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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Was Apple wrong to have fired Tony Blevins?apple tony blevins wrong3 years ago
Published December 10, 2022 by Philip Elmer-DeWitt

Was Apple wrong to have fired Tony Blevins?

From Aaron Tilley's "Former Apple Executive Says Company Blundered by Firing Him After TikTok Video" in the weekend Wall Street Journal.

Read More Was Apple wrong to have fired Tony Blevins?

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An AI's ode to Appleapple OpenAI ChatGBT ode3 years ago
Published December 10, 2022 by Philip Elmer-DeWitt

An AI's ode to Apple

I asked OpenAI's ChatGBT to write a poem about Apple Inc. Without pausing to take a breath, it delivered this...

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Apple silicon was key to TSMC's November surgeapple silicon tsmc A163 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Apple silicon was key to TSMC's November surge

From Arjun Kharpal's "TSMC bucks broader chip slump with 50% revenue surge, helped by Apple iPhone orders" posted Friday on CNBC.

Read More Apple silicon was key to TSMC's November surge

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WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)apple encryption joanna stern3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)

From "Apple’s Craig Federighi Explains New iPhone Security Features" posted Thursday.

Read More WSJ's Joanna Stern explains Apple end-to-end iCloud encryption (video)

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Evercore's Amit Daryanani: Apple iPhone lead times inching downwardapple evercore lead times inch worm3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Evercore's Amit Daryanani: Apple iPhone lead times inching downward

From a note to Evercore clients that landed on my desktop Friday.

Read More Evercore's Amit Daryanani: Apple iPhone lead times inching downward

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Why Morgan Stanley is bullish on Apple, despite what it said two days agoapple bullish trefis forbes3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Why Morgan Stanley is bullish on Apple, despite what it said two days ago

"While we acknowledge near-term supply disruptions remain a headwind to growth... we believe investors continue to under-appreciate the strength of Apple's ecosystem." -- Analyst Eric Woodring

Read More Why Morgan Stanley is bullish on Apple, despite what it said two days ago

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Apple's iPhone is marching across Southeast Asiaapple counterpoint vietnam domino3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Apple's iPhone is marching across Southeast Asia

"Apple’s shipments surged 139% YoY in Q3 2022 as more consumers in Vietnam bought premium smartphones." -- Counterpoint Research Three headlines from a Counterpoint note that…

Read More Apple's iPhone is marching across Southeast Asia

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WSJ: China changed its health policy to help Appleapple china health policy3 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

WSJ: China changed its health policy to help Apple

From Keith Zhai and Yang Jie's "Letter From Apple Supplier Foxconn’s Founder Prodded China to Ease Zero-Covid Rules" in Friday's Wall Street Journal.

Read More WSJ: China changed its health policy to help Apple

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Premarket: Apple is greenapple premarket green 1-9-263 years ago
Published December 9, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From Reuter's "Futures edge higher ahead of producer prices data" posted early Friday.

Read More Premarket: Apple is green

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Apple's new encryption regime: EFF delighted, FBI deeply concernedapple encryption eff fbi3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Apple's new encryption regime: EFF delighted, FBI deeply concerned

From Sami Fathi's "FBI Calls End-to-End Encryption 'Deeply Concerning' as Privacy Groups Hail Apple's Advanced Data Protection as a Victory for Users" posted Thursday on MacRumors.

Read More Apple's new encryption regime: EFF delighted, FBI deeply concerned

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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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