Daniel Epstein on How Apple’s warm relationship with Facebook slid into cold war - 'Having now listened to the podcast I can say the Host seems to think that Apple was most likely acting out of malice towards Facebook to somehow make more money. He doesn’t seem to think Facebook had overstepped its bounds with its tracking. Now we know Apple is a money making business so they are not innocent in all things about money and deals. What they do seem to have identified in this case is Apps should not be able to get information from users outside of what they reveal in using the App itself without opting in to outside the app tracking. Apple is okay with using info inside the App that the user reveals but not with tracking the user anywhere they go when not in the original App. The difference between trying to be useful and being creepy. Not a simple distinction but noteworthy.'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'I will duplicate post this today, because I actually feel this strongly about it: I hope Apple is backing up the damn pickup truck every day at these prices.'
on How Apple’s warm relationship with Facebook slid into cold war - 'Anyone remember Judith Miller, NYT White House reporter, who helped spread the lies that got us into Iraq? If the NYT had reported, as the McClathchey news syndicate did, that the yellowcake Iraqi uranium AND the aluminum tubes for refining Iraqi uranium were outright lies, we might not have invaded Iraq. Mistreating and being wrong about Apple isn’t the same as Iraq.'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'Both he and Hall have incredibly chronic records of failure, in a business that purports to value “measured performance”. After a while, you have to conclude it’s not accidental, but deliberate. And then you have to ask “why?”'
on How Apple’s warm relationship with Facebook slid into cold war - 'Just went back to June 2010 All Things D, where Kara (NYT) sat next to Jobs. Starting at 1:10 Steve outlines Apple’s (not just his) stance on privacy – virtually NOTHING has changed. The nicest thing to say about NYT is confirmation bias. Whether Kara or Mike, they just discard anything that does not fit their story. The whole event on YouTube is worth the time. Apple could play excepts from that in the current Epic trial.'
on How Apple’s warm relationship with Facebook slid into cold war - '@John: I may be in the minority these days, but I still respect the NYT with one major exception: their tech coverage, which is terrible. Brian Chen and Shira Ovide are not insightful at all, and both are horribly biased against Apple. Sadly, it’s been all downhill since Pogue left…'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'I struggle to understand why Toni still has a job considering his recent track record where Apple is concerned.'
on How Apple’s warm relationship with Facebook slid into cold war - 'I used to respect the NYT, but that has been gone for a long time. They have some really good reporters who do good work, but otherwise they can be really wrong.'
on Apple: Evercore sticks with $175 target despite slowing iPhone sales - 'Lies,……. This quotation is often attributed to Benjamin Disraeli, the 19th century British Prime Minister. The source for this view is the autobiography of Mark Twain, where he makes that attribution. Nevertheless, no version of this quotation has been found in any of Disraeli’s published works or letters. An early reference to the expression, which may explain Twain’s assertion is found in a speech made by Leonard H. Courtney, (1832-1918), later Lord Courtney, in New York in 1895: ‘After all, facts are facts, and although we may quote one to another with a chuckle the words of the Wise Statesman, “Lies – damn lies – and statistics,” still there are some easy figures the simplest must understand, and the astutest cannot wriggle out of.’'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'Catalysts, both real and potential: -M2 -$90 billion in buybacks -Glucose monitoring hint -Legacy hardware dominance -Services growth -IB growth/engagement/satisfaction -Apple Glasses -3 of 4 Apple Watch users were new -AirTags revenue I see more major catalysts now than ever before.'
on Premarket: Apple is red - 'That premarket tail really gave some folks a chance to jump on board the AAPL train. Volume is over average today for the first time in a long time. $122.78 was the low for the day (!), and the price hasn’t looked back since then. Very interesting….'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'Thank you Toni, I am buyer of AAPL today. You help me take action.'
on Apple: Bernstein sticks with $132 price target, despite rising iPhone ASPs - 'Fundamentals no longer matter where Apple is concerned.'
on Premarket: Apple is red - '“…. My take: Bearish pattern. Buying opportunity?” As I denoted in my comments above in reply to Mark V, now is a “buying” opportunity to add more Apple to one’s investment portfolio. The future for Apple’s continued stock price growth never looked brighter.'
