What do the reports of a pending deal with the world's largest carrier really mean?
Brian White, Ticonderoga Securities' chief Apple (AAPL) analyst, has a boilerplate sentence stored on his computer that goes like this:
"We believe the ramp of the mobile Internet in China will be one of the great wonders of the tech world over the next decade and the country has clearly caught "Apple fever" that we believe will only MOREPhilip Elmer-DeWitt - Jun 24, 2011 7:29 AM ET
The key, says Gene Munster, is the iPhone's addressable subscriber base
Apple's (AAPL) shares have dropped $24.52 (6.8%) in the past three trading days for reasons that have nothing to do with the company's underlying business. In a note to clients issued Wednesday, Piper Jaffray's Gene Munster tries to bring the subject back to Apple's fundamentals.
Most investors, he writes, believe Apple's earnings growth will slow to 15%-20% in 2012, and that's MOREPhilip Elmer-DeWitt - Feb 23, 2011 7:18 AM ET
Opening two new stores and launching the iPhone 4 on Saturday
"We are lucky that Steve Jobs has such a bad temper and doesn't care about China," Lenovo CEO Liu Chuanzhi told the Financial Times in July. "If Apple were to spend the same effort on the Chinese consumer as we do, we would be in trouble."
Comments like that may help explain why Apple (AAPL) has been making extra sure the MOREPhilip Elmer-DeWitt - Sep 20, 2010 7:12 AM ET
The next day, some analysts are having second thoughts about the Wall St. Journal's scoop
"WSJ's Lame Entry in the iPhone Rumors Game," was the headline on John Gruber's Daring Fireball blog Monday evening, even as after-hours traders were driving Apple's (AAPL) shares to dizzying new heights. (See Apple surges on Verizon iPhone report.)
Gruber's headline could have served as the lead for the report issued to clients early Tuesday by Morgan MOREPhilip Elmer-DeWitt - Mar 30, 2010 9:49 AM ET
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