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Gene Munster: 'Apple's CarPlay quietly shifts from first to second gear'munster apple carplay android Auto6 years ago
Published June 21, 2019 by Philip Elmer-DeWitt

Gene Munster: 'Apple's CarPlay quietly shifts from first to second gear'

From a note to Loup Ventures subscribers that landed on my desktop Friday morning.

Read More Gene Munster: 'Apple's CarPlay quietly shifts from first to second gear'

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Apple's letter to the U.S. Trade Representativeapple letter Robert Lighthizer6 years ago
Published June 20, 2019 by Philip Elmer-DeWitt

Apple's letter to the U.S. Trade Representative

Wish I could see what's in Annex B.

Read More Apple's letter to the U.S. Trade Representative

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Deutsche Bank initiates Apple coverage with a Holddeutsche initiates apple 2056 years ago
Published June 20, 2019 by Philip Elmer-DeWitt

Deutsche Bank initiates Apple coverage with a Hold

"We see a path to mid-single digit y/y top-line growth at best." — Analyst Jeriel Ong

Read More Deutsche Bank initiates Apple coverage with a Hold

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Evercore raises Apple target on Services growthevercore apple target 2156 years ago
Published June 20, 2019 by Philip Elmer-DeWitt

Evercore raises Apple target on Services growth

From a deep dive by analyst Amit Daryanani.

Read More Evercore raises Apple target on Services growth

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Victor Castroll's $100K Apple prop bet is offapple prop bet off castroll6 years ago
Published June 19, 2019 by Philip Elmer-DeWitt

Victor Castroll's $100K Apple prop bet is off

"I accepted a buyout of $50,000."

Read More Victor Castroll's $100K Apple prop bet is off

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Morgan Stanley: Apple took a 12% hit for nothingapple morgan stanley china nothing6 years ago
Published June 19, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Apple took a 12% hit for nothing

From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.

Read More Morgan Stanley: Apple took a 12% hit for nothing

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Wedbush: Moving 15% of Apple production ex-China would take 2-3 yearswedbush apple production years6 years ago
Published June 19, 2019 by Philip Elmer-DeWitt

Wedbush: Moving 15% of Apple production ex-China would take 2-3 years

"We believe this is all a poker game..." —Analyst Daniel Ives

Read More Wedbush: Moving 15% of Apple production ex-China would take 2-3 years

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Nikkei: These 5 countries will get more of Apple's manufacturing businessnikkei apple shifting production6 years ago
Published June 19, 2019 by Philip Elmer-DeWitt

Nikkei: These 5 countries will get more of Apple's manufacturing business

What, not Michigan?

Read More Nikkei: These 5 countries will get more of Apple's manufacturing business

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ZDNet: The difference between Google's IO and Apple's WWDCzd net google io apple wwdc6 years ago
Published June 18, 2019 by Philip Elmer-DeWitt

ZDNet: The difference between Google's IO and Apple's WWDC

From Ross Rubin's "Apple's ground game versus Google's long game."

Read More ZDNet: The difference between Google's IO and Apple's WWDC

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NYT: The latest tranche of tariffs could bite Appleapple tariffs ankle biters6 years ago
Published June 18, 2019 by Philip Elmer-DeWitt

NYT: The latest tranche of tariffs could bite Apple

Top Trump economics advisor calls U.S. Chamber of Commerce "ankle biters."

Read More NYT: The latest tranche of tariffs could bite Apple

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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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