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J.P. Morgan tracks Week 2 iPhone 16 lead times and sees 'healthy demand'apple iphone16 lead times jpmorgan1 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

J.P. Morgan tracks Week 2 iPhone 16 lead times and sees 'healthy demand'

"Looking forward, it would be a critical datapoint to watch for whether lead times moderate into Wk3." — Analyst Samik Chatterjee

Read More J.P. Morgan tracks Week 2 iPhone 16 lead times and sees 'healthy demand'

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Apple iPhone 16 reviewsapple iphone barrons counterpoint1 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

Apple iPhone 16 reviews

A sample of first-day videos assembled by 9to5Mac.

Read More Apple iPhone 16 reviews

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Counterpoint: Xiaomi overtook Apple in Augustapple samsung xiaomi august1 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

Counterpoint: Xiaomi overtook Apple in August

"As devices edge closer to each other in terms of technology and price, competition has never been higher among the top brands."

Read More Counterpoint: Xiaomi overtook Apple in August

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Counterpoint: No supercycle — more like a step cycle — for the iPhone 16apple iphone counterpoint step cycle1 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

Counterpoint: No supercycle — more like a step cycle — for the iPhone 16

"In the current state, most of the use cases offered through Apple Intelligence, or even by other OEMs, are generally 'nice to have'."

Read More Counterpoint: No supercycle — more like a step cycle — for the iPhone 16

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Mark Gurman: The slowing pace of iPhone redesignsapple gurman redesign cycle1 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

Mark Gurman: The slowing pace of iPhone redesigns

"Apple now appears to be working on a half-decade-long cycle."

Read More Mark Gurman: The slowing pace of iPhone redesigns

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This week's Apple trading strategies (9/23-9/27/24)apple trading strategies 9-23-241 year ago
Published September 22, 2024 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/23-9/27/24)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (9/23-9/27/24)

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Apple Intelligence is not on the minds of these activistsapple supply chain protests1 year ago
Published September 21, 2024 by Philip Elmer-DeWitt

Apple Intelligence is not on the minds of these activists

Minerals from the Congo and an Israeli R&D center have become lightning rods for protestors.

Read More Apple Intelligence is not on the minds of these activists

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The story of Apple 3.0 (video)apple wwic blog story1 year ago
Published September 21, 2024 by Philip Elmer-DeWitt

The story of Apple 3.0 (video)

I told it in less than 12 minutes at Thursday's Apple Worldwide Investors Conference.

Read More The story of Apple 3.0 (video)

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From Barron's: One for the Apple farmersapple farmers barrons1 year ago
Published September 21, 2024 by Philip Elmer-DeWitt

From Barron's: One for the Apple farmers

"Day traders are free to short the iPhone launch, but everyone else should go long — way long."

Read More From Barron's: One for the Apple farmers

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Saturday Apple video: Steve Jobs at Atariapple saturday steve atari1 year ago
Published September 21, 2024 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs at Atari

He was smelly, disheveled and oddly dressed.

Read More Saturday Apple video: Steve Jobs at Atari

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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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