Kirk DeBernardi on Apple's laptops win both market and revenue share - 'This is one of those charts that makes me smile the broadest. 😉'
on Microsoft, start your engines - 'Thank you for pulling up those numbers and your experience using the platforms. I thought Steven Sinofsky’s take was insightful and should be in-line with MSFT’s: https://hardcoresoftware.learningbyshipping.com/p/239-mac-neo-and-my-afternoon-of-reflection. Windows and the hardware on which it runs still needs evolve, or that 1/5 of their revenue could soften and shrink down to more micro levels.'
on Mark Gurman: Apple glasses to ship in early 2027 - ' Oh yeah, a pendent, hanging from around your neck. Now that will be a super stable platform. I don’t see it either. Most men don’t even wear jewelry. I wear a wedding ring and a mechanical watch. No piercings, ear rings, etc. Plus, as a pendant, how many are going to get stolen by someone grabbing it and yanking it off as they run by?'
on Mark Gurman: Apple glasses to ship in early 2027 - 'I’m beginning to believe that Gurman is an Apple planted stooge. A stooge in a magician’s sleight of hand misdirection play. He is given just enough legitimate (albeit low level) info to gain credibility, by his handlers (legitimate Apple employees), that the weak of mind follow, and fail to see what Apple really wants kept secret. Apple is pulling the strings, “watch my left hand (with the tantalizing rumor), and ignore my right hand (holding the important secrets)”. One way then, to determine what Apple may be really working on, is by looking at what Gurman isn’t reporting on (until it’s too late for the competition to act on). The big thing that Gurman isn’t reporting is the progress on the Apple Vision Pro. How Apple has replaced Sony with BYD (an exceptional manufacturing problem solver) for the Vision Pro screens, or design changes to enable lighter headsets, etc. That’s a couple years of R&D that hasn’t been reported on by Gurman, yet we know Apple is improving the Vision Pro through the upgrade announcement for Vision Pro v.2. What we do know is what Apple covertly reports in vendor lists and indirect communiques from unannounced Spatial partners, or Press Releases with very little color and no follow-ups, on actions that can’t be hidden (Laker’s Vision Pro broadcasts, F1 broadcast rights, Vision Store, etc). What isn’t being disclosed can be more informative than what Gurman is reporting. I believe Apple Glasses are one such misdirection play. It’s easy for the media, WS and consumers can envision and debate, while Apple is working on something else entirely n'
on This week's Apple trading strategies (4/13-4/17/26) - 'Index futures are in the red with Russell 2000 Futures off 1.46% and Nasdaq Composite futures off 1.05% on news of the end of talks between the US and Iran and the developing US naval blockade of the Strait of Hormuz. Overnight Apple is in the red $2.66 at $257.82.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - '“Could Apple reverse-engineer a Celeron and steal Intel’s CPU business without tarnishing the Apple brand?“ Apple already has a better than Celeron chip in last year’s A18 Pro level chips. If Apple, as some have asserted, has boxed itself into a corner with more demand than it has planned for or in hand binned A18 Pro chips, oh well, Apple can then use regular A18 Pro chips and disable one GPU core or let it run, the cost differential isn’t going to be a deal breaker. If it was true that the A18 Pro line has already been shut down or shifted to other products and could prove “too costly” to restart, either Apple would eat the margin hit and restart it, or introduce a new model with either the A19 Pro and be perfectly justified in increasing the price say $50, or find binned A19 Pro chips to use at similar costs. Of course, with more expensive iPhone 17 Pro models selling briskly, Apple would be giving away margin by shifting A19 Pro chips to a lesser priced Mac Neo. But with current production of A19 chips, it could increase production with TSMC and not be in danger of coming up short for now.'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Just like the game Trump is playing with the markets. Talk up war and markets go down. Talk up a cease fire and the markets go up. Meanwhile family and friends place their bets just before each announcement.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'Sure you can, Gregg. But my gripe is less with the upgrade from one Mac to a newer one (although that has been a LOT smoother in the past), but with the upgrade to the older one’s system, which created havoc and forced my hand on upgrading to a newer Mac at the worst possible moment.'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Looking forward to Gurman’s article 8-10 months hence, in which he will “break the news” that Apple will miss its internal “deadline” for offering smart glasses to the public and is now hopelessly behind Meta due to gross mismanagement by Cook and others. A few weeks or months after that, he will cite his prior “market-moving” article on the subject and essentially retract it without ever admitting that he was being played by sources inside other companies or by Apple insiders who are looking to leave, or that he simply made it up to improve his Bloomberg bonus. The monkeys on CNBC will nod and drool.'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Could Eddy be the camera equipped pedant? Pendant? Oh! Never mind. 🙂'
on This week's Apple trading strategies (4/13-4/17/26) - 'Big dip to scare folks with stop limit orders who wind up losing their stock and it climbs back up to $260 to end the week. Stay long my friends. Neo is here.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'I think I took the same bait as Gregg, perhaps harder. As a semiconductor manufacturing guy, if I see “reverse engineer”, I take it quite literally, but my thought process, akin to David’s reply was “Why would Apple want to do that? It already has a pretty kick-ass set of A-series and M-series chips!” So I do think there is some room for confusion, and that, eventually, the market will sort itself out. I feel confident that Apple will come out winning. Perhaps not *the winner*, but definitely winning.'
on Architecture wars: Intel sells the most CPUs, Apple sells the best - 'Gregg, I think you misunderstood PED’s question. It’s about whether laptops equipped with Apple A-series processors will eventually outsell laptops equipped with Intel Celeron processors.'
on This week's Apple trading strategies (4/13-4/17/26) - 'Beachball. How about that. Joseph Bland said it first, right here, years ago.'
