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Apple: Morgan Stanley lowers iPhone estimates, raises ASP9 years ago
Published January 17, 2017 by Philip Elmer-DeWitt

Apple: Morgan Stanley lowers iPhone estimates, raises ASP

"We lower iPhone revenue estimates in FY17 by 3% to reflect weak demand ahead of the supercycle."

Read More Apple: Morgan Stanley lowers iPhone estimates, raises ASP

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Apple wants to hit pop culture 'smack on the nose'9 years ago
Published January 16, 2017 by Philip Elmer-DeWitt

Apple wants to hit pop culture 'smack on the nose'

"If South Park walks into my office, I am not going to say you're not musicians, you know?"

Read More Apple wants to hit pop culture 'smack on the nose'

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Can Apple emerge from the ashes?9 years ago
Published January 15, 2017 by Philip Elmer-DeWitt

Can Apple emerge from the ashes?

"The iPhone has peaked? Are you kidding me? Not on your nelly."

Read More Can Apple emerge from the ashes?

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Apple Campus 2: Nearly ready for occupation (drone video)apple underowned morgan stanley9 years ago
Published January 14, 2017 by Philip Elmer-DeWitt

Apple Campus 2: Nearly ready for occupation (drone video)

"Hey Jony, here's a dopey idea..."

Read More Apple Campus 2: Nearly ready for occupation (drone video)

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Sacconaghi: Apple's best days are behind it (video)9 years ago
Published January 13, 2017 by Philip Elmer-DeWitt

Sacconaghi: Apple's best days are behind it (video)

Is the age of Apple over?

Read More Sacconaghi: Apple's best days are behind it (video)

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UBS takes a deep dive into Apple's taxes under Trump9 years ago
Published January 13, 2017 by Philip Elmer-DeWitt

UBS takes a deep dive into Apple's taxes under Trump

The first thing to understand is that the full effects might not kick in for four or five years.

Read More UBS takes a deep dive into Apple's taxes under Trump

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Apple: Mizuho sticks with 'buy' despite risks9 years ago
Published January 13, 2017 by Philip Elmer-DeWitt

Apple: Mizuho sticks with 'buy' despite risks

""Our Buy rating and $130 price target on the stock is not based on any meaningful growth assumptions for the company."

Read More Apple: Mizuho sticks with 'buy' despite risks

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Apple: Wells Fargo cuts March estimates9 years ago
Published January 12, 2017 by Philip Elmer-DeWitt

Apple: Wells Fargo cuts March estimates

Sightings of the once-rare iPhone 7 Plus have Maynard Um spooked.

Read More Apple: Wells Fargo cuts March estimates

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RBC trims Apple estimates9 years ago
Published January 12, 2017 by Philip Elmer-DeWitt

RBC trims Apple estimates

Near term, the company faces currency headwinds and the uncertainties of Trump-onomics.

Read More RBC trims Apple estimates

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Goldman Sachs raises Apple price target to $133 from $124goldman sachs apple buying opportunity9 years ago
Published January 11, 2017 by Philip Elmer-DeWitt

Goldman Sachs raises Apple price target to $133 from $124

From a note to clients that landed in my inbox Wednesday.

Read More Goldman Sachs raises Apple price target to $133 from $124

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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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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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