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Apple is Cowen's top pick in the growing PC marketapple cowen mac top pick4 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Apple is Cowen's top pick in the growing PC market

From a note to clients by analyst Krish Sankar that landed on my desktop Thursday.

Read More Apple is Cowen's top pick in the growing PC market

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Horace Dediu is back in the Apple earnings estimates gameapple dediu smackdown q120214 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Horace Dediu is back in the Apple earnings estimates game

For the first time in a year, the once and future king of Apple analysts is publishing quarterly estimates.

Read More Horace Dediu is back in the Apple earnings estimates game

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Neil Cybart: The Apple buyback debate is overapple biden buyback tax4 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Neil Cybart: The Apple buyback debate is over

Not so long ago, Cybart says, everybody on Above Avalon wanted to know why Apple bought its own shares. Nobody asks anymore.

Read More Neil Cybart: The Apple buyback debate is over

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Premarket: Dow is green, Apple is redapple premarket red 7-14-254 years ago
Published January 14, 2021 by Philip Elmer-DeWitt

Premarket: Dow is green, Apple is red

From the wsj's "Stock Futures Tick Up Ahead of Biden’s Stimulus Speech" posted early Thursday: U.S. stock futures rose slightly Thursday as investors awaited details of…

Read More Premarket: Dow is green, Apple is red

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Apple's 'big announcement' is $100 million for racial equality (video)apple propel center HBCU5 years ago
Published January 13, 2021 by Philip Elmer-DeWitt

Apple's 'big announcement' is $100 million for racial equality (video)

From "Apple launches major new Racial Equity and Justice Initiative projects to challenge systemic racism, advance racial equity nationwide."

Read More Apple's 'big announcement' is $100 million for racial equality (video)

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UBS: Despite strong end-of-year 'uplift,' iPhone sales fell last year in Chinaapple iphone china ubs half empty5 years ago
Published January 13, 2021 by Philip Elmer-DeWitt

UBS: Despite strong end-of-year 'uplift,' iPhone sales fell last year in China

With Apple hovering around $130, analyst David Vogt is sticking with his soggy $115 price target.

Read More UBS: Despite strong end-of-year 'uplift,' iPhone sales fell last year in China

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Counterpoint: Apple's $749 iPhone 12 entry point hit a 'massive sweet spot'5 years ago
Published January 13, 2021 by Philip Elmer-DeWitt

Counterpoint: Apple's $749 iPhone 12 entry point hit a 'massive sweet spot'

From "Samsung Galaxy S21 Facing Challenges Ahead of Intensifying Competition and Uncertain 2021" posted last week.

Read More Counterpoint: Apple's $749 iPhone 12 entry point hit a 'massive sweet spot'

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5G phone shipments exploded in China last yearapple china 5G exploded5 years ago
Published January 13, 2021 by Philip Elmer-DeWitt

5G phone shipments exploded in China last year

Sales in November and December, after the launch of Apple's iPhone 12 series, were particularly high.

Read More 5G phone shipments exploded in China last year

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Premarket: Apple is greenapple premarket green 7-9-255 years ago
Published January 13, 2021 by Philip Elmer-DeWitt

Premarket: Apple is green

From Business Insider's "US stock futures rise and oil nears 1-year high as investors shrug off Donald Trump impeachment and cheer stimulus."

Read More Premarket: Apple is green

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Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdownapple smackdown FOBs q420215 years ago
Published January 12, 2021 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0 (now a $200 value).

Read More Inviting friends-of-the-blog to Apple’s Q1 2021 Earnings Smackdown

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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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