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My daughter's birthday is around the corner and she asked for a new phone. Not thinking about what that might imply, we ordered a new iPhone 8 (her choice) online with in-store delivery.

Wow.

The Apple store at Barton Creek Mall in Austin is usually busy. This Sunday afternoon, it was packed. There was a line outside the store. It turns out that was the line to wait in line inside the store. Because we were pick up, not sales, we were able to jump the line. While waiting for the product to roll up, I chatted with the sales associate. He confirmed that the iPhone 11 series has been selling briskly since introduction. The scene in the store today was typical of recent days. He leaned in and said "buy the stock." I assured him I had held AAPL for some time now.

Seeing the more reasonable price for the 11 vs. the X, I may have to finally consider parting with my iPhone 6. It's had a good run.

Regards,

- HCF
reporting from the front lines.
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