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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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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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CNBC reports shorter iPhone lines at NYC's flagship Apple Store (video)apple lines shorter cnbc1 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

CNBC reports shorter iPhone lines at NYC's flagship Apple Store (video)

Lacking the Apple Intelligence updates, early adopters seem to be there for the camera, the battery life and the Tim Cook selfie.

Read More CNBC reports shorter iPhone lines at NYC's flagship Apple Store (video)

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Needham's Laura Martin asks some tough Apple questionsapple laura martin tough questions1 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Needham's Laura Martin asks some tough Apple questions

"Isn't AAPL essentially a single product company, since everything else it sells is an up-sell after a consumer buys an iPhone?"

Read More Needham's Laura Martin asks some tough Apple questions

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Apple's triple witching dayapple triple witching day1 year ago
Published September 20, 2024 by Philip Elmer-DeWitt

Apple's triple witching day

"All told, tech names are expected to see $40 billion of net buying, with Apple making up the bulk, Piper data shows."

Read More Apple's triple witching day

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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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Apple 2.0 Archives

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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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