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Is Apple at risk for enshittification?3 years ago
Published January 29, 2023 by Philip Elmer-DeWitt

Is Apple at risk for enshittification?

"This is how platforms die..."

Read More Is Apple at risk for enshittification?

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This week's Apple trading strategies (1/30-2/3/23)apple trading strategies 1-30-233 years ago
Published January 29, 2023 by Philip Elmer-DeWitt

This week's Apple trading strategies (1/30-2/3/23)

A place for Apple traders and investors to share their best ideas -- Q1 2023 earnings week.

Read More This week's Apple trading strategies (1/30-2/3/23)

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Apple Emergency SOS a 'game changer'apple sos game changer3 years ago
Published January 28, 2023 by Philip Elmer-DeWitt

Apple Emergency SOS a 'game changer'

Google Maps sent two women off-road, Apple SOS showed a Canadian rescue team where they were stuck in a wall of snow.

Read More Apple Emergency SOS a 'game changer'

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BofA's Wamsi Mohan trims his Apple target $1 to $153apple Goldman trims 2803 years ago
Published January 28, 2023 by Philip Elmer-DeWitt

BofA's Wamsi Mohan trims his Apple target $1 to $153

"Given the extra week and weaker demand environment, the q/q decline for Mar could be higher than the 20% modeled by consensus."

Read More BofA's Wamsi Mohan trims his Apple target $1 to $153

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Apple took a record 23.7% share of Chinese phone sales last quarter -- reportApple chinese smartphone market3 years ago
Published January 27, 2023 by Philip Elmer-DeWitt

Apple took a record 23.7% share of Chinese phone sales last quarter -- report

From Counterpoint Research's "China Smartphone Sales in 2022 Reach Lowest Level in a Decade; Apple Becomes #2 Brand for First Time" posted Friday.

Read More Apple took a record 23.7% share of Chinese phone sales last quarter -- report

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Trefis is bullish on Appleapple bullish trefis forbes3 years ago
Published January 27, 2023 by Philip Elmer-DeWitt

Trefis is bullish on Apple

"At the current market price... Apple stock trades at just over 22x forward earnings, which we believe is reasonable given the company’s earnings growth prospects and solid balance sheet."

Read More Trefis is bullish on Apple

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Ming-Chi Kuo: Apple has stopped work on its own modems, for nowapple wifi chip kuo3 years ago
Published January 27, 2023 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple has stopped work on its own modems, for now

Apple has limited IC design resources (i.e. human designers) and it's devoting them instead to next-generation 3nm processors.

Read More Ming-Chi Kuo: Apple has stopped work on its own modems, for now

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published January 27, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures trade slightly lower, but the index is headed for a winning week" posted early Friday.

Read More Premarket: Apple is red

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Evercore: China's luxury market is rebounding. Good news for Appleapple china luxury rebound3 years ago
Published January 27, 2023 by Philip Elmer-DeWitt

Evercore: China's luxury market is rebounding. Good news for Apple

"In Macau, where the Chinese can now travel to the change is quite spectacular." 

Read More Evercore: China's luxury market is rebounding. Good news for Apple

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This week, Apple is offering me $80 less for my iPhone 13 Proapple iphone resale3 years ago
Published January 26, 2023 by Philip Elmer-DeWitt

This week, Apple is offering me $80 less for my iPhone 13 Pro

Not that I would sell it.

Read More This week, Apple is offering me $80 less for my iPhone 13 Pro

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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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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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