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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple: Epic has a friend in Facebookapple facebook epic friend6 years ago
Published December 17, 2020 by Philip Elmer-DeWitt

Apple: Epic has a friend in Facebook

From "Facebook Wades Into ‘Fortnite’ Maker’s Dispute With Apple" ($) in Thursday's Wall Street Journal.

Read More Apple: Epic has a friend in Facebook

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Loup TV: Apple Fitness+ vs. Peloton (video)Apple Fitness Peloton Loup TV6 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Loup TV: Apple Fitness+ vs. Peloton (video)

Gene Muster and Andrew Murphy have ridden both. They compare and contrast, with user estimates and revenue targets.

Read More Loup TV: Apple Fitness+ vs. Peloton (video)

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J.P. Morgan expects Apple's share price to grow a 'modest' 20% in 2021apple jpmorgan modest 20 percent6 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

J.P. Morgan expects Apple's share price to grow a 'modest' 20% in 2021

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

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Morgan Stanley raises Apple target $8 to $144needham apple target 2606 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Morgan Stanley raises Apple target $8 to $144

Where Katy Huberty goes, others will follow. 

Read More Morgan Stanley raises Apple target $8 to $144

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Facebook: Targeted ads good, Apple privacy badapple facebook small business6 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Facebook: Targeted ads good, Apple privacy bad

From Bloomberg's "Facebook Attacks Apple’s IOS Changes in Full-Page Newspaper Ads" posted Wednesday.

Read More Facebook: Targeted ads good, Apple privacy bad

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Will the EU's Digital Markets Act be taking 10% bites out of Apple?apple eu digital markets act6 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Will the EU's Digital Markets Act be taking 10% bites out of Apple?

From "Tech Giants Face New Rules in Europe, Backed by Huge Fines" ($) in Wednesday's Wall Street Journal.

Read More Will the EU's Digital Markets Act be taking 10% bites out of Apple?

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Tough love from Apple for big-spending 6-year-old's momapple refund game play6 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Tough love from Apple for big-spending 6-year-old's mom

From Hypebeast's "Apple Rejects Refund from Parent Whose 6-Year-Old Spent $16K USD on 'Sonic Forces'" posted Wednesday.

Read More Tough love from Apple for big-spending 6-year-old's mom

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Premarket: Apple is greenapple premarket green 6-26-266 years ago
Published December 16, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From TheStreet's "Dow Futures Extend Gains On Stimulus Progress With Fed Meeting In Focus" posted early Wednesday.

Read More Premarket: Apple is green

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Evercore: So much for those Apple production cutsapple evercore production cuts charlie chaplin6 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

Evercore: So much for those Apple production cuts

Don't worry about iPhone or MacBook demand, says analyst Amit Daryanani. Worry about component shortages. From a note to clients that landed on my desktop Tuesday…

Read More Evercore: So much for those Apple production cuts

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Nikkei: Apple has ordered enough parts to build 230 million iPhones next yearapple nikkei production dial6 years ago
Published December 15, 2020 by Philip Elmer-DeWitt

Nikkei: Apple has ordered enough parts to build 230 million iPhones next year

From "Apple plans 30% boost in iPhone production for first half of 2021" posted early Tuesday.

Read More Nikkei: Apple has ordered enough parts to build 230 million iPhones next year

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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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