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Evercore makes a $300 bull case for Apple in a 120-page deep diveapple evercore antitrust deep dive4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Evercore makes a $300 bull case for Apple in a 120-page deep dive

From a note to clients by analyst Amit Daryanani that landed on my desktop Thursday.

Read More Evercore makes a $300 bull case for Apple in a 120-page deep dive

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Premarket: Apple is redapple premarket red 8-21-254 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Premarket: Apple is red

From the Wall Street Journal’s "Stock Futures Waver on Ukraine Concerns" posted early Friday.

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Toni Sacconaghi has nothing bad to say about Apple (video)apple sacconaghi subscriptions game changer4 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi has nothing bad to say about Apple (video)

From "Apple's new hardware subscription model may be a game changer, says Bernstein's Sacconaghi" which aired Thursday on CNBC.

Read More Toni Sacconaghi has nothing bad to say about Apple (video)

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Mark Gurman: Apple may offer iPhone hardware subscriptions this yearapple iphone subscription gurman4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Mark Gurman: Apple may offer iPhone hardware subscriptions this year

Or maybe next year. Or maybe never.

Read More Mark Gurman: Apple may offer iPhone hardware subscriptions this year

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Apple Mac/iPad sales doubled in India's booming PC marketapple india stumbling blocks4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Apple Mac/iPad sales doubled in India's booming PC market

From Canalys’ "India’s PC market grows at its fastest rate in a decade as shipments jump 45% in 2021" posted Thursday.

Read More Apple Mac/iPad sales doubled in India's booming PC market

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What Google's deal with Spotify means for Appleapple google spotify reactions4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

What Google's deal with Spotify means for Apple

Excerpts from the reactions that caught my eye.

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Stewart Brand, Steve Jobs and the 'personal computer'apple stewart brand steve jobs4 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Stewart Brand, Steve Jobs and the 'personal computer'

From John Markoff's "What the Silicon Valley Prophet Sees on the Horizon" posted Wednesday by the New York Times.

Read More Stewart Brand, Steve Jobs and the 'personal computer'

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Premarket: Apple is greenapple premarket green 11-5-254 years ago
Published March 24, 2022 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal’s "Stock Futures Rise; Russia’s Stock Market Partly Reopens" posted early Thursday.

Read More Premarket: Apple is green

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Jon Najarian: You should have bought Apple Mar. 14 (video)apple jon najarian knife4 years ago
Published March 23, 2022 by Philip Elmer-DeWitt

Jon Najarian: You should have bought Apple Mar. 14 (video)

"Is the war going on still? Absolutely. Is Apple still crushing it...? That's what I believe."

Read More Jon Najarian: You should have bought Apple Mar. 14 (video)

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Arizona greenlights Apple Wallet driver's licensesapple arizona wallet ID4 years ago
Published March 23, 2022 by Philip Elmer-DeWitt

Arizona greenlights Apple Wallet driver's licenses

From "Apple launches the first driver’s license and state ID in Wallet with Arizona" posted Wednesday in the Apple Newsroom.

Read More Arizona greenlights Apple Wallet driver's licenses

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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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