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Apple: Sacconaghi interruptus (video)apple sacconaghi interruptus17 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

Apple: Sacconaghi interruptus (video)

Bernstein's Toni Sacconaghi makes two of his three points about why Apple right now is among the hottest stocks in big tech.

Read More Apple: Sacconaghi interruptus (video)

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Bloomberg: No smartphone slowdown for Apple this yearapple iphone full steam ahead19 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

Bloomberg: No smartphone slowdown for Apple this year

Once again, it's Apple and the rest.

Read More Bloomberg: No smartphone slowdown for Apple this year

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R.I.P. Steve Jobs' fashion guru20 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

R.I.P. Steve Jobs' fashion guru

"Little wonder, really, that Issey Miyake was Steve Jobs’s favorite designer."

Read More R.I.P. Steve Jobs' fashion guru

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Meta's AR/VR division is hemorrhaging moneymeta oculus hemorrhaging21 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

Meta's AR/VR division is hemorrhaging money

The "Reality Labs" responsible for Meta's Oculus VR headgear, Portal smart screens and Ray-Ban Stories smart glasses lost $2.8 billion last quarter.

Read More Meta's AR/VR division is hemorrhaging money

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Mr. Samsung gets his pardonapple samsung Lee pardon22 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

Mr. Samsung gets his pardon

From Jiyoung Sohn and Hakyung Kim's "Samsung Leader Jay Y. Lee Receives Presidential Pardon for Bribery Conviction" in Friday's Wall Street Journal.

Read More Mr. Samsung gets his pardon

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Premarket: Apple is greenapple premarket green 8-12-2222 hours ago
Published August 12, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "S&P 500 Heads for Fourth Weekly Gain" posted early Friday.

Read More Premarket: Apple is green

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Apple represents 7.3% of the S&P 500 -- a modern recordapple sp 500 record1 day ago
Published August 12, 2022 by Philip Elmer-DeWitt

Apple represents 7.3% of the S&P 500 -- a modern record

From Andrew Bary's "Apple Rules the S&P 500 With Highest Weighting for Any Company Since 1980" posted Thursday by Barron's.

Read More Apple represents 7.3% of the S&P 500 -- a modern record

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Apple TV+ is spending big bucks for fresh plotsapple podcasts wecrashed1 day ago
Published August 11, 2022 by Philip Elmer-DeWitt

Apple TV+ is spending big bucks for fresh plots

Apple is buying exclusive access to the stories that podcasters are telling. Some of them are pretty good.

Read More Apple TV+ is spending big bucks for fresh plots

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Apple close to erasing 2022apple erasing 20222 days ago
Published August 11, 2022 by Philip Elmer-DeWitt

Apple close to erasing 2022

Well, not that close.

Read More Apple close to erasing 2022

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Apple iPhone safe at third (video)apple iphone safe third2 days ago
Published August 11, 2022 by Philip Elmer-DeWitt

Apple iPhone safe at third (video)

From Ed Hardy's "Watch: Pirates infielder slides into third, iPhone slides out of his pocket" posted Wednesday on Cult of Mac.

Read More Apple iPhone safe at third (video)

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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RECENT COMMENTS

  • Bart Yee on Apple: Sacconaghi interruptus (video) 'Segments as a % of total Revenue, 2022 FYTD, YOY 2021 FYTD iPhone 53.5% — 54.2% Mac 9.4% — 9.2%…'
  • Rodney Avilla on Apple: Sacconaghi interruptus (video) 'I am not sure that Tony is ignoring services, but that he is saying iPhone sales is a driver of…'
  • David Emery on Apple: Sacconaghi interruptus (video) 'Without any tracking/accountability for the collective poor performance of ANALysts, this trend of “heads talking trash on Apple” will continue.'
  • Bart Yee on Bloomberg: No smartphone slowdown for Apple this year 'And a very nice finish to the week near the high at $172.10, a gain of $6.75 or 4.1% for…'
  • Hap Allen on Apple: Sacconaghi interruptus (video) 'I wonder if the payoff to his firm comes from his being a bear on Apple, thus an outlier who…'
  • Robert Douglass on Bloomberg: No smartphone slowdown for Apple this year '“… but a little here and a little there of a really big number eventually adds up to some real…'
  • Joseph Bland on Bloomberg: No smartphone slowdown for Apple this year '@ Gregg: “Unfortunately, even here, they are not.” Can’t agree with this last. Many of us here are very aware…'
  • Gregg Thurman on Bloomberg: No smartphone slowdown for Apple this year 'Great comment Bart. Apple was correct to stop reporting iPhone units sold. The best units sold number ever (232,000,000) was…'
  • Joseph Bland on Premarket: Apple is green 'Yet another below-average Friday and green. Too few AAPL shares for sale being chased by too much demand. If you’re…'
  • Gregg Thurman on Bloomberg: No smartphone slowdown for Apple this year 'With an iPhone base of about 1 Billion, only about 20% will upgrade each year, so yes “many” will not…'
Read More...

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Philip Elmer‑DeWitt

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