The notion that the Apple has a "carrier subsidy problem" just won't die
FORTUNE -- In the summer of 2009 a Danish mobile phone analyst named John Strand issued a 105-page report entitled "The moment of truth: a portrait of the iPhone," that listed the "10 largest myths" about Apple's (AAPL) smartphone:
1) The iPhone drives data traffic into mobile operators networks
2) The iPhone helps operators attract new customers
3) The iPhone is MORE
The picture is even more striking than it was a month ago
In February, Jonathan Golub at UBS started a new fashion on the Street by publishing two versions of his regular quarterly forecast: one for the S&P 500, and another for what he called the "S&P 500 ex-Apple."
Strategists at Morgan Stanley, Goldman Sachs, Barclays and Wells Fargo soon followed suit.
In Golub's February calculation, the S&P 500's Q1 2012 earnings were on MOREPhilip Elmer-DeWitt - Mar 25, 2012 6:21 PM ET
A circuit breaker kicked in after high-frequency trades from BATS triggered a flash crash
The hearts of Apple (AAPL) traders stopped briefly at 10:57 a.m. Friday when the company's share price, which had opened the day at $600.49 suddenly plummeted 9.4% to $542.80.
The rapid fall triggered a circuit breaker and trading was halted for five minutes. When it resumed, Apple was down $3 to $597.58.
The source was quickly traced to a MOREPhilip Elmer-DeWitt - Mar 23, 2012 11:53 AM ET
A lesson in access journalism in the wake of the New York Times' Foxconn series
"An Apple spokesman said no executives were available to comment."
That sentence, appearing 12 paragraphs into a 14-graph story by Brian X. Chen in Thursday's New York Times, speaks volumes about how Apple (AAPL) deals with press coverage it doesn't like.
For more than a week, the company had been seeding selected media outlets with early access to its next MOREPhilip Elmer-DeWitt - Feb 17, 2012 7:18 AM ET
How the news of the Mac's next operating system -- Mountain Lion -- got disseminated
The top tech news story Thursday, apparently, has nothing to do with working conditions in China, or who owns the iPad brand, or even the fact that Motorola (MMI) may have to remove "slide to unlock" from its smartphones.
No, the top 135 stories on Techmeme this afternoon are all about the next version of Apple's (AAPL) MOREPhilip Elmer-DeWitt - Feb 16, 2012 3:50 PM ET
A Google search turns up 114 million hits, but that couldn't be right. Could it?
The Wall Street Journal was getting a lot of play Tuesday morning with a report out of Taiwan that Apple (AAPL), to "broaden its product pipeline" and respond to "intensifying competition," was testing a new smaller tablet with a screen size of about 8 inches.
Color us skeptical.
First of all, we don't sense that Apple MOREPhilip Elmer-DeWitt - Feb 14, 2012 12:00 PM ET
Only the Paul Allen-Bill Gates feud and Borders' liquidation prevented a clean sweep
If you ever wondered why there are so many reporters -- like this one -- covering Apple (AAPL), here's a clue:
According to Thursday's Wall Street Journal, eight out of 10 of the most-read corporate news stories on WSJ.com in 2011 were about Steve Jobs or the company he brought back from the brink of bankruptcy.
Only the nasty things MOREPhilip Elmer-DeWitt - Dec 29, 2011 7:15 AM ET
As rumors of a "real" Apple TV heat up, ideas that could upend the industry resurface
In late 2009, the Wall Street Journal ran a story that sent shivers through the television industry.
Quoting unnamed sources familiar with Apple's (AAPL) negotiations, the Journal reported that CBS (CBS) and ABC (DIS) were seriously considering Steve Jobs' plan to offer TV subscriptions over the Internet.
One form those subscriptions might take, according to these sources, MOREPhilip Elmer-DeWitt - Dec 28, 2011 4:23 PM ET
All this talk about an Apple-branded TV set may be missing the point
Reading between the lines of the Wall Street Journal's story Monday about Apple's "assault" on the TV business, you can almost hear the desperation of the media executives who asked Apple (AAPL) to brief them on exactly what the wizards of Cupertino are up to.
These media executive -- which included, presumably, Rupert Murdoch, whose News Corp. (NWS) owns MOREPhilip Elmer-DeWitt - Dec 19, 2011 8:23 AM ET
Gruber, Mossberg, Om and more. Walking the media line at the iPhone 4S event
This 53-second YouTube video is what you might call media inside baseball.
It was shot outside Apple's (AAPL) Town Hall auditorium while the invited press cooled their heels in advance of Tuesday's iPhone 4S event.
That's the Wall Street Journal's Walt Mossberg with the white Van Dyke at the 28-second mark. Daring Fireball's John Gruber is the tall guy in dark MOREPhilip Elmer-DeWitt - Oct 4, 2011 10:28 PM ET
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