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Munster: iPhone 7 vs. iPhone X9 years ago
Published March 13, 2017 by Philip Elmer-DeWitt

Munster: iPhone 7 vs. iPhone X

From a note to clients by Loup Venture's Gene Munster that landed in my inbox Monday.

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Augmented reality jump ball: Google, Microsoft, Apple9 years ago
Published March 7, 2017 by Philip Elmer-DeWitt

Augmented reality jump ball: Google, Microsoft, Apple

There can only be two or three winners in AR, says Loup Venture's Gene Munster.

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UBS ups Apple target to $151 on the promise of AR9 years ago
Published February 28, 2017 by Philip Elmer-DeWitt

UBS ups Apple target to $151 on the promise of AR

"Apple tends not to be first to market but often wins first to mind."

Read More UBS ups Apple target to $151 on the promise of AR

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J.P. Morgan: What Apple sees in 3D scanning9 years ago
Published February 15, 2017 by Philip Elmer-DeWitt

J.P. Morgan: What Apple sees in 3D scanning

The iPhone 8 will use it to recognize faces, says analyst Rod Hall, not to augment reality.

Read More J.P. Morgan: What Apple sees in 3D scanning

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Apple: Seven things Tim Cook said about augmented reality9 years ago
Published February 13, 2017 by Philip Elmer-DeWitt

Apple: Seven things Tim Cook said about augmented reality

No smartglasses from Apple this year, says newly minted AR evangelist Gene Munster. A note to clients by Loup Venture's Munster landed in my inbox Tuesday under the headline…

Read More Apple: Seven things Tim Cook said about augmented reality

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Scoble doubles down on Apple eyeglasses in 2017 (video)9 years ago
Published February 6, 2017 by Philip Elmer-DeWitt

Scoble doubles down on Apple eyeglasses in 2017 (video)

"You two bloviating blowhards, shut the hell up!"

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Video: Rare Pokémon sighting triggers Taipei stampede9 years ago
Published August 23, 2016 by Philip Elmer-DeWitt

Video: Rare Pokémon sighting triggers Taipei stampede

The urge to catch 'em all runs deep in the human psyche. Tim Cook warned investors that augmented reality would be huge. "The number one thing is…

Read More Video: Rare Pokémon sighting triggers Taipei stampede

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Munster: Beyond the 'super-cycle'9 years ago
Published August 19, 2016 by Philip Elmer-DeWitt

Munster: Beyond the 'super-cycle'

What comes after the 10th anniversary iPhone? In a note to clients Thursday, Piper Jaffray analyst Gene Munster advised his clients to stick with Apple for "two shots…

Read More Munster: Beyond the 'super-cycle'

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Apple's new reality distortion field9 years ago
Published August 9, 2016 by Philip Elmer-DeWitt

Apple's new reality distortion field

Gene Munster eyes Apple's interest in AR (augmented reality). Since May, Piper Jaffray's Gene Munster has been keeping clients up to speed in the "virtual and mixed…

Read More Apple's new reality distortion field

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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 ($)
  • Tommo.fyi
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