"With stable builds, positive supply chain data and extended iPhone 12 lead times, we are increasingly bullish." -- Analyst Katy Huberty From a note to clients…
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"A major Santa Clause boom is already underway for Cook & Co." -- Analyst Daniel Ives
Read More Wedbush: Apple could sell 240 to 250 (!) million iPhones in fiscal '21
What happens next? "Nothing," says Dediu.
Read More Horace Dediu: Apple hits net zero cash zero by mid 2023
Premarket: Apple is green
4 years ago
4 years agoFrom the wsj's "Stock Futures Rise on Stimulus Bets" posted early Thursday.
Apple: Epic has a friend in Facebook
4 years ago
4 years agoFrom "Facebook Wades Into ‘Fortnite’ Maker’s Dispute With Apple" ($) in Thursday's Wall Street Journal.
Loup TV: Apple Fitness+ vs. Peloton (video)
4 years ago
4 years agoGene Muster and Andrew Murphy have ridden both. They compare and contrast, with user estimates and revenue targets.
From a note to clients by analyst Samik Chatterjee that landed on my desktop Wednesday.
Read More J.P. Morgan expects Apple's share price to grow a 'modest' 20% in 2021
Where Katy Huberty goes, others will follow.
From Bloomberg's "Facebook Attacks Apple’s IOS Changes in Full-Page Newspaper Ads" posted Wednesday.
From "Tech Giants Face New Rules in Europe, Backed by Huge Fines" ($) 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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