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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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Apple just got rebalanced — right over the edgeapple rebalanced index funds1 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Apple just got rebalanced — right over the edge

We knew the index funds had to move a lot of Apple shares around today.

Read More Apple just got rebalanced — right over the edge

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Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghiapple sacconaghi iphone 161 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi

From "Expect Apple to benefit from its Apple Intelligence software, says Bernstein's Toni Sacconaghi" which aired Friday on CNBC.

Read More Apple's going to sell 25% more iPhones — eventually — says Toni Sacconaghi

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Russian grey-market reseller says pre-orders for iPhone 16 are up 15% over the 15apple iphone russia preorders1 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Russian grey-market reseller says pre-orders for iPhone 16 are up 15% over the 15

Even though it is at least 50% more expensive than in the West.

Read More Russian grey-market reseller says pre-orders for iPhone 16 are up 15% over the 15

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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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