An analyst's placeholder, waiting for more news to break.
He still considers Apple a "product company."
Read More Guggenheim downgrades Apple, drops $245 price target
Apple's 'peak iPhone' bungee jump
6 years ago
6 years agoIt’s like a slingshot — the harder you pull, the more propulsion you generate. —Jason Schwarz
No. Apple wants you to give your phone to someone else.
Read More Does Apple REALLY want you to keep your iPhones for longer?
Could be a bad sign. Could be a misread signal.
Read More Goldman Sachs cuts Apple price target on Lumentum news — updated
Apple fell on the assumption that bad news for Lumentum spelled bad news for iPhone unit sales.
Read More What the Apple press missed in Monday's Lumentum story
Apple may have stretched iPhone price elasticity about as far as it can go, says Bernstein’s Toni Sacconaghi.
Read More iPhones now cost nearly 5X more than non-Apple phones
Wondering why Apple fell into the 190s this morning?
Read More Wells Fargo: Apple under pressure after Lumentum cuts
From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday.
Read More J.P. Morgan trims Apple price target and iPhone estimates
The backstory, as Gassée tells it.
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