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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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J.P. Morgan: First iPhone supply chain decline since Nov. 2016supply chain decline6 years ago
Published January 11, 2019 by Philip Elmer-DeWitt

J.P. Morgan: First iPhone supply chain decline since Nov. 2016

From a note to clients by analyst Samik Chatterjee that landed on my desktop Friday.

Read More J.P. Morgan: First iPhone supply chain decline since Nov. 2016

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WSJ: First peek at Apple's fall lineupfirst peek lcd iphone6 years ago
Published January 11, 2019 by Philip Elmer-DeWitt

WSJ: First peek at Apple's fall lineup

One LCD, two OLED, say "people familiar with the matter."

Read More WSJ: First peek at Apple's fall lineup

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Ben Bajarin: 'We have hit peak smart home'peak smart home6 years ago
Published January 10, 2019 by Philip Elmer-DeWitt

Ben Bajarin: 'We have hit peak smart home'

Apple is lucky to have made the cut.

Read More Ben Bajarin: 'We have hit peak smart home'

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Apple's China haircut: '$450 billion will not be the end of it'china haircut6 years ago
Published January 10, 2019 by Philip Elmer-DeWitt

Apple's China haircut: '$450 billion will not be the end of it'

Every 1% drop takes another $5.30 off the top.

Read More Apple's China haircut: '$450 billion will not be the end of it'

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Morgan Stanley: Why Apple services growth is slowinghuberty services growth slowing6 years ago
Published January 10, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Why Apple services growth is slowing

Spoiler alert: Katy Huberty blames AppleCare.

Read More Morgan Stanley: Why Apple services growth is slowing

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CNN at CES: 'Rows and rows of health and wellness startups'CNN CES6 years ago
Published January 10, 2019 by Philip Elmer-DeWitt

CNN at CES: 'Rows and rows of health and wellness startups'

Brian Stelter toured the floor. This is what caught his eye.

Read More CNN at CES: 'Rows and rows of health and wellness startups'

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HSBC cuts Apple price targetapple bofa cut 2506 years ago
Published January 10, 2019 by Philip Elmer-DeWitt

HSBC cuts Apple price target

From a note to clients by analyst Erwan Rambourg snagged by TheFly.

Read More HSBC cuts Apple price target

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Google's 360-degree ride to the uncanny valley (video)google uncanny valley6 years ago
Published January 9, 2019 by Philip Elmer-DeWitt

Google's 360-degree ride to the uncanny valley (video)

"I can’t believe anyone seriously thought this would be a good idea."

Read More Google's 360-degree ride to the uncanny valley (video)

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Wedbush: Apple must lose its 'pricing hubris'wedbush iphone pricing hubris6 years ago
Published January 9, 2019 by Philip Elmer-DeWitt

Wedbush: Apple must lose its 'pricing hubris'

From a note to clients by analyst Daniel Ives that landed on my desktop Wednesday.

Read More Wedbush: Apple must lose its 'pricing hubris'

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A pair of Apple suppliers issue new guidance warningssupplier guidance warnings6 years ago
Published January 9, 2019 by Philip Elmer-DeWitt

A pair of Apple suppliers issue new guidance warnings

I've learned the hard way not to call FUD on guidance warnings.

Read More A pair of Apple suppliers issue new guidance warnings

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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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