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Barron's: The problem with Apple's Services business...apple services problem barrons7 years ago
Published August 5, 2019 by Philip Elmer-DeWitt

Barron's: The problem with Apple's Services business...

How to confuse a function with its first derivative. 

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Ming-Chi Kuo: Apple will absorb Trump's tariffskuo apple absorb tariff7 years ago
Published August 5, 2019 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple will absorb Trump's tariffs

From "Kuo: Apple to absorb added cost of any tariffs, invest in non-Chinese production" posted Sunday on 9to5Mac.

Read More Ming-Chi Kuo: Apple will absorb Trump's tariffs

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How Apple plays the Ecosystem Gamegassee apple ecosystem game7 years ago
Published August 5, 2019 by Philip Elmer-DeWitt

How Apple plays the Ecosystem Game

Life is in the margins.

Read More How Apple plays the Ecosystem Game

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Evercore: Purchase commitments a positive sign for iPhone salesapple 10-Q evercore positive7 years ago
Published August 5, 2019 by Philip Elmer-DeWitt

Evercore: Purchase commitments a positive sign for iPhone sales

Analyst Amit Daryanani read Apple's 10-Q so you don't have to. 

Read More Evercore: Purchase commitments a positive sign for iPhone sales

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This week's Apple trading strategies (8/5-8/9)apple trading strategies 8-57 years ago
Published August 4, 2019 by Philip Elmer-DeWitt

This week's Apple trading strategies (8/5-8/9)

After the market's worst week of 2019, what's next?

Read More This week's Apple trading strategies (8/5-8/9)

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Apple as Caesar's wifeapple caesars wife privacy7 years ago
Published August 3, 2019 by Philip Elmer-DeWitt

Apple as Caesar's wife

But for Apple, Google and Amazon would still be playing Peeping Tom.

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Too bad about Fitbit's knockoff Apple Watchfitbit apple watch7 years ago
Published August 2, 2019 by Philip Elmer-DeWitt

Too bad about Fitbit's knockoff Apple Watch

Sales of the Versa Lite fell 27% year over year.

Read More Too bad about Fitbit's knockoff Apple Watch

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Trade war heats up, Apple heads further southchina trade war apple south7 years ago
Published August 2, 2019 by Philip Elmer-DeWitt

Trade war heats up, Apple heads further south

How low can it go?

Read More Trade war heats up, Apple heads further south

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Turley Muller: How could Goldman Sachs be so wrong about Apple?turley muller goldman sachs apple7 years ago
Published August 2, 2019 by Philip Elmer-DeWitt

Turley Muller: How could Goldman Sachs be so wrong about Apple?

They've been zigging as Apple stock price zagged.

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Wedbush: What the new tariffs could cost Applewedbush apple tariff gut punch7 years ago
Published August 2, 2019 by Philip Elmer-DeWitt

Wedbush: What the new tariffs could cost Apple

Six to 8 million iPhones per year, says analyst Daniel Ive.

Read More Wedbush: What the new tariffs could cost Apple

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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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