Both were surprised at the boost the Mac and iPad got from the pandemic. Both expect sales to grow 10% over the next year.
Read More Loup TV: Gene Munster and Horace Dediu part 2 (video)
Both were surprised at the boost the Mac and iPad got from the pandemic. Both expect sales to grow 10% over the next year.
Read More Loup TV: Gene Munster and Horace Dediu part 2 (video)
Posted Wednesday on Apple.com and YouTube.
From a note to clients by analyst Daniel Ives that landed on my desktop Wednesday.
Coming next month: A Zoom ask-me-anything with Loup Venture's Gene Munster (subscribers only)
Read More Apple 3.0's Zoom No. 3 is set for Dec. 5 @ 7 p.m. ET
From AppleInsider's "Kuo: Apple's major product lines enjoy healthy demand in Q4, but AirPods shipments muted" posted early Wednesday.
Read More Apple: Ming-Chi Kuo sees AirPods sales falling 5% to 10% in early 2021
The first of a series of brainstorming Zooms for subscribers only. To become a subscriber go to ped30.com and hit "Subscribe."
From CNBC's "New App Store Concession" that aired on Squawk Alley Tuesday.
Read More The Verge's Nilay Patel: Apple developers smell blood in the water (video)
From "Apple Stock Still Has Plenty of Upside, Analyst Says. Here’s Why." ($) posted Tuesday by Barron's.
From "Apple Security Chief Offered iPads to Police as a Bribe for Gun Permits, Prosecutors Allege" ($) in Tuesday's Wall Street Journal.
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