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Munster: Beyond the 'super-cycle'9 years ago
Published August 19, 2016 by Philip Elmer-DeWitt

Munster: Beyond the 'super-cycle'

What comes after the 10th anniversary iPhone? In a note to clients Thursday, Piper Jaffray analyst Gene Munster advised his clients to stick with Apple for "two shots…

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These three smartphones are cleaning Apple's clock in China (video)9 years ago
Published August 18, 2016 by Philip Elmer-DeWitt

These three smartphones are cleaning Apple's clock in China (video)

Here's how they fight for customers in the world's biggest market for mobile phones. I wasn't terribly surprised to see the report Wednesday from IDC that Apple's smartphone sales…

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Apple chart of the day9 years ago
Published August 17, 2016 by Philip Elmer-DeWitt

Apple chart of the day

A billion devices is a gift that keeps on giving. “Apple customers deliver an astronomical $40 per month apiece to the company, versus the pennies per month…

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Bad timing: 126 funds dumped Apple just before it popped9 years ago
Published August 17, 2016 by Philip Elmer-DeWitt

Bad timing: 126 funds dumped Apple just before it popped

Selling when they could have been buying. The period between April 26 and June 30 was not a good time to be closing out your Apple…

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Berkshire Hathaway wasn't the only fund snapping up Apple9 years ago
Published August 16, 2016 by Philip Elmer-DeWitt

Berkshire Hathaway wasn't the only fund snapping up Apple

Warren Buffett made the big headlines, but not the biggest buys. These were last quarter's top Apple bulls: And these were the biggest Apple bears: Not seeing the…

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Apple opens in brontosaurean Oculus, draws mob (video)9 years ago
Published August 16, 2016 by Philip Elmer-DeWitt

Apple opens in brontosaurean Oculus, draws mob (video)

I wish I'd been there. Apple's newest store—its seventh in New York City—opened Tuesday on the floor of the World Trade Center Oculus, the brontosaurean terminus of the NJ-NY…

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Kudos to Apple PR on Jena's interview with Tim9 years ago
Published August 15, 2016 by Philip Elmer-DeWitt

Kudos to Apple PR on Jena's interview with Tim

McGregor's profile of Cook in Sunday's Post was a gift to Apple investors. Jena McGregor has made a career of covering a relatively narrow beat. She writes about the theory…

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In defense of Mark Gurman9 years ago
Published August 14, 2016 by Philip Elmer-DeWitt

In defense of Mark Gurman

Now I feel bad. I took some heat last week for critiquing a fellow reporter. "What a dick thing to write," tweeted the New York Times' Mike Isaac.…

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Apple is running out of Watches9 years ago
Published August 13, 2016 by Philip Elmer-DeWitt

Apple is running out of Watches

That's just as well. You shouldn't buy one right now. From 9to5Mac: As we told you all the way back in April, it’s not recommended to buy the original Apple…

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Analyst discovers extra week in Apple's December quarter9 years ago
Published August 12, 2016 by Philip Elmer-DeWitt

Analyst discovers extra week in Apple's December quarter

Raises price target to $117 from $115. From RBC analyst Amit Daryanani's note to clients Thursday: We are adjusting our Dec-qtr iPhone units higher given our…

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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 ($)
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