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Exclusive: A jam-packed Horace Dediu Zoom (video)apple zoom horace dediu II4 years ago
Published October 31, 2021 by Philip Elmer-DeWitt

Exclusive: A jam-packed Horace Dediu Zoom (video)

The man who brought disruption theory to smartphones explains -- among other things -- how Apple gets out of the innovator's dilemma.

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MAGMA: Microsoft, Apple, Google, Meta and Amazonapple magma meta google amazon microsoft4 years ago
Published October 30, 2021 by Philip Elmer-DeWitt

MAGMA: Microsoft, Apple, Google, Meta and Amazon

Who needs Netflix? MAGMA is red hot and incinerates everything in its path.

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Apple and Amazon fail to harsh the market's vibeapple harsh vibe4 years ago
Published October 30, 2021 by Philip Elmer-DeWitt

Apple and Amazon fail to harsh the market's vibe

From the Wall Street Journal's "Stocks Power Through Negative Signs From Apple, Amazon" posted after Friday's close.

Read More Apple and Amazon fail to harsh the market's vibe

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Barron's: Microsoft is hot, Apple is notapple microsoft hot cold4 years ago
Published October 30, 2021 by Philip Elmer-DeWitt

Barron's: Microsoft is hot, Apple is not

From Eric Savitz' "Big Tech Earnings Are Over. 6 Things Investors Need to Know About a Disappointing Week." posted Friday.

Read More Barron's: Microsoft is hot, Apple is not

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Comic relief: iJustine unboxes and iFixit tears down the Apple Polishing Cloth (video)apple polishing cloth4 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Comic relief: iJustine unboxes and iFixit tears down the Apple Polishing Cloth (video)

From "The Thinnest Apple Device Yet: Polishing Cloth Teardown" posted Wednesday on iFixit.

Read More Comic relief: iJustine unboxes and iFixit tears down the Apple Polishing Cloth (video)

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Here's a slice of good news for Appleapple slice market share4 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Here's a slice of good news for Apple

From Reuters' "How Apple is gaining smartphone customers during a chip shortage" posted Friday.

Read More Here's a slice of good news for Apple

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CNBC's experts on Apple's fiscal Q4 2021 miss (videos)apple cnbc videos q420214 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

CNBC's experts on Apple's fiscal Q4 2021 miss (videos)

The video clips I've seen. More as they land on YouTube.

Read More CNBC's experts on Apple's fiscal Q4 2021 miss (videos)

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Best and worst Apple analysts: Q4 2021 editionapple best worst analysts q420224 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q4 2021 edition

Apple missed, and the radically bullish indies got schooled by the more conservative pros. It's the world turned upside down! A tip of the hat to...…

Read More Best and worst Apple analysts: Q4 2021 edition

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Apple disappointing fiscal Q4 2021: What the analysts are sayingapple q42021 analysts saying4 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Apple disappointing fiscal Q4 2021: What the analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Apple disappointing fiscal Q4 2021: What the analysts are saying

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Premarket: Apple is redapple premarket red 8-21-254 years ago
Published October 29, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From MarketWatch's "It’s transitory. Analysts shake off Apple’s earnings disappointment and stay focused on 2022 demand" posted early Friday: Investors were pushing the sell button on…

Read More Premarket: Apple is red

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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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