Philip Elmer-DeWitt - Author for 24/7 Wall St.
Lastest Stories by Philip Elmer-DeWitt
This anecdote came in over the transom from friend-of-the-blog Katherine Anderson.
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Analyst Timothy Arcuri takes as deep a dive as I've seen into the components of Apple's services revenue.
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From "China’s smartphone market falls 14% in 2018," posted Monday.
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From CNBC's "Nvidia tanks 17% after chipmaker cuts guidance, citing 'deteriorating' economic conditions in China"
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From "Operating System Loyalty Hits All-Time High" released Monday by Consumer Intelligence Research Partners.
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From a note to clients by analyst Samik Chatterjee that landed on my desktop Monday morning.
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Could be a lot, could be a little. It's complicated.
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Apple’s March Quarter Guidance Is More Likely To Disappoint Than Bring Relief.
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A pair of analyst surveys both predict a double digit drop in worldwide sales.
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From John D. Stoll's "Time for Tesla to Study The Apple Playbook" in Saturday's Wall Street Journal ($).
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Four versions of Apple's fiscal Q2 2019 consensus, freshly gathered Friday morning.
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From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday.
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"Valuation has overshot realistic long-term fundamental outcomes."
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This is what Apple execs have been saying for months.
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"Apple is in danger of pricing the iPhone out of China."
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Our expert who first called NVIDIA in 2009 is predicting 2025 will see a historic AI breakthrough.
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