"Apple will not immediately displace Samsung and Huawei, but it will expand the market and shift competition toward higher ASPs, stronger reliability and lower-crease wide book-type foldables."
Read More Counterpoint: Apple is snapping up 29% of the foldable screen supply
5 hours ago"Apple has told suppliers to prepare to produce about 10 million foldable iPhones this year, up from a previous forecast of some 7 million to 8 million units a few months ago."
7 hours agoFrom Barron's' "Dow Set to Open Down Ahead of Crunch Jobs Report" posted early Thursday.
14 hours ago"Like going from being a player on a team to an owner-player on a baseball team.”
"It’s still not appreciated at a mainstream level just how broad and deep the impact is on electronics of all types." — Michael Parekh
Read More RAMageddon has turned existential for smaller tech
From Reuters' "Wall St futures slip as second half of year begins with Mideast worries" posted early Wednesday.
"The justices said they will hear Apple's appeal contending it cannot be held in contempt for allegedly violating the 'spirit' of a court injunction but not an express provision."
Read More Apple's contempt in Epic case goes to the Supreme Court
Three excerpts from Dediu's thoughts on Apple's current and future price increases.
2 days agoFrom the CNBC's "Stock futures rise after Dow record close; Wall Street get set to close out strong first half" posted early Tuesday.
"The leak comes at a difficult time for Apple."
Read More Ransomers grabbed Apple files from leaky Tata, posted them on the dark web
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