From a note to clients that landed on my desktop Wednesday.
Cowan: Apple supply chain lumpy but on track
6 years ago
6 years agoNYT: Big tech, under siege, plows ahead
6 years ago
6 years agoFrom David Streitfeld's "Big Tech May Look Troubled, but It’s Just Getting Started" in Wednesday's New York Times.
From Value Line's Dec. 28 report on Apple.
Read More Value Line: Now would be an opportune time to accumulate Apple
Localytics: The iPhone XR had a great Christmas, but not as great as the iPad.
Apple 3.0 grew 62% in December
6 years ago
6 years agoBad month for AAPL, good month for me.
"It appears that iPhone XR did serve to attract current Android users,” — Mike Levin, CIRP co-founder From iPhone XR Takes 32% of Sales in First Month of…
Read More iPhone XR was Android switch-bait, says CIRP, took 32% of sales in 30 days
"We believe shares of AAPL have been unduly punished on apocalyptic demand concerns." —Analyst Daniel Ives
Barron's: Welcome to the Zombie Market
6 years ago
6 years ago"The zombie isn’t a particularly good evaluator of stocks."
It hurts a little, but doesn't sting like Fortnight skipping Google Play.
"We are sold out of Essential Phone on essential.com and won’t be adding any new inventory."
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