Net/net, the risk to net income is ~$9B on paper, or ~20%.
Cowan: How Trump's border tax squeezes Apple
8 years ago
8 years ago
"It's very hard to gauge demand, as you know, when you're selling everything you're making."
Kulbinder Garcha's note to clients blew into my inbox Wednesday morning. Two excerpts: Recent moves in FX could present a top line and GM headwind of…
Read More Credit Suisse: Currency headwinds could buffet Apple
Apple: In praise of Daniel ('Deagol') Tello
8 years ago
8 years agoThe original amateur Apple analyst regularly clobbered the pros.
Find my AirPods
8 years ago
8 years agoJust released in iOS 10.3 beta. Not a moment too soon.
"We now estimate China iPhone units will be down 7% this year, which implies the rest of world must grow 8% to reach our 4% iPhone growth goal."
"The next harvest requires some patience."
That's twice in the space of two days. Stifel analyst Aaron Rakers has a weather eye for iPhone headwinds. Two weeks ago weak reports from Foxconn (Hon…
From a note to clients that marched into my inbox Monday.
Read More Piper Jaffray: Most iPhone owners clueless about iPhone X
Apple: No tweets from Tim
8 years ago
8 years agoThe expression on Tim Cook's face in this photo will have to do.
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