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Apple is grossly mispriced10 years ago
Published April 1, 2016 by Philip Elmer-DeWitt

Apple is grossly mispriced

Its shares are trading at a 38% discount to the market. "No matter which way you cut it, Apple is grossly mispriced," writes buy-side analyst Erik Bergseng…

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If queues are the measure, Tesla is the new Apple10 years ago
Published April 1, 2016 by Philip Elmer-DeWitt

If queues are the measure, Tesla is the new Apple

I haven't seen lines like this since the iPhone 6. A sampling of the videos posted overnight on YouTube: Dallas, Texas Santa Monica, California Corte Madera,…

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Apple Campus 2: First drone flyover of April10 years ago
Published April 1, 2016 by Philip Elmer-DeWitt

Apple Campus 2: First drone flyover of April

This one is from videographer Matthew Roberts.   See Duncan Sinfield's March video here.

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Chart of the day: 40 years of personal computer shipments10 years ago
Published April 1, 2016 by Philip Elmer-DeWitt

Chart of the day: 40 years of personal computer shipments

From Horace Dediu, marking Apple's 40th anniversary in an Asymco post called The Next 40. Note that the Mac (orange line) is the only personal computer whose sales haven't already…

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Apple's customers in poorer countries aren't that different from the rich10 years ago
Published April 1, 2016 by Philip Elmer-DeWitt

Apple's customers in poorer countries aren't that different from the rich

Good news for the iPhone SE. In a note to clients Friday, Credit Suisse's Kulbinder Garcha reports on a survey of Apple customers in the so-called emerging…

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Welcome to Apple 3.010 years ago
Published March 31, 2016 by Philip Elmer-DeWitt

Welcome to Apple 3.0

An experiment in ad-free independent business journalism I'm writing this on my last day at Fortune. After more that 36 years writing for Time Inc.—28 years…

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California Dreamin': Hope for Apple Springs Eternal10 years ago
Published March 30, 2016 by Philip Elmer-DeWitt

California Dreamin': Hope for Apple Springs Eternal

Another analyst calls a bottom. "After about 8 months on the sidelines," wrote Cowan analyst Timothy Arcuri Wednesday in a note to clients that harkened back…

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Look Who's Buying Apple's Retro iPhone10 years ago
Published March 30, 2016 by Philip Elmer-DeWitt

Look Who's Buying Apple's Retro iPhone

The 4-inch iPhone SE is attracting a surprising number of men, seniors, and Android users. Sales of Apple's 4-inch iPhone SE began with a whimper, according…

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FBI Cracks Apple's iPhone: What People Are Saying10 years ago
Published March 29, 2016 by Philip Elmer-DeWitt

FBI Cracks Apple's iPhone: What People Are Saying

I waded through the flood of commentary so you don't have to. Here's how fast big news gets commoditized. I learned at dinner Monday from my…

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Apple 3.0 Goes Live April 110 years ago
Published March 28, 2016 by Philip Elmer-DeWitt

Apple 3.0 Goes Live April 1

Peter Kafka broke the news on Re/Code. After a few weeks in beta, Apple 3.0 goes live this Friday. Re/Code's Peter Kafka broke the news: "Since 2007, Philip Elmer-DeWitt…

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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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  • 9to5Mac
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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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