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Why Time Warner needs AT&Ttime warner atT7 years ago
Published March 12, 2018 by Philip Elmer-DeWitt

Why Time Warner needs AT&T

From Richard Greenfield's Legacy Media Writes its own Obituary.

Read More Why Time Warner needs AT&T

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Amazon's machine vs Apple's machineamazon machine vs apple machine7 years ago
Published March 12, 2018 by Philip Elmer-DeWitt

Amazon's machine vs Apple's machine

A good way to understand a difference that sometimes defies understanding.

Read More Amazon's machine vs Apple's machine

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Apple at SXSW: Eddy Cue's 'excellent track record'SXSW Eddy Cue7 years ago
Published March 12, 2018 by Philip Elmer-DeWitt

Apple at SXSW: Eddy Cue's 'excellent track record'

From Monday's SXSW Schedule.

Read More Apple at SXSW: Eddy Cue's 'excellent track record'

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Analyst sees Apple weakness in China smartphone datapegatron modest downside7 years ago
Published March 11, 2018 by Philip Elmer-DeWitt

Analyst sees Apple weakness in China smartphone data

Wells Fargo's Aaron Rakers anticipates a 'modest downside' to his March quarter estimates.

Read More Analyst sees Apple weakness in China smartphone data

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Apple vs FANG: Three chartsapple vs fang7 years ago
Published March 11, 2018 by Philip Elmer-DeWitt

Apple vs FANG: Three charts

What do Facebook, Amazon, Netflix and Google have that Apple doesn't?

Read More Apple vs FANG: Three charts

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Apple vs DowApple vs Dow7 years ago
Published March 10, 2018 by Philip Elmer-DeWitt

Apple vs Dow

Nine years into the Obama recovery, the Dow gained 280%, Apple 1,380%

Read More Apple vs Dow

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Apple at $179.98: Fourth all-time high close of 20187 years ago
Published March 10, 2018 by Philip Elmer-DeWitt

Apple at $179.98: Fourth all-time high close of 2018

My two cents: Something in the universe did not want Apple to close at $180.

Read More Apple at $179.98: Fourth all-time high close of 2018

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Apple investor porn: How AAPL gets to $295apple investor porn7 years ago
Published March 9, 2018 by Philip Elmer-DeWitt

Apple investor porn: How AAPL gets to $295

This is Dalton Hicks' first article on Seeking Alpha about Apple, and it shows. 

Read More Apple investor porn: How AAPL gets to $295

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Analyst: How Apple gets to net cash neutralnet cash neutral free cash flow7 years ago
Published March 9, 2018 by Philip Elmer-DeWitt

Analyst: How Apple gets to net cash neutral

Forget the iPhone X cycle, says RBC's Amit Daryanani, keep your eye on Apple's free cash flow of $59 billion.

Read More Analyst: How Apple gets to net cash neutral

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Samsung Galaxy S9: The reviews are intop 10 apple 3.0 post samsung galaxy s9 reviews7 years ago
Published March 8, 2018 by Philip Elmer-DeWitt

Samsung Galaxy S9: The reviews are in

At this point in the evolution of the smartphone, it comes down to the ecosystem.

Read More Samsung Galaxy S9: The reviews are in

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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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