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How Apple's iPhones are like gas pumpsAPPLE iphone gas pumps6 years ago
Published February 23, 2019 by Philip Elmer-DeWitt

How Apple's iPhones are like gas pumps

It's all about the replacement cycle.

Read More How Apple's iPhones are like gas pumps

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Apple buys China market share with no-interest loans, assumes riskchina consumer boycott6 years ago
Published February 22, 2019 by Philip Elmer-DeWitt

Apple buys China market share with no-interest loans, assumes risk

The risks are real. Last I heard, China had $34 trillion in private and public debt.

Read More Apple buys China market share with no-interest loans, assumes risk

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Canalys: In world's fourth largest country, Apple has nowhere to go but upapple indonesia nowhere6 years ago
Published February 22, 2019 by Philip Elmer-DeWitt

Canalys: In world's fourth largest country, Apple has nowhere to go but up

A market with the population of Japan, Germany and France combined.

Read More Canalys: In world's fourth largest country, Apple has nowhere to go but up

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Why would I want Goldman Sachs' card in my Apple wallet?apple goldman sachs card6 years ago
Published February 21, 2019 by Philip Elmer-DeWitt

Why would I want Goldman Sachs' card in my Apple wallet?

I'm trying to cut my cards, not add more.

Read More Why would I want Goldman Sachs' card in my Apple wallet?

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Samsung's Galaxy S10 line: The tech press' take (video)6 years ago
Published February 21, 2019 by Philip Elmer-DeWitt

Samsung's Galaxy S10 line: The tech press' take (video)

If you only have time for one video, I recommend Joanna Stern's.

Read More Samsung's Galaxy S10 line: The tech press' take (video)

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Wedbush: Video content could add $15 per share to Apple's valuationwedbush video content apple6 years ago
Published February 21, 2019 by Philip Elmer-DeWitt

Wedbush: Video content could add $15 per share to Apple's valuation

"Apple and Cook are facing one of their most important iPhone product cycles in the company’s history."

Read More Wedbush: Video content could add $15 per share to Apple's valuation

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Biz mag disses Apple, big timefast company disses apple6 years ago
Published February 21, 2019 by Philip Elmer-DeWitt

Biz mag disses Apple, big time

"Can't innovate anymore, my ass." — Apple SVP Phil Schiller

Read More Biz mag disses Apple, big time

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From friend-of-the-blog Richard Wanderman (u)richard wanderman6 years ago
Published February 20, 2019 by Philip Elmer-DeWitt

From friend-of-the-blog Richard Wanderman (u)

Go Tim. I have complete faith in him.

Read More From friend-of-the-blog Richard Wanderman (u)

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While Apple Pay is booming, 88% of its users are overseasApple pay booming overseas6 years ago
Published February 20, 2019 by Philip Elmer-DeWitt

While Apple Pay is booming, 88% of its users are overseas

One factor is greater acceptance on public transportation in China, Japan, the UK, and Russia.

Read More While Apple Pay is booming, 88% of its users are overseas

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Ben Thompson: Why Apple's heart isn't in HomePodHomepod strategy credit-tax6 years ago
Published February 20, 2019 by Philip Elmer-DeWitt

Ben Thompson: Why Apple's heart isn't in HomePod

A strategy credit/tax analysis of why Apple trails.

Read More Ben Thompson: Why Apple's heart isn't in HomePod

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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 ($)
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