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MacSurfer's Archive: Thursday, November 29, 2018
 

 

Apple/Macintosh
  • "Apple's Latest Reinvention: Apple as a Service/Apple's recent decision to end unit reporting is evidence of Apple's latest reinvention — into a services business. It will take time, but this change lays the groundwork for future AAPL multiple expansion. Six months ago we introduced our view of an upcoming investor paradigm shift from Apple as a hardware company to Apple as a Service. We are now in the midst of a four step transformation process: from news to knee-jerk to indifference to enlightenment."  Loup Ventures 7:03 PM
  • "Apple: Doubling Of Services Revenue To $100 Billion/Apple's Services revenue is projected to grow to $100 billion by 2023 according to a recent report by Morgan Stanley analyst Katy Huberty."  Seeking Alpha 8:18 AM
  • "Breaking Down The Drivers Of Apple's Booming Services Business" Forbes 11:19 AM
  • "Apple estimates cut again amid fears of sluggish iPhone demand"  CNBC 7:36 AM
  • "Analyst slashes his Apple target after survey finds weak iPhone XR demand" Business Insider 10:20 AM
  • "Goldman Sachs: Apple's iPhone Shipments Are a Major Concern" Market Realist 7:37 AM
  • "Why Is Apple Hiding Its iPhone Unit Sales Numbers?" InvestorPlace 6:32 PM
  • "Apple is finally paying for its hubris"  The Week 8:07 AM
  • "Hagens Berman: Apple Hit with Class-Action Lawsuit Over 'Critical' Filter Defect Affecting iMacs and MacBooks/Lawsuit calls out Apple for selling desktop computers and laptops containing a defect that causes delayed processor speed, as well as screen debris and smudging"  Business Wire 7:41 AM
  • "Lack of in-built dust filters damages Macs, claims class action suit" Cult of Mac 7:30 AM
  • "Apple is getting sued for not including dust filters in iMac and MacBooks: Class action suit alleges it causes display and performance problems" TechRadar UK 8:07 AM
  • "Apple in another dust-up with its fans: iMacs, MacBooks lack filters, choke on grime – lawsuit/Pay dirt: Owners of knackered kit drag iGiant into court" The Register 2:29 PM