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'Long term, Apple is going to lose the App Store war'apple epic information termite4 years ago
Published September 11, 2021 by Philip Elmer-DeWitt

'Long term, Apple is going to lose the App Store war'

The Information's Martin Peers compares the effect yesterday's Epic ruling to what happens to your home after a busload of termites move in.

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Apple hits a wallapple hits wall4 years ago
Published September 11, 2021 by Philip Elmer-DeWitt

Apple hits a wall

Traders who buy the rumor usually wait for the news before they sell. 

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Epic vs. Apple ruling: What the analysts are sayingapple epic ruling analysts4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Epic vs. Apple ruling: What the analysts are saying

Excerpts from the notes (and videos) I've seen. More as they come in.

Read More Epic vs. Apple ruling: What the analysts are saying

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Apple vs. Epic: Dueling headlinesapple epic dueling headlines4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Apple vs. Epic: Dueling headlines

Heads I win, tails you lose. 

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Epic vs. Apple: Full text of the permanent injunctionapple epic text injunction4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Epic vs. Apple: Full text of the permanent injunction

Court order from the bench of Judge Yvonne Gonzalez Rogers.

Read More Epic vs. Apple: Full text of the permanent injunction

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Epic vs. Apple: How Judge Rogers split the babyapple epic rogers ruling4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Epic vs. Apple: How Judge Rogers split the baby

The case from the start hung on how the relevant market was defined. The judge disagreed with both parties' definition. 

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Apple to Epic: Nopeapple epic fehgeddaboudit4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Apple to Epic: Nope

Once again, Epic goads Apple into playing the bully.

Read More Apple to Epic: Nope

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Roger McNamee to Apple: Take an antitrust chill pillapple roger mcnamee compromise4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Roger McNamee to Apple: Take an antitrust chill pill

"An Open Letter to Tim Cook on Why Apple Should Compromise With Antitrust Regulators" posted in Time Magazine.

Read More Roger McNamee to Apple: Take an antitrust chill pill

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Amit Daryanani previews next Tuesday's Apple eventapple evercore Q12026 10-Q4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Amit Daryanani previews next Tuesday's Apple event

"There is a LONG SHOT that we finally get an AR/VR product announcement."

Read More Amit Daryanani previews next Tuesday's Apple event

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Gene Munster previews next Tuesday's Apple eventapple preview gene munster4 years ago
Published September 10, 2021 by Philip Elmer-DeWitt

Gene Munster previews next Tuesday's Apple event

"If you’re in the market to purchase any of these updates, order early."

Read More Gene Munster previews next Tuesday's Apple event

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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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