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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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UBS: Trump tariff comments seem like negotiating tacticUBS tariff negotiating tactic5 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

UBS: Trump tariff comments seem like negotiating tactic

From a note to clients by analyst Timothy Arcuri that landed on my desktop Wednesday.

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Bernstein: When will Apple stop falling?sacconaghi apple stop falling5 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Bernstein: When will Apple stop falling?

From a note to clients that landed on my desktop Wednesday.

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Wedbush slashes Apple price targetapple daniel ives slash target5 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Wedbush slashes Apple price target

Analyst Daniel Ives was the sell-side's biggest Apple bull. For six weeks.

Read More Wedbush slashes Apple price target

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Trading places: Apple and Microsoftapple microsoft elusive superlative5 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Trading places: Apple and Microsoft

Nature, and the media, love a superlative.

Read More Trading places: Apple and Microsoft

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Dilger on Trump's iPhone tariff 'warning'dilger trump tariffs5 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Dilger on Trump's iPhone tariff 'warning'

The Wall Street Journal ($) printed the answer, not the question.

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RBC trims Apple targetrbc trims target 235 hair cut5 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

RBC trims Apple target

Those "sustained datapoints" do wear one down.

Read More RBC trims Apple target

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The smartest take I've seen on Apple v. Pepperben thompson apple v pepper5 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The smartest take I've seen on Apple v. Pepper

"To be frank," writes Ben Thompson, "Apple is an abusive monopoly in terms of iOS apps."

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The state of the world in 24 minutes (video)benedict evans egroceries5 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The state of the world in 24 minutes (video)

Andreessen Horowitz' Benedict Evans has seen the (near-term) future and it is Egroceries.

Read More The state of the world in 24 minutes (video)

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The best account of Apple v. Pepperapple v pepper scotusblog5 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The best account of Apple v. Pepper

If you can't attend a Supreme Court session yourself, SCOTUSblog is the next best thing.

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Wedbush's Ives shakes off Trump's Apple tariff talkwedbush apple tariff talk dog shakes off water5 years ago
Published November 26, 2018 by Philip Elmer-DeWitt

Wedbush's Ives shakes off Trump's Apple tariff talk

Sticking with a Street-high $310 Apple price target.

Read More Wedbush's Ives shakes off Trump's Apple tariff talk

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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
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
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