A proprietary survey finds demand for iPads and iPhones much stronger than expected
The results of an AlphaWise survey of U.S. consumers conducted for Morgan Stanley the week after Thanksgiving was full of surprises, reports Katy Huberty in a note to clients issued late Wednesday.
iPhones are selling surprisingly briskly. Based on the survey and last week's comments from AT&T (T), Huberty estimates that Apple (AAPL) could ship anywhere from 31 to MOREPhilip Elmer-DeWitt - Dec 15, 2011 6:53 AM ET
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* AOL CEO Tim Armstrong is reorganizing the Internet company. Its dial-up services will be merged with Web services, which includes AOL Instant Messenger. The other three divisions will include advertising, local services, and the Huffington Post media group. (Bloomberg)
* Amazon's Kindle Fire has come under, well, fire, over some MOREJP Mangalindan, Writer - Dec 13, 2011 2:00 AM ET
The carrier will add an estimated 1.2 million new accounts, more than double AT&T's
"Santa's Sleigh Needs More Room for iPhones." That was the headline on a note to clients Thursday by Mark Moskowitz, who follows Apple (AAPL) for J.P. Morgan. Moskowitz was upping his iPhone sales estimate for the current quarter from 25.3 million to (a still relatively conservative) 28 million.
"Christmas Is Coming Early for Verizon" could have been the MOREPhilip Elmer-DeWitt - Dec 4, 2011 6:45 AM ET
Up from 93% with iPhone 4. What they like most: Siri. Least: Too short battery life.
Despite widely publicized reports of unexplained battery drainage, the satisfaction ratings on Apple's (AAPL) latest iPhone continue to hover in what ChangeWave research director Paul Carton calls "nosebleed territory."
In a survey of 215 new iPhone 4S owners, 77% declared themselves "very satisfied" and 19% "somewhat satisfied" with their new phones. Only 2% were "disappointed."
Given the margin MOREPhilip Elmer-DeWitt - Dec 1, 2011 7:00 AM ET
Who gets hurt most by Apple's entry into the $250-$400 mobile phone market?
In a 36-page report to clients issued Monday, a Credit Suisse team led by Kulbinder Garcha took a close look at the iPhone's price elasticity -- Econ 101 jargon for the question: "If I lower the price of my widget, how many more will I sell?"
Garcha et al.'s focus is the iPhone 3GS, which Apple (AAPL) last month began MOREPhilip Elmer-DeWitt - Nov 22, 2011 7:06 AM ET
The key to future sales growth is signing up new cellular operators, especially in Asia
In a series of well-researched charts, Morgan Stanley's Katy Huberty has put her finger on the one factor -- all others being equal -- that really drives smartphone sales: The number of cell phone operators that sell the thing.
In a report issued to clients Sunday, Huberty shared the results of an analysis of 760 carriers in MOREPhilip Elmer-DeWitt - Nov 21, 2011 8:12 AM ET
America's big telcos are struggling to survive the implosion of the local phone business. Now, the latest figures show revenue from cell phone calls is beginning to disappear too.
FORTUNE -- Back in the 20th century, selling phone calls to Americans seemed a practically perfect business, growing during good times and bad -- and turning AT&T into the nation's most widely held stock. Selling phone calls in the 21st century is proving a MOREScott Woolley - Nov 4, 2011 11:52 AM ET
Analyst sees "ominous signs" for Android vendors. Says Q4 may be the quarter 'droid users switch to Apple's iPhone 4S
Drawing from AT&T's (T) and Verizon's (VZ) reports for the September quarter, Morgan Keegan's Tavis McCourt sees what could be bad news for the makers of Android phones and good news for Apple (AAPL).
In a note to clients issued Monday, he writes (I quote):
After analyzing AT&T and Verizon results, we believe it MOREPhilip Elmer-DeWitt - Oct 24, 2011 10:58 AM ET
Can so-called Super Wi-Fi bring high speeds and low costs to rural Americans? xG Technologies thinks so.
NB: This is the second story in a two part series about rural broadband access in America. To read the first part, please click here.
FORTUNE -- Engineers have long dreamed of using cheap wireless networks to do an end-run around the companies that now provide Internet access and cell phone service. Those dreams have MOREOct 18, 2011 10:59 AM ET
FORTUNE -- Next time you whip out your iPhone on the sidewalk or the subway, you might first want to glance over your shoulder. Smartphones have become a favorite target of thieves who do what the police call a snatch and grab. One favorite M.O.: The perp grabs a phone and jumps off the train just as the doors are closing. So far this year, over 40% of thefts in MOREOct 17, 2011 5:00 AM ET
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