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Apple: Wedbush's Daniel Ives is a little freaked outapple daniel ives freaked out6 years ago
Published February 9, 2020 by Philip Elmer-DeWitt

Apple: Wedbush's Daniel Ives is a little freaked out

A coronavirus caution from one of Apple's most dependable cheerleaders.

Read More Apple: Wedbush's Daniel Ives is a little freaked out

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Who shuttered Foxconn's Apple factories?apple foxconn coronavirus shenzhen6 years ago
Published February 9, 2020 by Philip Elmer-DeWitt

Who shuttered Foxconn's Apple factories?

Who knows? More to the point, who will give them the green light to resume operations?

Read More Who shuttered Foxconn's Apple factories?

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Apple suppliers shouldn't make promises they can't keepapple foxconn coronavirus promise6 years ago
Published February 7, 2020 by Philip Elmer-DeWitt

Apple suppliers shouldn't make promises they can't keep

Foxconn's original Feb. 10 return date always seemed overly optimistic.

Read More Apple suppliers shouldn't make promises they can't keep

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Morgan Stanley: Millions of housebound gamers is good news for Apple6 years ago
Published February 6, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Millions of housebound gamers is good news for Apple

Another analyst called it the "quatantine uptick."

Read More Morgan Stanley: Millions of housebound gamers is good news for Apple

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Evercore: Apple supplier Foxconn expects to lose a week of workapple foxconn coronavirus shake off6 years ago
Published February 5, 2020 by Philip Elmer-DeWitt

Evercore: Apple supplier Foxconn expects to lose a week of work

Apple will shake off any delay in production, says analyst Amit Daryanani. From a note to clients that landed on my desktop Wednesday: ALL YOU NEED…

Read More Evercore: Apple supplier Foxconn expects to lose a week of work

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Apple shares rebound on China production newsapple china production resumption6 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

Apple shares rebound on China production news

From Bloomberg's "Apple Suppliers Aim to Resume Full China Production Feb. 10": Apple Inc.’s major suppliers in China, including iPhone-maker Hon Hai Precision Industry Co., plan…

Read More Apple shares rebound on China production news

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Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%apple coronavirus ming-chi kuo6 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

Kuo is not always right, but he tends to have his ear to the ground.

Read More Wuhan: Ming-Chi Kuo cuts iPhone estimate by 10%

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More Apple circuit board production moves to Indiaapple india coronavirus grasshopper ant6 years ago
Published February 3, 2020 by Philip Elmer-DeWitt

More Apple circuit board production moves to India

When winter comes and viruses strike, advance planning pays off.

Read More More Apple circuit board production moves to India

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This week's Apple trading strategies (2/3-2/7)apple trading strategies 2-36 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (2/3-2/7)

Don't blame me if you have to cancel your vacation.

Read More This week's Apple trading strategies (2/3-2/7)

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Gene Munster: For Apple, any news out of China cuts both waysmunster apple china cuts6 years ago
Published February 2, 2020 by Philip Elmer-DeWitt

Gene Munster: For Apple, any news out of China cuts both ways

A familiar pattern.

Read More Gene Munster: For Apple, any news out of China cuts both ways

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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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