Gregg Thurman on 7th Apple 3.0 price target contest: Where we stand - '“In the year 2525…” If I’m still alive.'
on 7th Apple 3.0 price target contest: Where we stand - 'Answer: DT – but he’s not very rationale! (He’s got the DT’s.)'
on 7th Apple 3.0 price target contest: Where we stand - 'I would be very interested in the rationale for Apple being less than what it is now, come next April 2027. If Smart Siri had come sooner, my estimate for 2026 would have been a lot closer. In light of what the stock price has done lately, $381 is probably too high. However, if 1. smart Siri blows people away, 2. Apple continues to monetize AI beyond expectation (& capEx expenditures) 3. Mac mini is truly the Mac for AI (edge) and 4. Neo makes great headway into developing countries and education, then $381 may not be that far off.'
on 7th Apple 3.0 price target contest: Where we stand - '344! Whiteclaw on the mini and neo gonna drive Mac rev$$$'
on 7th Apple 3.0 price target contest: Where we stand - 'I’ve had $300/share for three years now, and I’d do it again but Steven beat me to it, so $301…. Sacto Joe'
on 7th Apple 3.0 price target contest: Where we stand - 'My take-away from the last couple of contests is “I’m no better than the professional ANALysts, so don’t bet on my numbers.” 🙂 p.s. PED, I think you mean “2027” at the top of the first column. If not, none of us will be around to see who won.'
on Premarket: Apple is red - 'Apple closed out the week down $0.97 on the day at $247.99. The shares gained $1.81 in the AH session to $249.80. Apple closed a week prior on Friday, March 13th at $250.12. This is against a backdrop of reported high demand for the company’s updated line of Mac laptops, including the introduction of the new MacBook Neo. Apple’s current all-time high of $288.62 was set on December 3rd.'
on Has Apple forgotten its most important lesson? - 'Well, Apple did make a PDA: the Newton. And then cancelled it when it flopped. John Sculley was even the first person on record to use the term “personal digital assistant”, in the early days of the development of what would become the Newton. Here’s the pretty interesting but not so pretty story about the Newton’s development, and all of the dead-ends, road blocks, direction changes, decisions, and competing interests and egos at play in the development and release of a new product, at least under Sculley’s watch. https://lowendmac.com/2013/the-story-behind-apples-newton/'
on Mac virgins - ' a cheaper alternative will appreciate the build quality Build Quality is exactly . You don’t even have to say High Quality because that is the true & only meaning of the singular word Quality for . Cheap to others is Value for the Money. Same, one doesn’t even have to preface High for the word Value when talking .'
on Has Apple forgotten its most important lesson? - 'They are also how many fold bigger? With how many more customers?'
on Apple dragged into Lux Optics co-founders fight - 'I certainly don’t know the inside details of this affair, but I am 99.99% confident that it will not affect Apple, except potentially to repay the $150k of “improper expenses” to Lux for de With. That’s piss in a bucket. The IP issues, however, could be more legitimate: I am sure de With is not authorized to take code *verbatim* from Lux on his way out the door, but provenence, ownership, etc., these are complicated issues between Lux, Sandofsky, and de With. *That* might be worth some popcorn to watch. (But I won’t, because IANAL, and it won’t be intelligible without painful research of law.)'
on Apple's Mac and iPad saw record sales in India last year - 'Gregg, open one of your existing Excel files in Numbers and then double click on a formula cell to see the formatting.'
