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Goldman Sachs dumped 19 million Apple shares last quarterapple goldman sachs 1308 years ago
Published November 16, 2017 by Philip Elmer-DeWitt

Goldman Sachs dumped 19 million Apple shares last quarter

The Wall Street giant also lost its Apple analyst and stopped following the stock.

Read More Goldman Sachs dumped 19 million Apple shares last quarter

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Apple: Wells Fargo resumes coverage at $195wells fargo logo8 years ago
Published November 15, 2017 by Philip Elmer-DeWitt

Apple: Wells Fargo resumes coverage at $195

This is an upgrade for both Wells Fargo and its new Apple analyst.

Read More Apple: Wells Fargo resumes coverage at $195

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Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' rampsubdued ramp ahead8 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' ramp

3D-sensing module remains the bottleneck for the X, with yield improving on OLED panels.

Read More Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' ramp

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Apple Capital: Half the size of Goldman SachsBraeburn Apple capital8 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Apple Capital: Half the size of Goldman Sachs

From "Apple should shrink its finance arm before it goes bananas."

Read More Apple Capital: Half the size of Goldman Sachs

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Apple has never purchased so many iPhone componentscomponents8 years ago
Published November 14, 2017 by Philip Elmer-DeWitt

Apple has never purchased so many iPhone components

From a note to clients by RBC’s Amit Daryanani that landed in my inbox Tuesday.

Read More Apple has never purchased so many iPhone components

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Published November 14, 2017 by Philip Elmer-DeWitt

Apple Watch is No. 1 again

From a Canalys media alert posted early Tuesday.

Read More Apple Watch is No. 1 again

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Premature liquidation: Carl Icahn dumped Apple $3.7 billion too earlycarl icahn8 years ago
Published November 13, 2017 by Philip Elmer-DeWitt

Premature liquidation: Carl Icahn dumped Apple $3.7 billion too early

Unfortunately for Carl Icahn he sold Apple more than a year too early.

Read More Premature liquidation: Carl Icahn dumped Apple $3.7 billion too early

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Six Asian suppliers lifted by the iPhone's rising tiderising tide taiwan8 years ago
Published November 13, 2017 by Philip Elmer-DeWitt

Six Asian suppliers lifted by the iPhone's rising tide

From a note to clients by Cowen's Karl Ackerman.

Read More Six Asian suppliers lifted by the iPhone's rising tide

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Apple Genius bars can't keep up8 years ago
Published November 12, 2017 by Philip Elmer-DeWitt

Apple Genius bars can't keep up

"We haven’t been able to keep up with traffic since I started 8 years ago."

Read More Apple Genius bars can't keep up

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What's Apple hiding in its Other Products drawer?other products watch drawer8 years ago
Published November 12, 2017 by Philip Elmer-DeWitt

What's Apple hiding in its Other Products drawer?

Horace Dediu unpacked Apple’s catch-all Other Products category last week. He found, among other things, 40 million Apple Watches.

Read More What's Apple hiding in its Other Products drawer?

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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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