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What Intel's CEO said about Apple's new Macs (video)apple intel gelsinger m14 years ago
Published October 20, 2021 by Philip Elmer-DeWitt

What Intel's CEO said about Apple's new Macs (video)

" I would hope to win back this piece of their business." -- Intel CEO Pat Gelsinger

Read More What Intel's CEO said about Apple's new Macs (video)

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Katy Huberty: iPhone 13 Pro lead times set five-year recordapple huberty target 1804 years ago
Published October 20, 2021 by Philip Elmer-DeWitt

Katy Huberty: iPhone 13 Pro lead times set five-year record

From a note to Morgan Stanley clients that landed on my desktop Wednesday.

Read More Katy Huberty: iPhone 13 Pro lead times set five-year record

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Daniel Ives: Apple will deliver a $1B+ beat next weekapple daniel ives q44 years ago
Published October 20, 2021 by Philip Elmer-DeWitt

Daniel Ives: Apple will deliver a $1B+ beat next week

"Five million to 10 million units moving out of the December quarter into March due to supply chain issues is not a worry for us."

Read More Daniel Ives: Apple will deliver a $1B+ beat next week

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Why Google's new Pixels won't pry many users away from Apple (video)apple google pixel 64 years ago
Published October 20, 2021 by Philip Elmer-DeWitt

Why Google's new Pixels won't pry many users away from Apple (video)

Hint: It has nothing to do with the quality of the Pixel 6 phones.

Read More Why Google's new Pixels won't pry many users away from Apple (video)

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Premarket: Apple is redapple premarket red 8-21-254 years ago
Published October 20, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Waver Ahead of Big Tech Earnings" posted early Wednesday.

Read More Premarket: Apple is red

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Evercore: Chinese iPhone shipments fell 32% y/y in September, but...apple evercore chinese pause september4 years ago
Published October 19, 2021 by Philip Elmer-DeWitt

Evercore: Chinese iPhone shipments fell 32% y/y in September, but...

"September represents what should prove to be a momentary period of quiet ahead of robust demand for the iPhone 13 lineup."

Read More Evercore: Chinese iPhone shipments fell 32% y/y in September, but...

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Inviting friends-of-the-blog to Apple’s Q4 2021 Earnings Smackdownapple smackdown FOBs q420214 years ago
Published October 19, 2021 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q4 2021 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0 (a $200 value).

Read More Inviting friends-of-the-blog to Apple’s Q4 2021 Earnings Smackdown

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Apple analysts Unleashed on CNBC (videos)apple analysts unleashed cnbc4 years ago
Published October 19, 2021 by Philip Elmer-DeWitt

Apple analysts Unleashed on CNBC (videos)

Video clips I've seen. More as they come in.

Read More Apple analysts Unleashed on CNBC (videos)

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JPMorgan's Samik Chatterjee expects a solid Apple beat next week, but...apple solid beat chatterjee4 years ago
Published October 19, 2021 by Philip Elmer-DeWitt

JPMorgan's Samik Chatterjee expects a solid Apple beat next week, but...

"We are trimming our earnings forecasts for F1Q to lower than typical seasonality." From a note to clients that landed on my desktop Tuesday: We expect…

Read More JPMorgan's Samik Chatterjee expects a solid Apple beat next week, but...

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Why I ordered a new Apple MacBook Pro yesterdayapple macbook pro ordered4 years ago
Published October 19, 2021 by Philip Elmer-DeWitt

Why I ordered a new Apple MacBook Pro yesterday

From Parker Ortolani's "I wasn’t planning to buy a MacBook Pro, but today’s event exceeded my wildest expectations" posted Monday on 9to5Mac.

Read More Why I ordered a new Apple MacBook Pro yesterday

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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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