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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...

May 28th 2013 at 5:00pm 0 Comments
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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, c...

April 17th 2013 at 10:00am 0 Comments
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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 mar...

February 3rd 2012 at 2:30pm 0 Comments
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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...

June 27th 2011 at 11:00am 0 Comments
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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 example...

June 8th 2011 at 6:30pm 0 Comments
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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 "...

April 24th 2011 at 2:00pm 0 Comments
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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...

February 27th 2011 at 2:00pm 0 Comments
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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 milli...

February 7th 2011 at 2:00pm 0 Comments
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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...

February 19th 2010 at 10:00am 0 Comments
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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 to...

December 16th 2009 at 9:30am 0 Comments
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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 w...

December 11th 2008 at 2:00pm 0 Comments