Apple2.0 Articles on TUAW - The Unofficial Apple Weblog

Apple's April 'mugging'

by Steven Sande (May 28th, 2013)

Philip Elmer-DeWitt over at Apple 2.0 had an interesting post today talking about why Apple's share price took such a beating in April. Elmer-DeWitt pointed out a column by Canadian money manager and financial columnist Mal Spooner in which he describes a burst of short-selling between April 2012 ...

Apple's execs are not the best-paid

by Kelly Hodgkins (Apr 17th, 2013)

A report earlier this week from Businessweek claimed Apple has four of the five highest-paid employees among Standard & Poor's 500 companies. The figures cited in this report included both base salary and vested stock packages, which has some people, like Philip Elmer-DeWitt of Apple 2.0, ...

Fortune: Apple may see first quarter of negative income growth since 2003

by Kelly Hodgkins (Mar 26th, 2013)

Apple investors may want to brace themselves for an onslaught of negative headlines when Apple reports its Q2 2013 earnings in the coming month. According to Philip Elmer-DeWitt of Fortune's Apple 2.0 blog, Apple is expected to report its first year-over-year decline in income in 10 years. Much ...

Apple rollin' in the dough: 75% of cell phone profits

by Steven Sande (Feb 3rd, 2012)

The news just keeps getting better for Apple in the mobile phone business. Just yesterday, IDC reported that the company is in third place in terms of worldwide mobile phone sales. Today, Asymco analyst Horace Dediu announced that with a relatively small piece of the pie (IDC said 6 percent of ...

Analyst suggests Apple to release two iPhone models this September

by Kelly Hodgkins (Jun 27th, 2011)

In a recent research note, Deutsche Bank analyst Chris Whitmore predicts Apple may unveil two iPhone models, an iPhone 4S and an iPhone 5, this fall. Whitmore argues that RIM and Nokia, two bastions of the mid-range mobile phone market, are struggling, and Apple could grab a huge chunk of their ...

Wall Street analysts think iCloud's future has a silver lining

by Steven Sande (Jun 8th, 2011)

Apple fans and developers apparently weren't the only people who liked the iCloud announcement on Monday at WWDC. As reported by Fortune's Philip Elmer-Dewitt, Wall Street analysts are almost unanimous in their positive comments about iCloud's effect on the financial future of Apple. For ...

Local TV station visits Apple's data center

by Kelly Hodgkins (Apr 24th, 2011)

A Fox affiliate in Charlotte, North Carolina took a closer look at Apple's new data center in the town of Maiden. The news story and accompanying video is rife with speculation about the intended usage of this 500,000 square-foot building. Once you get past the references for Apple's supposed ...

The case for an Apple stock split redux

by David Winograd (Feb 27th, 2011)

Just about a year ago I wrote a post explaining all the hoopla over an expected AAPL stock split which never happened. At that point AAPL shares were trading at $202.86 and many felt that it was just too expensive for most small investors to buy. Last week, Apple closed at $348.14 after a few ...

AAPL hits another all time high

by David Winograd (Feb 7th, 2011)

Once again, Apple stock (AAPL) has hit a new intra-day high, and this time it's a really good one. This is the first time Apple has broken into the lofty US$350s. Things are moving quickly, but when I started this post, AAPL was up 6.66 points to $353.17 on moderately high volume of about ten ...

Apple: What iPad freight records?

by Michael Grothaus (Feb 19th, 2010)

Philip Elmer-DeWitt over at Apple 2.0 is reporting that Apple has taken steps to hide ocean shipping data for its iPad. Several business intelligence companies exist that collect, analyze, and resell data of a company's shipping records. This data is sold to the company's competitors in hope that ...

"Apple has a two or three-year lead" in mobile internet domination

by Michael Grothaus (Dec 16th, 2009)

Philip Elmer-DeWitt has an excellent article over at Fortune's Apple 2.0 blog on Morgan Stanley's The Mobile Internet seminar. The article is full of juicy tidbits, but here is the main course: Based on past performance, according to Morgan Stanley, Apple is in the "pole position" in the race ...

Analyst Roundup: Morgan Stanley pooh-poohs, iPhone sales looking bright

by Robert Palmer (Dec 11th, 2008)

Morgan Stanley analysts yesterday cut AAPL's price target to $95, mostly citing the weak economy. They said that despite price cuts, extreme interest in the iPhone, Mac users' high satisfaction, and marketshare momentum for Mac sales, the quarter will be slow for Apple. Blog Notable Calls said it ...