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J.P.Morgan: Apple's iPhone 14 Pro global supplies up ever-so-slightlyapple jpmorgan iphone supplies moderating3 years ago
Published November 28, 2022 by Philip Elmer-DeWitt

J.P.Morgan: Apple's iPhone 14 Pro global supplies up ever-so-slightly

"Lead times for iPhone Pro models [are] moderating in most regions outside of China." -- Analyst Samik Chatterjee

Read More J.P.Morgan: Apple's iPhone 14 Pro global supplies up ever-so-slightly

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Daniel Ives: Apple caught in crossfire as China protests rageapple china covid crossfire3 years ago
Published November 28, 2022 by Philip Elmer-DeWitt

Daniel Ives: Apple caught in crossfire as China protests rage

"The zero China Covid policy has been an absolute gut punch to Apple's supply chain."

Read More Daniel Ives: Apple caught in crossfire as China protests rage

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Premarket: Apple is redapple premarket red 7-14-253 years ago
Published November 28, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures fall as unrest in China grows over Covid restrictions" posted early Monday.

Read More Premarket: Apple is red

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China risks getting squeezed out of top-end manufacturing for Appleapple china foxconn bad week3 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

China risks getting squeezed out of top-end manufacturing for Apple

"China might surpass the US economy in absolute size, but it would be stuck with much lower income levels."

Read More China risks getting squeezed out of top-end manufacturing for Apple

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Apple tarred by China's zero-Covid policiesapple XI covid war3 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

Apple tarred by China's zero-Covid policies

From "Battle of iPhone City shows Xi is losing the Covid war" ($) posted by the Sunday Times.

Read More Apple tarred by China's zero-Covid policies

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R.I.P. Fred ('The Mythical Man-Month') Brooksapple rip fred brooks3 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

R.I.P. Fred ('The Mythical Man-Month') Brooks

The storied IBM software engineer praised the first-generation Macintosh as "right in so many ways."

Read More R.I.P. Fred ('The Mythical Man-Month') Brooks

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This week's Apple trading strategies (11/28-12/2/22)apple trading strategies 11-28-223 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/28-12/2/22)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (11/28-12/2/22)

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Bloomberg Businessweek: Apple retail is starting to feel like... retailapple store upsell bloomberg3 years ago
Published November 26, 2022 by Philip Elmer-DeWitt

Bloomberg Businessweek: Apple retail is starting to feel like... retail

From Josh Eidelson "How Apple Stores Went From Geek Paradise to Union Front Line" from last week's issue.

Read More Bloomberg Businessweek: Apple retail is starting to feel like... retail

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Apple's fraught Black Friday: What the talking heads are sayingapple black friday 2022 videos3 years ago
Published November 26, 2022 by Philip Elmer-DeWitt

Apple's fraught Black Friday: What the talking heads are saying

The soundbites I've seen. More as they come in.

Read More Apple's fraught Black Friday: What the talking heads are saying

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Evercore: iPhone 14 Pro lead times have stabilizedapple evercore iPhone stabilized3 years ago
Published November 25, 2022 by Philip Elmer-DeWitt

Evercore: iPhone 14 Pro lead times have stabilized

"A short extension in lead times is unlikely to cause consumers to exit the AAPL ecosystem and we expect demand to be deferred rather than lost." -- Analyst Amit Daryanani

Read More Evercore: iPhone 14 Pro lead times have stabilized

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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 ($)
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