From a note to clients by analyst Amit Daryanani that landed on my desktop Monday afternoon.
Apple's big fall product line-up is about to get even bigger. Mr. Market doesn't seem to care.
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From "Tech Earnings, Google’s Earnings, Apple’s China Question" ($) posted Monday to Stratechery subscribers.
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Hall came away from last week's earnings call with a "feeling" Tim Cook was signaling disappointing single-digit iPhone growth this quarter.
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"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
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
Don't blame me.
Google scraping Yahoo reviews comes to mind. Anything else?
Read More Apple says its competitors use 'illegitimate means.' What does that mean?
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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