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Bernstein: 'The FAAMG blues... or is it just Apple?'apple bernstein faamg sacconaghi4 years ago
Published March 7, 2021 by Philip Elmer-DeWitt

Bernstein: 'The FAAMG blues... or is it just Apple?'

It's just Apple, says analyst Toni Sacconaghi in a note to clients that landed on my desktop Sunday.

Read More Bernstein: 'The FAAMG blues... or is it just Apple?'

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iPhone survives half a year at bottom of Canadian lakeapple iphone canadian lake4 years ago
Published March 7, 2021 by Philip Elmer-DeWitt

iPhone survives half a year at bottom of Canadian lake

A flip phone recovered at the same time had died, the iPhone kept on ticking. From "iPhone 11 Is Recovered After Being Underwater for Six Months;…

Read More iPhone survives half a year at bottom of Canadian lake

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This week's Apple trading strategies (3/8-3/12)apple trading strategies 3-84 years ago
Published March 7, 2021 by Philip Elmer-DeWitt

This week's Apple trading strategies (3/8-3/12)

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

Read More This week's Apple trading strategies (3/8-3/12)

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With auction of a tweet, internet economy enters its tulip phaseInternet economy tulip phase NFT4 years ago
Published March 6, 2021 by Philip Elmer-DeWitt

With auction of a tweet, internet economy enters its tulip phase

From the BBC's "Jack Dorsey: Bids reach $2.5m for Twitter co-founder's first post" posted Saturday.

Read More With auction of a tweet, internet economy enters its tulip phase

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Living with Steve Jobs' biographersteve jobs biographer wife4 years ago
Published March 6, 2021 by Philip Elmer-DeWitt

Living with Steve Jobs' biographer

From Cathy Isaacson's piece in Saturday's AirMail ($).

Read More Living with Steve Jobs' biographer

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Does Apple have to worry about Tim Wu? -- updatedapple tim wu open systems4 years ago
Published March 6, 2021 by Philip Elmer-DeWitt

Does Apple have to worry about Tim Wu? -- updated

President Biden's newly appointed special assistant for tech and competition is an enemy of monopolies and a fierce proponent of open systems.

Read More Does Apple have to worry about Tim Wu? -- updated

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Meet the 'South Korean Giant That Set Out to Beat Apple and Conquer Tech'samsung rising beat apple4 years ago
Published March 5, 2021 by Philip Elmer-DeWitt

Meet the 'South Korean Giant That Set Out to Beat Apple and Conquer Tech'

From "The Republic of Samsung" a review of Geoffrey Cain's "Samsung Rising" published last year in the Wall Street Journal.

Read More Meet the 'South Korean Giant That Set Out to Beat Apple and Conquer Tech'

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Wedbush: EU attack on Apple is 'gaining steam'apple antitrust EU Ives4 years ago
Published March 5, 2021 by Philip Elmer-DeWitt

Wedbush: EU attack on Apple is 'gaining steam'

But the watchdog's bark, says analyst Daniel Ives -- mixing metaphors -- is worse than its bite.

Read More Wedbush: EU attack on Apple is 'gaining steam'

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Counterpoint: Apple tightens grip on global smartwatch marketapple watch tightens grip4 years ago
Published March 5, 2021 by Philip Elmer-DeWitt

Counterpoint: Apple tightens grip on global smartwatch market

From Counterpoint Research's "Global Smartwatch Shipments Rise 1.5% in 2020; Price Trends Going Premium" posted Friday.

Read More Counterpoint: Apple tightens grip on global smartwatch market

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Goldman Sachs' Rod Hall does Apple Car math, sticks with $83 targetapple car goldman sachs4 years ago
Published March 5, 2021 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall does Apple Car math, sticks with $83 target

"We see a car as unlikely to represent a material growth and/or earnings driver" -- Analyst Rod Hall

Read More Goldman Sachs' Rod Hall does Apple Car math, sticks with $83 target

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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 ($)
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