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Apple 3.0 character limit set at 1,500 (225 words)apple speed bumps 15006 years ago
Published May 23, 2020 by Philip Elmer-DeWitt

Apple 3.0 character limit set at 1,500 (225 words)

Let's give it a month and see how it feels.

Read More Apple 3.0 character limit set at 1,500 (225 words)

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Best of Show: Apple's 'Bounce' (video)apple ad wins black cube6 years ago
Published May 23, 2020 by Philip Elmer-DeWitt

Best of Show: Apple's 'Bounce' (video)

A joy to watch, every time. 

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Gene Munster on Apple's 'design advantage'apple design gene munster glass6 years ago
Published May 22, 2020 by Philip Elmer-DeWitt

Gene Munster on Apple's 'design advantage'

"Across its entire product ecosystem, including hardware and software, Apple has monetized its design advantage to achieve scale quickly."

Read More Gene Munster on Apple's 'design advantage'

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Welcome to the Hotel Apple, with apologies to The EaglesHotel Apple6 years ago
Published May 22, 2020 by Philip Elmer-DeWitt

Welcome to the Hotel Apple, with apologies to The Eagles

You can check out anytime you like, but you can never leave.

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Premarket: Apple is redapple premarket red 5-286 years ago
Published May 22, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red

From Bloomberg's "Stocks Drop With U.S. Futures on Hong Kong Worries" posted early Friday morning.

Read More Premarket: Apple is red

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Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cookapple tesla musk jobs6 years ago
Published May 21, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cook

From "A conversation with Katy Huberty," a note to clients that landed on my desktop Thursday.

Read More Morgan Stanley: Elon Musk is like Steve Jobs without a Tim Cook

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Evercore raises Apple price target $15 to $345apple bofa 256 poker6 years ago
Published May 21, 2020 by Philip Elmer-DeWitt

Evercore raises Apple price target $15 to $345

In a deep dive into Apple's subscription services, Amit Daryanani estimates that average revenue per user is now growing nearly 20% per year.

Read More Evercore raises Apple price target $15 to $345

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Premarket: Apple is redapple premarket red 5-286 years ago
Published May 21, 2020 by Philip Elmer-DeWitt

Premarket: Apple is red

From TheStreet's "Dow Futures Slide As Trump Renews China Pressure,"

Read More Premarket: Apple is red

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Supply chain lessons from Land O'Lakesapple land-o-lakes supply chain6 years ago
Published May 20, 2020 by Philip Elmer-DeWitt

Supply chain lessons from Land O'Lakes

Too much milk! Too many hogs! 

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Morgan Stanley: Big money moved back into Apple in March QApple institutions morgan stanley6 years ago
Published May 20, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Big money moved back into Apple in March Q

From a note to clients by analyst Katy Huberty et al. that landed on my desktop Tuesday.

Read More Morgan Stanley: Big money moved back into Apple in March Q

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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.]

Apple 3.0 Archives

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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