From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).
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Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.
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From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.
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"Valuation has overshot realistic long-term fundamental outcomes."
Read More Morgan Stanley: $152.70* was an attractive entry point for Apple
This is what Apple execs have been saying for months.
Read More CIRP: The iPhone XR killed in the U.S. last quarter
"Apple is in danger of pricing the iPhone out of China."
Read More Strategy Analytics: iPhone China sales fell 22% in 2018
A rant from a friend of the blog who's been traveling a lot overseas.
Read More 'Apple missed the mark because it missed the market'
"Apple will report a record quarter for EPS. This gets lost in negative headlines."
Read More Munster: Street hasn't come to terms with Apple's miss
Despite higher average selling prices, iPhone receipts could hit levels not seen since 2016.
Read More Apple 3.0: iPhone revenue fell 15% last quarter (fiscal Q1 2019)
This is not the first time Apple has had to rethink its autonomous systems efforts.
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