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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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J.P. Morgan: Apple's tumble is investor's opportunityjp morgan tumble opportunity7 years ago
Published November 30, 2018 by Philip Elmer-DeWitt

J.P. Morgan: Apple's tumble is investor's opportunity

According to analyst Samik Chatterjee, an overly bearish scenario for 2019 is already priced into the stock.  From a note to clients that landed on my…

Read More J.P. Morgan: Apple's tumble is investor's opportunity

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Munster: The path to Apple unit sales enlightenmentmunster enlightenment7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Munster: The path to Apple unit sales enlightenment

Gene Munster has seen the light. Wall Street, he says, will catch up in a year or so.

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Dilger: In defense of Apple's unit sales blackoutdilger unit sales7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Dilger: In defense of Apple's unit sales blackout

From Daniel Eran Dilger's "Five reasons why Apple is ending unit sales reporting of Mac, iPhone, and iPad"

Read More Dilger: In defense of Apple's unit sales blackout

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Canaccord Genuity cuts Apple price target on soft demandcanaccord genuity 2257 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Canaccord Genuity cuts Apple price target on soft demand

From a note to clients by analyst T. Micheal Walkley  that landed on my desktop Thursday.

Read More Canaccord Genuity cuts Apple price target on soft demand

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About those reports of weak iPhone XR demand...joswiak iphone xr bestseller7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

About those reports of weak iPhone XR demand...

Apple VP Greg Joswiak was talking to reporters Wednesday and politely calling BS.

Read More About those reports of weak iPhone XR demand...

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Business Insider: Tim Cook has not had a hit productbusiness insider tim cook7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Business Insider: Tim Cook has not had a hit product

But only if you dismiss Apple Watch as a "minor hit" and ignore AirPods entirely.

Read More Business Insider: Tim Cook has not had a hit product

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Going to MauiMaui vacation7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Going to Maui

Back in a week.

Read More Going to Maui

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UBS: Trump tariff comments seem like negotiating tacticUBS tariff negotiating tactic7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

UBS: Trump tariff comments seem like negotiating tactic

From a note to clients by analyst Timothy Arcuri that landed on my desktop Wednesday.

Read More UBS: Trump tariff comments seem like negotiating tactic

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Bernstein: When will Apple stop falling?sacconaghi apple stop falling7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Bernstein: When will Apple stop falling?

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

Read More Bernstein: When will Apple stop falling?

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Wedbush slashes Apple price targetapple daniel ives slash target7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Wedbush slashes Apple price target

Analyst Daniel Ives was the sell-side's biggest Apple bull. For six weeks.

Read More Wedbush slashes Apple price target

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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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