The films that opened and closed Apple's WWDC keynote were a message to Wall Street.
FORTUNE -- "The first thing we ask," reads the text in Intention, the 90-second video that opened Apple's (AAPL) World Wide Developers Conference Monday, "is what do we want people to feel?"
"Delight. Surprise. Love. Connection. Then we begin to craft around our intention. It takes time. There are a thousand no's for every yes. We simplify. MOREPhilip Elmer-DeWitt - Jun 11, 2013 7:02 AM ET
Wall Street's initial reactions were measured but positive. More as they come in.
FORTUNE -- Analysts who follow Apple (AAPL) may have needed more time than usual to sort through their notes from Monday's over-stuffed WWDC keynote, because by 11 p.m. EST only a handful had filed notes to clients.
Excerpts below of the ones we've seen. New ones will go on top.
JP Morgan's Mark Moskowitz: No Needle Mover, but the Building Blocks MOREPhilip Elmer-DeWitt - Jun 10, 2013 10:59 PM ET
See the keynote, the films, the demos, the new Macs, the new features, the new look.Philip Elmer-DeWitt - Jun 10, 2013 7:07 PM ET
On day 5, the government uses HarperCollins's words against it.
FORTUNE -- Plaintiff's Exhibit 865, introduced for the Department of Justice by attorney Larry Buterman after he spent an hour cross examining HarperCollins CEO Brian Murray -- examination that was like pulling teeth -- illustrates as well as anything the gap between the government's case and Apple's (AAPL) defense.
It consists of four quotes from HarperCollins executives -- two from Murray himself MOREPhilip Elmer-DeWitt - Jun 10, 2013 1:15 PM ET
A Google exec, an Apple exec and the only publisher who stayed loyal to Amazon.
FORTUNE -- We got a peek at the witness list in U.S.A. v. Apple, the e-book antitrust trial scheduled to begin its second of three weeks Monday in a Manhattan federal courthouse.
On deck for today, according to our notes:
Thomas Turvey: The Google (GOOG) director of strategic partnerships whose written testimony was demolished Thursday by Apple's (AAPL) MOREPhilip Elmer-DeWitt - Jun 10, 2013 8:26 AM ET
Munster puts iRadio at 80%, MacBook Air at 40%, iWallet at 20%, Apple TV apps at 10%.
FORTUNE -- With the Tim Cook's keynote address at Apple's (AAPL) World Wide Developers Conference only hours away, there's no shortage of speculation from Apple bloggers and Apple analysts about what's in store. But only Piper Jaffray's Gene Munster has assigned percentages to the possible announcements.
Excerpts from his Monday morning note to clients:
90% Chance of MOREPhilip Elmer-DeWitt - Jun 10, 2013 7:03 AM ET
Between WWDC and the e-book antitrust trial, Apple's digital dealmaker has a busy week.
FORTUNE -- If the trade press reports are true, Eddy Cue will take the stage Monday at Apple's World Wide Developers Conference in San Francisco to introduce a new music streaming service that reporters have dubbed -- probably with good reason -- iRadio.
Three days later, Cue is scheduled to appear in a Manhattan federal court as the star witness MOREPhilip Elmer-DeWitt - Jun 9, 2013 6:57 AM ET
A new look, new services and maybe new MacBooks at Apple's developers conference.
FORTUNE -- The annual gathering of Apple (AAPL) developers -- which sold out in less than 2 minutes when tickets went on sale in April -- kicks off Monday with CEO Tim Cook's keynote at 10:00 a.m. PST (1:00 p.m. EST) in San Francisco's Moscone Center.
There is, as usual, much fevered speculation among the Apple bloggers about what MOREPhilip Elmer-DeWitt - Jun 8, 2013 8:19 AM ET
But its supply chain sources suggest that an iWatch this year is "increasingly likely."
FORTUNE -- "While we had expected to hear optimism around Apple's forthcoming product refreshes in this round of checks, we were surprised at the skepticism at many points in the supply chain."
So begins the latest sour note to clients from Citi's Glen Yeung, who has been down on Apple (AAPL) since he took over last year for Richard MOREPhilip Elmer-DeWitt - Jun 7, 2013 10:27 AM ET
So do Microsoft, Google, Yahoo! and Facebook.
FORTUNE -- Apple (AAPL) was one of nine U.S. companies scrambling Friday to distance themselves from reports that they had handed the keys to their server farms to government spies.
The Washington Post reported Thursday that the National Security Agency -- a U.S. intelligence agency so secretive that for many years even its name was a secret -- had been, according to slides promoting its MOREPhilip Elmer-DeWitt - Jun 7, 2013 9:53 AM ET
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