Excerpts from a second (and third) wave of notes. Katy Huberty, Morgan Stanley: Is there Apple margin risk due to a higher iPhone 7 bill-of-materials (BoM)? This week,…
Read More iPhone 7 one week later: What the analysts are saying—updated
Postcard from Normandy
9 years ago
9 years agoiPhone, circa 1944. From the Museum of the Battle of Normandy in Bayeux, France. Not shown: The yards of copper wire wrapped around a wooden frame that the…
Excerpts from the notes we've seen. More as they come in. Maynard Um, Wells Fargo: Sell out of iPhone 7 Plus models—a function of supply or demand? Apple…
Read More iPhone 7 demand: What the Apple analysts are saying
I'm going to France
9 years ago
9 years agoRest, recreation and iffy Wi-Fi. I'll be back before the end of Apple's fiscal Q4.
Sprint's are up more than 375% year over year. From Stifel analyst Aaron Rakers: This morning T-Mobile and Sprint both published press releases highlighting the momentum…
Read More Flash: iPhone 7 pre-orders 'shatter' records at T-Mobile
Hey, Graham Flanagan likes 'em Not seeing the video? Click here. See also: iPhone 7: The reviews are in
Read More From BI: A 'regular guy' reviews Apple's AirPods (video)
iPhone 7: The reviews are in
9 years ago
9 years agoExcerpts from the reviews I've seen. More as they come in. Edward Baig, USA Today: Upgrades are worth it, even the AirPods. The $769 iPhone 7 Plus is a solid,…
No, Apple has not abandoned the Apple Car
9 years ago
9 years agoBut what it is doing under the formidable Bob Mansfield is still a mystery. The report in the New York Times last week that Apple had shuttered parts…
Five million page views and counting. Not safe for office viewing. Not seeing the video? Try the website. This is Apple eating what John Gruber calls the…
Chart of the day: The five horsemen of tech
9 years ago
9 years agoOne of these companies is not like the others. The highlight of a presentation Horace Dediu delivered at a private conference in San Francisco last Thursday was…
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