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Apple prototypes use red circuit boardsapple red circuit board5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Apple prototypes use red circuit boards

Found on Quora. Can't vouch for any of it.

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He predicted it would take 6 years for Apple Pay to grow into a $1 billion businessapple pay one billion dediu5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

He predicted it would take 6 years for Apple Pay to grow into a $1 billion business

Six years later, Horace Dediu says it may take closer to 10.

Read More He predicted it would take 6 years for Apple Pay to grow into a $1 billion business

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Counterpoint: Apple still owns growing wearable marketapple owns wearables counterpoint5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Counterpoint: Apple still owns growing wearable market

"Apple’s powerful iOS ecosystem, typically comprised of consumers with larger disposable incomes, has been the main driver for growth."

Read More Counterpoint: Apple still owns growing wearable market

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Apple v. Amazon: Who's the e-book price fixer now?apple amazon ebook price fixing5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Apple v. Amazon: Who's the e-book price fixer now?

From The Hill's "Amazon hit with antitrust lawsuit alleging e-book price fixing" posted Thursday.

Read More Apple v. Amazon: Who's the e-book price fixer now?

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Goldman Sachs 'corrects' yesterday's Apple price target changeapple goldman sachs target shit show5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Goldman Sachs 'corrects' yesterday's Apple price target change

From a note to clients that landed on my desktop Friday morning.

Read More Goldman Sachs 'corrects' yesterday's Apple price target change

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Premarket: Apple is redapple premarket red 8-21-255 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Premarket: Apple is red

From TheStreet's "Dow Futures Slip Lower Ahead of Bank Earnings, December Retail Sales: Biden Proposes $1.9 Trillion COVID Aid Boost."

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Goldman Sachs raises Apple target $10 to Street-low $85 — updatedapple barclays target 149 poker5 years ago
Published January 15, 2021 by Philip Elmer-DeWitt

Goldman Sachs raises Apple target $10 to Street-low $85 — updated

"Our negative thesis on Apple is based on ASPs remaining roughly unchanged in 2021" -- Analyst Rod Hall

Read More Goldman Sachs raises Apple target $10 to Street-low $85 — updated

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Apple is Cowen's top pick in the growing PC marketapple cowen mac top pick5 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 q120215 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 tax5 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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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.]

Apple 3.0 Archives

Apple 2.0 Archives

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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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