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Richard Windsor
Radio Free Mobile (founder)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Richard Windsor expects some Pro Max buyers to upgrade to the $2,000 foldable iPhone, giving Apple an ASP lift and slightly higher estimates.
People who may have bought a pro max for thirteen hundred dollars may now buy this for two thousand dollars. And so Apple gets an ASP lift which will increase estimates slightly.
Richard Windsor doubts the foldable iPhone wins Apple significant share from Android now, since foldable users are Android diehards and the segment is ~2% of volume.
And so consequently I suspect unlikely that Apple is going to significantly make an encroachment into the Android market with this new product at this point in time.
Richard Windsor says Apple offers no substantial value as a tech or AI play and is not a stock he is interested in, though a little further upside is possible.
does Apple offer substantial value in a great way to either play the technology market or artificial intelligence. No. So it's not really a stock that I'm particularly interested in. But you can see where there might be a little bit further upside.
Richard Windsor says Apple Intelligence has so far been an abject failure and Android with Gemini offers a vastly superior AI experience; Apple must fix AI to earn his confidence.
This has been pretty much an abject failure. And by all accounts on Android with Gemini the AI experience is vastly superior.
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