Give Horace Dediu 28 minutes and he'll change the world.
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Crimea and the Cook Doctrine
6 years ago
6 years agoThe tech megacaps are the new nation states. They draw the borders to serve their needs.
From a note to clients by analyst Daniel Ives that landed on my desktop Wednesday.
Read More Wedbush: AirPods are flying off the shelves -- update
Apple: What the hell was that?
6 years ago
6 years agoShares dropped like a stone at high volume just before Tuesday's close.
IDC, as usual, disagrees.
Read More Gartner: Apple iPhone sales fell 10.7% worldwide in calendar Q3 '19
Apple's holiday video
6 years ago
6 years agoNobody does it better.
Sales and production capacity are two different things. Tech reporters should know the difference.
Read More Rookie Apple mistakes: 60 million AirPods, 100 million iPhones
Five kinds of pre-loved iPhones
6 years ago
6 years agoFrom Buyer's Remorse to PTC (Powered-on, Tested, Cracked Screen)... Got an unsolicited offer in the mail this morning to buy "PTG iPhones" in quantity, which led…
From Amrith Ramkumar's "How Apple and Microsoft Dwarf the Rest of the Market" ($) in Monday's Wall Street Journal: Apple Inc. and Microsoft Corp. helped lift…
Don't blame me if you have to sell the Bimmer.
Read More This week's Apple trading strategies (11/25-11/29)
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