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Goldman Sachs cuts Apple price target on Lumentum news — updatedapple keybanc cuts 1737 years ago
Published November 13, 2018 by Philip Elmer-DeWitt

Goldman Sachs cuts Apple price target on Lumentum news — updated

Could be a bad sign. Could be a misread signal.

Read More Goldman Sachs cuts Apple price target on Lumentum news — updated

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What the Apple press missed in Monday's Lumentum storyapple lumentum finisar7 years ago
Published November 13, 2018 by Philip Elmer-DeWitt

What the Apple press missed in Monday's Lumentum story

Apple fell on the assumption that bad news for Lumentum spelled bad news for iPhone unit sales. 

Read More What the Apple press missed in Monday's Lumentum story

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iPhones now cost nearly 5X more than non-Apple phonesiphone price elasticity7 years ago
Published November 12, 2018 by Philip Elmer-DeWitt

iPhones now cost nearly 5X more than non-Apple phones

Apple may have stretched iPhone price elasticity about as far as it can go, says Bernstein’s Toni Sacconaghi.

Read More iPhones now cost nearly 5X more than non-Apple phones

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Wells Fargo: Apple under pressure after Lumentum cutslumentum wells fargo7 years ago
Published November 12, 2018 by Philip Elmer-DeWitt

Wells Fargo: Apple under pressure after Lumentum cuts

Wondering why Apple fell into the 190s this morning?

Read More Wells Fargo: Apple under pressure after Lumentum cuts

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J.P. Morgan trims Apple price target and iPhone estimateshaircut j.p. morgan trims estimates7 years ago
Published November 12, 2018 by Philip Elmer-DeWitt

J.P. Morgan trims Apple price target and iPhone estimates

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

Read More J.P. Morgan trims Apple price target and iPhone estimates

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How Steve Jobs lost the Mac to Jean-Louis Gasséejobs ibm gassee7 years ago
Published November 12, 2018 by Philip Elmer-DeWitt

How Steve Jobs lost the Mac to Jean-Louis Gassée

The backstory, as Gassée tells it.

Read More How Steve Jobs lost the Mac to Jean-Louis Gassée

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This week's Apple trading strategies (11/12-11/16)trading strategies 11-127 years ago
Published November 11, 2018 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/12-11/16)

Don't blame me if you can't got to Hawaii next year.

Read More This week's Apple trading strategies (11/12-11/16)

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What Apple gets from selling its stuff on Amazonamazon counterfeit apple7 years ago
Published November 10, 2018 by Philip Elmer-DeWitt

What Apple gets from selling its stuff on Amazon

For one thing, it gets Amazon to stop selling counterfeit Apple stuff. 

Read More What Apple gets from selling its stuff on Amazon

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Gene Munster: Apple still well-positioned in AR, despite Finisar salemunster finisar7 years ago
Published November 10, 2018 by Philip Elmer-DeWitt

Gene Munster: Apple still well-positioned in AR, despite Finisar sale

"Apple is putting the hammer down in AR."

Read More Gene Munster: Apple still well-positioned in AR, despite Finisar sale

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Big hoopla for Bangkok's first Apple Store (4 videos)store iconsiam bangkok7 years ago
Published November 10, 2018 by Philip Elmer-DeWitt

Big hoopla for Bangkok's first Apple Store (4 videos)

Apple is one of the anchor tenants of Iconsiam, Bangkok’s “riverside icon of prosperity.”

Read More Big hoopla for Bangkok's first Apple Store (4 videos)

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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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