Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Amit Daryanani: What Apple Watch Ultra does to the smartwatch market – We estimate the premium Smartwatch opportunity for Apple ranges between $10 bn to $38 bn. From Watch Out! a note to Evercore clients that landed on my desktop Friday: Investor focus remains as always on the iPhone at this time of the year; however, for a year in which investor …
