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Can Brexit be reversed? — Updated9 years ago
Published June 25, 2016 by Philip Elmer-DeWitt

Can Brexit be reversed? — Updated

Here's what the Brexit undoers are saying.  Did the more than 17.4 million Britons who voted Thursday to leave the European Union know what they were doing? The fact that…

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What Brexit means for Apple9 years ago
Published June 24, 2016 by Philip Elmer-DeWitt

What Brexit means for Apple

Three quick answers: short, medium and longer term. Short term: Apple, with a robust balance sheet and the lowest PE ratio among the big high-tech stocks, is a relatively safe…

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Uh oh. Another Russell rebalance for Apple.9 years ago
Published June 24, 2016 by Philip Elmer-DeWitt

Uh oh. Another Russell rebalance for Apple.

Look what happened the last time. From Reuters: "After dropping more than $200 billion in market capitalization in one year, Apple shares could fall further as…

Read More Uh oh. Another Russell rebalance for Apple.

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Apple touches $92.3 in pre-market post-Brexit trading9 years ago
Published June 24, 2016 by Philip Elmer-DeWitt

Apple touches $92.3 in pre-market post-Brexit trading

Fasten your seatbelts. It's going to be a bumpy day. In the context of a global market reset, how does Apple's 4% drop in overnight trading compare? From Friday's…

Read More Apple touches $92.3 in pre-market post-Brexit trading

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Apple as tensegrity structure9 years ago
Published June 23, 2016 by Philip Elmer-DeWitt

Apple as tensegrity structure

A new business model for a new age of computing. "Apple's strategy for eventually moving beyond the iPhone is coming into focus," writes Neil Cybert in…

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The great Apple jack debate9 years ago
Published June 22, 2016 by Philip Elmer-DeWitt

The great Apple jack debate

It's Niley Patel vs. John Gruber. Tech rumor sites have been feeding off hints that Apple might ship an iPhone without a standard 3.5 mm audio jack for more than half a…

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Apple: Katy Huberty calls BS on the three-year cycle9 years ago
Published June 21, 2016 by Philip Elmer-DeWitt

Apple: Katy Huberty calls BS on the three-year cycle

According to new Morgan Stanley research, customers are still talking about buying a new smartphone every two years. Smartphones aren't headed for a three-year cycle, says…

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This is what Apple's late start in music streaming looks like9 years ago
Published June 20, 2016 by Philip Elmer-DeWitt

This is what Apple's late start in music streaming looks like

From Asymco's Horace Dediu: "Apple did not have to move first in music subscriptions. It did not even have to move second or third. When it…

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Apple: Here's what India's Prime Minister just tweeted9 years ago
Published June 20, 2016 by Philip Elmer-DeWitt

Apple: Here's what India's Prime Minister just tweeted

Narendra Modi is a PM who knows social media. The foreign direct investment (FDI) rules that prevented Apple from opening retail stores in India have been rewritten. The…

Read More Apple: Here's what India's Prime Minister just tweeted

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List: Who's opting out of Trump's convention9 years ago
Published June 19, 2016 by Philip Elmer-DeWitt

List: Who's opting out of Trump's convention

Apple was not the first—or the last—U.S. company to withdraw its support. Who else is out: Wells Fargo UPS Motorola Solutions JPMorgan Ford Walgreens Coca-Cola BuzzFeed…

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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

  • 2015
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  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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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