Samantha Kelly

So my colleague Mark Gurman is reporting that some of the components would obviously be a lot cheaper, making the price go down, but they might use an iPhone chip, which is very advanced at this point, and exceeds some that we're seeing in the earlier M chips that are in some of the MacBooks.

So they would be able to take an iPhone chip, put it into a device, and really open it up there.

Also, in other ways, people might not need certain features, but they are still looking for battery life.

In some cases, they're using an iPad with an external keyboard, but that really increases the price too.

This would be able to take everything, boil it down, and give people perhaps an entry point into the ecosystem that they haven't been able to enter before.

Exactly.

Yeah.

So there's been a lot of success around Chromebooks with Google.

I mean, a lot of schools have students using these devices.

Of course, you have Dell and HP as major players as well.

A lot of people who can't afford a premium device will go to these very strong products.

So it definitely will have a new player involved.

And it'll really increase competition.

We saw some dips yesterday as far as stock with those related companies as well.