From a note to clients by analyst Wamsi Mohan that landed on my desktop over the weekend.
Read More Merrill Lynch: Matching Google's fee cut would cost Apple's EPS about 3 cents
Apple's long social media shadow
4 years ago
4 years agoFrom Eric Savitz' "Apple Has Upended the Online Ad Market. Snap Is Just the Beginning of the Pain." posted Friday, updated Monday: Apple's push to protect…
Premarket: Apple is red
4 years ago
4 years agoFrom Barron's "Dow Set to Open at Record" posted early Monday.
A place for Apple traders and investors to share their best ideas (Apple Q4 2021 earnings week).
Read More This week's Apple trading strategies (10/25-10/29)
From James Fitzgerald's "Why are Gen Z collecting 20-year-old iPods?" posted Saturday.
Read More Dazed: Streaming fatigue turns old Apple iPods into collectables
Of the Tim Cook era he says, unprompted, "Ten great years!"
Read More The state of Apple: 12 minutes with Mr. iPod, 20 years later (video)
“Apple iOS ad changes played out worse than virtually anyone had expected” -- JMorgan analyst Doug Anmuth
Read More Snap, crackle and drop: Apple's ad tracking rules strike again
But with investors focused on December quarter iPhone sales, she doesn't expect September's earnings -- even if they beat -- to move the stock.
Premarket: Apple is green
4 years ago
4 years agoFrom the Wall Street Journal’s "Stock Futures Pause After S&P 500 Hits Record" posted early Friday.
Inviting friends of the blog to a post-Q4-earnings Zoom for Apple 3.0 subscribers and a podcast for Asymco subscribers.
Read More Coming Oct. 30: A joint Horace Dediu/Elmer-DeWitt event
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