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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Business Insider: Tim Cook has not had a hit productbusiness insider tim cook7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Business Insider: Tim Cook has not had a hit product

But only if you dismiss Apple Watch as a "minor hit" and ignore AirPods entirely.

Read More Business Insider: Tim Cook has not had a hit product

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Going to MauiMaui vacation7 years ago
Published November 29, 2018 by Philip Elmer-DeWitt

Going to Maui

Back in a week.

Read More Going to Maui

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UBS: Trump tariff comments seem like negotiating tacticUBS tariff negotiating tactic7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

UBS: Trump tariff comments seem like negotiating tactic

From a note to clients by analyst Timothy Arcuri that landed on my desktop Wednesday.

Read More UBS: Trump tariff comments seem like negotiating tactic

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Bernstein: When will Apple stop falling?sacconaghi apple stop falling7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Bernstein: When will Apple stop falling?

From a note to clients that landed on my desktop Wednesday.

Read More Bernstein: When will Apple stop falling?

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Wedbush slashes Apple price targetq7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Wedbush slashes Apple price target

Analyst Daniel Ives was the sell-side's biggest Apple bull. For six weeks.

Read More Wedbush slashes Apple price target

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Trading places: Apple and Microsoftapple microsoft elusive superlative7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Trading places: Apple and Microsoft

Nature, and the media, love a superlative.

Read More Trading places: Apple and Microsoft

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Dilger on Trump's iPhone tariff 'warning'dilger trump tariffs7 years ago
Published November 28, 2018 by Philip Elmer-DeWitt

Dilger on Trump's iPhone tariff 'warning'

The Wall Street Journal ($) printed the answer, not the question.

Read More Dilger on Trump's iPhone tariff 'warning'

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RBC trims Apple targetrbc trims target 235 hair cut7 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

RBC trims Apple target

Those "sustained datapoints" do wear one down.

Read More RBC trims Apple target

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The smartest take I've seen on Apple v. Pepperben thompson apple v pepper7 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The smartest take I've seen on Apple v. Pepper

"To be frank," writes Ben Thompson, "Apple is an abusive monopoly in terms of iOS apps."

Read More The smartest take I've seen on Apple v. Pepper

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The state of the world in 24 minutes (video)benedict evans egroceries7 years ago
Published November 27, 2018 by Philip Elmer-DeWitt

The state of the world in 24 minutes (video)

Andreessen Horowitz' Benedict Evans has seen the (near-term) future and it is Egroceries.

Read More The state of the world in 24 minutes (video)

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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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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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