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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Advice for grooms: Don'tapple vision wedding photos2 years ago
Published February 29, 2024 by Philip Elmer-DeWitt

Advice for grooms: Don't

"My wife was like, 'We're not taking photos in the Vision Pro."

Read More Advice for grooms: Don't

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WSJ: What's Apple's AI story?apple ai story wsj2 years ago
Published February 29, 2024 by Philip Elmer-DeWitt

WSJ: What's Apple's AI story?

From Aaron Tilley's "Apple Investors Grow Impatient on Artificial Intelligence" posted Thursday by the Wall Street Journal.

Read More WSJ: What's Apple's AI story?

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Ming-Chi Kuo: Apple Vision return rate 1%, no major revision until 2027apple vision idc surge2 years ago
Published February 29, 2024 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple Vision return rate 1%, no major revision until 2027

From "Demand in the U.S. market has slowed down significantly" posted Wednesday on Medium.

Read More Ming-Chi Kuo: Apple Vision return rate 1%, no major revision until 2027

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Premarket: Apple was red, turned greenapple premarket red 8-29-252 years ago
Published February 29, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From CNBC's "Stock futures fall as Wall Street awaits the Fed’s preferred inflation gauge" posted early Thursday.

Read More Premarket: Apple was red, turned green

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'Apple's 6-month performance is a nothing burger' (video)apple nothing burger video2 years ago
Published February 29, 2024 by Philip Elmer-DeWitt

'Apple's 6-month performance is a nothing burger' (video)

From "What will reignite Apple shares?" which aired Wednesday on CNBC.

Read More 'Apple's 6-month performance is a nothing burger' (video)

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BofA survey points to strong iPhone refresh cyclesbofa apple upgrade cycle2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

BofA survey points to strong iPhone refresh cycles

"We believe the installed base is due for an upgrade and anticipate a strong refresh cycle to take place over the next two years as Generative AI features start to take hold on smartphones." — Analyst Wamsi Mohan

Read More BofA survey points to strong iPhone refresh cycles

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Who wants to talk about Apple's 2024 shareholders meeting?apple shareholders 2024 discuss2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

Who wants to talk about Apple's 2024 shareholders meeting?

Missed the meeting, but I’ve posted a transcript.

Read More Who wants to talk about Apple's 2024 shareholders meeting?

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Wedbush's Daniel Ives: 'They had to rip the Band-Aid off'apple dan ives bandaid2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

Wedbush's Daniel Ives: 'They had to rip the Band-Aid off'

From "Apple pulling out of EV project was the right move, says Wedbush's Dan Ives," which aired Wednesday on CNBC.

Read More Wedbush's Daniel Ives: 'They had to rip the Band-Aid off'

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What Tim Cook said in 2017 about Apple and cars (video)apple car tim cook2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

What Tim Cook said in 2017 about Apple and cars (video)

"Clearly one purpose of autonomous systems is self-driving cars. There are others. We sort of see it as the mother of all AI projects. It’s probably one of the most difficult AI projects actually to work on."

Read More What Tim Cook said in 2017 about Apple and cars (video)

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Morgan Stanley: The demise of Project Titan is a net positive for Appleapple morgan stanley revisions2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

Morgan Stanley: The demise of Project Titan is a net positive for Apple

"As Apple Car bears, we believe this report, if true, represents a positive step forward in 1) focusing on what matters, and 2) exhibiting cost discipline." — Analyst Erik Woodring

Read More Morgan Stanley: The demise of Project Titan is a net positive for 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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