An ask-me-anything with the dean of Apple analysts — free for friends of the blog.
From a note to clients by analyst Amit Daryanani that landed on my desktop Monday.
Read More Evercore: Apple iPhone shipments to China up 95% y/y last month
But in the U.S., demand for the iPhone 12 Pro Max and Pro may have peaked says analyst David Vogt.
Read More UBS: Apple iPhone 12 sales in China up 50% over the 11
"What we’ve really noticed is that the companies that scored highest in our ranking seemed in the best shape to deal with the crisis."
Read More Microsoft named No. 1 best-managed company of the year, Apple No. 2
From Ben Smith's "Apple TV Was Making a Show About Gawker. Then Tim Cook Found Out." in Monday's New York Times.
Read More A show about Gawker on Apple TV+? Forget about it.
Premarket: Apple is green
4 years ago
4 years agoFrom TheStreet's "Dow Futures Power Higher on Possible Stimulus, Brexit Breakthroughs; U.S. Vaccine Rollout Begins" posted early Monday.
Especially in China. Meanwhile, lead times for the 12 Pro still rule.
Read More J.P. Morgan: Early adopter demand for Apple's iPhone 12 Pro Max dissipates
From the transcript of his interview with Outside magazine's Michael Robert.
Did Apple muff a chance to buy ARM?
4 years ago
4 years agoThis delightful trip down memory lane came in over the transom last week. Posted with permission:
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