Lastest Stories by Philip Elmer-DeWitt

From a note to Sanford C. Bernstein clients that landed on my desktop Wednesday.
"Gossip is no longer the resource of the idle and of the vicious, but has become a trade." —Louis Brandeis
I've included the reviewers' caveats that Apple's iPhone XR round-up left out.
At least it's not Caterpillar.
This one is less pre-order, more point-of-sale.
"Investors are on pins and needles."
What does Toni Sacconaghi see that the market doesn't?
From a note to clients by analyst Katy Huberty that landed on my desktop Monday.
"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi
This is Jun Zhang's third report on "weak" iPhone sales in five weeks.
Don't blame me if you have to sell the Cessna.
Apple created a Fortune 500 company (Below Land O'Lakes, above Occidental Petroleum) out of a $0.45-per-app business. 
Sixteen percent have an Apple Watch; 23% hope to get one by next spring. 
314,000 square feet of industrial manufacturing space in Milpitas, Calif., does not an auto factory make.
It's called a strategy tax: Bad for customers, good for the company's long-term goals.