Apple 2.0
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Merrill Lynch sees Apple building a bottom
Volume tends to lead price, and the trends suggest big money is accumulating Apple.
FORTUNE -- Since my Bullish Cross account expired [see note] I've missed my daily dose of technical Apple (AAPL) analysis. So the "Chart Talk" note issued Friday by Stephen Suttmeier, a top Merrill Lynch technical analyst, was like a visit from an old and somewhat obsessive friend.
Suttmeier was following up on a note he issued April 18, MORE
Philip Elmer-DeWitt - May 10, 2013 10:47 AM ET -
How much damage a cheaper iPhone does to Apple's profit margins
Fears of 30% by 2015 are overblown, says Gene Munster, but he's lowering his target.
FORTUNE -- So confident are analysts that Apple (AAPL) is getting ready to launch a lower-cost iPhone that some have started building the new device -- which none have ever seen -- into spreadsheets like the one at right issued Thursday by Piper Jaffray's Gene Munster.
What these analysts are not so sure about is what kind MORE
Philip Elmer-DeWitt - May 10, 2013 7:16 AM ET -
'Smart device' shipments hit 308.7 million units, says Canalys
Tablet shipments were up 106% in Q1 2013, smartphones up 48%, notebooks down 13%.
FORTUNE -- Total shipments of smart devices, which Canalys defines as notebook PCs, smartphones and tablets, hit a record 308.7 million units in the first quarter of 2013, according to a press release issued Thursday.
Unsurprisingly, given recent trends, Google's (GOOG) Android platform dominated the smartphone market, Apple's (AAPL) iOS the tablet market and Microsoft's (MSFT) Windows the notebook shipments.
The MORE
Philip Elmer-DeWitt - May 9, 2013 12:27 PM ET -
Samsung Galaxy S4: Coleslaw in U.S., kimchee in Korea
Unlike Apple, Samsung makes different flavors for different regional tastes.
FORTUNE -- Although from the outside they look the same, on the inside the Galaxy S4 that Samsung sells in the U.S. and the one it sells in Korea turn out to have significant differences -- including the apps processor, the wireless subsystem and the bill of materials.
The differences were discovered when the two products were dissected by the iSuppli wrecking crew MORE
Philip Elmer-DeWitt - May 9, 2013 11:08 AM ET -
About that Bloomberg report of 'falling iPad mini demand'
The CEO of a key Apple supplier says the reporter tried to put those words in his mouth.
FORTUNE -- Most Asian journalists covering Pegatron's investor conference Wednesday focused on the fact that the Taiwanese electronics manufacturer's first quarter profits were up more than 80% year over year.
The theme of Thursday's second-day headlines in the U.S. was that Pegatron is on a hiring spree, boosting its workforce 40% and anticipating that communications MORE
Philip Elmer-DeWitt - May 9, 2013 8:50 AM ET -
Last chance to buy Apple before it goes ex-dividend
Shares purchased before the markets close Wednesday May 8 can collect $3.05 apiece.
FORTUNE -- Apple (AAPL) announced April 23 that it was increasing its stock repurchase plan five-fold and raising its annual dividend 15%.
The first dividend pay date under the new formula is May 16 for shares on record as of May 13. Which means the stock goes ex-dividend on May 9.
All that is a long, complicated and unnecessarily obscure MORE
Philip Elmer-DeWitt - May 8, 2013 11:43 AM ET -
Katy Huberty is back from China with Apple news
Morgan Stanley's chief Apple watcher was visiting Hong Kong and Taiwan.
FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
She makes several points: (I quote)
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
Philip Elmer-DeWitt - May 8, 2013 10:10 AM ET
iPhone 4 price cuts could stimulate incremental demand near-term.
Carriers see MORE -
Brief of the day: Apple on Google as a 'friend of the court'
Apple to Google: If you've got something to say about Samsung, join the damned suit.
FORTUNE -- Following its $1.05 billion patent infringement victory last summer, Apple (AAPL) appealed the district court judge's decision not to ban the sale of the Samsung devices that the jury determined had infringed multiple Apple patents.
Google (GOOG) and several other companies now want to file an amicus curiae ("friend of the court") brief to the MORE
Philip Elmer-DeWitt - May 8, 2013 9:10 AM ET -
Samsung-Apple patent war: The Journal misses the point
Note to editor: Not all patents are the same.
FORTUNE -- Under the headline Samsung-Apple Patent Fight: Is It Worth It?, Wednesday's Wall Street Journal takes a long look at three years of smartphone litigation and concludes that the answer is no.
"A string of rulings in big cases has left litigants with little to show for all the trouble," writes the Journal's Ashby Jones in the "nut" paragraph that states the MORE
Philip Elmer-DeWitt - May 8, 2013 7:45 AM ETPosted in: Apple, Litigation, non-SEP, Patent, Samsung, SEP, Standards-essential patents, Wall Street Journal -
Apple had 57% of mobile profits in Q1, Samsung 43%
This quarter, according to Canaccord Genuity, their positions may be reversed.
FORTUNE -- To simplify the chart at right -- drawn from data sent to clients Tuesday by Canaccord Genuity's T. Michael Walkley -- I've left out Nokia (NOK), Research in Motion (BBRY), Motorola (GOOG), Sony (SNE), LG and HTC.
That's because between them, Apple (AAPL) and Samsung shared virtually all the profits made selling mobile phones -- smart and not-so-smart -- over MORE
Philip Elmer-DeWitt - May 7, 2013 6:41 PM ET
