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.
iPhone 4 price cuts could stimulate incremental demand near-term.
Carriers see MORE
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 MOREPhilip Elmer-DeWitt - May 8, 2013 9:10 AM ET
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 MOREPhilip Elmer-DeWitt - May 8, 2013 7:45 AM ET
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 MOREPhilip Elmer-DeWitt - May 7, 2013 6:41 PM ET
The hedge-fund billionaire who sued Apple in February was buying shares again in March.
FORTUNE -- Greenlight Capital's David Einhorn, the poker-playing hedge fund manager who made his billions shorting Lehman Bros. and Allied Capital, never really fell out of love with Apple (AAPL). He sued the company last February not because he had lost faith, but because he wanted Apple management to increase the value of his million or so MOREPhilip Elmer-DeWitt - May 7, 2013 11:26 AM ET
Editorial sentiment is changing, but it may take some time to turn the ship around.
FORTUNE -- Although it was never in quite the same boat as The Motley Fool, Insider Monkey or ValueWalk, there's been a predictable cast to the Apple (AAPL) coverage on the Wall Street Journal's MarketWatch site these last few months. Typical headlines:When a stock like Apple loses its mojo Wall Street feeds Apple to the muppets again Is MORE Philip Elmer-DeWitt - May 7, 2013 10:35 AM ET
Once again, the paper twists itself into a pretzel to find the Apple-is-doomed angle.
FORTUNE -- Readers who remember the New York Times' 2012 investigation of conditions in the Chinese factories that build iPads and iPhones for Apple (AAPL) -- the article that described Apple as "reprehensible" and "morally repugnant" -- may be surprised if they open Tuesday's business section and read this lead paragraph:
"Terry Gou did almost everything that Apple could ask MOREPhilip Elmer-DeWitt - May 7, 2013 7:45 AM ET
Jumped to No. 6 from No. 17 on Fortune's annual list of the largest U.S. companies.
FORTUNE -- On its way to the No. 6 spot in this year's Fortune 500, Apple (AAPL) passed two banks (J.P. Morgan and Bank of America), two car manufacturers (Ford and GM), two carriers (AT&T and Verizon), one PC maker (Hewlett-Packard), one petrochemical company (Valero), one health-care giant (McKesson), one mortgage re-seller (Fannie Mae) and Thomas Edison's MOREPhilip Elmer-DeWitt - May 6, 2013 6:06 PM ET
The oil giant's interregnum may have been short-lived.
FORTUNE -- Two years ago Apple (AAPL) made headlines when its market capitalization (share price times number of shares outstanding) overtook Exxon Mobil's (XOM) for the first time.
In January, with Apple's share price in a tailspin, the big news everywhere from the Wall Street Journal to the Huffington Post was that Exxon was once again the market cap king -- the world's most MOREPhilip Elmer-DeWitt - May 6, 2013 1:25 PM ET
Citing the stock repurchase and new products, Ben Reitzes raised his target 13%.
FORTUNE -- Like Apple's (AAPL) shares, the price targets analysts set for the company have been on a jagged downward slide since last September. Until Monday, that is.
That's when Barclays' Ben Reitzes broke the streak and upped his 12-month target to $525 from the $465 valuation he set three weeks ago, just before Apple's March quarter earnings call.
"We MOREPhilip Elmer-DeWitt - May 6, 2013 10:26 AM ET
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