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One more Apple haiku from Colin Gillisinterbrand apple gillis haiku6 years ago
Published October 17, 2019 by Philip Elmer-DeWitt

One more Apple haiku from Colin Gillis

When Gillis covered Apple for BGC Partners, the snarky, 17-syllable poem was his calling card. The Best Global Brand According to Interbrand Is again Apple. From…

Read More One more Apple haiku from Colin Gillis

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Barclay's ups Apple price target to (still wet) $224apple barclays still wet 2246 years ago
Published October 17, 2019 by Philip Elmer-DeWitt

Barclay's ups Apple price target to (still wet) $224

Analyst Tim Long sees "slightly better than expected" demand for the iPhone 11. TheFly had the scoop Thursday morning: Barclays analyst Tim Long raised his price…

Read More Barclay's ups Apple price target to (still wet) $224

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Wedbush: Chinese iPhone 11 demand tracking 15%-20% above expectationsapple iphone 11 china expectations6 years ago
Published October 17, 2019 by Philip Elmer-DeWitt

Wedbush: Chinese iPhone 11 demand tracking 15%-20% above expectations

From a note to clients by analyst Daniel Ives that landed on my desktop Thursday.

Read More Wedbush: Chinese iPhone 11 demand tracking 15%-20% above expectations

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Washington Post: America should have Apple's back in ChinaWashington post apple china6 years ago
Published October 16, 2019 by Philip Elmer-DeWitt

Washington Post: America should have Apple's back in China

Not where I thought the editorial board was going. 

Read More Washington Post: America should have Apple's back in China

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BI: Apple and Goldman Sachs 'picky' about who gets the titanium cardapple card goldman sachs picky6 years ago
Published October 16, 2019 by Philip Elmer-DeWitt

BI: Apple and Goldman Sachs 'picky' about who gets the titanium card

The guy who really needs the credit is exactly the guy they don't want to lend to.

Read More BI: Apple and Goldman Sachs 'picky' about who gets the titanium card

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Goldman Sachs CEO calls Apple Card launch the 'most successful' evergoldman sachs apple card squid6 years ago
Published October 15, 2019 by Philip Elmer-DeWitt

Goldman Sachs CEO calls Apple Card launch the 'most successful' ever

One of the world's largest investment banks leveraged Apple's installed base to wrap its arms around retail banking. From CNBC's Hugh Son, who got the scoop:…

Read More Goldman Sachs CEO calls Apple Card launch the 'most successful' ever

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J.P.Morgan: Apple App Store returns to robust growthapple app store jpmorgan6 years ago
Published October 15, 2019 by Philip Elmer-DeWitt

J.P.Morgan: Apple App Store returns to robust growth

Analyst Samik Chatterjee has spotted an acceleration in non-game app sales in China.

Read More J.P.Morgan: Apple App Store returns to robust growth

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Evercore: Why an early 2020 'iPhone SE2' should sell like hotcakesapple iphone sE2 hotcakes6 years ago
Published October 15, 2019 by Philip Elmer-DeWitt

Evercore: Why an early 2020 'iPhone SE2' should sell like hotcakes

The compatibility cut-off for iOS 13 is iPhones older than the iPhone 6s.

Read More Evercore: Why an early 2020 'iPhone SE2' should sell like hotcakes

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UBS: iPhone demand in China up 230% in Septemberapple google payments 15B6 years ago
Published October 14, 2019 by Philip Elmer-DeWitt

UBS: iPhone demand in China up 230% in September

One factor, says analyst Timothy Arcuri, is that the largest mix of iPhones in the installed base (iPhone 7) is three generations old. From a note…

Read More UBS: iPhone demand in China up 230% in September

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Credit Suisse: 3 weeks later, iPhone 11 Pros still sold outapple iphone 11 pro wait times6 years ago
Published October 14, 2019 by Philip Elmer-DeWitt

Credit Suisse: 3 weeks later, iPhone 11 Pros still sold out

By this time last year, wait times for the iPhone XS and XS Max had shrunk to 3 days. 

Read More Credit Suisse: 3 weeks later, iPhone 11 Pros still sold out

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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
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  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
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  • Techpinions ($)
  • Tommo.fyi
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