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How Wall Street undervalues Apple's sticky moatapple's sticky moat7 years ago
Published July 1, 2018 by Philip Elmer-DeWitt

How Wall Street undervalues Apple's sticky moat

Minor variations in iPhone sales don't amount to a hill of beans in this crazy world.

Read More How Wall Street undervalues Apple's sticky moat

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Apple's June: What a monthapples june annotated7 years ago
Published July 1, 2018 by Philip Elmer-DeWitt

Apple's June: What a month

A buying opportunity?

Read More Apple's June: What a month

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Apple 3.0 growth still slowingjune page views7 years ago
Published July 1, 2018 by Philip Elmer-DeWitt

Apple 3.0 growth still slowing

Fighting with tough compares.

Read More Apple 3.0 growth still slowing

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Will Apple's new shows be shown outside Apple's walled garden?Winfrey Witherspoon7 years ago
Published June 30, 2018 by Philip Elmer-DeWitt

Will Apple's new shows be shown outside Apple's walled garden?

When Apple signed Winfrey, Witherspoon and Spielberg, I had assumed not.

Read More Will Apple's new shows be shown outside Apple's walled garden?

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Apple takes TechCrunch for a ride — updatedtechcrunch panzarino ride7 years ago
Published June 29, 2018 by Philip Elmer-DeWitt

Apple takes TechCrunch for a ride — updated

At this rate, at this resolution, with human editors in the loop, Apple may never catch up to Google.

Read More Apple takes TechCrunch for a ride — updated

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How Apple pumped up Silicon Valley property valuessanta clara county property values silicon valley7 years ago
Published June 29, 2018 by Philip Elmer-DeWitt

How Apple pumped up Silicon Valley property values

San Jose metro area home prices are up 26.2% over the last year and the median price is $1.26 million.

Read More How Apple pumped up Silicon Valley property values

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Trump calls Foxconn plant '8th wonder of the world' (video)trump foxconn wisconsin7 years ago
Published June 29, 2018 by Philip Elmer-DeWitt

Trump calls Foxconn plant '8th wonder of the world' (video)

Someone should have shown the President the fields.

Read More Trump calls Foxconn plant '8th wonder of the world' (video)

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Apple v. Samsung ends not with a whimper but a warningapple samsung genghis khan8 years ago
Published June 28, 2018 by Philip Elmer-DeWitt

Apple v. Samsung ends not with a whimper but a warning

When a fortified city declined to submit to Mongol rule, Genghis Khan would lay siege and slaughter all the residents.

Read More Apple v. Samsung ends not with a whimper but a warning

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Apple's Project Titan is still a go, says Guggenheim's Robert CihraApple Car Guggenheim8 years ago
Published June 28, 2018 by Philip Elmer-DeWitt

Apple's Project Titan is still a go, says Guggenheim's Robert Cihra

We see no history of Apple acting as a “supplier” of core tech to other OEMs.

Read More Apple's Project Titan is still a go, says Guggenheim's Robert Cihra

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Version 4.0 of Apple's TV 'bundle' is the most muddled yetbundle muddle8 years ago
Published June 28, 2018 by Philip Elmer-DeWitt

Version 4.0 of Apple's TV 'bundle' is the most muddled yet

Steve Jobs' original idea was simplicity itself. 

Read More Version 4.0 of Apple's TV 'bundle' is the most muddled yet

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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.]

Apple 3.0 Archives

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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