Recent Comments

  • Steven Philips on Patrick McGee blames Apple's Tim Cook for empowering China - 'Well, at least NYT has a reporter hanging around the gates of the White House asking about working conditions! A Pulitzer in the offing?'
  • Steven Philips on Patrick McGee blames Apple's Tim Cook for empowering China - 'Yup! My old eyes missed that.'
  • grantbbunker on Patrick McGee blames Apple's Tim Cook for empowering China - 'typo, I think – mitigate, not migrate'
  • Joseph Bland on Patrick McGee blames Apple's Tim Cook for empowering China - 'IMO, John, the way they treated the workers there had a lot to do with that. What goes around comes around. Sadly, it’s for that very reason we’re going to be paying for the stinkers presently in control of our country for a long time to come….'
  • Joseph Bland on Patrick McGee blames Apple's Tim Cook for empowering China - 'Gah, Neal. That site made me nauseous, at least on my iPhone . No way I was going to wade through the muck to read the article, interesting though it may be….'
  • Joseph Bland on Patrick McGee blames Apple's Tim Cook for empowering China - 'BTW, Donna pointed out that Apple didn’t just go to China and make a buck. They insisted on good working conditions and higher than average wages. Contrary to what that clown Mike Daisy was peddling, Apple was and remains a major force for good in the lives of folks working on their products. They truly walk the walk. Their competitors, OTOH….'
  • Joseph Bland on It has never cost so little to move into Apple's walled garden - 'Actually, Ted, I’m going to exchange it with my stepson for his loaded PowerBook M4. I knew he wouldn’t consider it on his budget, with a young family (two delightful girls, 2 and 4), so I forced his hand by threatening to buy it anyway. He is doing major AI work on it, both for his employer and for himself. He needs the increased power to “…help with the experimentation bottleneck…faster CPUs are the only thing that could help, not more cores or GPUs, with very time consuming operations…M5 is 15-20% faster in raw CPU compute.” I presently have a Mac Studio desktop and an iPad M4, and the iPad will go to Donna to replace her much older iPad, so it’s a win for everyone.'
  • Steven Philips on Trump threatens UK with 'big tariff' over 2% digital service tax on Apple et al. - 'Yes, but is Mr. T’s approach the right one?'
  • Joseph Bland on Premarket: Apple is red - 'The AAPL shorters lost their shorts today, albeit they did force a negative 0.87% in the stock price. Max Pain was (271.06-265=) $6.06 in the red for AAPL today. Works for me. Oh, and volume as I write at 1:18 PM PDT is a low 35.2 M trades. Finally, the nice run-up at EOD says some investors are still seeing, and acting on, the bargain price Apple is presently being valued at…'
  • Ted Kluger on It has never cost so little to move into Apple's walled garden - 'Wow, Joseph, what are you planning to do with that? Launch your own satellite? '
  • Miguel Ancira on Patrick McGee blames Apple's Tim Cook for empowering China - 'so now THAT is the problem? You definitely can’t make them all happy all of the time. JFC'
  • John Konopka on Patrick McGee blames Apple's Tim Cook for empowering China - '“ It has invested hundreds of billions of dollars in the mainland” To be fair, Apple has revenues of about $65B per year in China so they may have extracted more cash from China than they invested there. (FY greater China revenue ~$65B for 2024 and 2025 per Apple financial report.)'
  • Greg Lippert on It has never cost so little to move into Apple's walled garden - 'Me too, not quite as high end as that, Apple M5 Max, 2TB, 48gig RAM, 18 Cores (6 Super and 12 Performance). 40 GPU Cores. What a machine.'
  • Joseph Bland on It has never cost so little to move into Apple's walled garden - 'BTW, the Neo isn’t the only Mac in high demand. I just bought a loaded MacBook M5 ($7,200, btw), delivering in 2-3 weeks.'
  • Greg Lippert on Patrick McGee blames Apple's Tim Cook for empowering China - 'Wouldn’t of happened. If they could have convinced Americans to assemble iPhone (doubtful), the price of iPhone would have been non-competitive with others and iPhone would at best be niche and at worse non-existent.'
  • Neal Guttenberg on Patrick McGee blames Apple's Tim Cook for empowering China - 'Interesting article from Inc. from 2025 addresses this point https://www.inc.com/jessica-stillman/steve-jobs-quote-on-american-manufacturing-still-applies-today/91181530 edit-this was a reply to Greg Bates post'
  • Greg Bates on It has never cost so little to move into Apple's walled garden - 'Maybe Apple’s next low-priced entrant should be named GOIW–for glass of ice water.'
  • Michael Goldfeder on Trump threatens UK with 'big tariff' over 2% digital service tax on Apple et al. - 'It’s about time someone did something about this worldwide extortion of American Big Tech.'
  • Steven Philips on Patrick McGee blames Apple's Tim Cook for empowering China - 'There’s a LOT missing in his “analysis”. Not sure about PED’s comment about him. As previously mentioned, this is the NYT, after all.'
  • Steven Philips on Patrick McGee blames Apple's Tim Cook for empowering China - 'And, I would argue, raising China essentially through Capitalism creates incentives for it to play nice with the rest of the world. Countries in poverty, like N.Korea, are more likely to strike out at others. Nothing to lose. Also I think a stronger middle class in China will tend to migrate oppressive actions by the government. Would that this could also happen to Russia.'
  • Greg Bates on Patrick McGee blames Apple's Tim Cook for empowering China - 'I’m an Apple fan. And I don’t think, given China’s entry into the WTO, that Apple had much of a choice–it had to build in China to stay competitive. Yet I can’t help but wonder where we would be today if, instead of training and employing 28 million workers in China (equivalent to the entire workforce of California), Apple had trained and employed that many Americans. Our phones would be more expensive, for sure. But I suspect that the gap in inequality would be much narrower–and our vociferous politics more muted. Missing from McGee’s analysis is that Apple is building and sourcing more in the US; Corning makes the iPhone glass in the US, for example. Long may that trend grow.'
  • Steven Philips on It has never cost so little to move into Apple's walled garden - '“Apple, once known for its high quality and extremely expensive hardware, has now fallen sooo low that it’s resorting to selling cheap products. Mark my words, it will soon be bankrupt. Sell NOW! Everything must go!”'
  • Steven Philips on Apple bores the Atlantic - 'A lot of things they never get credit for! (No (minimal) layoffs? Ahem Meta, Microsoft, Google!)'
  • David Emery on Apple bores the Atlantic - 'Despite the occasional exploit, Apple never gets credit for SUBSTANTIALLY raising the bar for cyber security.'
  • Rodney Avilla on Patrick McGee blames Apple's Tim Cook for empowering China - 'Using China’s standards, poverty in 2000 was 70%. In 2021 it was 21%. Apple had a lot to do with that. There are no World Bank numbers past 2021, but I would think it has continued to get better.'
  • Robert Stack on Apple bores the Atlantic - 'That’s really funny Joseph – upvoted! 🙂 And I’m going to add: But as of today, Apple does not yet own the entire stack…'
  • Joseph Bland on Premarket: Apple is red - 'Max Pain/options continues to handicap AAPL. Volumes have been generally subsiding over the last year, finally seeing that enormous Berkshire selloff of AAPL getting permanently reabsorbed, much of it by Apple buybacks. Consequently, I’m expecting a low volume Friday, and at best a flat close as that $265 options medium price exerts maximum magnetic attraction. Next week, of course, is AAPl’s earnings report, and eventually a new share count print, showing a significantly increased net income/share count, or what I call “real EPS”…. (For those that don’t know, what’s called EPS (earnings per share), is an averaged sum over 4 quarters. Hence, it always underreports the end of quarter number, simply because Apple is continually shrinking the stock float, quarter after quarter.)'
  • Rodney Avilla on Patrick McGee blames Apple's Tim Cook for empowering China - 'Empowering China? Allowing China to acquire Apple IP? Protecting America’s IP is the government’s job, not any CEO. And what Trump tried to do was too little too late. Before recent changes, the prevailing wisdom was that if we can make China economically dependent on us, they would behave. Little did we know. China definitely knew what they were doing. To blame that on Cook is wrong.'
  • David Emery on Patrick McGee blames Apple's Tim Cook for empowering China - 'No credit for first raising a lot of people from rural poverty, and then insisting on better working conditions. Sure Xi benefits, but in part that’s because he enabled, or at least didn’t block, the growth of Western tech assembly cities.'
  • Joseph Bland on Patrick McGee blames Apple's Tim Cook for empowering China - 'We live in a complicated world, so simplistic POVs like this are just red herrings for an ulterior motive – ie, click-bait for Apple haters. The Grey Lady has never learned the right lesson from the Mike Daisy debacle, and that’s beyond sad. Too bad in this case, because getting into a truly objective analysis of this particular complex issue would have been far, far more interesting and meaningful. The Chinese people as a whole, for example, only entered into the mix in a cursory way.'