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Toni Sacconaghi asks: What's Apple's bull case?apple bull case sa4 years ago
Published October 7, 2021 by Philip Elmer-DeWitt

Toni Sacconaghi asks: What's Apple's bull case?

Spoiler alert: He doesn't buy it. 

Read More Toni Sacconaghi asks: What's Apple's bull case?

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Apple: Et tu, Amsterdam?apple amsterdam antitrust4 years ago
Published October 7, 2021 by Philip Elmer-DeWitt

Apple: Et tu, Amsterdam?

From Reuters' "Dutch watchdog finds Apple app store payment rules anti-competitive - sources" posted Thursday.

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Mark Gurman: While it waits to build a car, Apple builds on the success of CarPlayapple car play gurman4 years ago
Published October 7, 2021 by Philip Elmer-DeWitt

Mark Gurman: While it waits to build a car, Apple builds on the success of CarPlay

From Gurman's "Apple’s Plan for Cars: Using IPhone to Control A/C, Seats, Radio" posted Thursday by Bloomberg News.

Read More Mark Gurman: While it waits to build a car, Apple builds on the success of CarPlay

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Premarket: Apple is greenapple premarket green 7-2-254 years ago
Published October 7, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stock Futures Rise After Proposed Debt-Limit Extension" posted early Thursday.

Read More Premarket: Apple is green

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Katy Huberty: Apple's App Store is accelerating nearly everywhere in the worldapple huberty accelerating china4 years ago
Published October 6, 2021 by Philip Elmer-DeWitt

Katy Huberty: Apple's App Store is accelerating nearly everywhere in the world

Even in China, where you might think government limits on game playing by kids under 18 would slow things down. From a note to Morgan Stanley…

Read More Katy Huberty: Apple's App Store is accelerating nearly everywhere in the world

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Reuters: EU wants to crack open Apple Payapple pay open EU4 years ago
Published October 6, 2021 by Philip Elmer-DeWitt

Reuters: EU wants to crack open Apple Pay

From "EXCLUSIVE Apple to face EU antitrust charge over NFC chip - sources" posted Wednesday.

Read More Reuters: EU wants to crack open Apple Pay

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Insider: Apple's healthcare group is sufferingapple healtcare suffering4 years ago
Published October 6, 2021 by Philip Elmer-DeWitt

Insider: Apple's healthcare group is suffering

From Blake Dodge's "Insiders in Apple's healthcare organization say its leaders suppress concerns and mislead executives" posted Tuesday.

Read More Insider: Apple's healthcare group is suffering

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Premarket: Apple is redapple premarket red 7-8-254 years ago
Published October 6, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Point to Fresh Selloff on Wall Street" posted early Wednesday.

Read More Premarket: Apple is red

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iPhone 13 demand is 'robust and healthy' — JPMorganapple iphone robust healthy4 years ago
Published October 5, 2021 by Philip Elmer-DeWitt

iPhone 13 demand is 'robust and healthy' — JPMorgan

"And most importantly better than consensus investor expectations for tepid demand." -- Analyst Samik Chatterjee

Read More iPhone 13 demand is 'robust and healthy' — JPMorgan

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Celebrating Steve: Apple's adoring video, 10 years after his passingapple celebrating steve video4 years ago
Published October 5, 2021 by Philip Elmer-DeWitt

Celebrating Steve: Apple's adoring video, 10 years after his passing

“I skate to where the puck is going to be, not to where it is.”

Read More Celebrating Steve: Apple's adoring video, 10 years after his passing

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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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