From a note to clients by Rosenblatt Securities analyst Jun Zhang.
8 years agoOne of the "Frightful Five" is not like the others.
8 years agoFrom a note to clients that landed in my inbox Wednesday.
The iPhone X's singular feature smeared by a single source.
Read More Bloomberg: To deliver iPhone X on time, Apple crippled Face ID—Update: Apple calls BS
And that doesn't include China.
Read More Android users racked up 325 billion app hours in three months
8 years agoHaving overtaken its chief competitor, Apple Pay pivots.
Excerpted from a note to clients by Bernstein's top Apple analyst that landed in my inbox Monday:
Read More Apple: Six takeaways from a Toni Sacconaghi survey
Rare public remarks by the man who runs Tim Cook's supply chain.
Read More Apple COO Jeff Williams: We bet the company on TSMC
8 years agoConsumer Intelligence Research Partners ask "Did Apple Misname the iPhone 8/8 Plus?"
8 years ago"Forget the SuperCycle," say RBC's Amit Daryanani. "Let's talk Super Long Cycle."








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