From a note to Evercore clients that landed on my desktop Friday.
Read More Evercore's Amit Daryanani: Apple iPhone lead times inching downward
"While we acknowledge near-term supply disruptions remain a headwind to growth... we believe investors continue to under-appreciate the strength of Apple's ecosystem." -- Analyst Eric Woodring
Read More Why Morgan Stanley is bullish on Apple, despite what it said two days ago
"Apple’s shipments surged 139% YoY in Q3 2022 as more consumers in Vietnam bought premium smartphones." -- Counterpoint Research Three headlines from a Counterpoint note that…
From Keith Zhai and Yang Jie's "Letter From Apple Supplier Foxconn’s Founder Prodded China to Ease Zero-Covid Rules" in Friday's Wall Street Journal.
Read More WSJ: China changed its health policy to help Apple
Premarket: Apple is green
3 years ago
3 years agoFrom Reuter's "Futures edge higher ahead of producer prices data" posted early Friday.
From Sami Fathi's "FBI Calls End-to-End Encryption 'Deeply Concerning' as Privacy Groups Hail Apple's Advanced Data Protection as a Victory for Users" posted Thursday on MacRumors.
Read More Apple's new encryption regime: EFF delighted, FBI deeply concerned
"We might be taking an overly conservative approach" -- Analyst Eric Woodring
Read More Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway
Posted Wednesday on Frank Boosman's Twitter account.
From "Smartphone Production Fell to About 289 Million Units for 3Q22 as Demand Was Not Sufficient to Offset Inventory Pressure and Economic Headwinds, Says TrendForce" posted Wednesday.
Read More Trendforce: Apple iPhone production will overtake Samsung this quarter
From "How to trade Apple as Morgan Stanley predicts more iPhone issues ahead" which aired Wednesday on CNBC.
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