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Wedbush: Apple, Huawei and Fort Sumter, againapple huawei fort sumter wedbush7 years ago
Published May 16, 2019 by Philip Elmer-DeWitt

Wedbush: Apple, Huawei and Fort Sumter, again

From a note to clients by analyst Daniel Ives that landed on my desktop Wednesday.

Read More Wedbush: Apple, Huawei and Fort Sumter, again

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Gene Munster: Biggest risk to Apple is a Chinese consumer boycottchina consumer boycott7 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Gene Munster: Biggest risk to Apple is a Chinese consumer boycott

From a note that landed on my desktop Wednesday.

Read More Gene Munster: Biggest risk to Apple is a Chinese consumer boycott

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Toni Sacconaghi: 'People don't want iPhones this cycle' (video)sacconaghi apple iphone cycle7 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

Sacconaghi can argue it round or flat.

Read More Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

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Merrill Lynch: Apple's pullback is a buying opportunitymerrill lynch apple greenfield7 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple's pullback is a buying opportunity

Wamsi Mohan led a team of analysts who took a deep look at the cost if moving Apple's manufacturing out of China.

Read More Merrill Lynch: Apple's pullback is a buying opportunity

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Cowen: China tariffs could lop 11% off Apple's earningslop off cowen apple china tariffs7 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

Cowen: China tariffs could lop 11% off Apple's earnings

From a note to clients by analyst Krish Sankar that landed on my desktop Tuesday.

Read More Cowen: China tariffs could lop 11% off Apple's earnings

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J.P. Morgan: Apple's 11% decline 'largely an overreaction'jp morgan apple overreaction7 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

J.P. Morgan: Apple's 11% decline 'largely an overreaction'

From a note to clients by Samik Chatterjee that landed on my desktop Tuesday.

Read More J.P. Morgan: Apple's 11% decline 'largely an overreaction'

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When Apple v. Pepper goes to trial, Apple likely to winapple epic you be judge7 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

When Apple v. Pepper goes to trial, Apple likely to win

So say Gene Munster and Apple. But they've been wrong before.

Read More When Apple v. Pepper goes to trial, Apple likely to win

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A good day for Apple buybacksapple buyback china scotus7 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

A good day for Apple buybacks

What else can go wrong today?

Read More A good day for Apple buybacks

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Apple v. Pepper: SCOTUS rules for Pepper (full text)apple monopoly judge dismissal7 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple v. Pepper: SCOTUS rules for Pepper (full text)

What this means immediately is that Pepper's suit can proceed. Whether he can win is another matter.

Read More Apple v. Pepper: SCOTUS rules for Pepper (full text)

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Apple's sneaky asteriskApple sneaky asterisk recycle7 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple's sneaky asterisk

It is sneaky. And it will be welcomed by those watching Apple’s bottom line.

Read More Apple's sneaky asterisk

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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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