"October's restrictions on chipmaking tools from the Bureau of Industry and Security were some of the harshest, designed to cap China's logic chips at the 14-nanometre node."
"The golden installed base of Apple is creating more stability in this uncertain macro and remains key to our bullish thesis."
Read More Wedbush's Daniel Ives raises his Apple target $10 to $190
From "Apple First to Capture 8 Spots in List for Global Top 10 Smartphones" posted Tuesday by Counterpoint Research.
Read More Counterpoint: It's Apple iPhones and the also rans
"The fact that Apple hasn’t walked away from its relationship with Samsung speaks to the manufacturing and technological edge the Korean company has in displays."
Read More Apple & Samsung: Staying together for the sake of the screens
From Peter Coy's "The Case Against (Some) Buybacks" mailed Monday to New York Times subscribers.
From "We expect this market momentum to be a tactical high for Apple" which aired Monday on CNBC.
Read More BTIG technician: Apple's rally is on its last legs (video)
From "DCLA's Sarat Sethi likes Apple and says it will do well with fundamentals and earnings" which aired Monday on CNBC.
Read More Goldman Sach's Buy on Apple is Topic No. 1 on CNBC (video)
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