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J.P.Morgan: High interest, low expectations for Apple tomorrowapple jpmorgan low expectations headwinds abating6 years ago
Published July 29, 2019 by Philip Elmer-DeWitt

J.P.Morgan: High interest, low expectations for Apple tomorrow

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

Read More J.P.Morgan: High interest, low expectations for Apple tomorrow

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This week's Apple trading strategies (7/29-8/2)apple trading strategies 7-286 years ago
Published July 28, 2019 by Philip Elmer-DeWitt

This week's Apple trading strategies (7/29-8/2)

Don't blame me if you have to cut short your vacation.

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Video: What Trump said about Apple building a plant in Texasapple trump plant texas6 years ago
Published July 27, 2019 by Philip Elmer-DeWitt

Video: What Trump said about Apple building a plant in Texas

The President of the United States, from the Oval Office.

Read More Video: What Trump said about Apple building a plant in Texas

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Trump: No tariff relief for Mac Pro parts made in China — updatedapple trump tariff Mac pro6 years ago
Published July 26, 2019 by Philip Elmer-DeWitt

Trump: No tariff relief for Mac Pro parts made in China — updated

Who told the President?

Read More Trump: No tariff relief for Mac Pro parts made in China — updated

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Gene Munster: Apple will need 3 years to roll its own 5G modemmunster apple 5g modem6 years ago
Published July 26, 2019 by Philip Elmer-DeWitt

Gene Munster: Apple will need 3 years to roll its own 5G modem

This new chip, he says, could save Apple $2B per year in Qualcomm royalty fees.

Read More Gene Munster: Apple will need 3 years to roll its own 5G modem

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Press release: Apple buys Intel's smartphone modem divisionapple buys intel modem6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Press release: Apple buys Intel's smartphone modem division

For $1 billion: 2,000 employees plus equipment, leases and a ton of IP.

Read More Press release: Apple buys Intel's smartphone modem division

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Evercore: Been down so long 75-80 million iPhones looks like upapple iphone incremental positive6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Evercore: Been down so long 75-80 million iPhones looks like up

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

Read More Evercore: Been down so long 75-80 million iPhones looks like up

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What to expect from Apple's Q3 results and Q4 guidanceapple consensus q2 20206 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

What to expect from Apple's Q3 results and Q4 guidance

Expectations are pretty low, which leaves room for surprise.

Read More What to expect from Apple's Q3 results and Q4 guidance

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Bloomberg: Apple gearing up to make 75M iPhonesBloomberg Apple iPhone 75 million6 years ago
Published July 25, 2019 by Philip Elmer-DeWitt

Bloomberg: Apple gearing up to make 75M iPhones

Top of the S curve. 

Read More Bloomberg: Apple gearing up to make 75M iPhones

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This guy on CNBC says Apple could go to $219 (video)apple 219 call butterfly6 years ago
Published July 24, 2019 by Philip Elmer-DeWitt

This guy on CNBC says Apple could go to $219 (video)

Technical analysis works until it doesn't.

Read More This guy on CNBC says Apple could go to $219 (video)

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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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