Lead times for the lower-cost iPhone 12 have been short, they say, because supplies are plentiful.
Read More J.P. Morgan: Carriers say Apple's iPhone 12 is selling better than the Pro
The rotation out of the FAANG will be "short-lived," says analyst Daniel Ives. He expects tech to climb another 20% over the next year.
Read More Wedbush: Split government a 'Goldilocks moment' for Apple et al.
Premarket: Apple is green
5 years ago
5 years agoFrom Barron's "U.S. Equity Futures Point to a Rebound and European Stocks Rise, as Virus Stays in Focus" posted early Friday.
From "Apple Maintains Top OEM Position in Q3 2020 Despite Delayed iPhone 12 Launch in USA," which landed on my desktop Thursday.
Read More Counterpoint: Apple had a good rebound in September
The pandemic is a tide lifts all shipments (except Dell's).
The complete collection of reviewer reactions assembled by (and including) Canada's own Rene Ritchie.
From a note to clients by analyst Wamsi Mohan that landed on my desktop overnight.
Read More Merrill Lynch: Apple App Store revenue up, downloads down
Premarket: Markets are red, Apple is green5 years ago
5 years agoFrom the wsj's "Stock Futures Slip on Covid-19 Concerns" posted early Thursday.
From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.
Read More Morgan Stanley: Lead time for the iPhone 12 Pro is Apple's longest in 4 years
From Andrei Frumusanu's "Apple Announces The Apple Silicon M1: Ditching x86 - What to Expect, Based on A14" posted Tuesday.
6 Comments