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A chat with Gene Munster about the wild Apple chatterGene Munster wild apple chatter7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

A chat with Gene Munster about the wild Apple chatter

"It’s going to be one of the more entertaining quarters," says the veteran Apple watcher, now at Loup Ventures. "Something doesn't add up."

Read More A chat with Gene Munster about the wild Apple chatter

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Apple souffle: Who's behind Nikkei's supply chain leaks?foxconn7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Apple souffle: Who's behind Nikkei's supply chain leaks?

Neil Cybart has a theory.

Read More Apple souffle: Who's behind Nikkei's supply chain leaks?

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How many Watches did Apple sell last quarter (fiscal Q1 2018)?apple watches q1 20187 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

How many Watches did Apple sell last quarter (fiscal Q1 2018)?

Nobody expects Apple to release a unit sales number when it reports its quarterly results Thursday.

Read More How many Watches did Apple sell last quarter (fiscal Q1 2018)?

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WSJ supports Nikkei report of sharp iPhone X cutsIPhone X7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

WSJ supports Nikkei report of sharp iPhone X cuts

"They always do this when things aren’t selling well. It’s a real headache."

Read More WSJ supports Nikkei report of sharp iPhone X cuts

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Apple supplier pushes back on report of iPhone X cutsMurata7 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Apple supplier pushes back on report of iPhone X cuts

This may not be enough to stem the bloodletting.  

Read More Apple supplier pushes back on report of iPhone X cuts

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Kantar sees iPhone X boosting Apple's share in key marketshow many iphones Q2 20187 years ago
Published January 30, 2018 by Philip Elmer-DeWitt

Kantar sees iPhone X boosting Apple's share in key markets

Amid the doom and gloom, a positive Apple note.

Read More Kantar sees iPhone X boosting Apple's share in key markets

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Sacconaghi: Lowering March iPhone units, raising ASPapple sacconaghi sticking 3707 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

Sacconaghi: Lowering March iPhone units, raising ASP

"Investor sentiment is highly polarized."

Read More Sacconaghi: Lowering March iPhone units, raising ASP

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A chat with Gene Munster about the wild Apple chatterGene Munster wild apple chatter7 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

A chat with Gene Munster about the wild Apple chatter

"It’s going to be one of the more entertaining quarters," says the veteran Apple watcher, now at Loup Ventures. "Something doesn't add up."

Read More A chat with Gene Munster about the wild Apple chatter

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Analyst: The 'super cycle' we all wanted isn't hereOppenheimer super cycle7 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

Analyst: The 'super cycle' we all wanted isn't here

Harsh. But then Uerkwitz has been sour on Apple for some time.

Read More Analyst: The 'super cycle' we all wanted isn't here

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Apple: Who ya gonna believe, Nikkei Asian Review or your lying eyes?Nikkei Asian Review lying eyes7 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

Apple: Who ya gonna believe, Nikkei Asian Review or your lying eyes?

Unnamed sources at unnamed Apple suppliers sowing fear and uncertainty are a Nikkei Asian Review specialty.

Read More Apple: Who ya gonna believe, Nikkei Asian Review or your lying eyes?

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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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