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.'
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!'
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.'
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.'
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.'
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.'
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…”'
on Premarket: Apple is green - 'Repetitive, I know, but… “Get back! Get back. Get back to where you once belonged.” Get back JoJo Apple. 🙂'
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!'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'What I love about this blog – insights and info which you just brought. Thanks'
on Premarket: Apple is green - 'Apple is now up $7.60 at $271 even. I’m liking these market numbers today! A cursory look at the historical numbers suggests the last time Apple traded above $270 was late February. The all-time high of $288.62 was set on December 3rd.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'I’m inclined to think that, the more good news for Apple, the more value “Apple is Doomed” stories will bring in clicks, as speculators look for things to move the AAPL market.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Apple Doom? Perhaps the time has finally come to recalibrate: Apple Boom! 🙂'
on Premarket: Apple is green - 'My eyes are looking at the whole chart, but all my brain can see is that little green peak at 400.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'This is a good problem to have, too many orders. As Jason suggests, Apple has surely anticipated this. I guess they could use unbinned A18 chips, if they have any. The margins might be ok if they treat them as incremental sales. That’s over my head. Same for using the A19. All of the development cost could be carried by the iPhone and the Neo could be considered incremental sales. This was never my forte but I used to eavesdrop on the meetings where this was discussed.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Since the Neo uses binned A18 chips, Apple has a finite supply of them. Do they have another 4-5 million sitting around? Only Apple knows. Jason Snell does a good job of laying out what options Apple has. https://sixcolors.com/post/2026/04/solving-the-problem-of-macbook-neos-popularity/'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'One of my biggest frustrations when I worked in K-12 IT was Apple always seemed to make new product announcements suitable for the K-12 market after the education market fiscal year began, which is July 1st. By the time the September/October time frame came around budgets had been set, monies allocated and projects started and it was hard to deviate from that so it felt like you were buying year old technology knowing that in two months new products would be announced. With the Neo already announced and shipping, educators can plan for the new school year with the latest tech available. Good move on Apple’s part to announce the Neo with plenty of time for planning by educators.'
on In 2015 Apple became the No. 1 buyer on eBay of second-hand Nvidia cards - 'Reading it as we speak, though it’s quite the tome to cart around the house. I even created a custom book cover from a paper bag, like something they made us do in middle school, to prevent the original cover from getting damaged. Such a fun read!'
on Premarket: Apple is green - 'More market records today as the Strait of Hormuz begins to open. Apple is up $6.40 at $269.80. The share price is now close to breakeven year-to-date.'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'Reminiscent of the candy color iMac'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'I’m imagining that the demand for the Neo will increase dramatically with the next back-to-school sales period. I hope Apple can ramp up its production before then so that the desire to buy does not become frustration. We all know Apple excels at supply chain management, but this will be a huge challenge in the current environment!'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'We saw this coming day one – long live Neo!'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'More signs of Apple Doom: Overall smartphone shipments dropped 4% in the world’s largest smartphone market in the period from January to March, hit by supply chain disruptions and the soaring chip prices. But telecoms giant Huawei and Apple, the two largest vendors in the market, bucked the trend, reporting growth of 2% and 20% respectively. Source: Reuters (via Stocks.app)'
on 25 minutes with Apple's Joz and JT (video) - 'David, I agree with you about the music stuff. It would seem to me that there is some functionality that is tied to some legacy operations in the app that is making it difficult for them to blow it up and start fresh.'
on Premarket: Apple is green - 'Including yesterday’s gain of 7.80%, AMD has risen 41.55% over the past month. Over the past five days Microsoft has advanced 12.65% and is up $7.04 pre-market at $427.30. After dropping $3.03 yesterday, Apple is ahead $4.37 before the bell at $267.77. Let’s see where the day takes us…'
on Buyers are snapping up MacBook Neos faster than Apple can make them - 'This has been great news ever since the launch. I’m curious about the number of first-time Apple buyers and how the Neo begins to get into schools. Seems like a lot of upside for Apple is yet to come'
on Premarket: Apple was red, turned green - 'Wow. Netflix is down overnight $9.94 or 9.22% at $97.85 after what’s considered disappointing forward guidance and the announcement Reed Hastings, the company’s co-founder, will leave the board at the end of his current term. Meanwhile, both the S&P 500 and the Nasdaq Composite set new all-time highs and new all-time closing highs on consecutive days. The S&P 500 sits above 7,000 and the Nasdaq Composite is on the north side of 24,000.'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'Even here in the good ole USA, couple weeks ago I ordered an iPhone 17 pro, and a regular iPhone 17, both were back ordered for a few days at Verizon (in April!).'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'See spreadsheet above. Minus 31.7% for Others accounts for much of it.'


