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Barron's: Apple's iPhone supercycle is no 'slamdunkercycle'apple barrons slamdunkercycle5 years ago
Published October 19, 2020 by Philip Elmer-DeWitt

Barron's: Apple's iPhone supercycle is no 'slamdunkercycle'

From Jack Hough's "Apple’s iPhone 12 Meets Supercycle Expectations" ($) in this week's magazine.

Read More Barron's: Apple's iPhone supercycle is no 'slamdunkercycle'

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Jean-Louis Gassee: Did Verizon pay Apple to share the 'Hi, Speed' stage?apple verizon gassee5 years ago
Published October 19, 2020 by Philip Elmer-DeWitt

Jean-Louis Gassee: Did Verizon pay Apple to share the 'Hi, Speed' stage?

From Gassée's "Apple Perplexing Verizon Promotion" in this week's Monday Note.

Read More Jean-Louis Gassee: Did Verizon pay Apple to share the 'Hi, Speed' stage?

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Premarket: Apple is greenapple premarket green 9-15-255 years ago
Published October 19, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From Investor's Business Daily's "Stock Market Rally At Turning Point; Pelosi Sets Stimulus Deal Deadline" posted early Monday.

Read More Premarket: Apple is green

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Piper Sandler: New iPhones cheap for what they can doapple iPhone 12 piper sandler5 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

Piper Sandler: New iPhones cheap for what they can do

From a note to clients by analyst Harsh Kumar that landed on my desktop Sunday.

Read More Piper Sandler: New iPhones cheap for what they can do

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J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12apple delays iPhone 125 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12

From a note to clients by analyst Samik Chatterjee that landed on my desktop Sunday.

Read More J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12

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Why Apple's fab partner hiked its revenue forecast -- again -- last weekApple tsmc revenue forecast5 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

Why Apple's fab partner hiked its revenue forecast -- again -- last week

From Daniel Nenni's "TSMC Sets the Stage for a Great 2021!" posted Friday on SemiWiki.com.

Read More Why Apple's fab partner hiked its revenue forecast -- again -- last week

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Sex and the mini iPhoneapple sex iphone 12 mini5 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

Sex and the mini iPhone

From The Guardian's "Apple's iPhone 12 Mini could mark end of giant smartphone era" posted last Wednesday.

Read More Sex and the mini iPhone

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This week's Apple trading strategies (10/19-10/23)Apple trading strategies 10-195 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (10/19-10/23)

A place for Apple traders and investors to share their best ideas. To get things started, here's Loup Ventures' Gene Munster downplaying the carriers' 5G hype…

Read More This week's Apple trading strategies (10/19-10/23)

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Clear your calendars for Apple's November event (video)apple november event5 years ago
Published October 17, 2020 by Philip Elmer-DeWitt

Clear your calendars for Apple's November event (video)

From MacRumors' "November Event Coming? Everything Apple Didn't Announce at the October Event" posted Friday.

Read More Clear your calendars for Apple's November event (video)

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Why Europe's carriers are jonesing for Apple's 5G iPhonesapple 5G iphone europe5 years ago
Published October 17, 2020 by Philip Elmer-DeWitt

Why Europe's carriers are jonesing for Apple's 5G iPhones

From Counterpoint's "New iPhone to Give European 5G a Much-needed Shot in the Arm" posted Wednesday.

Read More Why Europe's carriers are jonesing for Apple's 5G iPhones

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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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