Robert Paul Leitao on Premarket: Apple is red - 'Broadcom just reported earnings and the shares are up overnight just over 5% at $333.63. The shares closed Wednesday’s session up $3.69 or 1.18% at $317.53.The all-time high of $414.61 was set on December 10th. The company announced a new $10 billion share repurchase program along with strong financial results.'
on Apple's 'big week' winds down: What the analysts are saying - 'And if a qualified student upgrades to the $699 model with added memory and the fingerprint sensor, the $100 discount he/she gets will put the price right back to $599. That’s a fabulous price!'
on Apple's 'big week' winds down: What the analysts are saying - '@David, RE: No fingerprint sensor It’s probably fine for this entry level device. I can see this being used in a lot of places where such a sensor isn’t needed like schools, small businesses, libraries. Anywhere the device will be shared. For an extra $100 they can get the sensor.'
on Apple's 'big week' winds down: What the analysts are saying - 'Rhetorical question, I assume. No they can’t keep up, especially low-end suppliers who can’t get Apple’s memory pricing.'
on Apple's big week: The sixth and final shoe drops - 'David Wilson said: “Except we don’t yet know whether one has to get the MacBook Air or MacBook Pro for Lightroom Classic or Photoshop. I’m waiting/looking for that information.” **Hi David! Upon reading your comment, I did a quick search for “Lightroom Classic”, “Photoshop” and MacBook Neo and got these results: “Performance on MacBook Neo Lightroom Classic: Runs efficiently on MacBook Neo, especially for hobbyists or moderate editing workloads. Handles AI Denoise, masking, and raw rendering well. Ideal for users who edit fewer photos at a time. Photoshop: Best for detailed edits and complex projects. Requires more processing power, especially for large files or extensive edits. Performance can be impacted by the lack of active cooling in the MacBook Air models. Recommendations For Light Editing: If your work involves light to moderate photo editing, Lightroom Classic is a great choice on the MacBook Neo. For Heavy Editing: If you plan to do extensive editing or work with large files, consider using Photoshop, but be aware of potential performance limitations on MacBook Air models without active cooling. In summary, choose Lightroom Classic for efficient photo management and editing, and Photoshop for more complex image manipulation tasks.” **I don’t know if the lack of a fan on the MacBook Neo would be a problem for Photoshop but it may work fine with Lightroom Classic. Hope you’ve found a more definitive answer to your concerns.'
on Apple's big week: The sixth and final shoe drops - 'Thank you. We met online in an Apple users group. And sometimes these connections last for 30 years ore more!'
on Premarket: Apple is red - 'Another AAPL below average volume day (39.3 vs 48.2). AAPL’s still up 9.5% over 6 months and about the same over the year. And what a year it’s been!'
on Apple's 'big week' winds down: What the analysts are saying - 'Also to add on – the 8gig memory on the base model also allows Apple to do chip binning on their high end chip – something they have always done on their M-series chips on Macs and iPad Pro models. Previously their iPhone Pro chips were all the same – differentiated only by storage and screen size. Now ‘faulty’ chips manufactured with lower working memory available can be used for the Neo laptops instead of being scrapped – another way Apple can improve margins since these chips use the latest (or close to latest) semiconductor nodes'
on Apple's big week: The sixth and final shoe drops - '“Unlock your Neo!” I know it’s a kind of Mac, but it can be “Your Neo”'
on Apple's big week: The sixth and final shoe drops - 'Competing in price with Chromebooks for Education and Neo blows ’em away.'
on Apple's 'big week' winds down: What the analysts are saying - 'A MacRumors comment had a photoshopped Morpheus standing behind two colorful MacBooks asking: “Do you want the blue one or the red one?” forums.macrumors com/threads/apple-accidentally-leaks-macbook-neo.2478466/post-34457502'
on Apple's 'big week' winds down: What the analysts are saying - '“With only 8GB of RAM…” 8GB of Apple’s “integrated RAM” is not the same as ordinary RAM. “I read that the cheapest model does not include a fingerprint sensor. That’s unfortunate.” I see it as a nice incentive for buyers to upgrade to the $699 model. Smart move on Apple’s part!'
on Apple's big week: The sixth and final shoe drops - 'They do call it the MacBook Neo on the website. It’s a kind of Mac.'
on Gene Munster: How Apple keeps margins steady as memory prices soar - 'If you look at the price difference between Neo’s base model vs the upgraded version you can see Apple has confidence in its margins. The 100 dollar difference get’s the purchaser a lot of bang for the buck in the Apple world. A doubling of internal hard drive and the fingerprint sensor keyboard are well worth considering by most buyers. If SSD Memory was the issue that some think it would be Then Apple would likely have made an adjustment more than the fairly standard for them $100.'
on Apple's 'big week' winds down: What the analysts are saying - 'With only 8GB of RAM, it’s not running very much AI. And that’s before considering the processor limitations. It would be interesting to test the “Apple Intelligence” features in Airplane Mode. I read that the cheapest model does not include a fingerprint sensor. That’s unfortunate.'
on Apple's big week: The sixth and final shoe drops - 'That’s fantastic Michael, I applaud that. I wonder how that got started? I always pass on my Apple products to folks who aren’t flush with cash, but your way seems better to me.'
on Apple's big week: The sixth and final shoe drops - 'Except now there’s Pixelmator (Apple! 🙂 ) and I suspect (don’t know) that it’s less demanding.'
