Bill Fouche on Mark Gurman: Apple glasses to ship in early 2027 - 'Looking forward to Gurman’s article 8-10 months hence, in which he will “break the news” that Apple will miss its internal “deadline” for offering smart glasses to the public and is now hopelessly behind Meta due to gross mismanagement by Cook and others. A few weeks or months after that, he will cite his prior “market-moving” article on the subject and essentially retract it without ever admitting that he was being played by sources inside other companies or by Apple insiders who are looking to leave, or that he simply made it up to improve his Bloomberg bonus. The monkeys on CNBC will nod and drool.'
on This week's Apple trading strategies (4/13-4/17/26) - 'The five-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. NVIDIA (NVDA) – up 1,209.93% Broadcom (AVGO) – up 665.94% Taiwan Semiconductor (TSM) – up 201.79% Alphabet (GOOG) – up 176.23% Meta Platforms (META) – up 101.58% Apple (AAPL) – up 95.85% Berkshire Hathaway (BRK) – up 80.00% S&P 500 – up 65.11% NASDAQ Composite – up 64.77% Tesla (TSLA) – up 54.63% Microsoft (MSFT) – up 44.96% DJIA – up 41.76% Amazon (AMZN) – up 41.38% Russell 2000 – up 17.26% I’m surprised over the most recent 5-year period how closely the S&P 500 and the NASDAQ Composite tracked with one another. Apple is in the 6th spot on the performance list out of the 10 equities. The company’s share price performance outpaced all four major indexes over the 5-year period.'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Could Eddy be the camera equipped pedant? Pendant? Oh! Never mind. 🙂'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Oh yeah, a pendent, hanging from around your neck. Now that will be a super stable platform. Does it seem like the good anything is always just a few years away, and when Apple fails to meet Eddie’s vapor wear time lines it’s always a failure on Apple’s part?'
on This week's Apple trading strategies (4/13-4/17/26) - 'Big dip to scare folks with stop limit orders who wind up losing their stock and it climbs back up to $260 to end the week. Stay long my friends. Neo is here.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'Once again, the focus of this data is market share, but Apple’s focus is installed base. Or at least it was: I’ve encountered a horror story when upgrading my old iMac to the newest system, which forced me to uograde right in the middle of a major personal project due to huge slowdowns and numerous reboots on my old iMac. That has cost me many, many wasted hours, to the point that I have now been forced to put the two Macs side by side on my desk. Not a happy camper.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'I think I took the same bait as Gregg, perhaps harder. As a semiconductor manufacturing guy, if I see “reverse engineer”, I take it quite literally, but my thought process, akin to David’s reply was “Why would Apple want to do that? It already has a pretty kick-ass set of A-series and M-series chips!” So I do think there is some room for confusion, and that, eventually, the market will sort itself out. I feel confident that Apple will come out winning. Perhaps not *the winner*, but definitely winning.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'Gregg, I think you misunderstood PED’s question. It’s about whether laptops equipped with Apple A-series processors will eventually outsell laptops equipped with Intel Celeron processors.'
on This week's Apple trading strategies (4/13-4/17/26) - 'Beachball. How about that. Joseph Bland said it first, right here, years ago.'
on Microsoft, start your engines - '“I use Microsoft’s cloud-based productivity products throughout my work day.” I am fortunate that I use Apple’s productivity products throughout my day including Pages, Numbers, Keynote and Pixelmator. They are just so enjoyable to use and I am yet to see in real world/working alongside Microsoft/Adobe users where those products offer an advantage over Apple’s. Keynote in particular consistently delivers a better presentation and Pages’ output is as good as In-Design (in real world scenarios). There are things you can do in Numbers and excel that you can’t do in there other, but Numbers is fine for 99.9% of users. But agree, the near seamless/frictionless functionality of Microsoft’s productivity suite on the Mac has been a benefit to adoption/tolerance of Mac in the workplace.'
