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Is this why Apple needs its own 5G chips?apple 5G satellite network6 years ago
Published August 9, 2019 by Philip Elmer-DeWitt

Is this why Apple needs its own 5G chips?

A flight of 5G fantasy.

Read More Is this why Apple needs its own 5G chips?

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Apple Card: The ultimate loyalty toolapple iphone sticky china6 years ago
Published August 8, 2019 by Philip Elmer-DeWitt

Apple Card: The ultimate loyalty tool

From Investopedia: "The New Apple Credit Card is Built for Stickiness."

Read More Apple Card: The ultimate loyalty tool

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Barclays initiates Apple coverage with $192 target pricebarclays initiates apple submarine6 years ago
Published August 8, 2019 by Philip Elmer-DeWitt

Barclays initiates Apple coverage with $192 target price

Like a submarine, analyst Tim Long launches from underwater.

Read More Barclays initiates Apple coverage with $192 target price

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Daiwa raises Apple price target to $223apple target bernstein 1956 years ago
Published August 8, 2019 by Philip Elmer-DeWitt

Daiwa raises Apple price target to $223

Analyst Louis Miscioscia lowers 2020 EPS estimate, raises revenue.

Read More Daiwa raises Apple price target to $223

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Morgan Stanley: Apple's Chinese App Store popped in Julyapple pop bloomberg ai6 years ago
Published August 7, 2019 by Philip Elmer-DeWitt

Morgan Stanley: Apple's Chinese App Store popped in July

In retrospect, says analyst Katy Huberty, June's sharp slowdown was a blip, not a trend.

Read More Morgan Stanley: Apple's Chinese App Store popped in July

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Apple Card 'poised to be a hit' — J.D. PowerJDPower apple card hit6 years ago
Published August 7, 2019 by Philip Elmer-DeWitt

Apple Card 'poised to be a hit' — J.D. Power

J.D. Power found that awareness is already remarkably high.

Read More Apple Card 'poised to be a hit' — J.D. Power

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IHS: June quarter iPhone unit sales down 14.6%apple iphone 11 china expectations6 years ago
Published August 7, 2019 by Philip Elmer-DeWitt

IHS: June quarter iPhone unit sales down 14.6%

Unverifiable. Also unsurprising.

Read More IHS: June quarter iPhone unit sales down 14.6%

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TechCrunch's Matthew Panzarino is already using his Apple cardapple card rollout panzarino6 years ago
Published August 6, 2019 by Philip Elmer-DeWitt

TechCrunch's Matthew Panzarino is already using his Apple card

Well, not really. But he managed to put it through most of its paces. From "Apple rolls out Apple Card Preview to select users," posted early…

Read More TechCrunch's Matthew Panzarino is already using his Apple card

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Apple got crushed, hit $187.30 in after-hours tradingapple crushed trade war6 years ago
Published August 6, 2019 by Philip Elmer-DeWitt

Apple got crushed, hit $187.30 in after-hours trading

Buying opportunity or falling knife?

Read More Apple got crushed, hit $187.30 in after-hours trading

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Barron's: The problem with Apple's Services business...apple services problem barrons6 years ago
Published August 5, 2019 by Philip Elmer-DeWitt

Barron's: The problem with Apple's Services business...

How to confuse a function with its first derivative. 

Read More Barron's: The problem with Apple's Services business...

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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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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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