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Morgan Stanley sees no iPhone demand destruction, cuts estimates anywayapple morgan stanley microsoft app3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway

"We might be taking an overly conservative approach" -- Analyst Eric Woodring

Read More Morgan Stanley sees no iPhone demand destruction, cuts estimates anyway

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Kudos for Apple from exec at Amazon Web Servicesapple kudos AWS Boosman3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Kudos for Apple from exec at Amazon Web Services

Posted Wednesday on Frank Boosman's Twitter account.

Read More Kudos for Apple from exec at Amazon Web Services

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Trendforce: Apple iPhone production will overtake Samsung this quarterapple trendforce december quarter3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Trendforce: Apple iPhone production will overtake Samsung this quarter

From "Smartphone Production Fell to About 289 Million Units for 3Q22 as Demand Was Not Sufficient to Offset Inventory Pressure and Economic Headwinds, Says TrendForce" posted Wednesday.

Read More Trendforce: Apple iPhone production will overtake Samsung this quarter

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Talking heads want Apple to drop to $125 (video)apple morgan stanley cnbc3 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Talking heads want Apple to drop to $125 (video)

From "How to trade Apple as Morgan Stanley predicts more iPhone issues ahead" which aired Wednesday on CNBC.

Read More Talking heads want Apple to drop to $125 (video)

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Premarket: Apple is greenapple premarket green 1-9-263 years ago
Published December 8, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are little changed as investors assess risk of an economic downturn" posted early Thursday.

Read More Premarket: Apple is green

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Storm clouds: Apple vexes the cops, coming and goingapple storm cloud encryption3 years ago
Published December 7, 2022 by Philip Elmer-DeWitt

Storm clouds: Apple vexes the cops, coming and going

Offers end-to-end iCloud encryption, drops controversial child-sexual abuse screening plan.

Read More Storm clouds: Apple vexes the cops, coming and going

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Google: iPhone 14 was the 8th most searched-for term in 2022apple google most searched 20223 years ago
Published December 7, 2022 by Philip Elmer-DeWitt

Google: iPhone 14 was the 8th most searched-for term in 2022

The rest is mostly war, Wordle or the World Cup.

Read More Google: iPhone 14 was the 8th most searched-for term in 2022

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Joe Biden and Tim Cook in Arizona: Ben Thompson is not in a celebratory moodapple cook biden ben thompson3 years ago
Published December 7, 2022 by Philip Elmer-DeWitt

Joe Biden and Tim Cook in Arizona: Ben Thompson is not in a celebratory mood

"I don’t want to be a wet blanket here, but, well, I’m going to be a bit of a wet blanket."

Read More Joe Biden and Tim Cook in Arizona: Ben Thompson is not in a celebratory mood

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Is Apple in trouble in China? My Q&A with Al Jazeeraapple al jazeera china3 years ago
Published December 7, 2022 by Philip Elmer-DeWitt

Is Apple in trouble in China? My Q&A with Al Jazeera

"As this golden period of synchronicity between American tech/capital and Chinese manufacturing comes to an end, where does that leave Apple?"

Read More Is Apple in trouble in China? My Q&A with Al Jazeera

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published December 7, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "Stock futures slightly negative Wednesday morning" posted early Wednesday.

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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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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