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The DOJ's Five Pillarsapple five pillars doj1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

The DOJ's Five Pillars

Apple responded by calling the lawsuit “wrong on the facts and the law."

Read More The DOJ's Five Pillars

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Adam ('Inside Apple') Lashinsky takes a red pencil to the DOJ's complaintapple doj adam lashinsky1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Adam ('Inside Apple') Lashinsky takes a red pencil to the DOJ's complaint

"The complaint begins more like a poorly edited magazine article than a legal document."

Read More Adam ('Inside Apple') Lashinsky takes a red pencil to the DOJ's complaint

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Melius' Ben Reitzes: It's the Apple narrative of 2003 all over againapple reitzes ai store1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Melius' Ben Reitzes: It's the Apple narrative of 2003 all over again

"The Apple we know is likely not paying for anything – Google is the one who needs them."

Read More Melius' Ben Reitzes: It's the Apple narrative of 2003 all over again

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Daniel Ives: Apple is doubling down on China1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Daniel Ives: Apple is doubling down on China

"We have seen Apple's back against the wall before and we view this period as just another chapter in the Apple growth story."

Read More Daniel Ives: Apple is doubling down on China

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Apple's response to the EU's Digital Markets Act will get a closer lookapple sues EU1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Apple's response to the EU's Digital Markets Act will get a closer look

"We suspect that the suggested solutions put forward by the three companies do not fully comply." — EU's Margrethe Vestager

Read More Apple's response to the EU's Digital Markets Act will get a closer look

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Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)apple meilius reitzes cnbc1 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)

"As long as they have an AI story that comes out with services, seeing increased revenue and bringing more to the platform, we're going to be OK."

Read More Melius' Ben Reitzes expects a 'huge' iPhone upgrade in 2025 (video)

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Premarket: Apple is greenapple premarket green 9-3-251 year ago
Published March 26, 2024 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures climb as market rally takes a breather" posted early Tuesday.

Read More Premarket: Apple is green

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Evercore: Why a deal to use Baidu's Ernie in China makes sense for Appleapple baidu ernie china1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Evercore: Why a deal to use Baidu's Ernie in China makes sense for Apple

"We think this gives Apple a chance to leverage the benefits of gen AI without a high level of capex." — Analyst Amit Daryanani

Read More Evercore: Why a deal to use Baidu's Ernie in China makes sense for Apple

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Toni Sacconaghi sees Apple buying opportunity (video)apple sacconaghi buying opportunity1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Toni Sacconaghi sees Apple buying opportunity (video)

"Even if the DOJ case largely wins... I think the US consumer is pretty locked into whatever ecosystem they're in whether it's Android or iOS."

Read More Toni Sacconaghi sees Apple buying opportunity (video)

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Gene Munster: 70% of Apple's patents never turn into productsapple patents 70 munster1 year ago
Published March 25, 2024 by Philip Elmer-DeWitt

Gene Munster: 70% of Apple's patents never turn into products

From Aaron Mok's "These are the 3 Apple patents analysts say could hit the production line" posted Sunday by Business Insider.

Read More Gene Munster: 70% of Apple's patents never turn into products

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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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