One of these companies is not like the others. The highlight of a presentation Horace Dediu delivered at a private conference in San Francisco last Thursday was…
Apple: 17 Buys, 3 Holds, 1 Sell
3 years ago
3 years agoA snapshot of Wall Street sentiment three days after the iPhone 7 event. The graphic attached below comes from TipRanks, which tracks Apple analysts and ranks them…
Matthew Roberts’ latest tour of the spaceship and its satellites, four months to occupancy. UPDATE: Just discovered Duncan Sinfield’s spaceship video, which went up the same day. In…
Read More Apple Campus 2: First drone flyover of September (video)
Excerpts from the notes we’ve seen. More as they come in. Interesting how little the analysts have to say about the missing headphone jack. The exception, Ben…
Read More Apple’s iPhone 7 event: What the analysts are saying—updated
AirPod mating dance (video)
3 years ago
3 years agoWorks on any iOS 10 device. $159. Available late October.
Watch Apple’s livestream if you can. This was my running commentary. 12:00 p.m. Pacific. That’s a wrap. No surprises today. Apple, as the rumor sites predicted, introduced a…
The fun starts at 10 a.m. Pacific, 1 p.m. Eastern, 5 p.m. London, 1 a.m. Hong Kong. I’ll be there—along with Recode, The Verge, Six Colors, TechCrunch,…
Read More How to watch today’s Apple event live from your home or office
Bundled with the new iPhone are…
3 years ago
3 years agoFive options: Wireless ear buds. Wireless ear buds and adapter. Lightning ear buds. Lightning ear buds and adapter. The existing 3.5mm ear buds and adapter. “Option…
Is there a pattern to the madness? Yes there is. It’s a variation on “buy the rumor, sell the news.” Only in Apple’s case, according to UBS analyst Steven…
What kind of tax holiday can Apple expect?
3 years ago
3 years agoThere are three proposals on the table. The U.S. tax on income earned outside its borders is one of the highest in the world: 35% to the federal…
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