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WSJ: iPhone renders Trump trade deficit complaints 'laughable'apple trade deficit lighthizer7 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

WSJ: iPhone renders Trump trade deficit complaints 'laughable'

From "The iPhone Isn’t Made in China—It’s Made Everywhere" in Friday's Wall Street Journal.

Read More WSJ: iPhone renders Trump trade deficit complaints 'laughable'

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Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%apple coronavirus ming-chi kuo7 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

Kuo is not always right, but he tends to have his ear to the ground.

Read More Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

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More Apple circuit board production moves to Indiaapple india coronavirus grasshopper ant7 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

More Apple circuit board production moves to India

When winter comes and viruses strike, advance planning pays off.

Read More More Apple circuit board production moves to India

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IDC: Apple iPads sprint in sluggish tablet marketapple idc ipad sprint7 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

IDC: Apple iPads sprint in sluggish tablet market

Ten years later, still No. 1.

Read More IDC: Apple iPads sprint in sluggish tablet market

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Apple report card: Wearables A+, Software quality D+apple six colors report card7 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

Apple report card: Wearables A+, Software quality D+

Room for improvement.

Read More Apple report card: Wearables A+, Software quality D+

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This week's Apple trading strategies (2/3-2/7)apple trading strategies 2-37 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (2/3-2/7)

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

Read More This week's Apple trading strategies (2/3-2/7)

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Gene Munster: For Apple, any news out of China cuts both waysmunster apple china cuts7 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

Gene Munster: For Apple, any news out of China cuts both ways

A familiar pattern.

Read More Gene Munster: For Apple, any news out of China cuts both ways

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Hedge fund guy glad he sold Apple a week before it popped (video)dan niles hedge Apple7 years ago
Published February 1, 2020 by Philip Elmer-DeWitt

Hedge fund guy glad he sold Apple a week before it popped (video)

We've seen his type before.

Read More Hedge fund guy glad he sold Apple a week before it popped (video)

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Wedbush: We would be Apple buyers on China weaknessapple wedbush buyers coronavirus7 years ago
Published February 1, 2020 by Philip Elmer-DeWitt

Wedbush: We would be Apple buyers on China weakness

From a note to clients by analyst Daniel Ives that landed on my desktop Saturday.

Read More Wedbush: We would be Apple buyers on China weakness

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Will Apple pull out of Russia?apple russia putin7 years ago
Published February 1, 2020 by Philip Elmer-DeWitt

Will Apple pull out of Russia?

If Apple's commitment to privacy means anything, Tim Cook will hang tough.

Read More Will Apple pull out of Russia?

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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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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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