Daniel Ives: We Continue to believe on a SOTP Basis the Valuation for Names Such as Amazon, Google, and Apple Re-rated Higher in the Unlikely Scenario There Were Ever Significant Business Model Breakups
Daniel Ives: China Sales Remaining the Biggest X Variable for Cook & Co. Over the Next Year with Trade Tensions
Daniel Ives: Apple Needs a Library to Augment the Originals. They'll Either Have Acquired one by The Time They Launch or Soon Thereafter
Daniel Ives: This was a Clear Indication That Now Disney Views Apple as a Competitor
Michael Pachter: It Was Like a Bank Giving You a Dollar for Every 25 Cents You Deposit
Apple Looking to Entice Consumers with Updated iPhone Models and the Launch Apple TV+
Daniel Ives: Well if You Take a Step Back it's Really What's Broader Going on in the IPO Market and I Think This All Started with Uber and Lyft
Michael James: I Believe the Pricing on the Apple TV Service was Certainly a Favorable Surprise
Daniel Ives: Right Now, They’ve Built a House with no Furniture
Daniel Ives: We Believe Cook Will Likely Use This Forum to Discuss the Highly Anticipated Launch of Apple TV+