“Key drivers are our expectation for both iPhone unit growth and ASP increases.”
“Apple tends not to be first to market but often wins first to mind.”
Apple: Buy the rumor, sell the news?
3 years ago
3 years agoInstitutional holding among the big boys is at its highest level since 2013.
Apple’s semiconductor engineers are the envy of the industry.
Read More Apple 3.0 Podcast: Ben Bajarin on Apple’s secret sauce
Apple: Waiting for the Buffett effect
3 years ago
3 years ago“Apple strikes me as having quite a sticky product.”
“Due diligence by our Japan analysts has led them to raise their CY17 procurement estimates by over 10mm units.”
Read More Mizuho raises Apple price target to $150 from $135
Unintended product placement with a political edge.
Read More Crooked media (armed with Apple devices) vs. Trump
“In every year over the past decade except 2008, the largest company has traded at a discount to the market.”
Read More Apple still trades like a steel mill on its way out of business
Today is Steve Jobs’ birthday
3 years ago
3 years ago“Today I want to tell you three stories from my life. That’s it. No big deal. Just three stories…”
Video: iPhone 7 meltdown
3 years ago
3 years agoUnlike the Samsung Note 7, this seems to be a one-off. Apple is investigating.
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