Do Goldman Sachs, Barclays, Deutsche Bank, BMO, Mizuho, Nomura, Raymond James, Atlantic Equities, Bernstein, Key Bank etc. know something that Tim Cook doesn't? Three weeks ago, before Apple…
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Excerpts from the notes I've seen. More as they come in.
Two videos, eleven months apart.
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"Apple Watch is gaining momentum because Apple created the computer-on-your-wrist category." —Gene Munster
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8 years agoApple's parental controls offer brave new alternatives to grounding.
They laughed. They cried. They ate it up.
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Feature-matching is not the same thing as innovation.
8 years agoA beautiful day for a developers conference.
Let's see how long this lasts.
Buildings as cold as photovoltaic glass set in a gentleman's fruit orchard.
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