Recent Comments

  • 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.'
  • Michael Goldfeder on Apple closed February up 77% year over year - 'On the way to finding the bottom of: “Jack’s Beanstalk.”'
  • David Emery 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 🙂'
  • Joseph Bland 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.'
  • Jeff F on Apple closed February up 77% year over year - '“Like dreams, statistics are a form of wish fulfillment” Jean Baudrillard'
  • Jerry Doyle 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.'
  • Bart Yee on Evercore: Another boffo month for Apple’s App Store - 'The April earnings report is going to be fun, fun, fun.'
  • Fred Stein 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.'
  • Bart Yee on What Ming-Chi Kuo says about Apple’s 2021 iPhones - 'If Apple can materially increase battery life with larger batteries, continued improvement in power management, A15 improvements in energy efficiency, etc. and get a 10-15% improvement in battery life (say retake the same battery life as the acclaimed iPhone 11’s), then the iPhone 13 mini becomes more viable, and the rest get another performance improvement that can spur upgrade sales.'
  • Romeo A Esparrago Jr on Apple closed February up 77% year over year - '“ Up (up up up) Round I have flown “ -from “Skyhigh” by Jigsaw'
  • Romeo A Esparrago Jr on What Ming-Chi Kuo says about Apple’s 2021 iPhones - 'Maybe one of those new features is to recharge an AppleCar rumor LOL.'
  • Romeo A Esparrago Jr on Premarket: Apple is green - 'To sin is human, to buy AAPL is divine.'
  • Mark Visnic 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.'
  • Mark Visnic on U.S. Apple Stores are all open again — sort of - '“Appointment-only service can’t be good for retail sales.” Appointment-only service and limited retail openings is absolutely, unequivocally not good for retail sales. What is tremendously good is unlimited retail openings and come-as- you-go patronage, even though Apple proved to hold its own in ecommerce sales. This is one reason Apple is not just a “stay at home” play but, also a reopening play. Less and less weak hands among the shareholder base and greater percentage ownership among the strong hands means that every market correction going forward ends with Apple being less likely to be a significant ATM machine in future corrections. Couple that with the underweight state of many mutual funds vs their benchmarks and Apple’s IP pipeline and rich free cash flow generation and we will see the enviable position of favorable asymmetry in up moves in rallies vs down moves in corrections. I am convinced of it.'
  • Alan Birnbaum on U.S. Apple Stores are all open again — sort of - 'Ding, Ding, Ding ……'
  • Jerry Doyle on U.S. Apple Stores are all open again — sort of - 'Apple stores no longer have the appeal to me that they once did. No matter where I was in the world I always would check to see if the city that I was in had an Apple store and if it did, I made a point to visit. Even on my frequent trips to Dallas I now make no attempt to visit the North Park or the Knox Street stores. The stores never were built, or established for that matter, with the way they are used today. So, I now go online, read Apple media outlets to get as much information as possible and long for the time when all may, just may, return to normal. If they do not return to normal, then most certainly the current Apple store concept needs revisiting.'
  • Jerry Doyle on Sherry Turkle is still angry about the day Steve Jobs visited MIT - 'Continue…. What this clinical psychologist does not understand is that her anger is not toward her former colleagues; her anger seethes at herself for not finding her voice when she had the skills to do so, the training to do so, the education to do so and the know-with-all to speak “powerfully,” but chose not to do so. Therein lies Ms. Turkle’s anger. Ms. Turkle is mad at herself.'
  • Jerry Doyle on Sherry Turkle is still angry about the day Steve Jobs visited MIT - 'Continued….. The women’s liberation movement (WLM) was a political alignment of women & feminist intellectualism that emerged in the late 1960s & continued into the 1980s which effected great change (political, intellectual, cultural) throughout the world. By 1977, Ms. Turkle was in the middle of that “powerful” movement. Ms. Turkle was not “helpless” in 1977 when Steve Jobs visited MIT. She was a licensed clinical psychologist with joint doctorates in psychology & sociology from prestigious elite ivy league schools and, she holds a professorial position. Ms. Turkle had a voice, but she failed to use that voice. Not only did she have a voice, she had the requisite skills, education and training to speak-up, but she didn’t. If a high school drop-out waitress can speak powerfully to a burly truck driver & in doing so, empower every other woman in that restaurant to do similarly, then why couldn’t Ms. Turkle speak up & tell her colleagues that with my position, with my skills, my training, my education, that I have NO intentions of being a domestic worker and cook preparing a meal for you all & Steve Jobs while he visits. If Ms. Turkle had found her voice she would have awaken her colleagues fully to the WLM movement underway and perhaps, have done the same for all other women colleagues at MIT. She didn’t, but the Dallas waitress did. Continue….'
  • Jerry Doyle on Sherry Turkle is still angry about the day Steve Jobs visited MIT - '@S Lawton: In the late ‘70s I was an urban cowboy working in downtown Dallas @ Main & Commerce during the days & 2-steppin’ at the Longhorn Ballroom & Belle Star on Friday & Saturday nights. We closed the places down @ 2:00 am and proceeded to my favorite Truck Stop for breakfast. One night I witnessed an incident that left an indelible imprint on my mindset. A burly truck driver placed his hands inappropriately on a waitress. Velva Sue let out a loud harangue basically saying, “….get your f###ing hands off me & don’t ever, ever put your hands on me again!” This high school dropped-out changed the behavioral practice of truck drivers at that diner from there on as the news spread transcontinental via CB radio among long haul truck drivers “… that you don’t mess around with Velva Sue.” All other waitresses at that truck stop witnessed the incident as did I and my party. Suddenly, those other waitresses found their voices and no one messed around with them. It took Velva Sue to bring about behavioral change in that diner by “empowering” the other women waitresses to do similarly. Continue…..'
  • David Emery on The Information on Apple 3.0’s business model - 'There would have to be a truly compelling reason how “Clubhouse” is significantly different from the existing set of PED3.0 mechanisms. I’m NOT looking to add Yet Another Social Media account (and that’s withOUT considering the likely surveillance aspect of a new system)'
  • Michael Goldfeder on U.S. Apple Stores are all open again — sort of - 'So did the inflation concerns evaporate overnight? Everyone bored with the GameStop drama? The rotation to value isn’t happening? The remaining Apple stores being reopened doesn’t account for a $6.53 rise in the share price. Or could it? Or, simple market manipulation to gobble up shares at a bargain price the past few weeks? I think we have a winner.'
  • Robert Stack 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.'
  • Michael Goldfeder on The Information on Apple 3.0’s business model - 'Thanks to PED this is the best Apple site ever! A huge shout out to all of the members who post and add to the Apple information flow. It really adds to the experience. Again, thank you “Jerry”for posting that App Store discount way back when you did as that was the incentive for me to come on board and elevate myself from “lurker” status. When you receive, it’s only proper to give back.'
  • Bart Yee on Sherry Turkle is still angry about the day Steve Jobs visited MIT - 'Perhaps she and so many others worldwide could be a little consoled by the fact that Apple products have allowed so many more to have a larger, more visible and able “voice and presence” in the world, albeit for most an online presence. The use of smartphones in everyday life has given photographic and video evidence when there was hearsay, tracking to some who went missing, and connection when there was isolation. That Interconnection is more prevalent, and yet, pandemic notwithstanding, face to face interaction is still vitally needed, sought, and missed. I look forward to Apple disrupting itself to promote more people to people interaction as the pandemic wanes.'
  • Michael Goldfeder on Sherry Turkle is still angry about the day Steve Jobs visited MIT - 'What did she cook for everyone at dinner?'
  • Robert Stack on The Information on Apple 3.0’s business model - 'OK: It’s Talking Points Memo. Definitely on the left politically, but it’s not “fake news” and for various reasons I need to be well-informed politically. Founder Josh Marshall has very high standards for truth and accuracy, rants against both Fox News and NY Times when warranted, and has assembled a top-notch team of dedicated reporters who are never afraid to speak truth to power. Whether it’s Cuomo or the Orange Man. I have a “Prime” membership, which like your site, comes with added “perks” like access to live discussions, interviews, etc. (Which like 3.0, I haven’t yet taken advantage of!) If you are not a Prime member, some of the content at TPM is still available but served up with ads – I believe. To keep things – ahem – fair and balanced, I also regularly read Fox News AND the NY Times (and even WaPo, Politico, The Hill, and others). IMO, in terms of quality of reporting, TPM is at the top of the pack!'
  • Philip Elmer-DeWitt 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.'
  • Philip Elmer-DeWitt on The Information on Apple 3.0’s business model - '“there is only one other site on the web” I’ll bite. What site is that? (Although I think I can narrow it down to a few.)'
  • Robert Stack on The Information on Apple 3.0’s business model - 'And let’s not forget: There’s one more thing… 🙂 Thanks also to PED for what he’s not selling: ads and/or our personal information. If you want quality journalism without the BS, you have to be willing to pay for it. I don’t know about the rest of you, but there is only one other site on the web that has similarly earned my respect – and support!'
  • Jim Moskun 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.'