Lastest Stories by Philip Elmer-DeWitt

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