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Apple 3.0 growth slowingapple underowned morgan stanley7 years ago
Published June 1, 2018 by Philip Elmer-DeWitt

Apple 3.0 growth slowing

Is this what they mean by a "tough compare"?

Read More Apple 3.0 growth slowing

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Counterpoint: iPhone was No. 1 in Chinese E-commerce market last monthcounterpoint china ecommerce7 years ago
Published May 31, 2018 by Philip Elmer-DeWitt

Counterpoint: iPhone was No. 1 in Chinese E-commerce market last month

Here's a data point suggesting that the Chinese are still willing to shell out big yuan for their oversized iPhones.

Read More Counterpoint: iPhone was No. 1 in Chinese E-commerce market last month

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IDC: Apple's iPhone to zig in '18 as global phone market sagsapple idc iphone 20187 years ago
Published May 31, 2018 by Philip Elmer-DeWitt

IDC: Apple's iPhone to zig in '18 as global phone market sags

How did Business Insider get this wrong?

Read More IDC: Apple's iPhone to zig in '18 as global phone market sags

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Maxim downgrades Apple, upgrades HPdowngrades apple upgrades hp7 years ago
Published May 30, 2018 by Philip Elmer-DeWitt

Maxim downgrades Apple, upgrades HP

From a matched pair of notes that landed in my inbox Wednesday.

Read More Maxim downgrades Apple, upgrades HP

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Apple's new music publishing chief has a beef with the industryelena segal7 years ago
Published May 30, 2018 by Philip Elmer-DeWitt

Apple's new music publishing chief has a beef with the industry

Elena Segal has a Twitter account where she occasionally speaks her mind.

Read More Apple's new music publishing chief has a beef with the industry

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Value investor: Apple Is Easy For Shareholdersapple easy investors De Oliveira7 years ago
Published May 30, 2018 by Philip Elmer-DeWitt

Value investor: Apple Is Easy For Shareholders

Posted Tuesday by Michael Wiggins De Oliveira.

Read More Value investor: Apple Is Easy For Shareholders

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Analyst: 'Massive iPhone upgrade opportunity on the horizon'massive iphone upgrade opportunity7 years ago
Published May 30, 2018 by Philip Elmer-DeWitt

Analyst: 'Massive iPhone upgrade opportunity on the horizon'

None dare call it a "super cycle."

Read More Analyst: 'Massive iPhone upgrade opportunity on the horizon'

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What to expect at Apple's WWDC next week — updatedwwdc roundup7 years ago
Published May 29, 2018 by Philip Elmer-DeWitt

What to expect at Apple's WWDC next week — updated

This is what the pundits led with, once they'd cleared their throats:

Read More What to expect at Apple's WWDC next week — updated

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Apple: Here's the report that sent iPhone display stocks reelingOLED iPhones7 years ago
Published May 29, 2018 by Philip Elmer-DeWitt

Apple: Here's the report that sent iPhone display stocks reeling

OLED makers soared, LED makers sank. 

Read More Apple: Here's the report that sent iPhone display stocks reeling

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Ashraf Eassa: Apple's silicon will overtake Intel's in 4 monthsapple overtake intel7 years ago
Published May 28, 2018 by Philip Elmer-DeWitt

Ashraf Eassa: Apple's silicon will overtake Intel's in 4 months

First-rate analysis from a guy who knows his chips. 

Read More Ashraf Eassa: Apple's silicon will overtake Intel's in 4 months

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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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