Subject: Re: Manlobbi, Thoughts on AAPL WWDC
I'm quite sure will boost attention and a purchase cycle for iPhones for the Christmas cycle in late 2024. But as for long-term value, a few quarters is not important and doesn't effect intrinsic value much.

I disagree that this is just a "one time bump" - IMO this represents a new innovation cycle that will drive iPhone sales upgrades for the next few years at least. The technology is still VERY early; yet even with simple usage scenarios is generating a lot of excitement. I fully expect there will be a "killer AI App" that is launched in the next 18 months that will make all existing iPhones obsolete (in the minds of existing consumers).

tecmo
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