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Evercore issues a tactical retreat on Appleapple evercore tactical retreat5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Evercore issues a tactical retreat on Apple

From a note to clients by analyst Amit Daryanani that landed on my desktop Monday afternoon.

Read More Evercore issues a tactical retreat on Apple

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One more thing: Apple's Silicon Mac expected to take a bow next Tuesday5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

One more thing: Apple's Silicon Mac expected to take a bow next Tuesday

Apple's big fall product line-up is about to get even bigger. Mr. Market doesn't seem to care.

Read More One more thing: Apple's Silicon Mac expected to take a bow next Tuesday

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Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?apple ben thompson china rump fans5 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?

From "Tech Earnings, Google’s Earnings, Apple’s China Question" ($) posted Monday to Stratechery subscribers.

Read More Ben Thompson: Has the iPhone in China retreated to a 'rump of true fans'?

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Premarket: Apple is greenapple premarket green 9-11-255 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From the wsj's "S&P Futures Steady as Election Looms; Oil Falls Further" posted early Monday.

Read More Premarket: Apple is green

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Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell ratingapple goldman sachs 1305 years ago
Published November 2, 2020 by Philip Elmer-DeWitt

Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell rating

Hall came away from last week's earnings call with a "feeling" Tim Cook was signaling disappointing single-digit iPhone growth this quarter.

Read More Goldman Sachs' Rod Hall cuts Apple target $5 to $75, reiterates Sell rating

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J.P. Morgan: No more iPhone 12 Pros at the Apple Storeapple jpmorgan sold out5 years ago
Published November 1, 2020 by Philip Elmer-DeWitt

J.P. Morgan: No more iPhone 12 Pros at the Apple Store

"The iPhone 12 Pro remains unavailable across all the regions that we track." — Analyst Samik Chatterjee

Read More J.P. Morgan: No more iPhone 12 Pros at the Apple Store

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Evercore: Record Apple purchase commitments point to strong iPhone cycleevercore 10-K 20205 years ago
Published November 1, 2020 by Philip Elmer-DeWitt

Evercore: Record Apple purchase commitments point to strong iPhone cycle

According to analyst Amit Daryanani, Apple has now surpassed the high-water mark set by the iPhone X cycle.

Read More Evercore: Record Apple purchase commitments point to strong iPhone cycle

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This week's Apple trading strategies (11/2-11/6)5 years ago
Published November 1, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (11/2-11/6)

Don't blame me.

Read More This week's Apple trading strategies (11/2-11/6)

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Apple says its competitors use 'illegitimate means.' What does that mean?apple competitors illegitimate means5 years ago
Published October 31, 2020 by Philip Elmer-DeWitt

Apple says its competitors use 'illegitimate means.' What does that mean?

Google scraping Yahoo reviews comes to mind. Anything else?

Read More Apple says its competitors use 'illegitimate means.' What does that mean?

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NYTimes: 'Something has to be done about the technology sector'Apple nytimes broad brush5 years ago
Published October 31, 2020 by Philip Elmer-DeWitt

NYTimes: 'Something has to be done about the technology sector'

Apple gets tarred -- once again -- by a broad anti-tech brush. 

Read More NYTimes: 'Something has to be done about the technology sector'

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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 ($)
  • Tommo.fyi
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