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Neil Cybart: Qualcomm sounds nervous about Appleapple qualcomm nervous cybart10 months ago
Published March 7, 2025 by Philip Elmer-DeWitt

Neil Cybart: Qualcomm sounds nervous about Apple

"What this will do will set a huge delta between the performance of premium Android devices, and iOS devices, when you compare what Qualcomm can do versus what Apple is doing." — Qualcomm CEO Cristiano Amon

Read More Neil Cybart: Qualcomm sounds nervous about Apple

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King Charles III made a playlist for Apple (video)apple music king charles10 months ago
Published March 7, 2025 by Philip Elmer-DeWitt

King Charles III made a playlist for Apple (video)

How the mighty have fallen.

Read More King Charles III made a playlist for Apple (video)

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Premarket: Apple is redapple premarket red 8-21-2510 months ago
Published March 7, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures rise after Thursday’s big sell-off; key jobs report looms" posted early Friday.

Read More Premarket: Apple is red

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Ming-Chi Kuo: 20 million folding iPhones by 2027apple foldable iphone kuo10 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Ming-Chi Kuo: 20 million folding iPhones by 2027

"The first-generation foldable iPhone is expected to retail above $2,000 and $2,500."

Read More Ming-Chi Kuo: 20 million folding iPhones by 2027

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Modems for dummiesapple c1 modem dummies10 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Modems for dummies

From Ben Lovejoy's "Here’s why the C1 chip doesn’t have mmWave 5G" posted Thursday by 9to5Mac.

Read More Modems for dummies

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Needham's Laura Martin gives Apple a left-handed compliment (video)apple needham martin llm10 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Needham's Laura Martin gives Apple a left-handed compliment (video)

"If we're going into a recession you don't want to be anywhere near Alphabet or Meta."

Read More Needham's Laura Martin gives Apple a left-handed compliment (video)

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Premarket: Apple is redapple premarket red 8-21-2510 months ago
Published March 6, 2025 by Philip Elmer-DeWitt

Premarket: Apple is red

From Barron's' "Stock Futures Dive as Tariff Turmoil Continues Ahead of Jobs Data" posted early Thursday.

Read More Premarket: Apple is red

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Did Bloomberg break Apple's NDA?apple nda gurman gruber10 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Did Bloomberg break Apple's NDA?

That's what John Gruber implies Bloomberg's Mark Gurman did on Tuesday.

Read More Did Bloomberg break Apple's NDA?

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Apple's new product trifectaapple trifecta ultra air10 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Apple's new product trifecta

The Mac Studio (starts at $1,999), a new MacBook Air ($999) and the M3 Ultra chip.

Read More Apple's new product trifecta

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Why aren't Apple's devices made in America? (video)apple chips america plexo10 months ago
Published March 5, 2025 by Philip Elmer-DeWitt

Why aren't Apple's devices made in America? (video)

"It's really hard not to have some of these components in other locations that have been able to refine the process." — Plexo Capitol's Lo Toney

Read More Why aren't Apple's devices made in America? (video)

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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 ($)
  • Tommo.fyi
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