Charles A. on The day PC Magazine fired John Dvorak - 'Well, actually that was the 4th issue. Here’s the 1st! https://vintageapple.org/macuser/pdf/MacUser_8510_Premier_Issue_October_1985.pdf'
on Apple's tiny capex gives it big Street cred - 'Hi, John. I prefer the gold mining analogy. IMO, AI isn’t the gold, it’s just another tool to mine for gold. Apple’s going to put that tool in the hands of more users, and take its cut in the process, like every shopkeeper ever, and every gold rush ever. Also, Apple’s going to help protect you from those who are perfectly willing to steal your gold from you, and laugh all the way to the bank. What’s that worth?'
on The day PC Magazine fired John Dvorak - '“ MACUSER Magazine” Boy does that bring back memories. And great memories at that.'
on Premarket: Apple is red - 'Laying here in rehab, trying to find things to take my mind off the pain. David that helped.'
on Apple's tiny capex gives it big Street cred - 'Apple’s business model is much different than the business models of the hyperscalers. While Apple isn’t deploying hundreds of billions of dollars to build out its AI infrastructure, in FY2025 the company spent nearly $200 billion on the costs of the hardware products its sold to consumers. The hyperscalers will deliver AI services at much higher gross margins than the gross margins Apple generates on the products it sells. In other words, there’s no free ride and there’s no “free lunch” so-to-speak. An advantage Apple has in making its investment case with analysts is the company knows what it will likely pay to manufacture each product sold and has publicly announced price changes already. The hyperscalers have no way to accurately forecast what their respective capex deployments will be over the next few years or when when revenue will ramp commensurate with the huge capex spend. Additionally, each of the hyperscalers are apt to experience different levels of revenue and revenue growth success. At this time Apple doesn’t have a similar enterprise on the planet for close comparisons and certainly not among the other so-called Mag 7 stocks.'
on Apple's tiny capex gives it big Street cred - 'I like the analogy the other day to Standard Oil. They let others take risks discovering the oil then made money distributing it. The other analogy is to the gold rush. Those who made money were mostly those selling supplies, not those digging for gold.'
on Morgan Stanley raises Apple price target $4 to $364 - 'Do you think if Erik was at the Apple 3.0 dinner he would have doubled that amount and raised it $8.00?'
on Apple's tiny capex gives it big Street cred - 'Apple is always the tortoise, it takes its time to pick the path and stay on course. The fable is very apt. Now, if we can just have no wars, tariffs or ram shortages this tortoise would get some hare like legs…'
on Premarket: Apple is green - 'Who here is piling into LiquidMetal and pushing up my paper profits? Do you have any facts or are you buying on rumors of the hinge in Apple’s Ultra foldable iPhone? yippee!!'
on The day PC Magazine fired John Dvorak - 'Ewan Spence – aptly named because after reading pieces of his I always responded with an “Ewww” – was nearly as bad as Dvorak. The Macalope must have loved him though because his idiocy set the stage for a number of some of his best skewerings (is that a word?). In fact, I laughed so hard at some of the Macalope’s writings that it actually made me read Spence’s original articles, until I realized this was only to Fortune’s benefit.'
on The day PC Magazine fired John Dvorak - 'Gee Whiz, I wasn’t aware that John had passed away. He was a wonderful guy and an excellent writer. Back when I was putting together the first issues of MACUSER Magazine, he was very surprised to hear from me, especially when he heard the assignment I wanted him to accept. I would list him on the masthead as Anti-Editor (to my Editor-in-Chief). His assignemnt for a monthly column would be simple: John’s job was to editorially balance the magazine all by himself. I never liked (still do not) magazines which were not-so much fluffy in content as they were in opinion. He was to become our resident curmudgeon and all by his lonesome to point out anything he thought would best illustrate what he thought Apple was doing wrong and we were missing calling out. I know that John would love to hear that he was the greatest Anti-Editor and the one and only as far I know throughout Publishing and Journalism) that I could have chosen. Sigh. I wish we would have stayed in touch. — Neil Shapiro'
on The day PC Magazine fired John Dvorak - 'Steven said: “As I recall there were a couple of other really out there pundits whose names I can’t recall…” Ewan Spence, Gordon Kelly, and others at Forbes, Gurman at Bloomberg, (all of the above incentivized by clicks and engagement), Cory Doctorow or Dan Gilmor (read neither), Musk, Sweeney and Spotify CEO for specific App Store issues, Toni Sacconaghi, Craig Moffett, now Brandon Nispel, and of course, Vestager and most of the EU. There, that’s a bunch of nabobs of negativity. Oh, I forgot Tommo_Uk, he’s an “Apple truther” (IMO) who knows exactly where and why Apple has gone wrong, mostly who screwed it up, and how Apple could right their ship (if it isn’t too late) and fix themselves back to past Jobsian glories, if they just followed his (and his custom AI) recommendations. I’m sure many still miss him.'
on The day PC Magazine fired John Dvorak - '“Any clod can have the facts; having opinions is an art.” Charles McCabe'
on The day PC Magazine fired John Dvorak - 'Oh how does that bring back memories! As I recall there were a couple of other really out there pundits whose names I can’t recall but Dvorak was “king”. So spectacularly up front bad that you – almost – had to like him. As my old daddy used to say, “He’s not totally worthless. You can always use him as a bad example.” RIP, John.'
