Thursday, February 15, 2024

Apple -- Re-Posting -- February 15, 2024

Locator: 46823APPLE.

Anticipating M3 and March, 2024

Updates: link here.

Chips, semiconductor: link here.

Tech: CPUs, GPUS, cores, threads and all that jazz --

Apple Silicon: link here.

M3

Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:

  • $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  • $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  • $1 trillion: Apple Silicon, the chip division.

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