Tim Cook resolved early on—for competitive reasons, he says—to keep Apple Watch sales numbers close to his chest.
Apple's share price is already ahead of where some analysts say it will be a year from now.
9 years agoNet/net, the risk to net income is ~$9B on paper, or ~20%.
"It's very hard to gauge demand, as you know, when you're selling everything you're making."
Kulbinder Garcha's note to clients blew into my inbox Wednesday morning. Two excerpts: Recent moves in FX could present a top line and GM headwind of…
Read More Credit Suisse: Currency headwinds could buffet Apple
9 years agoThe original amateur Apple analyst regularly clobbered the pros.
9 years agoJust released in iOS 10.3 beta. Not a moment too soon.
"We now estimate China iPhone units will be down 7% this year, which implies the rest of world must grow 8% to reach our 4% iPhone growth goal."
That's twice in the space of two days. Stifel analyst Aaron Rakers has a weather eye for iPhone headwinds. Two weeks ago weak reports from Foxconn (Hon…










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