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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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China risks getting squeezed out of top-end manufacturing for Appleapple china foxconn bad week4 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

China risks getting squeezed out of top-end manufacturing for Apple

"China might surpass the US economy in absolute size, but it would be stuck with much lower income levels."

Read More China risks getting squeezed out of top-end manufacturing for Apple

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Apple tarred by China's zero-Covid policiesapple XI covid war4 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

Apple tarred by China's zero-Covid policies

From "Battle of iPhone City shows Xi is losing the Covid war" ($) posted by the Sunday Times.

Read More Apple tarred by China's zero-Covid policies

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R.I.P. Fred ('The Mythical Man-Month') Brooksapple rip fred brooks4 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

R.I.P. Fred ('The Mythical Man-Month') Brooks

The storied IBM software engineer praised the first-generation Macintosh as "right in so many ways."

Read More R.I.P. Fred ('The Mythical Man-Month') Brooks

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This week's Apple trading strategies (11/28-12/2/22)apple trading strategies 11-28-224 years ago
Published November 27, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/28-12/2/22)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (11/28-12/2/22)

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Bloomberg Businessweek: Apple retail is starting to feel like... retailapple store upsell bloomberg4 years ago
Published November 26, 2022 by Philip Elmer-DeWitt

Bloomberg Businessweek: Apple retail is starting to feel like... retail

From Josh Eidelson "How Apple Stores Went From Geek Paradise to Union Front Line" from last week's issue.

Read More Bloomberg Businessweek: Apple retail is starting to feel like... retail

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Apple's fraught Black Friday: What the talking heads are sayingapple black friday 2022 videos4 years ago
Published November 26, 2022 by Philip Elmer-DeWitt

Apple's fraught Black Friday: What the talking heads are saying

The soundbites I've seen. More as they come in.

Read More Apple's fraught Black Friday: What the talking heads are saying

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Evercore: iPhone 14 Pro lead times have stabilizedapple evercore iPhone stabilized4 years ago
Published November 25, 2022 by Philip Elmer-DeWitt

Evercore: iPhone 14 Pro lead times have stabilized

"A short extension in lead times is unlikely to cause consumers to exit the AAPL ecosystem and we expect demand to be deferred rather than lost." -- Analyst Amit Daryanani

Read More Evercore: iPhone 14 Pro lead times have stabilized

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Daniel Ives: Black Friday Store Checks Show Major iPhone Shortagesapple ives albatross china4 years ago
Published November 25, 2022 by Philip Elmer-DeWitt

Daniel Ives: Black Friday Store Checks Show Major iPhone Shortages

"China production woes the albatross on the Apple story."

Read More Daniel Ives: Black Friday Store Checks Show Major iPhone Shortages

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After seizures, Apple resumes selling charger-free iPhones in Brazilapple, brazil iphone charger4 years ago
Published November 25, 2022 by Philip Elmer-DeWitt

After seizures, Apple resumes selling charger-free iPhones in Brazil

From Cult of Mac's "Brazilian regulator seizes iPhones from retail stores for not including chargers in box" posted Thursday.

Read More After seizures, Apple resumes selling charger-free iPhones in Brazil

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Rene Ritchie: Twitter vs. Apple, Elon vs. Steve Jobs (video)apple twitter rene ritchie4 years ago
Published November 25, 2022 by Philip Elmer-DeWitt

Rene Ritchie: Twitter vs. Apple, Elon vs. Steve Jobs (video)

"Elon Musk speedrunning social network leadership fantasy camp is what’s dominating the hearts and drama-stems of every doom-scroller."

Read More Rene Ritchie: Twitter vs. Apple, Elon vs. Steve Jobs (video)

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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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