Despite 'calming' iPhone 16 data, KeyBanc sees no supercycle ahead
"The data should calm concerns on the September quarter, though does little to change our more cautious view on the 'super cycle,' as upgrade rates are likely to continue to decline." — Analyst Brandon Nispel
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.]