Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Apples awful Q1 2023: What the analysts are saying – Excerpt from the notes Ive seen. More as they come in. Daniel Ives (2), Wedbush: China Supply Chain Issues the December Culprit; Tailwind into 2023. Gross margins are now expected to be 44% at the midpoint and would be the highest GM in over a decade as Apples ability to …
