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Apple wins one against Qualcommapple qualcomm one billion7 years ago
Published March 15, 2019 by Philip Elmer-DeWitt

Apple wins one against Qualcomm

If only this were the end of it. 

Read More Apple wins one against Qualcomm

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Apple vs. Spotify: Apple brings a gun to a knife fight (u)apple spotify gun knife7 years ago
Published March 15, 2019 by Philip Elmer-DeWitt

Apple vs. Spotify: Apple brings a gun to a knife fight (u)

If it's a battle of spin, I wouldn't bet on Daniel Ek

Read More Apple vs. Spotify: Apple brings a gun to a knife fight (u)

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Morgan Stanley: Four reasons to be bullish on Appleapple jpmorgan bullish without ai7 years ago
Published March 14, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Four reasons to be bullish on Apple

"The most significant supply chain cuts are likely behind us."

Read More Morgan Stanley: Four reasons to be bullish on Apple

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It's not easy being an Apple supplierapple impoverished supply base7 years ago
Published March 14, 2019 by Philip Elmer-DeWitt

It's not easy being an Apple supplier

A spreadsheet of Apple's impoverished suppliers.

Read More It's not easy being an Apple supplier

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Ross Douthat: Warren is right go after Google and Facebookross douthat douthat apple google facebook warren7 years ago
Published March 14, 2019 by Philip Elmer-DeWitt

Ross Douthat: Warren is right go after Google and Facebook

I don't often agree with Douthat. This may be the first time. 

Read More Ross Douthat: Warren is right go after Google and Facebook

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Cowan re-initiates Apple coverage with a $220 price targetapple cowan hydra-headed services7 years ago
Published March 14, 2019 by Philip Elmer-DeWitt

Cowan re-initiates Apple coverage with a $220 price target

Easier to just count iPhones.

Read More Cowan re-initiates Apple coverage with a $220 price target

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Apple's Friday deadline: I'm having deja vu all over againapple friday deadline antitrust7 years ago
Published March 13, 2019 by Philip Elmer-DeWitt

Apple's Friday deadline: I'm having deja vu all over again

The last time Eddy Cue tried something like this, Apple ended up in federal court.

Read More Apple's Friday deadline: I'm having deja vu all over again

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What Spotify said about Apple (video)spotify apple european commission7 years ago
Published March 13, 2019 by Philip Elmer-DeWitt

What Spotify said about Apple (video)

Daniel Ek makes the case against Apple Elizabeth Warren would have made if she'd known.

Read More What Spotify said about Apple (video)

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The case for a $300 Apple bundle300 apple bundle7 years ago
Published March 13, 2019 by Philip Elmer-DeWitt

The case for a $300 Apple bundle

"Apple may run into subscription fatigue at some point."

Read More The case for a $300 Apple bundle

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Apple's 'show time' event: What the analysts are sayingapple show time analysts saying7 years ago
Published March 12, 2019 by Philip Elmer-DeWitt

Apple's 'show time' event: What the analysts are saying

So far, I’m not sensing a lot of sell-side excitement.

Read More Apple's 'show time' event: What the analysts are saying

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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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