Kulbinder Garcha's note to clients blew into my inbox Wednesday morning. Two excerpts: Recent moves in FX could present a top line and GM headwind of…
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Apple: In praise of Daniel ('Deagol') Tello
9 years ago
9 years agoThe original amateur Apple analyst regularly clobbered the pros.
"The next harvest requires some patience."
That's twice in the space of two days. Stifel analyst Aaron Rakers has a weather eye for iPhone headwinds. Two weeks ago weak reports from Foxconn (Hon…
From a note to clients that marched into my inbox Monday.
Read More Piper Jaffray: Most iPhone owners clueless about iPhone X
Apple: No tweets from Tim
9 years ago
9 years agoThe expression on Tim Cook's face in this photo will have to do.
Bloomberg's Ian King and Alex Webb saved me a lot of reading.
Macquarie hikes Apple price target to $148
9 years ago
9 years agoBen Schachter is putting his money—and his gross margin estimates—on Apple Services.
"The days of Lazy and Myopic CEO's, CFO's and Board of Directors are over."
Apple chart of the day: iPhone sales mix
9 years ago
9 years agoNewer, bigger, more expensive.
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