Recent Comments

  • Rodney Avilla on AppleInsider: Something's rotten in the App Store - '“Or to look at it another way, Apple earned between $1.425 million and $2.85 million from that scam, depending on whether the developer is charged 15% or 30%.” I’m not sure this reporting is true. The fake cryptocurrency app referred to [Freecash] was free in the app store. And according to an AI search, the way the app got people’s money bypassed Apple’s commissions and Apple earned no money.'
  • Stephen Gordon on AppleInsider: Something's rotten in the App Store - 'AI will solve this. Kidding, it won’t!'
  • Gregg Thurman on AppleInsider: Something's rotten in the App Store - 'I thought all those emails were the result of some vendor sharing my email address. I won’t tout Apple’s no email harvesting any more. Really disappointed with Cook on this issue.'
  • Robert Stack on AppleInsider: Something's rotten in the App Store - 'Apple’s failure to remove Musk’s retooled porn-generating app – even after it rocketed to the top of the App Store – is inexcusable. Like Fortnite, it should have been pulled immediately!'
  • Daniel Epstein on BNP Paribas raises its Apple target $40 to $300 - '“CORRECTION: An earlier version of this item had a big fat typo in the headline.” Waiting for headlines that Apple 3.0 cuts analyst’s Apple stock target price in half! Noticed this typo before it was corrected. As for the correct story it is good to see an analyst upgrade the stock regardless of the recent war price gyrations.'
  • Romeo Esparrago on Neo isn't the only Mac that Apple can't build fast enough - 'That Wǒkyis Retro Mac dock station let me plop in a 4Tb Samsung PCIE SSD card inside it, so I have an external SSD connected to my 4Tb Mac Mini for backup purposes.'
  • Romeo Esparrago on Neo isn't the only Mac that Apple can't build fast enough - 'That’s prolly something I would seriously consider as the Trade-In value should be considerable and also if they didn’t change the form factor so it wouldn’t ruin my Wǒkyis Retro Mac dock station that plops perfectly right over my M4 Mac Mini.'
  • Steven Philips on Neo isn't the only Mac that Apple can't build fast enough - '“Hold off” ? No. No. No! Buy NOW. Then hand it down and buy another in six months. 🙂'
  • Romeo Esparrago on Neo isn't the only Mac that Apple can't build fast enough - 'I couldn’t wait for the M5 Mac Mini. I purchased new  equipment last Nov/December in anticipation of my 2026 early Feb retirement (earned money vs saved retirement money). I was hoping I’d get an M5 Mac Mini to match my M5 iPad Pro but alas got an M4 Mac Mini instead. The fun part was I got a Wǒkyis Retro Mac dock station that plops right over it and it has a working display, so it looks like I have a miniature Mac Plus (I still have to use another external display as the functional dock’s display is too tiny to be usable other than for floating widgets like Stock, Clock, Date, Weather, etc),'
  • David Emery on Saturday Apple video: Steve Jobs' hula hoop (1999) - 'A conference I attended had quarterly meetings, and those were early adopters of widespread WiFi. The best use of this came at the Swisshotel in Chicago. We were there for the second time, and the large brandy snifters of chocolate were missing when we checked in. Turns out they were hidden from the ‘nerds who ate too much candy.’ They were brought out later in the day, and the emails flew across the conference. Each group would schedule a break when the chocolate was available, and like a flock of birds, we’d descend and clean out the chocolates.'
  • Greg Lippert on Neo isn't the only Mac that Apple can't build fast enough - 'DDDDOOOOOOMMMMEEEEEDDDD!!!'
  • Kirk DeBernardi on Buyers are snapping up MacBook Neos faster than Apple can make them - '— Dan E. — “…an additional 5 million Neo’s is not a huge revenue increase for the company.” Revenue, nice, but a founding presence in an expanded arc of offerings is better. This is foundational revenue for so much more to further advance broadly across the ecosystem.'
  • Steven Philips on BNP Paribas raises its Apple target $40 to $300 - 'That’s a whole lot of speculatin’.'
  • Steven Philips on BNP Paribas raises its Apple target $40 to $300 - 'That was a typo? Oh gosh darn it! 🙂'
  • Charles A. on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - '@Stephen Get Brodart Just-a-Fold clear, acetate cover material from Amazon. You trim it to size with an Exacto or other knife. Looks simply beautiful on Pogue’s book! Similar to what libraries use to protect their books. Sturdy and very professional. You’ll be delighted with the results!'
  • David Emery on BNP Paribas raises its Apple target $40 to $300 - 'Now -that- is what I call an “adjustment.” None of this “1% it’s really in the rounding error” movements for PNB Paribas! Good for them for demonstrating testicular fortitude. (Even at $300, rather than PED’s $600 typo, this is a significant change.)'
  • Gregg Thurman on BNP Paribas raises its Apple target $40 to $300 - '”While Apple is also impacted by the memory issue,” he added, “it has more levers on top line and cost to pull vs peers.” There is a lot of upwards pressure on physical memory, not only for mobile devices, but for desktops as well. This is where WS fails to see the potential in Apple’s tech and its relationships. Apple has had a long relationship with Google re: Search, and recently has entered into an “AI” relationship as well for Google’s Gemini AI. Despite Google’s Android mobile OS, Apple sees value in partnering with Google. I think this is important and isn’t being considered by WS analysts: to wit, Google has developed a memory compression algorithm (TurboQuant) that effectively increases physical memory capacity by >6X. While it may not be suitable for use in mobile devices today (developed to improve “AI” memory efficiency), when implemented it will decrease the pressure on memory supply, thereby lowering prices of mobile memory. Google would be remiss if it didn’t pursue the mobile market with this technology as well. While it may not be available in the near term (2 years?), I believe ultimately it will be. Given Apple’s and Google’s long term relationship I can’t imagine that Apple hasn’t been involved in the development of this new memory compression algorithm, with the result that this technology is made available (with some modifications) for the mobile market. I can envision Apple licensing this compression technology 2 to 4 years ahead of the Wintel industry, and a lesser period ahead of the Android market. This means that COGS for Apple products will decline while competitors COGS increases. TurboQuant is going to be a big cost lever that Apple can pull before the competition can utilize it.'
  • Ben Gepp on Buyers are snapping up MacBook Neos faster than Apple can make them - 'I’ll take any additional 1% the market throws an Apple, which should translate to at least another $2 for AAPL. In fact it probably should add at least $3 for the halo effect and increased user base that the Neo brings.'
  • Don Donofrio on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'I just finished it Wednesday as well. One of many tidbits I not heard before was that the “Jobs cheated Wozniak out of the extra money for less chips in the Breakout design back in the Atari days” myth is a single sourced story that Jobs denied “until his death”. That one source has just propagated into legend, it was nice that David presented another angle. Since desktop publishing has been so central to my career, I really enjoyed that part as well.'
  • Michael Goldfeder on BNP Paribas raises its Apple target $40 to $300 - '@PED: Although I would not bat an eye at a $600.00 PT, they actually set it at $300.00 from $260.00. Have a great weekend and thank you for such a great platform.'
  • Daniel Epstein on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Well this is another way to get people to buy the next higher priced model in the category! Sell out of the NEO might mean many customers prefer a Mac to begin with. Considering other companies are raising prices for their non Apple computers due to Ram shortages Apple’s Mac line has a very competitively priced line up from 1200 on down. If we hear of increases in sales for other inexpensive Mac’s besides the Neo then the customers are getting into the good better best mode having been enticed by the good model. Of course from a gross revenue point of view and Apple’s size selling an additional 5 million Neo’s is not a huge revenue increase for the company. Approximately 3.5 Billion additional sales is less than a 1% increase in total revenue.'
  • Bill Donahue on Buyers are snapping up MacBook Neos faster than Apple can make them - '“Houston… we have a problem…” Fortunately, it’s a great problem to have!'
  • Richard Gayle on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Looking at the benchmarks, an A19 is just a little bit faster than an A18Pro, with the same number of cores. The A19 does have some added silicon innovations allowing AI on device to be faster. Apple says they are planning for 10 million Neos this year and estimates are for 5-7 million A18Pro. So I would not be surprised to see an update on the Neo come the Fall. Just in time for Christmas.'
  • Stephen Gordon on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'You won’t regret it, Graham. It even has stories that make me laugh out loud.'
  • John Konopka on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - '@Stephen Man I remember that. First thing in the fall in grade school after getting our school books we’d be cutting up shopping bags and folding them to make book covers.'
  • Hap Allen on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'Wow… Does Apple go above and beyond, or what? So impressive.'
  • Steven Philips on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Robert: “Don’t speak too soon for the wheel’s still in spin…”'
  • Steven Philips on Premarket: Apple is green - 'Repetitive, I know, but… “Get back! Get back. Get back to where you once belonged.” Get back JoJo Apple. 🙂'
  • graham prudhomme on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'That’s quite an endorsement, PED and Stephen. A copy has been sitting in my cart at Amazon, may be time to pull the trigger today… thanks!'