The 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…
From a note to clients that marched into my inbox Monday.
Read More Piper Jaffray: Most iPhone owners clueless about iPhone X
9 years agoThe expression on Tim Cook's face in this photo will have to do.
Bloomberg's Ian King and Alex Webb saved me a lot of reading.
9 years agoBen Schachter is putting his money—and his gross margin estimates—on Apple Services.
9 years agoHis staff will have to leave their smartphones at the door.









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