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WSJ: Why Apple dropped plans to buy Intel's modem bizapple iphone 11 china expectations7 years ago
Published April 27, 2019 by Philip Elmer-DeWitt

WSJ: Why Apple dropped plans to buy Intel's modem biz

Apple's cash has been burning a hole in Wall Street's pocket for as long as I can remember.

Read More WSJ: Why Apple dropped plans to buy Intel's modem biz

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Wedbush expects 'ho-hum March results' from Appleapple ho-hum March wedbush7 years ago
Published April 26, 2019 by Philip Elmer-DeWitt

Wedbush expects 'ho-hum March results' from Apple

A ho-hum March, it turns out, is a good thing.

Read More Wedbush expects 'ho-hum March results' from Apple

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Cowen: Apple Services growth slowinghuberty services growth slowing7 years ago
Published April 26, 2019 by Philip Elmer-DeWitt

Cowen: Apple Services growth slowing

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

Read More Cowen: Apple Services growth slowing

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WSJ: Three of Jony Ive's industrial designers are leaving Appleapple industrial designers leaving7 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

WSJ: Three of Jony Ive's industrial designers are leaving Apple

Hard to tell from the outside what this means.

Read More WSJ: Three of Jony Ive's industrial designers are leaving Apple

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UBS raises its Apple price target to $235poker UBS raise apple target 2357 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

UBS raises its Apple price target to $235

Not the first, and probably not the last. 

Read More UBS raises its Apple price target to $235

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What to expect from Apple's Q2 results and Q3 guidanceapple consensus q2 20207 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

What to expect from Apple's Q2 results and Q3 guidance

Four versions of the consensus, hot off the analysts' spreadsheets.

Read More What to expect from Apple's Q2 results and Q3 guidance

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Microsoft overtakes Apple, hits $1 trillion market capapple microsoft market cap trillion7 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

Microsoft overtakes Apple, hits $1 trillion market cap

These market values make me nervous.

Read More Microsoft overtakes Apple, hits $1 trillion market cap

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CIRP: The iPhone that flopped 'dominates' Apple's U.S. salesCIRP apple iPhone XR flopped dominates7 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

CIRP: The iPhone that flopped 'dominates' Apple's U.S. sales

"The best iPhone Apple can't sell" — Wall Street Journal

Read More CIRP: The iPhone that flopped 'dominates' Apple's U.S. sales

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A new crop of AirPods is coming, says the 'veritable' Ming-chi Kuoming-chi kuo airpods7 years ago
Published April 25, 2019 by Philip Elmer-DeWitt

A new crop of AirPods is coming, says the 'veritable' Ming-chi Kuo

"Veritable"?

Read More A new crop of AirPods is coming, says the 'veritable' Ming-chi Kuo

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Morgan Stanley raises its Apple target to $234needham apple target 2607 years ago
Published April 24, 2019 by Philip Elmer-DeWitt

Morgan Stanley raises its Apple target to $234

From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.

Read More Morgan Stanley raises its Apple target to $234

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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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