From a note to clients by analyst Wamsi Mohan that landed on my desktop overnight.
Read More Merrill Lynch: Apple App Store revenue up, downloads down
From a note to clients by analyst Wamsi Mohan that landed on my desktop overnight.
Read More Merrill Lynch: Apple App Store revenue up, downloads down
From a note to clients by analyst Katy Huberty that landed on my desktop Wednesday.
Read More Morgan Stanley: Lead time for the iPhone 12 Pro is Apple's longest in 4 years
From Andrei Frumusanu's "Apple Announces The Apple Silicon M1: Ditching x86 - What to Expect, Based on A14" posted Tuesday.
From The Information's "Apple’s U.S. Staff Return to China, Encouraged by Cash Bonuses," ($) which landed on my desktop Wednesday.
From Eliza Carter's "Apple Breaks Up With Intel" in the Morning Brew that landed on my desktop Wednesday.
Excerpts from the notes (and videos) I've seen. More as they come in.
Read More Apple's new M1 Macs: What the analysts are saying (video)
From “What to watch for at today’s Apple silicon Mac event” posted Tuesday in Bohn’s Processor newsletter.
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