Eliot Wilson on Horace Dediu on iPhone 2.0 - 'I also initially rejected the Duo due to the poor camera specs. My last experiment with a non-Pro iPhone a couple years ago made me vow, never again without an optical zoom! But then I realized iPhone Handoff allows me to easily swap my primary number between two devices. That lets me keep my iPhone Pro with the better camera AND buy a new Duo so I can take the most appropriate one with me each day. Apple just talked me into having two devices, at least until the Duo catches up. I wonder which I’ll start preferring for most tasks.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '“My take: Yesterday J.P. Morgan looked at early delivery data and came to the opposite conclusion. I tend to trust Evercore, which follows this stuff more regularly.” A lot of noise at the beginning of the Iphone release this year. Many different factors playing into making the comparisons from previous years difficult. Saturday morning ordering, Jewish New Year holiday, different models to be evaluated, unknown production levels. I saw an article on Apple Insider that tried to estimate the demand after the first hour or so of orders and time delays or lack there of. Headlines are more important than information apparently. JP Morgan had the same idea. It remains to be seen if Apple has judged this as well as we would like or created a bit of a perception problem by not keeping to the previous release cadence. I will say it does seem to be hard for Apple to get all of its product releases out before the Xmas quarter like it used to.'
on Evercore: iPhone 18 orders are 'off to a strong start' - '@Steven: here are a few more that will be making headlines soon: Tim Cook didn’t manage the memory supply chain efficiently; Tim Cook resigned as CEO to lay the manufacturing shortage blame on the incoming CEO; The new CEO doesn’t know what he’s doing and Tim Cook just wanted to be done with Apple; and; The tariff’s are finally catching up to Apple’s insistence on manufacturing in China.'
on Horace Dediu on iPhone 2.0 - 'You mean “Pluribus “, Greg? More likely it will be one that’s just entering production and isn’t a period piece….'
on Horace Dediu on iPhone 2.0 - 'Yep! As an example, there are iPhones and Macs featured in “Coyote vs Acme” – highly recommended if you’re a bit “Looney” like me. I wonder what Apple has to pay for such placement?'
on Evercore: iPhone 18 orders are 'off to a strong start' - 'Apple kept supply low to artificially boost demand. Apple has manufacturing difficulties. There is a hidden labor strike that the Chinese government is covering up. (Help me think of the rest. 🙂 )'
on Premarket: Apple was red, turned green - 'Moving close to the end of the session and Apple remains green on the day. The shares are now up $2.22 or 0.67% at $334.49. It’s been a good day for the iPhone maker.'
on Horace Dediu on iPhone 2.0 - 'Fred, Upvoted. The phone envy that the Duo may elicit may be a whole different phenomenon. Price may be a factor for some that want one(although buying over time could soften the blow enough for some to take the plunge). And, as Joseph stated, there are iPhone users with different needs/wants that won’t be buying. But the Duo is definitely cool. I don’t need one but I do want one. I will have to see how the holiday season plays out and see if I can resist the dark side of the Apple force 😉'
on Horace Dediu on iPhone 2.0 - 'Thanks Horace for the insights. The iPhone Duo takes NPS, Net Promoter Score, to the next level, SPS, Self Promoter Score. As people see it in use by friends, even remotely on Zoom or FaceTime, they will feel magic. Likewise, people will see its magic on all other viewing media. Later, as Duo sales figures trounce the prior Android attempts, talking heads will take report on this as though they discovered Newtonian physics.'
on Horace Dediu on iPhone 2.0 - 'I hate to brag, but we all knew something good was coming.Right? Riiiiight?'
on J.P. Morgan: Check out the iPhone 18 Pro's shorter wait times - '” They can concentrate the months beforehand on just 2 models,” I wonder if the bifurcated delivery schedule has anything to do with Foxconn’s ability to add more production lines (lack of space). Just wondering.'
