The markets react to rumors that Apple is about to add the biggest carrier to its network.
FORTUNE -- The sharp vertical line in the chart at right is the market's reaction to the news late Tuesday that Apple (AAPL) has scheduled a media event in Beijing to be held a few hours after the Sept. 10 special event at Apple headquarters.
That was enough to persuade some traders -- or at MOREPhilip Elmer-DeWitt - Sep 5, 2013 8:30 AM ET
AlphaWise survey finds Chinese willing to pay up to RMB 4,000 ($486) for the Apple brand.
FORTUNE -- Morgan Stanley's Katy Huberty has some good news for Apple (AAPL) and bad news for everybody else trying to sell smartphones in China.
On Monday, the same day the Wall Street Journal put its imprimatur on rumors that have been floating around for weeks -- namely, that Apple is set to launch a pair MOREPhilip Elmer-DeWitt - Aug 20, 2013 4:37 AM ET
One says Apple is cutting iPhone production, another says Foxconn is staffing up.
FORTUNE -- In the silly season before Apple's (AAPL) quarterly earnings report, the stock is especially sensitive to rumors coming out of the company's Asian supply supply chain. So with fiscal Q3 earnings due in exactly two weeks, what are we hearing?
On Monday, Wedge Partners' Brian Blair told clients he believed the company had cut iPhone production for MOREPhilip Elmer-DeWitt - Jul 9, 2013 8:43 AM ET
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
Consumer protection? Negative marketing? Negotiating ploy? Payback? Squeeze?
FORTUNE -- The drumbeat hasn't stopped.
Not only has China's Central TV been running regular follow ups to its March 15 expose on Apple's (AAPL) iPhone repair policies, but on Thursday People's Daily -- the Communist Party's official propaganda organ -- attacked the company for the fourth day in a row, devoting half a page to negative articles.
"One reported on a patent infringement suit lodged against Apple MOREPhilip Elmer-DeWitt - Mar 28, 2013 2:17 PM ET
Topeka's Brian White is sticking with $888. Bernstein's Toni Sacconaghi is still at $725.
FORTUNE -- After a string of analysts dropping their price targets in lockstep with Apple's (AAPL) falling shares, it's refreshing to hear from a couple of guys who haven't lowered their targets. Or at least not lately.
Bernstein's Toni Sacconaghi ($725, down from $800 last December) weighed in Tuesday with his views on the much-rumored Apple iWatch. He's MOREPhilip Elmer-DeWitt - Mar 19, 2013 12:53 PM ET
But can Apple make a cheap phone that isn't, in Tim Cook's words, "a crappy product"?
FORTUNE -- Adding to the growing literature of sell-side analysts who think the answer to Apple's (AAPL) market valuation woes (down 35% since September) is a low-cost iPhone, Morgan Stanley's Katy Huberty has looked at China, the world's largest smartphone market, and done the math.
She made several points in a note to clients Tuesday that MOREPhilip Elmer-DeWitt - Feb 19, 2013 7:19 AM ET
Piper Jaffray's chief Apple enthusiast comes to the defense of the embattled stock
FORTUNE -- With Apple's (AAPL) shares off more than 6% Wednesday, there was no shortage of theories about what was driving all the selling. We highlighted one -- Apple's failure to issue a special dividend -- earlier today. In a note to clients a few hours later, Piper Jaffray's Gene Munster addressed four more:
Digitimes Article Appears To Be MOREPhilip Elmer-DeWitt - Dec 5, 2012 2:59 PM ET
If you're the world's largest company - with nearly $600 billion in market value - getting bigger is a tough challenge. But if Apple can learn how to charm the world's largest population, the possibilities are limitless.
By Bill Powell, editor-at-large
FORTUNE -- Tim Cook, Apple's reserved and soft-spoken CEO, has a tendency to wax euphoric about the China market and his company's place in it.
When asked last year by an MOREFortune Editors - Oct 11, 2012 5:00 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
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