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Gene Munster and Horace Dediu on Apple as transporter (video)apple car munster dediu4 years ago
Published December 29, 2020 by Philip Elmer-DeWitt

Gene Munster and Horace Dediu on Apple as transporter (video)

Dediu says the big money is not in getting you from A to B, but in taking you to point C instead. He calls it Apple Go+.

Read More Gene Munster and Horace Dediu on Apple as transporter (video)

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Apple 3.0 exclusive: Zoom with Horace Dediu -- updateapple horace dediu google4 years ago
Published December 27, 2020 by Philip Elmer-DeWitt

Apple 3.0 exclusive: Zoom with Horace Dediu -- update

An ask-me-anything with the once and future king of Apple analysts  -- free for friends of the blog.

Read More Apple 3.0 exclusive: Zoom with Horace Dediu -- update

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Horace Dediu: Apple hits net zero cash zero by mid 2023apple dediu net cash zero4 years ago
Published December 17, 2020 by Philip Elmer-DeWitt

Horace Dediu: Apple hits net zero cash zero by mid 2023

What happens next? "Nothing," says Dediu.

Read More Horace Dediu: Apple hits net zero cash zero by mid 2023

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Loup TV: Gene Munster and Horace Dediu part 2 (video)apple mac ipad munster dediu4 years ago
Published November 25, 2020 by Philip Elmer-DeWitt

Loup TV: Gene Munster and Horace Dediu part 2 (video)

Both were surprised at the boost the Mac and iPad got from the pandemic. Both expect sales to grow 10% over the next year.

Read More Loup TV: Gene Munster and Horace Dediu part 2 (video)

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Gene Munster and Horace Dediu on Apple's App Store rate cut (video)apple app store munster dediu4 years ago
Published November 19, 2020 by Philip Elmer-DeWitt

Gene Munster and Horace Dediu on Apple's App Store rate cut (video)

"Managing creative people is very difficult. They call it herding cats. And the tools you have are very crude." — Dediu

Read More Gene Munster and Horace Dediu on Apple's App Store rate cut (video)

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Cool Graphic: Horace Dediu's stairway to Apple heavenapple iphone stairway heaven5 years ago
Published October 15, 2020 by Philip Elmer-DeWitt

Cool Graphic: Horace Dediu's stairway to Apple heaven

Click a couple times to watch the average iPhone selling price climb almost to the sky before taking a baby step down.

Read More Cool Graphic: Horace Dediu's stairway to Apple heaven

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Apple 3.0 in the newsapple 3.0 analysts targets dediu5 years ago
Published January 4, 2020 by Philip Elmer-DeWitt

Apple 3.0 in the news

From Horace Dediu's "Analyst, analyze yourself" posted on Thursday (before $300) on Asymco.com.

Read More Apple 3.0 in the news

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The Dediu-Munster tapes: No. 8 What's it going to take for Apple to double?apple dediu munster tapes eight6 years ago
Published October 10, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 8 What's it going to take for Apple to double?

Loup Ventures' Gene Munster and Asymco's Horace Dediu wrap it up. 

Read More The Dediu-Munster tapes: No. 8 What's it going to take for Apple to double?

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The Dediu-Munster tapes: No. 7 What about the Apple Car?Apple Dediu Munster Car6 years ago
Published October 10, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 7 What about the Apple Car?

Horace Dediu is not so sure it's Apple's next big thing. This is the seventh of eight video clips extracted from a conference recorded live on…

Read More The Dediu-Munster tapes: No. 7 What about the Apple Car?

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The Dediu-Munster tapes: No. 6 Apple as a consumer staples companyapple dediu munster six staples6 years ago
Published October 9, 2019 by Philip Elmer-DeWitt

The Dediu-Munster tapes: No. 6 Apple as a consumer staples company

Keep your eye on Services revenue and the sales of AirPods and Watches, says Loup Ventures' Gene Munster. This is the sixth of eight video clips…

Read More The Dediu-Munster tapes: No. 6 Apple as a consumer staples company

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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
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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