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Benedict Evans: What has Apple built, and why does it cost $3,500?apple vision benedict evans2 years ago
Published June 19, 2023 by Philip Elmer-DeWitt

Benedict Evans: What has Apple built, and why does it cost $3,500?

"Vision is a device pulled forward from years into the future, at a price that reflects that."

Read More Benedict Evans: What has Apple built, and why does it cost $3,500?

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Apple Vision Pro hit pieceapple vision hit piece2 years ago
Published June 19, 2023 by Philip Elmer-DeWitt

Apple Vision Pro hit piece

"There are better working conditions at Foxconn than for those expecting to go about their day while wearing Apple’s headset."

Read More Apple Vision Pro hit piece

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Evercore: Apple could sell 14 million Vision Pros in the 'first few years'apple vision evercore 19 billion2 years ago
Published June 18, 2023 by Philip Elmer-DeWitt

Evercore: Apple could sell 14 million Vision Pros in the 'first few years'

"If Vision Pro is able to achieve ~1% penetration of the iPhone install base in 5 years, it can contribute ~$19B to revenue and ~$0.20 to EPS." — Analyst Amit Daryanani

Read More Evercore: Apple could sell 14 million Vision Pros in the 'first few years'

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This week's Apple trading strategies (6/19-6/23/23)apple trading strategies 6-19-232 years ago
Published June 18, 2023 by Philip Elmer-DeWitt

This week's Apple trading strategies (6/19-6/23/23)

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

Read More This week's Apple trading strategies (6/19-6/23/23)

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In 11 out of 12 countries, iPhone is Flickr's No. 1 cameraapple iphone camera flickr2 years ago
Published June 17, 2023 by Philip Elmer-DeWitt

In 11 out of 12 countries, iPhone is Flickr's No. 1 camera

From "World’s most popular camera is an iPhone according to Flickr" posted Thursday by Amateur Photographer.

Read More In 11 out of 12 countries, iPhone is Flickr's No. 1 camera

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Apple Vision Pro: Fly or flop?apple vision fly flop2 years ago
Published June 17, 2023 by Philip Elmer-DeWitt

Apple Vision Pro: Fly or flop?

Quick takes from Creative Strategies' Ben Bajarin, Above Avalon's Neil Cybart and Techsponential's Avi Greengart.

Read More Apple Vision Pro: Fly or flop?

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Saturday Apple video: Steve Jobs' A bicycle of the mindapple steve jobs bicycle mind2 years ago
Published June 17, 2023 by Philip Elmer-DeWitt

Saturday Apple video: Steve Jobs' A bicycle of the mind

A condor. A man. A man with a bicycle. From a 1990 interview. 

Read More Saturday Apple video: Steve Jobs' A bicycle of the mind

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J.P.Morgan: Apple took two out of three U.S. mobile phone sales in Aprilapple jpmorgan, iphone april 20232 years ago
Published June 16, 2023 by Philip Elmer-DeWitt

J.P.Morgan: Apple took two out of three U.S. mobile phone sales in April

From a note to J.P.Morgan clients by analyst Samik Chatterjee that landed on my desktop Friday.

Read More J.P.Morgan: Apple took two out of three U.S. mobile phone sales in April

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Barron's: Even at $186, Apple is not overvaluedapple 186 barrons vauluation2 years ago
Published June 16, 2023 by Philip Elmer-DeWitt

Barron's: Even at $186, Apple is not overvalued

"The market is giving Apple credit for its ability to leverage its brand and scale to keep expanding."

Read More Barron's: Even at $186, Apple is not overvalued

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Premarket: Apple is redapple premarket red 8-21-252 years ago
Published June 16, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Dow Futures Hover" posted early Friday.

Read More Premarket: Apple is red

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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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