Richard Gayle on Handicapping Apple's fiscal Q4 2026 earnings - 'I should have added, as the others above me wrote, that in the long run, this will be good for Apple. Its stock price may drop but it still produces things of real value that people need. It will be able to use its cash to not only sustain itself but likely gain market share. It will return better than ever.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - '“The company should be working fast toward what could succeed today’s Mac and iPad designs, even if that means bringing them together.” Oh Apple…please bestow upon us the next Jesus-device! Doncha jus’ love those pundits who postulate what Apple SHOULD do? Gurman often leads the pack. Nilay Patel from ‘The Verge’ is a close second. One can only wonder what collective mess of a product they would come up with on their own.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'Richard Gayle said: “I’m pretty pessimistic about the skittishness of the overall market at the moment.” **Upvoted your comment, Richard. And let me say, I’m *always* pessimistic about the skittishness of the overall market. 🙂 That’s partly the reason why my wife and I have stayed 100% invested in AAPL over the last 26 years. Thanks to 3 AAPL splits and AAPL’s remarkable performance over those years, our portfolio is worth 56.2 times its worth when I retired 18 years ago, in 2008. If the market reacts negatively to Apple’s earnings on Monday, and the AAPL stock price eventually reduces the value of our AAPL portfolio by half, we’ll still be doing much better financially than we ever expected to do thanks to AAPL/Apple! Many cheers to the AAPL Longs!'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'I don’t know, but I fail to see what is so advantageous about a touch screen on a laptop. Having to take your hands off the keyboard or trackpad to move or rotate something on screen seems so anti-productive. At this point, everything you would do with your fingers by pressing and moving around on the screen have been so much more efficiently implemented using a mouse or trackpad. Zooming, rotating, it seems much more efficient using the trackpad and/or mouse. But, what do I know. I just use my laptop and desktop machines to surf the web, spreadsheet, read articles on the News app, send emails, use thinkorswim, things like that. I don’t do graphics work or things that require much pinching and zooming. I remember back when touch screens first came out on Windows machines, I escorted a 3rd party vendor into our data center so he could make some changes to one of their pieces of equipment. He proudly showed me him moving around the terminal window with his finger. Didn’t see it then, don’t see it now.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'I hope you are right, Richard! The Good Ship Apple will transform into Bathyscaph Apple, and sock away even more undervalued AAPL. Meantime, Apple’s net cash flow torrent will get even larger, fully funding the process that’s been going on for 13 years in a row now…. But that’s Donna and myself, 100% invested in AAPL, and with a decent cash stash for insurance. For so many others, it’s going to be an unmitigated disaster. And there’s not the slightest doubt about who’s to blame….'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'Those who cannot do criticize. He’s excellent at critique. Has he never studied Apple? Apple relentlessly iterates and improves and takes feedback from customers.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - '”But touch controls do have to be big enough to be easily tapped.” Touch can occur anywhere on the screen. The size of the Touch button is determined by the developer.'
on Apple's John Ternus: The Wired interview - 'There is something I find unsettling about this. Steve & Tim really came from the intersection of technology & liberal arts. Steve drew heavily (and deeply) on historical analogies (like fractional horsepower motors, telegraphs). Tim talked about how MLK and RFK inspired him. John sounds like a bit of a robotic, one-dimensional engineer to me. (And I’m sure a phenomenally brilliant one.) I get how he could repeat Apple’s past effectively. But when he needs to reimagine things—or think in whole different ways—can he do it? I don’t discern a lot of character. Maybe he’s just coached to play it super-safe at this point. I hope he start to show himself as more than just an engineer.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'I hope he sold all of his stock, then.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'Throughout the time period that I have been following what Eddie has been saying about Apple and its products, the stock has continued to rise. Devices are being sold. Services keep churning along. Another talking head who has also trailed off into the rearview mirror is the “Chartist” Carter Worth (Less). It appears that Eddie is headed down that very same path of irrelevance.'
on Apple secretly buys an agent - 'David is right… However, there’s an interesting insight that Apple gets hundreds of millions of dollars of free advertising simply by sending an invite to the press. When the September announcement is gonna be for the new iPhones every year and they don’t spend a dime they get $100 million just from that event alone in free advertising. I don’t know of any other company that gets as much free advertising as AAPL . Marketing genius at it’s finest! Brian M'
on Handicapping Apple's fiscal Q4 2026 earnings - 'The numbers are nice but I am not sure they support the present valuation. A lot will depend on guidance. I think the market will be cautious and no matter what Apple reports, it will be down. Hopefully it will be more of a ripple and not a tsunami.'
on Apple secretly buys an agent - 'Trade secrecy is a real thing, and if any of you recall, at some time in the past (I’d have the research the exact date), Tim Cook said “we are going to double down on secrecy”. If it took four months for this to be publicly noticed, that means that the strategy worked! “Don’t bet against us.”'
on In defense of the Apple iPhone Duo - 'Steven, this is the 3rd paragraph in the MR article. It only has one sentence: “Apple’s memo said the issue affects a small number of iPhone Duo units, which is consistent with what it said in a public statement on Monday.“'
on BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple - 'The major cellular carriers want post-paid subscribers and subscribers purchasing their highest-priced service tiers. Like so many other enterprises, they also want Apple customers and Apple customers on longer-term contracts. The major cellular service providers are in a narrow moat business with few barriers for a customer to move through to change providers. Financing a new iPhone through a carrier contract is one of the few barriers for providers to lock-in a customer. Because payments are made monthly the total cost of the iPhone is less of an issue than if one was paying full cost upfront. This certainly works for the carrier and it works for Apple. It provides a mean for a customer to pay for a new iPhone over time through a promotional offer. It also works for me as an Apple investor. In my view, there’s too much talk about how much a new iPhone “costs” and far less mention how worthwhile a customer views their new iPhone purchase no matter how they chose to finance the purchase of it.'
on Saturday Apple audio: Steve Jobs wows the 1983 Aspen design conference - 'All of the above! 🙂 BUT…. the Only miss I see is on the question about privacy (of all things!). He de-prioritizes the concerns about big data gathering and didn’t quite see how it would turn out to be one of our biggest problems. NO one really did except in very general terms. His brilliance was in “enhanced” common sense and his ability to ignore hype and distraction and “follow the puck”!'
