I don’t understand Facebook’s plan in picking a fight with Apple. It doesn’t matter that their point about small business is arguably true - Apple’s answer…
Premarket: Apple is green
5 years ago
5 years agoFrom the wsj's "Stock Futures Waver as Stimulus Talks Continue" posted early Friday.
"With stable builds, positive supply chain data and extended iPhone 12 lead times, we are increasingly bullish." -- Analyst Katy Huberty From a note to clients…
Read More Morgan Stanley: iPhone surprising to the upside in China
"A major Santa Clause boom is already underway for Cook & Co." -- Analyst Daniel Ives
Read More Wedbush: Apple could sell 240 to 250 (!) million iPhones in fiscal '21
What happens next? "Nothing," says Dediu.
Read More Horace Dediu: Apple hits net zero cash zero by mid 2023
Premarket: Apple is green5 years ago
5 years agoFrom the wsj's "Stock Futures Rise on Stimulus Bets" posted early Thursday.
Apple: Epic has a friend in Facebook
5 years ago
5 years agoFrom "Facebook Wades Into ‘Fortnite’ Maker’s Dispute With Apple" ($) in Thursday's Wall Street Journal.
Loup TV: Apple Fitness+ vs. Peloton (video)
5 years ago
5 years agoGene Muster and Andrew Murphy have ridden both. They compare and contrast, with user estimates and revenue targets.
From a note to clients by analyst Samik Chatterjee that landed on my desktop Wednesday.
Read More J.P. Morgan expects Apple's share price to grow a 'modest' 20% in 2021
Where Katy Huberty goes, others will follow.
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