Recent Comments

  • Robert Paul Leitao on Rod Hall: Apple’s weak August China numbers support iPhone bear case - 'Why has our famous cancel culture exempted Rod Hall?'
  • John Konopka on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'I think that is the definition of a preview. They pick out the few seconds most likely to grab attention. Was there ever a movie preview consisting of 30s of a character lost in thought, reviewing past decisions in their mind as the clouds drift by?'
  • Romeo A Esparrago Jr on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'Can’t wait for MacBeth, Finch, and The Mighty Eighth. Would love another Mythical Quest.'
  • Brian Loftus on LG: A casualty of the smartphone wars - 'What makes you think google was not serious? I think unable to execute is the more likely explanation. Chip design takes years and it’s hard to believe you make this investment unless you anticipate substantial unit sales.'
  • Romeo A Esparrago Jr on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'Do u really need to wait for reviews? Try the first two episodes at least. Then judge for yourself. Cheers!'
  • Romeo A Esparrago Jr on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'Saw the first 1 ½ episodes last night and finished the 2nd one this morning. It’s a lavish production, very smart, engaging, and holds my interest. I have to get my mathematician teacher sister to watch this production. She’ll love it.'
  • Timothy Smith on Rod Hall: Apple’s weak August China numbers support iPhone bear case - 'Long line at Cincinnati apple store for pickups. Like the old days.'
  • Fred Stein on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - '“We don’t want to make the most video content. We want to make the best.”'
  • Michel Contant on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'Read all fondation’s and robot book’s multiple times. Looking forward to see it this afternoon.'
  • David Emery on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'I read the trilogy in the ’60s. I’m waiting to see what the ‘real world’ reviews are for this. I don’t want to watch if it’s not a faithful rendition. Frankly, I thought the preview was too much glamor/special effect shots, rather than concentrating on the story. So that’s one reason for my caution.'
  • Manfred Schwencke on Who’s watching Asimov’s ‘Foundation’ on Apple TV+? (video) - 'Me! Looking forward!'
  • David Emery on Rod Hall: Apple’s weak August China numbers support iPhone bear case - 'So, is “Foundation” up to expectations? (Should we have a separate thread to discuss it?)'
  • Romeo A Esparrago Jr on Rod Hall: Apple’s weak August China numbers support iPhone bear case - 'Johnson Rod who? I’d rather talk about AppleTV+‘s early debut of Asimov’s Foundation last night. Finished the 2nd episode just now. Primo. If you look deeply enough into Hari Seldon’s psychohistory of the future, I’m sure Apple’s imprints are there.'
  • Gregg Thurman on Premarket: Apple is red - ' uncertainty lingered about the future of heavily indebted property giant China Evergrande Group.</I He’s up. He’s down. He’s up. He’s down. INFLATION It’s up. It’s down EMPLOYMENT It’s up. It’s down. UNEMPLOYMENT It’s up. It’s down. COVID CONCERNS It’s up. It’s down. MEDIA IGNORANCE It’s down. It’s down some more Despite what the media claims are insights the market behaves as it will, with little regard to headlines (those having Ben forgotten with the advent of the next news cycle. By the way, my historical daily trading chart says AAPL is going to trade essentially flat for the next month.'
  • Bart Yee on Succession Season Four: Apple vs. Epic - '@Jerry Maybe a little. I don’t wish ill on Epic the company, but when the CEO embarks on this kind of self-proclaimed “crusade” and loses 9 of 10 court decisions and decides to appeal, all the while depriving mobile players gameplay and a portion of his company’s profit, well he’s bringing this upon himself. That he decides to attack Apple first shows he wants the high profile and he got it. It’s his money to spend on legal fees, fines, and missed revenue. He could cut his losses and break it off. That Sweeney continues, well, I can’t look away from a slow moving train wreck.'
  • Bart Yee on Succession Season Four: Apple vs. Epic - '@David you’re correct, I should have been clearer, I’m referring to the total revenue that iOS Fortnite creates and that Epic’s portion is 70% and Apple’s portion is 30%. By keeping Fortnite unavailable to iOS users, Sweeney forgoes that 70% revenue entirely and is doing the same for Android. Here’s what court docs suggested per The Verge, “Court documents reveal that PlayStation 4 generated 46.8 percent of Fortnite’s total revenues from March 2018 through July 2020, while Xbox One, the second-highest platform, generated 27.5 percent. iOS ranked fifth, with just 7 percent of total revenue. The remaining 18.7 percent would have been split between Android, Nintendo Switch, and PCs. IPHONE AND IPAD ACCOUNTED FOR JUST 5 TO 7 PERCENT OF EPIC’S FORTNITE REVENUE In 2020, iOS revenues were projected to be an even smaller piece of the pie: just 5.8 percent, compared to 24 percent for Xbox One and “almost 40 percent” for PlayStation 4” Business of Apps suggests Fortnite brought in about $5.4B total revenue and of that $700M mobile revenue in 2020 with the bulk on iOS before being pulled. If we suggest $560M annual iOS Fortnite revenue, then they pay Apple $168M for the 30% fee, while reaping ~$400M. This is paltry stuff compared to the $2.16B on PlayStation and $1.3B XBox gross revenue Epic made, less the (same) fees they pay to those platforms. Whether or not Epic would have grown mobile Fortnite vs just sitting fat on console gameplay in 2020-2021 is unknown since they decided to dump both iOS and Android app stores. But it is real money that Epic is not getting. They won’t go bankrupt without iOS so maybe Sweeney feels he doesn’t need Apple that much. Fine, Apple has already shown they don’t need Epic or Fortnite pretty much at all.'
  • Kirk DeBernardi on Zuck feels Cook’s sting - '(regarding the ROI of spending money and time on Accessibility features when asked by a shareholder group representative) Cook declared, “I don’t care about the bloody ROI. If you feel that way, I suggest you don’t own our stock.” I was in the room (shareholders meeting)…and I’m glad I was. Classic Cook.'
  • Jerry Doyle on How will Apple get around the EU’s Procrustean port? - 'David Emery is correct In saying “…. telling companies how to design their products is likely to result in a legal challenge.” I understand regulatory requirements relative to health and safety of the consumer. Telling a company how to design their products so as to compel the company into a singular mode of consumer offering does nothing for protecting the consumer. Besides, isn’t that anti-competitive forcing all companies into a singular mode of consumer offering? If the consumer doesn’t like a particular cable wiring system, then the consumer can choose to ignore one and choose the other(s). That’s competition between company offerings. We are transitioning into the modern wireless world anyway. Manufactured automobiles now provide for “wireless” charging. Soon, there will be wireless charging stations at service tables. Apple should proceed with moving to manufacturing a phone without ports. Yes, there will be some initial moaning as there were initial complaints when Apple removed the iPhones’ head jacks, but guess what? None of us (with the exception of the very few) ever look back to the days of headphone jacks. It is so very nice to go wireless with headphones. Clean and thin is my design and I say bring on that port-less new iPhone offering.'
  • Thomas Williams on How will Apple get around the EU’s Procrustean port? - 'Apple included USB 4 or USB-C on Mac already. There are patents on wireless charging systems where the device only needs to be in the same room, not precisely on the wireless charger. I just bought a $25 wireless car charger for my 2014 Honda dash. Technology always blows past attempts by legislators to corral it. Shutting the barn door now only demonstrates how clueless this EU committee really is. Most members of our Congress could not tell you what USB-C is. Procrustean makes me want to knead & bake a few loaves in a tandoori oven.'
  • Bob Goldstein on Wedbush’s Dan Ives: iPhone preorders are up 20% out of the gate - 'I just did my part. I ordered the new iPad. It is replacing my iPad Air2. The reason I am upgrading is that it seems like my wifi signal is slowing down. My iPhone 7 is much faster on wifi. At home I pretty much just use my iPad and iMac. iPhone 7 is good enough though the new camera is temping'
  • Jerry Doyle on Zuck feels Cook’s sting - '@bas flik: Thanks bas! That information is a thousand times more informative to me then reading all these WS analysts reports. I am not being facetious when I make that statement. I would hope some WS analysts see your figures, too. Many thanks brother bas flik!'
  • Bart Yee on Zuck feels Cook’s sting - '@bas. thank you for your sales data. It’s not surprising at all to me to see ASP rise with all 4 models introduced and available together. The iPhone 13 mini’s poor popularity despite better battery life is not particularly surprising given most people are used to larger phones and Apple users willing to self-upsell. The iPhone 13 then becomes the floor ASP and it goes up from there with a strong upper end product mix. Given healthy data from the Netherlands as a proxy for the EU, and strong sales growth in China, the #2 and #3 markets have already checked in. We have US sales goosed heavily by telecom promotions and trade-in programs so expect strong sales here as well. Japan and Rest-of-Asia should follow commensurately. I look forward to seeing the top 10 smartphones by model, quarter sales, and geographic region research. I expect no fewer than 5 iPhones, and anticipate up to 7 iPhone models in each report. I’ll share them as I find them.'
  • David Drinkwater on Succession Season Four: Apple vs. Epic - 'Close, Jerry, but Schadenfreude is subtly different. It’s hard to explain, but since Apple is *involved* in the process, I think it rules out Schadenfreude.'
  • David Drinkwater on Succession Season Four: Apple vs. Epic - 'Bart, respectfully I think your ratios are off. (Genuinely respectfully.) How many people play Epic games? How many people use iOS devices? Divide the above by the below and you understand the *real* ratio. Epic is a small piece of a dog turd on the bottom of Apple’s shoe after a ten mile Apple Watch running workout. Epic got nothin’.'
  • Daniel Epstein on How will Apple get around the EU’s Procrustean port? - 'Apple has many options given their manufacturing and design prowess. They could make an EU phone as the market is big enough. Swap the lightning for USB C. Probably make the phone a bit thicker and give it a bigger battery at the same time. Given the two year lead time this seems like a likely solution. They also could eventually switch all the IPhones to USB C if the adapter solution is not accepted. Probably not a financial or big design hit. If they then decide to go portless in the future they can decide to not give the EU the same phone if the rules somehow preclude it. What will the EU do then? Who is responsible if a phone is broken using someone else’s charger! Who is going to certify the alternate USB C chargers will work properly with all kinds of phones? A think there will be many more problems than the EU regulators expect.'
  • bas flik on Zuck feels Cook’s sting - 'Dan ives predict 20% increase in numbers combine this with 15% asp increase which is almost unimaginable but with n>1000 my asp calculation is quite accurate'
  • Michael Goldfeder on Zuck feels Cook’s sting - '@ Bas: The most informative “Supply Chain Check” analyst that is only available on Apple 3.0! Eat your hearts out Rod H. and Tony S.!'
  • Gregg Thurman on Zuck feels Cook’s sting - 'THANK YOU BAS ! ! !'
  • bas flik on Zuck feels Cook’s sting - '15% rise in asp looks good. also the early introduction compared with last year is positive. selling creates selling blowout quarters to come i think more blowout than last year. Samsung has serieus supply issues in the netherlands'