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Modems for dummiesapple c1 modem dummies8 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Modems for dummies

From Ben Lovejoy's "Here’s why the C1 chip doesn’t have mmWave 5G" posted Thursday by 9to5Mac.

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Needham's Laura Martin gives Apple a left-handed compliment (video)apple needham martin llm8 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Needham's Laura Martin gives Apple a left-handed compliment (video)

"If we're going into a recession you don't want to be anywhere near Alphabet or Meta."

Read More Needham's Laura Martin gives Apple a left-handed compliment (video)

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Premarket: Apple is redapple premarket red 8-21-258 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Dive as Tariff Turmoil Continues Ahead of Jobs Data" posted early Thursday.

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Did Bloomberg break Apple's NDA?apple nda gurman gruber8 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Did Bloomberg break Apple's NDA?

That's what John Gruber implies Bloomberg's Mark Gurman did on Tuesday.

Read More Did Bloomberg break Apple's NDA?

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Apple's new product trifectaapple trifecta ultra air8 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Apple's new product trifecta

The Mac Studio (starts at $1,999), a new MacBook Air ($999) and the M3 Ultra chip.

Read More Apple's new product trifecta

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Why aren't Apple's devices made in America? (video)apple chips america plexo8 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Why aren't Apple's devices made in America? (video)

"It's really hard not to have some of these components in other locations that have been able to refine the process." — Plexo Capitol's Lo Toney

Read More Why aren't Apple's devices made in America? (video)

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Why BMO is still overweight Apple despite China trade war (video)apple bmo trade war8 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Why BMO is still overweight Apple despite China trade war (video)

"Quality," says chief investment strategist Brian Belsky. Also: "Liquidity, liquidity, liquidity." 

Read More Why BMO is still overweight Apple despite China trade war (video)

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Premarket: Apple is greenapple premarket green 11-11-258 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures jump on hope of possible Trump compromise on tariffs" posted early Wednesday.

Read More Premarket: Apple is green

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What — and where — is the 'Trump Put'?apple trump put8 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

What — and where — is the 'Trump Put'?

The thinking was that the US president’s penchant for using the stock market as a report card meant any policy that rattled investors would cause him to quickly ditch the plans.

Read More What — and where — is the 'Trump Put'?

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As promised: A new Apple iPad Airapple ipad air M38 months ago
Published March 4, 2025 by Philip Elmer-DeWitt

As promised: A new Apple iPad Air

Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.

Read More As promised: A new Apple iPad Air

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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