Michael Goldfeder on Morgan Stanley raises Apple price target $4 to $364 - 'Do you think if Erik was at the Apple 3.0 dinner he would have doubled that amount and raised it $8.00?'
on Apple's tiny capex gives it big Street cred - 'Apple is always the tortoise, it takes its time to pick the path and stay on course. The fable is very apt. Now, if we can just have no wars, tariffs or ram shortages this tortoise would get some hare like legs…'
on Premarket: Apple is green - 'Who here is piling into LiquidMetal and pushing up my paper profits? Do you have any facts or are you buying on rumors of the hinge in Apple’s Ultra foldable iPhone? yippee!!'
on Premarket: Apple is green - 'At the closing price today of $333.02, Apple ended the week off $0.72 from last Friday’s closing price of $333.74 and the day’s high of $334.37 was off $0.62 from the current all-time high of $334.99 also set last Friday. The share price did move up $11.36 or 3.53% today to recover from the pulldown that began on Monday.'
on The day PC Magazine fired John Dvorak - 'Ewan Spence – aptly named because after reading pieces of his I always responded with an “Ewww” – was nearly as bad as Dvorak. The Macalope must have loved him though because his idiocy set the stage for a number of some of his best skewerings (is that a word?). In fact, I laughed so hard at some of the Macalope’s writings that it actually made me read Spence’s original articles, until I realized this was only to Fortune’s benefit.'
on Premarket: Apple is green - 'Apple closed near the day’s high on moderately high volume and went up a bit after hours. Max pain really got hammered. With earnings coming up next I don’t expect much selling pressure at least till just after the earnings come out.'
on The day PC Magazine fired John Dvorak - 'Gee Whiz, I wasn’t aware that John had passed away. He was a wonderful guy and an excellent writer. Back when I was putting together the first issues of MACUSER Magazine, he was very surprised to hear from me, especially when he heard the assignment I wanted him to accept. I would list him on the masthead as Anti-Editor (to my Editor-in-Chief). His assignemnt for a monthly column would be simple: John’s job was to editorially balance the magazine all by himself. I never liked (still do not) magazines which were not-so much fluffy in content as they were in opinion. He was to become our resident curmudgeon and all by his lonesome to point out anything he thought would best illustrate what he thought Apple was doing wrong and we were missing calling out. I know that John would love to hear that he was the greatest Anti-Editor and the one and only as far I know throughout Publishing and Journalism) that I could have chosen. Sigh. I wish we would have stayed in touch. — Neil Shapiro'
on The day PC Magazine fired John Dvorak - 'Nope. I don’t miss what he became, when he decided nobody knew better than he.'
on The day PC Magazine fired John Dvorak - 'Steven said: “As I recall there were a couple of other really out there pundits whose names I can’t recall…” Ewan Spence, Gordon Kelly, and others at Forbes, Gurman at Bloomberg, (all of the above incentivized by clicks and engagement), Cory Doctorow or Dan Gilmor (read neither), Musk, Sweeney and Spotify CEO for specific App Store issues, Toni Sacconaghi, Craig Moffett, now Brandon Nispel, and of course, Vestager and most of the EU. There, that’s a bunch of nabobs of negativity. Oh, I forgot Tommo_Uk, he’s an “Apple truther” (IMO) who knows exactly where and why Apple has gone wrong, mostly who screwed it up, and how Apple could right their ship (if it isn’t too late) and fix themselves back to past Jobsian glories, if they just followed his (and his custom AI) recommendations. I’m sure many still miss him.'
on Morgan Stanley raises Apple price target $4 to $364 - 'Morning, David. I’d personify it as a tip of the hat, and an indication of a willingness to upgrade upwards on more proof of renewed growth. I.e., a conservative year-out estimate.'
on The day PC Magazine fired John Dvorak - 'It shows that sometimes we’re more interested in entertainment than truth.'
on The day PC Magazine fired John Dvorak - '“Any clod can have the facts; having opinions is an art.” Charles McCabe'
on The day PC Magazine fired John Dvorak - 'Oh how does that bring back memories! As I recall there were a couple of other really out there pundits whose names I can’t recall but Dvorak was “king”. So spectacularly up front bad that you – almost – had to like him. As my old daddy used to say, “He’s not totally worthless. You can always use him as a bad example.” RIP, John.'
on Morgan Stanley raises Apple price target $4 to $364 - '“ The firm continues to believe that Apple fundamentals are “very strong.” — Analyst Erik Woodring” – Duh'
on Counterpoint: iPhone shipments in China grew 23% YOY in June quarter - 'Simply FAAANTASTIC jpb, Bart!!! We all owe you an enormous Thank You for your excellent and very time-consuming work!!!'
