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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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Privacy: 'It seems like no one is calling Tim Cook out for this.'cnbc tim cook high horse6 years ago
Published June 17, 2019 by Philip Elmer-DeWitt

Privacy: 'It seems like no one is calling Tim Cook out for this.'

The consensus on CNBC's Power Lunch is that Apple should get off its high horse.

Read More Privacy: 'It seems like no one is calling Tim Cook out for this.'

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Google and Facebook in the crosshairsapple google facebook ambient privacy6 years ago
Published June 17, 2019 by Philip Elmer-DeWitt

Google and Facebook in the crosshairs

Maciej Ceglowski's must-read call-to-arms in 'Ambient Privacy' doesn't quite absolve Apple.

Read More Google and Facebook in the crosshairs

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J.P. Morgan trims Apple price target $2 (0.85%)loop Baruah apple 1706 years ago
Published June 17, 2019 by Philip Elmer-DeWitt

J.P. Morgan trims Apple price target $2 (0.85%)

From a note to clients by analyst Wamsi Chatterjee that landed on my desktop Monday.

Read More J.P. Morgan trims Apple price target $2 (0.85%)

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Tim Cook's Stanford Commencement Speech (video)6 years ago
Published June 16, 2019 by Philip Elmer-DeWitt

Tim Cook's Stanford Commencement Speech (video)

“If you built a chaos factory, you can’t dodge responsibility for the chaos.” — Tim Cook.

Read More Tim Cook's Stanford Commencement Speech (video)

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Evercore: Apple's focus on privacy sets groundwork for medical recordsevercore apple privacy healthcare6 years ago
Published June 16, 2019 by Philip Elmer-DeWitt

Evercore: Apple's focus on privacy sets groundwork for medical records

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

Read More Evercore: Apple's focus on privacy sets groundwork for medical records

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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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