"The Nikkei runs a story on iPhone production each year, although in the past they have run stories on production cuts that did not end up being accurate." — Evercore analyst Amit Daryanani
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"Within the lower-end models, the 15 Plus has slightly higher delivery times across all regions (9-15 days), vs. a year ago." — Analyst Amit Daryanani
Read More Evercore: iPhone 15 lead times contract selectively
"In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row." — Analyst Samik Chatterjee
Apple as 'patched-together Frankenstein'
2 years ago
2 years agoFrom Brian Merchant's "Column: An Orange County entrepreneur’s $60-million legal battle to stop Apple from steamrolling startups" posted Thursday by the LA Times.
From "Keybanc downgrades Apple, points to weak U.S. iPhone sales" posted Wednesday by CNBC.
Read More KeyBanc's Brandon Nispel offers four reasons for downgrading Apple (video)
“What we do in this factory is not what we studied for." — One young female worker
Read More TIME visits an iPhone factory in Sriperumbudur, India
From a note to J.P. Morgan subscribers that landed on my desktop Monday.
Read More J.P. Morgan: Apple lead time expands with Pro Max at historical highs
"Apple's dependency on China keeps investors up at night."
Read More Gene Munster: India Is starting to help Apple diversify its production
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (9/25-9/29/23)
"Phone 15 pre-orders are still tracking much stronger than we and the Street originally expected and up roughly 10%-12% from iPhone 14 based on our analysis."
Read More Wedbush's Daniel Ives: Strong demand, long lines for Apple's new iPhones
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