Tim Cook at a crossroads. In a provocative essay posted today on his Stratechery blog, Ben Thompson takes a 3,000-word look at Apple's organizational structure. He makes a strong…
Fewer than last year, that's for sure. Next week, when Apple reports its March quarter earnings, reporters who haven't been paying attention will express surprise and…
Seeking to calm panicky investors. Analyst Timothy Arcuri, who tracks Apple's semiconductor supply chain for Cowan and Co., took issue Monday with the Nikkei Asian Review…
Read More Cowan calls the Apple fears sown by Nikkei 'overblown'
Dear Cyrus: Wake up and smell the flowers
9 years ago
9 years agoWe live in the golden age of surveillance. Manhattan D.A. Cyrus Vance took to the New York airwaves yesterday to spread his fearful message of crypto terror. From…
Anatomy of an Apple takedown
9 years ago
9 years agoWhy did the share price do a belly flop Friday? Here's what I've learned so far. Two days ago Nikkei Asian Review, a well-respected Tokyo-based business daily, posted…
A lightly sourced "exclusive" can do a lot of damage on a Friday afternoon. I quote: TOKYO -- Apple will continue its reduced production of iPhones in…
Read More Here's the Nikkei Asian Review story that just dinged Apple
Apple analysts place their bets. Here are excerpts from the notes we've seen, ranked by estimated revenue. More as they come in. Kulbinder Garcha, Credit Suisse. Given high retention…
Read More Apple's Q2 earnings: The estimates are coming in (updated)
This is what Apple vs. FBI was all about. Nobody explains the Internet better than CGP Grey. In a YouTube video posted Thursday, he lays out the difference between…
Read More Encryption: Everything you need to know in 3 charming minutes
Tim Cook hires a lobbyist
9 years ago
9 years agoAfter San Bernardino, someone who knows how to speak softly to power. The last time Apple's CEO tried to explain the mathematics of encryption to the attorney general…
An Apple supplier worth watching
9 years ago
9 years agoTSMC says inventory levels are back to normal. Taiwan Semiconductor (TSMC) is one of those mid-sized Asian suppliers that Apple analysts like to track to get an early indication…
2 Comments