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Record March quarter queued up, says top Apple supplierapple unprecedented hon hai3 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Record March quarter queued up, says top Apple supplier

From Debby Wu's "IPhone Assembler Hon Hai Expects ‘Unprecedented’ First Quarter" posted Sunday on Bloomberg.

Read More Record March quarter queued up, says top Apple supplier

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Amit Daryanani asks: 'Is Consensus Too High for March?'apple underowned morgan stanley3 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Amit Daryanani asks: 'Is Consensus Too High for March?'

"We suspect current street models are under-appreciating the typical seasonality Apple witnesses in the March quarter."

Read More Amit Daryanani asks: 'Is Consensus Too High for March?'

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Mark Gurman: What Apple has up its sleeve for 2022apple gurman sleeve 20223 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

Mark Gurman: What Apple has up its sleeve for 2022

"I’m told that Apple is readying the widest array of new hardware products in its history this fall."

Read More Mark Gurman: What Apple has up its sleeve for 2022

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'Hey Apple, did I do something to offend you?' (video)apple john hamm3 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

'Hey Apple, did I do something to offend you?' (video)

"What about Jon Hamm?"

Read More 'Hey Apple, did I do something to offend you?' (video)

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This week's Apple trading strategies (1/24-1/28/22)apple trading strategies 1-14-223 years ago
Published January 23, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (1/24-1/28/22)

A place for Apple traders and investors to share their best ideas -- fiscal Q1 2022 earnings week. To get things rolling, here's Jim Cramer on…

Read More This week's Apple trading strategies (1/24-1/28/22)

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Analysts play Fortnite on iPhone via GeForce Now. Verdict: Failapple fortnite geforce oppenheimer3 years ago
Published January 22, 2022 by Philip Elmer-DeWitt

Analysts play Fortnite on iPhone via GeForce Now. Verdict: Fail

"We see much lower graphic details than native app, making our iPhone 13 Pro's high-end OLED display feel like a 4-year old phone's."

Read More Analysts play Fortnite on iPhone via GeForce Now. Verdict: Fail

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The $6.5M Apple spent last year lobbying D.C. pales next to Amazon's $20.3Mapple amazon lobbying3 years ago
Published January 22, 2022 by Philip Elmer-DeWitt

The $6.5M Apple spent last year lobbying D.C. pales next to Amazon's $20.3M

From Karl Evers-Hillstrom's "Amazon, Meta report record lobbying spending in 2021" posted Friday by The Hill.

Read More The $6.5M Apple spent last year lobbying D.C. pales next to Amazon's $20.3M

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Apple buys AppleApple buys apple onion3 years ago
Published January 22, 2022 by Philip Elmer-DeWitt

Apple buys Apple

From "Apple Acquires Apple In Historic $3 Trillion Deal" posted Wednesday on The Onion.

Read More Apple buys Apple

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Evercore: Antitrust bill advanced as a courtesy to Sen. Klobucharapple klobuchar antitrust3 years ago
Published January 21, 2022 by Philip Elmer-DeWitt

Evercore: Antitrust bill advanced as a courtesy to Sen. Klobuchar

"There is a scenario where Apple is pressured to lower App Store fees, though the bill remains a long way from being enacted." 

Read More Evercore: Antitrust bill advanced as a courtesy to Sen. Klobuchar

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Wells Fargo raises its Apple target $40 to $205apple barclays 187 poker3 years ago
Published January 21, 2022 by Philip Elmer-DeWitt

Wells Fargo raises its Apple target $40 to $205

From Jack Denton's "Apple Stock Gets a Big Target Price Boost. Supply-Chain Problems Are Improving." posted Friday on Barron's.

Read More Wells Fargo raises its Apple target $40 to $205

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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
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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