Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Gene Munster: Apple will need 3 years to roll its own 5G modemmunster apple 5g modem6 years ago
Published July 26, 2019 by Philip Elmer-DeWitt

Gene Munster: Apple will need 3 years to roll its own 5G modem

This new chip, he says, could save Apple $2B per year in Qualcomm royalty fees.

Read More Gene Munster: Apple will need 3 years to roll its own 5G modem

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

9 Comments

Press release: Apple buys Intel's smartphone modem divisionapple buys intel modem6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Press release: Apple buys Intel's smartphone modem division

For $1 billion: 2,000 employees plus equipment, leases and a ton of IP.

Read More Press release: Apple buys Intel's smartphone modem division

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

4 Comments

Evercore: Been down so long 75-80 million iPhones looks like upapple iphone incremental positive6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Evercore: Been down so long 75-80 million iPhones looks like up

From a note to clients by analyst Amit Daryanani that landed on my desktop Thursday.

Read More Evercore: Been down so long 75-80 million iPhones looks like up

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

Leave a Comment

What to expect from Apple's Q3 results and Q4 guidanceapple consensus q2 20206 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

What to expect from Apple's Q3 results and Q4 guidance

Expectations are pretty low, which leaves room for surprise.

Read More What to expect from Apple's Q3 results and Q4 guidance

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

15 Comments

Bloomberg: Apple gearing up to make 75M iPhonesBloomberg Apple iPhone 75 million6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Bloomberg: Apple gearing up to make 75M iPhones

Top of the S curve. 

Read More Bloomberg: Apple gearing up to make 75M iPhones

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

This guy on CNBC says Apple could go to $219 (video)apple 219 call butterfly6 years ago
Published July 24, 2019 by Philip Elmer-DeWitt

This guy on CNBC says Apple could go to $219 (video)

Technical analysis works until it doesn't.

Read More This guy on CNBC says Apple could go to $219 (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

Deutsche Bank: Long term bull, short term bearapple deutsche bull bear6 years ago
Published July 24, 2019 by Philip Elmer-DeWitt

Deutsche Bank: Long term bull, short term bear

"Overall, we see a balance reward profile relative to the risks."  —Analyst Jeriel Ong Street Insider has note: Deutsche Bank analyst Jeriel Ong reiterated a Hold…

Read More Deutsche Bank: Long term bull, short term bear

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

DOJ's new tech probe: What the Apple analysts are sayingDOJ probe apple analysts6 years ago
Published July 24, 2019 by Philip Elmer-DeWitt

DOJ's new tech probe: What the Apple analysts are saying

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

Read More DOJ's new tech probe: What the Apple analysts are saying

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

16 Comments

Evercore's Amit Daryanani raises Apple price target to $227apple bofa 256 poker6 years ago
Published July 24, 2019 by Philip Elmer-DeWitt

Evercore's Amit Daryanani raises Apple price target to $227

From a note to clients that landed on my desktop overnight Wednesday.

Read More Evercore's Amit Daryanani raises Apple price target to $227

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Apple at $208: Look who's underwater nowapple analysts underwater 2086 years ago
Published July 23, 2019 by Philip Elmer-DeWitt

Apple at $208: Look who's underwater now

The bears are having a hard time keeping the stock down.

Read More Apple at $208: Look who's underwater now

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Posts pagination

Previous 1 … 1,012 1,013 1,014 … 1,308 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt