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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Merrill Lynch: A made-in-USA iPhone would cost 20% moremade in us8 years ago
Published September 10, 2018 by Philip Elmer-DeWitt

Merrill Lynch: A made-in-USA iPhone would cost 20% more

It's a zero-sum game. Either prices go up or profit margins shrink. 

Read More Merrill Lynch: A made-in-USA iPhone would cost 20% more

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The scale of Apple's human footprintapple human footprint8 years ago
Published September 10, 2018 by Philip Elmer-DeWitt

The scale of Apple's human footprint

As the trade war heats up, it doesn't hurt to have manufacturing operations in 38 states.

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Analyst: Apple only slightly bruised by Trump tariffsmunster tariffs bruised apple8 years ago
Published September 10, 2018 by Philip Elmer-DeWitt

Analyst: Apple only slightly bruised by Trump tariffs

"We believe, beyond 2 years, these tariffs will go away." —Gene Munster, Loup Ventures

Read More Analyst: Apple only slightly bruised by Trump tariffs

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Apple's bizarre list, Trump's clueless tweettrump tariffs8 years ago
Published September 8, 2018 by Philip Elmer-DeWitt

Apple's bizarre list, Trump's clueless tweet

What Donald Trump doesn't know about Apple could fill a stadium. 

Read More Apple's bizarre list, Trump's clueless tweet

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Analyst: Why Trump hasn't targeted Appletrump cook china8 years ago
Published August 30, 2018 by Philip Elmer-DeWitt

Analyst: Why Trump hasn't targeted Apple

Looking for reasons? That way lies madness.

Read More Analyst: Why Trump hasn't targeted Apple

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Trump ducked Reuters' question about iPhone tariffstrump ducked cook8 years ago
Published August 21, 2018 by Philip Elmer-DeWitt

Trump ducked Reuters' question about iPhone tariffs

May be material, may not. Impossible to say.

Read More Trump ducked Reuters' question about iPhone tariffs

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Turks smash, burn and shoot iPhones (video)turks smash burn shoot8 years ago
Published August 17, 2018 by Philip Elmer-DeWitt

Turks smash, burn and shoot iPhones (video)

The staged execution of a few iPhones will be the least of it.

Read More Turks smash, burn and shoot iPhones (video)

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American GothicApple trump cook dinner8 years ago
Published August 12, 2018 by Philip Elmer-DeWitt

American Gothic

Still no read-out. See also: Trump’s dinner date with Tim Cook

Read More American Gothic

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Trump's dinner date with Tim Cook: Will we get a readout?dinner date8 years ago
Published August 11, 2018 by Philip Elmer-DeWitt

Trump's dinner date with Tim Cook: Will we get a readout?

Voters have a right to know, and so do investors if it's material.

Read More Trump's dinner date with Tim Cook: Will we get a readout?

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China doesn't want to 'close its doors' to Apple, but...China wants Apple profits8 years ago
Published August 7, 2018 by Philip Elmer-DeWitt

China doesn't want to 'close its doors' to Apple, but...

China wants a bigger share of Apple's awesome profits.

Read More China doesn't want to 'close its doors' to Apple, but...

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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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