Philip Elmer-DeWitt - Author for 24/7 Wall St.
Lastest Stories by Philip Elmer-DeWitt
From a note to Sanford C. Bernstein clients that landed on my desktop Wednesday.
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"Gossip is no longer the resource of the idle and of the vicious, but has become a trade." —Louis Brandeis
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I've included the reviewers' caveats that Apple's iPhone XR round-up left out.
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This one is less pre-order, more point-of-sale.
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"Investors are on pins and needles."
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What does Toni Sacconaghi see that the market doesn't?
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From a note to clients by analyst Katy Huberty that landed on my desktop Monday.
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"We do not believe that Apple has been oblivious to this opportunity." —Toni Sacconaghi
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This is Jun Zhang's third report on "weak" iPhone sales in five weeks.
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Don't blame me if you have to sell the Cessna.
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Apple created a Fortune 500 company (Below Land O'Lakes, above Occidental Petroleum) out of a $0.45-per-app business.
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Sixteen percent have an Apple Watch; 23% hope to get one by next spring.
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314,000 square feet of industrial manufacturing space in Milpitas, Calif., does not an auto factory make.
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It's called a strategy tax: Bad for customers, good for the company's long-term goals.
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