Want a positive spin on the current quarter? Ken tries to convince TMO Managing Editor Jeff Butts how great things will look for Apple in Q1FY24 – provided nothing goes wrong. Also – Android is getting one communications app to rule them all (and ditch the green text bubbles). Jeff fills us in on Sunbird.
AAPL
Protests in China and Chipmaking in Arizona - TMO Daily Observations 2022-11-28
“iPhone City” isn’t the only city in China seeing protests. TMO Managing Editor Jeff Butts joins us to talk societal issues, Foxconn issues, and issues for Apple investors. Then, a Mailbag Monday question from Johnny: If chipmaking needs water, why are chipmakers going to Arizona?
What a Week Monday Was - TMO Daily Observations 2022-11-22
Bad news and interesting topics to tackle Tuesday. TMO Managing Editor Jeff Butts joins Ken to discuss a tragedy at a Boston-area Apple Store, whether Apple can keep outperforming the markets, processors coming out of the Arizona desert, and Bob Iger’s return as CEO of Disney.
Amidst Economic Uncertainty, Some Financial Analysts Lower Expectations for Apple
As worries grow about the economy, financial analysts begin to lower their expectations for Apple continuing to grow its market share.
Cool Stuff Found
Two Takes on Apple Shares and Eyeing the Twitter Situation
Foxconn struggles with space issues, Barron’s offers two takes on Apple stock, and what the heck’s going on with Twitter? All that and more from today’s Observation Deck view.
Two Takes on AAPL and Solutions to the Twitter Issue - TMO Daily Observations 2022-11-21
Will Apple buoy the markets or is it set to sink? Two pieces from Barron’s argue both sides. TMO Managing Editor Jeff Butts joins Ken to talk them over. Plus – An Apple exec has left Twitter and a former president is invited to return. How likely are Apple and Google to keep a check on the birdhouse?
Calm in the Wake of Apple's Sunday Warning
Owning up to when I’m wrong, Foxconn underreports COVID-19, and the father of the iPod joins Arm. That and more, from the Observation Deck.
Minus One Bloodbath Plus One Chaotic Mess - TMO Daily Observations 2022-11-08
TMO Managing Editor Jeff Butts joins Ken to talk about how wrong Ken was about Apple shares after the weekend iPhone warning. Then, Jeff has many, many thoughts on the chaotic mess than has been Elon Musk’s handling of Twitter.
More Money, More Problems for iPhone City
More money/more problems for Foxconn and its folks, a couple of concerns for Apple’s App Store, and a lot going on around Apple TV+ for kids.
A Louder iPhone City and Considering the Plastic iPad - TMO Daily Observations 2022-11-01
Concerns around iPhone production and COVID lockdowns have grown louder since the weekend. TMO Managing Editor Jeff Butts joins Ken to talk through some of those. Plus – was Apple right to shelve a plastic iPad?