Philip Elmer-DeWitt - Author for 24/7 Wall St.
Lastest Stories by Philip Elmer-DeWitt
Apple VP Greg Joswiak was talking to reporters Wednesday and politely calling BS.
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From a note to clients by analyst T. Micheal Walkley that landed on my desktop Thursday.
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But only if you dismiss Apple Watch as a "minor hit" and ignore AirPods entirely.
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From a note to clients by analyst Timothy Arcuri that landed on my desktop Wednesday.
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From a note to clients that landed on my desktop Wednesday.
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Nature, and the media, love a superlative.
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Analyst Daniel Ives was the sell-side's biggest Apple bull. For six weeks.
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The Wall Street Journal ($) printed the answer, not the question.
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Those "sustained datapoints" do wear one down.
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"To be frank," writes Ben Thompson, "Apple is an abusive monopoly in terms of iOS apps."
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Andreessen Horowitz' Benedict Evans has seen the (near-term) future and it is egroceries.
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If you can't attend a Supreme Court session yourself, SCOTUSblog is the next best thing.
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Sticking with a Street-high $310 Apple price target.
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From TheFly: Apple down 2% in after-hours after Trump talks 10%
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A guidance update, if true, would be huge news.
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