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Three existential threats to Apple10 years ago
Published April 13, 2016 by Philip Elmer-DeWitt

Three existential threats to Apple

UBS goes looking for trouble. In note to clients Thursday, UBS' Steven Milunovich dismissed Wall Street's current obsession with lengthening iPhone replacement cycles as a "high-class…

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Did Cellebrite crack the San Bernardino iPhone or not?10 years ago
Published April 13, 2016 by Philip Elmer-DeWitt

Did Cellebrite crack the San Bernardino iPhone or not?

Someone is getting played. The Washington Post's big scoop in the San Bernardino iPhone story Wednesday is that everybody got it wrong: "The bureau in this case…

Read More Did Cellebrite crack the San Bernardino iPhone or not?

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Is the Apple Watch cool? U.S. teens still aren't sure.10 years ago
Published April 13, 2016 by Philip Elmer-DeWitt

Is the Apple Watch cool? U.S. teens still aren't sure.

Results from the latest Piper Jaffray survey. With average household incomes of $62,000, the 6,530 young men and women in Piper Jaffray's 31st semi-annual teen survey are not…

Read More Is the Apple Watch cool? U.S. teens still aren't sure.

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Apple is the 12th most-shorted stock on the NASDAQ10 years ago
Published April 12, 2016 by Philip Elmer-DeWitt

Apple is the 12th most-shorted stock on the NASDAQ

Yet it's the one that made the news. If 24/7 Wall St. were serious about covering the options markets, they'd be focused on Sirius FM, the most…

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Benedict Evans' spring slide deck is his best yet10 years ago
Published April 12, 2016 by Philip Elmer-DeWitt

Benedict Evans' spring slide deck is his best yet

"Mobile Is Eating the World, 2016" reads like a graphic novel. In a tweet posted Monday night, @BenedictEvans mentioned casually that a 76-slide PowerPoint he delivered to 400 C-suite types at…

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Kobe Bryant's Apple TV ad goes viral10 years ago
Published April 11, 2016 by Philip Elmer-DeWitt

Kobe Bryant's Apple TV ad goes viral

One million views and counting. Is anyone making better 60-second television spots these days than Apple? The one that aired Sunday afternoon—with Lakers' Kobe Bryant and actor Michael…

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Apple brand loyalty starts early10 years ago
Published April 10, 2016 by Philip Elmer-DeWitt

Apple brand loyalty starts early

"That is the Apple store logo and it has the bite of an apple in it." A five-year-old, presented with 30 corporate logos, recognized just five by name:…

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Where in the world can Apple grow the market for iPhones?10 years ago
Published April 10, 2016 by Philip Elmer-DeWitt

Where in the world can Apple grow the market for iPhones?

The planet is not yet saturated with smartphones. Two charts, both from Creative Strategies' Ben Bajarin, show as clearly as I've seen where the next smartphone wars…

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What they're saying about the Feinstein/Burr anti-crypto bill10 years ago
Published April 9, 2016 by Philip Elmer-DeWitt

What they're saying about the Feinstein/Burr anti-crypto bill

"Naive." "Ludicrous." "Dangerous." “You say that Congress should act," Jim Sensenbrenner (Rep., Wisc.) told Apple's chief counsel during Senate hearings last month. "I can assure you that…

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An iOS 9.3 update story that will brighten your day10 years ago
Published April 8, 2016 by Philip Elmer-DeWitt

An iOS 9.3 update story that will brighten your day

Spoiler alert: It has a happy ending. I stumbled across this tale of woe and redemption on an Apple investor board, where it was the most…

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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.]

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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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