From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.
"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
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
Top Trump economics advisor calls U.S. Chamber of Commerce "ankle biters."
Read More NYT: The latest tranche of tariffs could bite Apple
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.'
6 years agoMaciej Ceglowski's must-read call-to-arms in 'Ambient Privacy' doesn't quite absolve Apple.
From a note to clients by analyst Wamsi Chatterjee that landed on my desktop Monday.
“If you built a chaos factory, you can’t dodge responsibility for the chaos.” — Tim Cook.
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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