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Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUDapple fud wayne ma3 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD

From "Another Week, Another Production Cut Report…. But Is This “NEW” Info?" a note to Evercore clients that landed on my desktop Tuesday.

Read More Amit Daryanani -- unlike Apple's stock -- unmoved by Wayne Ma's FUD

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Like clockwork: Apple FUD from The Information's Wayne Maapple fud wayne ma3 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Like clockwork: Apple FUD from The Information's Wayne Ma

From Ma's "Apple Cuts iPhone 14 Plus Production Less Than Two Weeks After Debut" ($) posted Tuesday shortly before noon.

Read More Like clockwork: Apple FUD from The Information's Wayne Ma

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Canalys: Smartphone market fell in September quarter, Apple's share roseapple iPhone canalys Q320223 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Canalys: Smartphone market fell in September quarter, Apple's share rose

"The pricing strategy of new products is cautiously crafted, even for Apple..."

Read More Canalys: Smartphone market fell in September quarter, Apple's share rose

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Credit Suisse raises Apple estimates a whopping 1%apple credit suisse cross 1843 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Credit Suisse raises Apple estimates a whopping 1%

A good news/bad news note from analyst Shannon Cross.

Read More Credit Suisse raises Apple estimates a whopping 1%

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Mark Gurman: Apple's M2 iPad Pro to launch today -- updatedapple gurman M2 iPad3 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Mark Gurman: Apple's M2 iPad Pro to launch today -- updated

From Gurman's Twitter feed, posted Monday.

Read More Mark Gurman: Apple's M2 iPad Pro to launch today -- updated

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Morgan Stanley trims Apple target $3 to $177loop Baruah apple 1703 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Morgan Stanley trims Apple target $3 to $177

From Eric Savitz' "Apple Stock Is Top Pick, but Hardware Sector Set for Pain, Says Morgan Stanley" posted Monday.

Read More Morgan Stanley trims Apple target $3 to $177

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Premarket: Apple is greenapple premarket green 7-2-253 years ago
Published October 18, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From MarketWatch's "Dow futures up over 200 points on optimism over earnings reports" posted early Tuesday.

Read More Premarket: Apple is green

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Apple's satellite phone feature is priced to disruptapple satellite iphone garmin3 years ago
Published October 17, 2022 by Philip Elmer-DeWitt

Apple's satellite phone feature is priced to disrupt

Apple says the service is free for two years. It hasn’t detailed what it will charge afterward.

Read More Apple's satellite phone feature is priced to disrupt

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J.P. Morgan: iPhone 13 vs. iPhone 14 in bar chartsapple jpmorgan iphone lead times3 years ago
Published October 17, 2022 by Philip Elmer-DeWitt

J.P. Morgan: iPhone 13 vs. iPhone 14 in bar charts

From a note to clients by analyst Samik Chatterjee that landed on my desktop Sunday.

Read More J.P. Morgan: iPhone 13 vs. iPhone 14 in bar charts

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Who knew Apple was going to use Chinese flash memory in its iPhones?apple chinese flash memory3 years ago
Published October 17, 2022 by Philip Elmer-DeWitt

Who knew Apple was going to use Chinese flash memory in its iPhones?

From Nikkei Asia's "Apple freezes plan to use China's YMTC chips amid political pressure" posted Monday.

Read More Who knew Apple was going to use Chinese flash memory in its iPhones?

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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 ($)
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