Author Archives: Philip Elmer-DeWitt

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Ming-Chi Kuo: How Huawei boycott could benefit Apple

Huawei’s smartphone shipments could decline by eight to 10 million a month if it cannot replace key Google software, Kuo estimates.   From CNBC’s US blacklisting Huawei could boost ...
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Are Mac Pro rumors setting WWDC19 up for a fall?

If you believe The Verge, the debut next week of this much-delayed workhorse computer is a done deal.   The lead paragraph of Dieter Bohn’s WWDC walkup: Apple’s big Worldwide Developers ...
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My favorite Apple WWDC19 Walkup (video)

Gurman had the goods, Tong made the YouTube.   My take: I’m a sucker for snark. See also: Mark Gurman, Bloomberg: Apple to Reveal New Home-Grown Apps, Software Features ...
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Why Apple slid nearly 2.5% in premarket trading Monday

From TheStreet: ‘Apple Slides on HSBC Price Target Cut Linked to Tariff-Triggered iPhone Concerns’   Apple Inc. shares were indicated lower in pre-market trading Monday after analysts at HSBC ...
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WSJ: Apple TV is ‘a bunch of good ideas that never had a chance’

Personal Technology columnist David Pierce has seen the future of television and it doesn’t work.   From “Not Even Apple Can Clean Up the Mess of Streaming TV” ($) ...
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Apple Park: Lady Gaga on the rainbow stage (best video)

Why Jony Ive sweated the details and Tim Cook spared no expense.   From Mashable: The singer and actress performed a special private concert for Apple employees on Friday ...
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‘Sometimes Apple acts like a spoiled brat’

About those rainbow arches that frame Apple’s inner-spaceship stage…   From Cult of Mac’s How (and why) Jony Ive built the mysterious rainbow Apple Stage: The structure’s aluminum frames ...
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Conservative website attacks Apple’s Tim Cook as ‘arrogant’

From Peter Flaherty’s “Tim Cook is not ‘Political,’ just arrogant,” posted Thursday on Townhall.com:   Apple CEO Tim Cook claimed recently that he and his company do not engage ...
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Horace Dediu takes a deep dive into Apple’s ‘pivot’

“The iPhone is the most successful product of all time.”   From Dediu’s “The Pivot,” posted on Asymco Thursday: There are about 1 billion iPhone users. Economically speaking, iPhone ...
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Toni Sacconaghi: ‘People don’t want iPhones this cycle’ (video)

Bernstein’s top Apple analyst says the next cycle won’t start before late 2020.   Found in the CNBC archives from May 1. Missed it the first time around. From ...
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Merrill Lynch: Apple’s pullback is a buying opportunity

Wamsi Mohan led a team of analysts who took a deep look at the cost if moving Apple’s manufacturing out of China.   The executive summary of a note ...
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When Apple v. Pepper goes to trial, Apple likely to win

So say Gene Munster and Apple. But they’ve been wrong before.   Excerpts from notes and commentary that landed on my desktop. More as they come in. Gene Munster, ...
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A good day for Apple buybacks

First China retaliates. Then the Supreme Court rules. What else can go wrong for Apple today?   My take: I wouldn’t presume to call a bottom. But if you ...
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Apple’s sneaky asterisk

From Ewan Spence’s  “Apple Wants You To Hand Back Your Magical iPhone In Three Years” posted last week on Forbes.com.   There are a number of advantages for Apple ...
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Apple v. Pepper: SCOTUS rules for Pepper (full text)

Supreme Court Justice Brett Kavanaugh wrote for the majority:   Apple Inc. sells iPhone applications, or apps, directly to iPhone owners through its App Store—the only place where iPhone ...
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