"Quarantines will likely have a larger negative impact on lower income service workers vs. higher- income knowledge workers."
"Foiled prototyping. Factory photos stalled by secrecy. Travel bans that slow decisions."
Read More How Apple's anti-leak rules came back to bite them
Apple's sales rose in the December quarter as Foxconn's fell — before Apple shut its stores and Foxconn shut its factories.
Read More Don't blame Apple for Foxconn's weak pre-pandemic quarter

From "America’s Make-or-Break Week" ($) in Monday's Wall Street Journal.
Apple's Services are Teflon-like, says analyst Daniel Ives, and there are 350 million iPhone owners overdue for an upgrade.
Read More Wedbush: Apple will be fine, even if the 5G iPhone is delayed
Don't blame me if you drain your IRA.

Roughly a third of the Apple analysts I track have cut their price targets.

From "Would You Buy an iPhone Now? Coronavirus Tests Demand for Apple’s Flagship Product" ($) in Friday's Wall Street Journal.
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