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MacSurfer's Archive: Tuesday, February 18, 2020


  • "Apple Is Handcuffed to the iPhone. Just Like Its Customers: Tim Cook has worked hard to remove the 'hardware company' valuation discount. The coronavirus shows how far it still depends on the iPhone."  Bloomberg [Free/Paid Registration Required] 7:12 AM
  • "Apple sees $45 billion in market value wiped out after warning the coronavirus will push revenue below forecasts"  Business Insider 8:07 AM
  • "Coronavirus restrictions hit return to work at Apple's biggest iPhone plant" Financial Times [Paid Membership Required] 7:19 AM
  • "Apple's coronavirus warning wasn't a total surprise, but magnitude rattles Wall Street"  MarketWatch 7:27 AM
  • "Coronavirus could cost Apple $4 billion this quarter as the firm warns of iPhone shortages" [BI Prime] Business Insider 7:25 AM
  • "Apple's Outlook Cut Revives Questions About China Over-Reliance" Bloomberg 7:26 AM
  • "Apple To Miss Q2 Earnings As Coronavirus Outbreak Hits Both Supply And Demand" Benzinga 7:27 AM
  • "COVID-19 Disrupts March, Long-Term Intact" ["Our revised estimate is based on a combination of Greater China accounting for 12% of revenue, compared to our previous expectation of 17% of revenue, along with tighter iPhone supply in the back half of the quarter negatively impacting Apple's ability to fulfill global demand."] Loup Ventures 7:45 AM
  • "If Apple is hurting due to the coronavirus, its suppliers and rivals likely are too" Reuters 7:22 AM