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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple's iPhone was the comeback kid last quarterapple iphone gartner comeback6 years ago
Published March 4, 2020 by Philip Elmer-DeWitt

Apple's iPhone was the comeback kid last quarter

Gartner: As the global smartphone market shrank 0.4%, iPhone sales grew nearly 8%.

Read More Apple's iPhone was the comeback kid last quarter

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Neil Cybart: Why Apple moved 25.6% in six daysApple cybart virus algorithms6 years ago
Published March 3, 2020 by Philip Elmer-DeWitt

Neil Cybart: Why Apple moved 25.6% in six days

Along came a virus, pursued by algorithms.

Read More Neil Cybart: Why Apple moved 25.6% in six days

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Betting big on Apple optionsBetting big apple options6 years ago
Published March 3, 2020 by Philip Elmer-DeWitt

Betting big on Apple options

Always fun to see million dollar bets on something as ephemeral a bunch of Apple options.

Read More Betting big on Apple options

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Apple's biggest supplier is at 50% capacityapple foxconn 33 percent6 years ago
Published March 3, 2020 by Philip Elmer-DeWitt

Apple's biggest supplier is at 50% capacity

Hon Hai (Foxconn) says its huge assembly plants will be at 100% by the end of March.

Read More Apple's biggest supplier is at 50% capacity

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Wedbush: A 'perfect storm of demand' forming for Appleapple perfect storm wedbush6 years ago
Published March 3, 2020 by Philip Elmer-DeWitt

Wedbush: A 'perfect storm of demand' forming for Apple

Not Ives' most comforting metaphor. 

Read More Wedbush: A 'perfect storm of demand' forming for Apple

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Apple: Waiting for the dead cat to bounceapple dead cat bounce6 years ago
Published March 3, 2020 by Philip Elmer-DeWitt

Apple: Waiting for the dead cat to bounce

After Monday's $25.45 (9.31%) pop, keep a close eye on Apple this morning.

Read More Apple: Waiting for the dead cat to bounce

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Apple's second COVID-19 bungee jumpApple second coronavirus bungee jump6 years ago
Published March 2, 2020 by Philip Elmer-DeWitt

Apple's second COVID-19 bungee jump

"It’s like a slingshot — the harder you pull, the more propulsion you generate." —Jason Schwarz

Read More Apple's second COVID-19 bungee jump

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A guide to Apple clickbaitguide apple clickbait dilger6 years ago
Published March 2, 2020 by Philip Elmer-DeWitt

A guide to Apple clickbait

Daniel Eran Dilger deconstructs a Mark Gurman scoop.

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Gene Munster: Double down on Apple, if you can (video)Apple Munster 400 plus6 years ago
Published March 2, 2020 by Philip Elmer-DeWitt

Gene Munster: Double down on Apple, if you can (video)

"This is going to seem like I'm out of touch with reality, but I still think Apple is a $400-plus stock."

Read More Gene Munster: Double down on Apple, if you can (video)

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Oppenheimer on Apple: 'We would be buyers of weakness'apple oppenheimer buyers weakness6 years ago
Published March 2, 2020 by Philip Elmer-DeWitt

Oppenheimer on Apple: 'We would be buyers of weakness'

From a note to clients that landed on my desktop Monday.

Read More Oppenheimer on Apple: 'We would be buyers of weakness'

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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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Apple 2.0 Archives

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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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