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Apple supplier pushes back on report of iPhone X cutsMurata8 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 20188 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 3708 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 chatter8 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 cycle8 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 eyes8 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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Apple's earnings: What the crowd is sayingcrowd estimize Q1 20188 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

Apple's earnings: What the crowd is saying

If there is wisdom in the crowds, Estimize—or something like it—may be the future of quarterly expectation-setting.

Read More Apple's earnings: What the crowd is saying

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No shortage of Apple HomePodsHomePod Apple lowers expectations Homepod8 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

No shortage of Apple HomePods

Three days after pre-orders, Apple's smart speaker is still available for Feb. 9 pickup.

Read More No shortage of Apple HomePods

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Seoul gets an Apple Store (videos)South korea apple store8 years ago
Published January 29, 2018 by Philip Elmer-DeWitt

Seoul gets an Apple Store (videos)

Long lines, huge crowds and Angela Ahrendts greet South Korea's first.

Read More Seoul gets an Apple Store (videos)

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Analyst: Think beyond the Apple 'noise'noise8 years ago
Published January 28, 2018 by Philip Elmer-DeWitt

Analyst: Think beyond the Apple 'noise'

Daryanani: Apple's March quarter guidance, while "tepid," will be nowhere near the noise/fear levels are suggesting."

Read More Analyst: Think beyond the Apple 'noise'

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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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