Why has Apple tripled its R&D spending to $10 billion?

Neil Cybart makes the case for a car. From Cybart's Above Avalon: "People are focusing on the wrong thing when analyzing Apple's path forward in the…

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Google ate my Apple Photos

9 years ago

Published May 11, 2016 by Philip Elmer-DeWitt

Google ate my Apple Photos

Here's how. It's been nearly a year since I entrusted Google's servers with 16 years of family photographs—about 30,000 images and videos weighing in at nearly 85 GB. I…

Apple: Here are Wall Street's latest price targets —updated

Sixty-six analysts say the stock has nowhere to go but up. One of the tasks of the so-called sell-side analysts who follow Apple is to tell…

3 Comments

Apple: Damned if it does, damned if it doesn't

9 years ago

Published May 9, 2016 by Philip Elmer-DeWitt

Apple: Damned if it does, damned if it doesn't

Is there another company whose share price gets punished after good news and bad? Here's one more manifestation of the bizarre disconnect between Apple the company and Apple the stock.…

8 Comments

Apple FUD: The view from Paris

9 years ago

Published May 5, 2016 by Philip Elmer-DeWitt

Apple FUD: The view from Paris

You can smell the fear, uncertainty and doubt from 3,600 miles. Even the Uber driver who conveyed me to the Musée D'Orsay before the morning rush had heard the news.…

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Here's what Tim Cook told Jim Cramer

9 years ago

Published May 4, 2016 by Philip Elmer-DeWitt

Here's what Tim Cook told Jim Cramer

When Apple's CEO wants to speak directly to investors, he talks to Mad Money. Not surprisingly, given the numbers, Apple's conference call with analysts last week did…