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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

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Postcard from the polderstulips7 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

Postcard from the polders

The bubble may have burst, but tulips have maintained their intrinsic value.

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If Apple spends $100 billion on a buyback, the stock does what?buybacks bricks of cash7 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

If Apple spends $100 billion on a buyback, the stock does what?

Friend-of-the-blog Jeff F offers back-of-the-envelope estimates for buybacks of $100, $200 and $300 billion.

Read More If Apple spends $100 billion on a buyback, the stock does what?

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Apple: No need to panic, says Mark Hibbenpanic volatility eps7 years ago
Published April 28, 2018 by Philip Elmer-DeWitt

Apple: No need to panic, says Mark Hibben

The media, according to one of Seeking Alpha's better contributors, has got chipmaker TSMC's guidance all wrong.

Read More Apple: No need to panic, says Mark Hibben

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One of these stocks is not like the others (hint: Apple)Steel mill Jeff f nine charts7 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

One of these stocks is not like the others (hint: Apple)

Nine charts, with commentary, by friend-of-the-blog Jeff F.

Read More One of these stocks is not like the others (hint: Apple)

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Toni Sacconaghi: 'iPhone weakness vs. the buyback bazooka'Buyback Bazooka Joe7 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'iPhone weakness vs. the buyback bazooka'

For the second quarter in a row, Toni Bernstein has knocked the stuffing out of his Apple estimates a few days before earnings.

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Survey: Given a choice most choose AppleChoose apple7 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

Survey: Given a choice most choose Apple

Big caveat: "Helping organizations succeed with Apple" is Jamf's official slogan.

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Is Tim Cook doing shuttle diplomacy between Trump and China?shuttle diplomacy7 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

Is Tim Cook doing shuttle diplomacy between Trump and China?

Cook has forgotten more about making deals with China than Trump ever knew. 

Read More Is Tim Cook doing shuttle diplomacy between Trump and China?

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Apple's earnings: What Gene Munster's watching3 key topics binoculars munster watching7 years ago
Published April 25, 2018 by Philip Elmer-DeWitt

Apple's earnings: What Gene Munster's watching

Here are 3 key topics, in order of importance...

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Canalys declares Apple's iPhone X sales 'disappointing'disappointing7 years ago
Published April 25, 2018 by Philip Elmer-DeWitt

Canalys declares Apple's iPhone X sales 'disappointing'

Why wait for the results?

Read More Canalys declares Apple's iPhone X sales 'disappointing'

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Apple analyst: The Street's in 'full panic mode'panic made7 years ago
Published April 24, 2018 by Philip Elmer-DeWitt

Apple analyst: The Street's in 'full panic mode'

From a note to clients by GBH's Daniel Ives that landed in my inbox Tuesday: Heading into Apple's much anticipated March (FY2Q18) quarter next week the…

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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.]

Apple 3.0 Archives

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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