Apple’s March Quarter Guidance Is More Likely To Disappoint Than Bring Relief.
A pair of analyst surveys both predict a double digit drop in worldwide sales.
Read More Apple analysts: March quarter iPhone revenues expected to fall off a cliff
From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).
Read More WSJ: Tesla should pull an Apple, leave 'production hell' to other people
Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.
Read More What to expect Tuesday from Apple's March guidance (exclusive)
From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.
Read More Bernstein: How many unsold iPhones is Apple sitting on?
"Valuation has overshot realistic long-term fundamental outcomes."
Read More Morgan Stanley: $152.70* was an attractive entry point for Apple
This is what Apple execs have been saying for months.
Read More CIRP: The iPhone XR killed in the U.S. last quarter
"Apple is in danger of pricing the iPhone out of China."
Read More Strategy Analytics: iPhone China sales fell 22% in 2018
A rant from a friend of the blog who's been traveling a lot overseas.
Read More 'Apple missed the mark because it missed the market'
"Apple will report a record quarter for EPS. This gets lost in negative headlines."
Read More Munster: Street hasn't come to terms with Apple's miss
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