years from now to ascertain whether or not Eddie was correct on the explosion taking place inside that time capsule when they dig it up.'
on How Apple hedges foreign exchange fluctuations - 'It looks like Apple’s previous Chief Financial Officer Luca Maestri left a larger footprint than I realized.'
on Mark Gurman: What Apple needs from Broadcom and vice versa - 'This SOUNDS like something I suggested some time back. But it’s unclear (to me anyway) what this actually is. I hope we learn more. It seems like a good idea – IF.'
on Premarket: Apple is green - 'Today I rolled the July Call Spreads just purchased a couple sessions ago into AUG $310/$315 Call Spreads at $3.58 (low today was $3.52). Even after selling off at the end of today’s session, these Spreads remain within $4 of maximum value, with more than six weeks tio go before expiry. I’ve launched several predator drones overhead, each programmed to destroy potential Black Swans.'
on Premarket: Apple is green - 'Re: “[Samsung] reported stellar preliminary results on Tuesday, but its shares still cratered 6.9%.” It’s almost comforting to know this phenomenon applies to companies other than Apple…'
