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5 tough questions for Apple CEO Tim Cook9 years ago
Published January 25, 2016 by Philip Elmer-DeWitt

5 tough questions for Apple CEO Tim Cook

Just in time for Tuesday's earnings call. With a "hold" rating on the stock and lowest price target ($115) on Wall Street, BGC analyst Colin Gillis…

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Apple Analysts Scramble Ahead of Next Week's Earnings Report9 years ago
Published January 22, 2016 by Philip Elmer-DeWitt

Apple Analysts Scramble Ahead of Next Week's Earnings Report

Some think the stock market's gone too far. The analysts' notes that have crossed my desk over the past 10 days fall into two piles. In…

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Why Goldman Sachs Thinks Apple Is a 'Compelling' Buy9 years ago
Published January 20, 2016 by Philip Elmer-DeWitt

Why Goldman Sachs Thinks Apple Is a 'Compelling' Buy

Four reasons. Simona Jankowski, who took over Bill Shope’s old seat as Goldman Sachs’ (GS) top Apple watcher last September, is particularly bullish on Apple right…

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Crowdsourcing Apple's Earnings9 years ago
Published January 20, 2016 by Philip Elmer-DeWitt

Crowdsourcing Apple's Earnings

Here's the fiscal Q1 2016 edition. Next week Apple is expected to report December quarter earnings of $3.27 a share on sales of $77.170 billion—up 6.9%…

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Why Goldman Sachs Thinks Apple Is a 'Compelling' Buy9 years ago
Published January 20, 2016 by Philip Elmer-DeWitt

Why Goldman Sachs Thinks Apple Is a 'Compelling' Buy

Here are their four reasons. Simona Jankowski, who took over Bill Shope's old seat as Goldman Sachs' top Apple watcher last September, is particularly bullish on…

Read More Why Goldman Sachs Thinks Apple Is a 'Compelling' Buy

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What Donald Trump Doesn't Know About Apple Could Fill a Stadium9 years ago
Published January 19, 2016 by Philip Elmer-DeWitt

What Donald Trump Doesn't Know About Apple Could Fill a Stadium

High tech manufacturing is not the candidate’s area of expertise. On Monday, Tim Cook’s supply chain joined the list of things Donald Trump has promised to…

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Here's What Wall Street Doesn't Get About Apple9 years ago
Published January 15, 2016 by Philip Elmer-DeWitt

Here's What Wall Street Doesn't Get About Apple

Apple blogger Neil Cybart nails it. “There are two Apples: AAPL, the stock, and Apple, the company.” So wrote Neil Cybart, an insurance industry analyst turned…

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Why Apple Should Buy Time Warner9 years ago
Published January 13, 2016 by Philip Elmer-DeWitt

Why Apple Should Buy Time Warner

It would get HBO in the bargain.  This item in Wednesday's New York Post about Apple and Time Warner is intriguing on several levels: "The tech…

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Why So Much Apple Commentary Is So Clueless9 years ago
Published January 10, 2016 by Philip Elmer-DeWitt

Why So Much Apple Commentary Is So Clueless

It's going to get worse before it gets better. It's painful to read much of what passes for business reporting about Apple these days. The combination…

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Apple's Bizarre Valuation: Something's Got to Give9 years ago
Published January 5, 2016 by Philip Elmer-DeWitt

Apple's Bizarre Valuation: Something's Got to Give

Share prices are seriously out of whack. Two things are remarkable about the chart above, which compares the value of five leading tech companies by the…

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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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