Michael Goldfeder on Apple Car rumors you can really chew on - 'Saab would be a good name. But let’s hope that “Yugo” was cremated twice as nobody wants that vehicle coming back in any form.'
on Apple Car rumors you can really chew on - 'As I said on Slack, ‘Saab rising from the dead to call Apple’ isn’t quite as insane as it sounds 🙂'
on Premarket: Apple is green - 'We’re still in the doldrums. If this keeps up, we’re going to see another massive drop in valuation at the end of April as flat stock price, share reduction, and burgeoning EPS once again create a “perfect storm”. Be warned that, in years past, such a drop in valuation has been taken exactly the wrong way. One caveat: That was back before Apple had instituted its buyback scheme, and before Apple had better access to its offshore cash stash. So in the long run, patience will pay off.'
on Apple closed February up 77% year over year - '“Like dreams, statistics are a form of wish fulfillment” Jean Baudrillard'
on What Ming-Chi Kuo says about Apple’s 2021 iPhones - 'While I am disappointed the phone will be thicker and heavier, at least that is expected to translate into additional battery life. I do, though, miss Jony Ive & Steve Jobs as I always believe “thin is in.” Make it thin & lighter. We all are making reference to the forthcoming iPhone 13, but Mark Gurman says the phone will be named the iPhone 12S model. Great news! The media is reporting that we will be back on track for the traditional September launch date. Remember last year the phone was moved to a later October release date due to COVID-19. So, all phones come at one time, no staggered release date. 🙂 Gee, that is right around the corner! The LTPO screen refresh rate is reduced to minimum levels, thus an “Always-On Display,” the same technology we see for the Always-On Display for the Watch Series 5 & 6. In-Display Touch ID seems certain predicts Mark Gurman, and it compliments Face ID. Another report says Apple is improving Wi-Fi performance for all models by adding support for the latest 6GHz Wi-Fi 6E technology.'
on Evercore: Another boffo month for Apple’s App Store - 'The April earnings report is going to be fun, fun, fun.'
on Evercore: Another boffo month for Apple’s App Store - 'Ah! Phenomenal growth despite the fact that Apple’s new policy to charge only 15% for developers who netted $1M or less in the prior year became effective 1/1/2021. Phenomenal growth validates Apple’s App Store policies; And repudiates the charge of stifling the industry.'
on Apple closed February up 77% year over year - '“ Up (up up up) Round I have flown “ -from “Skyhigh” by Jigsaw'
on U.S. Apple Stores are all open again — sort of - 'Today’s big move was very likely related in part to Warren’s shareholder letter published this weekend. He remains a very strong influence among professional investors and there were more than a few underweight funds rushing headlong to buy today. The bottom was in last week. *In no way does anything I write here constitute a recommendation but, soley is a representation of my opinion.'
on The Information on Apple 3.0’s business model - 'Not sure where to file this bit of trivia, nor what it means: A few years back Josh Marshall revealed that the vast majority of TPM’s Prime members (now more than 30,000!) logged into the site from Apple computers – far out of proportion to Mac users in the general populace.'
on The Information on Apple 3.0’s business model - '” it might be pleasant time spent once a week if PED hosted a room in clubhouse to continue the Apple 3.0 conversation, literally.” I’ve been poking my head into Clubhouse conversations for a couple weeks. Very interesting new medium! I’m game to try hosting one. How about we start with a meet and greet and see where it goes from there? We could organize it on Slack. Question: How many of you have Clubhouse memberships and would be interested in such a thing? Click the star if you do and are.'
on The Information on Apple 3.0’s business model - '“My take: That’s my model. Hoping that you will come for the content and stay for the conversation.” I have been listening in to some very interesting conversations on clubhouse lately and the thought came to mind that it might be pleasant time spent once a week if PED hosted a room in clubhouse to continue the Apple 3.0 conversation, literally.'
