From “Chatham’s Collin Gillis on Apple earnings: We’re looking for 32% revenue growth” aired Wednesday on CNBC:
My take: The last note I received from Gillis, dated Oct. 17, 2019, included this line:
While the company has been able to leverage its consumer trust into new service revenue, the core business and platform still runs the risk of becoming passe.
UPDATE: “I always got a haiku!” Gillis writes. Here’s the latest…
The quarter will smoke.
The only question will be,