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Apple as the sum of its parts9 years ago
Published March 20, 2017 by Philip Elmer-DeWitt

Apple as the sum of its parts

At some point, says Piper Jaffray analyst Michael Olson, Apple's revenue from services gets too big to ignore.

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Why this hedge fund loser didn't buy Apple (video)9 years ago
Published March 20, 2017 by Philip Elmer-DeWitt

Why this hedge fund loser didn't buy Apple (video)

Bill Ackman, who lost $4 billion on Valeant Pharmaceuticals, was too smart to buy Apple.

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RBC: Why the iPhone 8 could 'change everything'9 years ago
Published March 19, 2017 by Philip Elmer-DeWitt

RBC: Why the iPhone 8 could 'change everything'

From a note by RBC analyst Amit Daryanani that landed in my inbox Sunday.

Read More RBC: Why the iPhone 8 could 'change everything'

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At $159, Apple made AirPods too cheap9 years ago
Published March 19, 2017 by Philip Elmer-DeWitt

At $159, Apple made AirPods too cheap

"The action instantly removed all available oxygen from the wireless headphone space."

Read More At $159, Apple made AirPods too cheap

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iPhone owners earn more, even in the Third Worldapple india antitrust small9 years ago
Published March 17, 2017 by Philip Elmer-DeWitt

iPhone owners earn more, even in the Third World

From a note to clients by Credit Suisse analyst Kulbinder Garcha that landed in my inbox Friday.

Read More iPhone owners earn more, even in the Third World

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Morgan Stanley: Ignore that Apple supply chain noise9 years ago
Published March 17, 2017 by Philip Elmer-DeWitt

Morgan Stanley: Ignore that Apple supply chain noise

From a note to clients by Katy Huberty that landed in my inbox Thursday night.

Read More Morgan Stanley: Ignore that Apple supply chain noise

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Microsoft Windows 7 is still king of the desktop9 years ago
Published March 17, 2017 by Philip Elmer-DeWitt

Microsoft Windows 7 is still king of the desktop

Apple's Mac OS runs a distant fifth.

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Dediu: Apple is doomed9 years ago
Published March 16, 2017 by Philip Elmer-DeWitt

Dediu: Apple is doomed

And yet it seems to be saying, somewhat faintly, “I’m not dead yet"

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Apple at $140.46: Look who's underwater now9 years ago
Published March 16, 2017 by Philip Elmer-DeWitt

Apple at $140.46: Look who's underwater now

If you really think Apple will be worth less in 12 months than it is today, why are you telling your clients to buy?

Read More Apple at $140.46: Look who's underwater now

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Apple finally closes above $1409 years ago
Published March 16, 2017 by Philip Elmer-DeWitt

Apple finally closes above $140

Up 57% from Apple's 52-week low of $89.47, set last May.

Read More Apple finally closes above $140

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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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