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Morgan Stanley: Bullish on Apple, even if Sept. iPhone sales miss expectationsapple evercore double digit5 years ago
Published October 22, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Bullish on Apple, even if Sept. iPhone sales miss expectations

It’s not how long the iPhone 12 lead times, says analyst Katy Huberty, it’s how long the lead times last.

Read More Morgan Stanley: Bullish on Apple, even if Sept. iPhone sales miss expectations

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Piper Sandler hikes Apple target $5 to $135apple wedbush hike 3255 years ago
Published October 22, 2020 by Philip Elmer-DeWitt

Piper Sandler hikes Apple target $5 to $135

U.S. carriers are practically giving the iPhone 12 away says analyst Harsh Kamar.

Read More Piper Sandler hikes Apple target $5 to $135

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Premarket: Apple was red, turned greenapple premarket red 6-13-255 years ago
Published October 22, 2020 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From wsj's "U.S. Stock Futures Point Lower as Investors Eye Stimulus Talks" posted early Thursday.

Read More Premarket: Apple was red, turned green

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It's the great (Apple TV+) pumpkin, Charlie Brownapple tv peanuts exclusive5 years ago
Published October 21, 2020 by Philip Elmer-DeWitt

It's the great (Apple TV+) pumpkin, Charlie Brown

Apple is muscling its way into the market for old TV shows, starting with free weekends of Peanuts holiday classics.

Read More It's the great (Apple TV+) pumpkin, Charlie Brown

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Ben Thompson: The U.S. antitrust case against Google is strongapple google thompson antitrust aggregation5 years ago
Published October 21, 2020 by Philip Elmer-DeWitt

Ben Thompson: The U.S. antitrust case against Google is strong

Thompson invokes -- and re-explains -- his aggregation theory to support the Justice Department's suit against Apple's search partner. 

Read More Ben Thompson: The U.S. antitrust case against Google is strong

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WSJ: Apple search deal is at center of U.S. antitrust case against GoogleApple google search antitrust5 years ago
Published October 21, 2020 by Philip Elmer-DeWitt

WSJ: Apple search deal is at center of U.S. antitrust case against Google

From "Google’s Exclusive Search Deals With Apple at Heart of U.S. Lawsuit" ($) in Wednesday's Wall Street Journal.

Read More WSJ: Apple search deal is at center of U.S. antitrust case against Google

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Evercore: Strong mix and demand for Apple's iPhone 12/iPhone 12 Proapple evercore iphone 12 demand5 years ago
Published October 21, 2020 by Philip Elmer-DeWitt

Evercore: Strong mix and demand for Apple's iPhone 12/iPhone 12 Pro

From a note to clients by analyst Amit Daryanani that landed on my desktop Tuesday evening.

Read More Evercore: Strong mix and demand for Apple's iPhone 12/iPhone 12 Pro

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Premarket: Apple was green, turned redapple premarket green red 10-215 years ago
Published October 21, 2020 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From wsj's "Stock Futures Wobble on Stimulus Hopes, Earnings" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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iPhone 12/12 Pro: The reviews are inapple iphone 12 reviews5 years ago
Published October 20, 2020 by Philip Elmer-DeWitt

iPhone 12/12 Pro: The reviews are in

Excerpts from the reviews I've seen. More when I get a moment.

Read More iPhone 12/12 Pro: The reviews are in

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Inviting friends-of-the-blog to Apple’s fiscal Q4 2020 Earnings Smackdownapple fob smackdown invite Q4205 years ago
Published October 20, 2020 by Philip Elmer-DeWitt

Inviting friends-of-the-blog to Apple’s fiscal Q4 2020 Earnings Smackdown

Got a detailed Apple model? Ready to compete with the pros? First prize is a one-year subscription to Apple 3.0 ($100 value).

Read More Inviting friends-of-the-blog to Apple’s fiscal Q4 2020 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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