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Toni Sacconaghi: 'People don't want iPhones this cycle' (video)sacconaghi apple iphone cycle6 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

Sacconaghi can argue it round or flat.

Read More Toni Sacconaghi: 'People don't want iPhones this cycle' (video)

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Merrill Lynch: Apple's pullback is a buying opportunitymerrill lynch apple greenfield6 years ago
Published May 15, 2019 by Philip Elmer-DeWitt

Merrill Lynch: Apple's pullback is a buying opportunity

Wamsi Mohan led a team of analysts who took a deep look at the cost if moving Apple's manufacturing out of China.

Read More Merrill Lynch: Apple's pullback is a buying opportunity

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Cowen: China tariffs could lop 11% off Apple's earningslop off cowen apple china tariffs6 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

Cowen: China tariffs could lop 11% off Apple's earnings

From a note to clients by analyst Krish Sankar that landed on my desktop Tuesday.

Read More Cowen: China tariffs could lop 11% off Apple's earnings

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J.P. Morgan: Apple's 11% decline 'largely an overreaction'jp morgan apple overreaction6 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

J.P. Morgan: Apple's 11% decline 'largely an overreaction'

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

Read More J.P. Morgan: Apple's 11% decline 'largely an overreaction'

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When Apple v. Pepper goes to trial, Apple likely to winapple epic you be judge6 years ago
Published May 14, 2019 by Philip Elmer-DeWitt

When Apple v. Pepper goes to trial, Apple likely to win

So say Gene Munster and Apple. But they've been wrong before.

Read More When Apple v. Pepper goes to trial, Apple likely to win

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A good day for Apple buybacksapple buyback china scotus6 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

A good day for Apple buybacks

What else can go wrong today?

Read More A good day for Apple buybacks

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Apple v. Pepper: SCOTUS rules for Pepper (full text)apple monopoly judge dismissal6 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple v. Pepper: SCOTUS rules for Pepper (full text)

What this means immediately is that Pepper's suit can proceed. Whether he can win is another matter.

Read More Apple v. Pepper: SCOTUS rules for Pepper (full text)

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Apple's sneaky asteriskApple sneaky asterisk recycle6 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple's sneaky asterisk

It is sneaky. And it will be welcomed by those watching Apple’s bottom line.

Read More Apple's sneaky asterisk

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Apple is cheap (video)apple shares cheap cnbc6 years ago
Published May 13, 2019 by Philip Elmer-DeWitt

Apple is cheap (video)

What else is new?

Read More Apple is cheap (video)

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This week's Apple trading strategies (5/13-5/17)apple trading strategies 5/136 years ago
Published May 12, 2019 by Philip Elmer-DeWitt

This week's Apple trading strategies (5/13-5/17)

Well, last week certainly sucked.

Read More This week's Apple trading strategies (5/13-5/17)

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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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