Credit Suisse
Photomontage of the day: The world of wearable computers
May 18, 2013: 9:39 AM ETForget those Galaxy S4 ads, says Credit Suisse, wearables are "the next big thing."
FORTUNE -- Computers one wears, rather than carries in a briefcase, backpack or pocket, are at an "inflection point" -- a market poised to explode from $3 billion to $5 billion today to as much as $30 billion to $50 billion in three to five years.
That's according to a Credit Suisse report snagged Friday by Barron's Tiernan Ray.
The theory is that smartphones are going to be the hub connecting a proliferation of small, wireless devices that will become increasingly popular as software improves, component prices fall and new business uses emerge.
"Bottom line," writes Ray, "the authors think wearables are 'a mega trend' and that 'your clients need to care' because the gizmos may have 'a significant and pervasive impact on the economy,' change how we all interact with technology, and may 'advance [the] Big Data paradigm.'"
Apple (AAPL) is likely to be one of the big winners in the new market, according to the report, along with Broadcom (BRCM), eBay (EBAY), Google (GOOG), Microchip (MCHP), NXP Semiconductor (NXPI) and, among retail stocks, Nike (NKE), Under Armour (AU) and Alliance Data Systems (ADS).
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The Street scrambles to adjust its Apple expectations
Updating price targets to account for a dividend, a buyback and 3 million iPad
Most Apple (AAPL) analysts like to publish their quarterly estimates for the current quarter the day after the company reports its results from the last. And then, unless things change dramatically, they stick with their forward-looking numbers for the next two and a half months.
Sometimes, however, Apple gets so far ahead of their forecasts that adjustments must MORE
Philip Elmer-DeWitt - Mar 20, 2012 2:27 PM ETPosted in: Apple, Citigroup, Credit Suisse, Goldman Sachs, iPad, Merrill Lynch, Mobile, Price targets, Tablets, Wells Fargo -
The amazin' elastic iPhone 3GS
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 MORE
Philip Elmer-DeWitt - Nov 22, 2011 7:06 AM ETPosted in: Apple, AT&T, Credit Suisse, iPhone, iPhone 3GS, Mobile, Price elasticity, Rogers, smartphone, Vodafone -
The checkered past of Groupon's chairman
Groupon's largest shareholder and chairman, Eric Lefkofsky, has a back story investors might want to know.
By Kevin Kelleher, contributor
FORTUNE -- "Lets start having fun... lets get funky... let's announce everything... let's be WILDLY positive in our forecasts... lets take this thing to the extreme... if we get wacked [sic] on the ride down-who gives a shit... THE TIME TO GET RADICAL IS NOW... WE HAVE NOTHING TO LOSE..."
This is a MORE
Jun 10, 2011 5:00 AM ET -
Does Mason want to get out of Groupon?
By Kevin Kelleher, contributor
Troubling financials and an offering letter full of mixed messages should make investors wary about buying into Groupon's IPO.
FORTUNE --- Dear Potential Groupon Shareholder,
I'm writing this letter to provide some insight into the Groupon IPO that was omitted from the cheery, twee "Letter from Andrew D. Mason" that prefaced the prospectus filed by the group-buying startup.
You get the feeling that the original draft of Mason's letter was MORE
Jun 6, 2011 11:35 AM ETPosted in: Andrew Mason, Credit Suisse, Goldman Sachs, Google, Groupon, Initial public offering, Morgan Stanley, Wall Street -
The 5 things that worry fund managers most about Apple
A window into the concerns of the institutions that control 71% of the company's shares
As you may have noticed, Apple's (AAPL) shares have gone nowhere this year -- and nowhere but down for the past week -- despite earnings the grew 92% year over year last quarter and show no signs of slowing this quarter.
Whatever is going on with the stock price probably has something to do with the fund MORE
Philip Elmer-DeWitt - May 16, 2011 11:22 AM ETPosted in: Apple, Credit Suisse, Earnings per share, Financial, iPad, iPhone, Mobile, Steve Jobs, Tablets, Wall Street -
The day Apple landed in Gauna
Why did one of the world's fastest growing tech companies fall twice as fast as the market?
Boy. You leave town for one day and -- if you'll forgive an expression Elmore Leonard warns writers never to use -- all hell breaks loose.
Of course, with Japan's nuclear plants burning and the Dow dropping 242 points and change, you would expect Apple (AAPL) to take a hit. So some of its $15.42 MORE
Philip Elmer-DeWitt - Mar 17, 2011 7:18 AM ETPosted in: Alex Gauna, Apple, Credit Suisse, Elmore Leonard, Foxconn, Gene Munster, Hon Hai, iPad, iPad 2, iPhone, Japan, JMP, Oppenheimer, Piper Jaffray, Yair Reiner -
Could Apple iPad prices fall?
Management plans to stay "nimble" if sales are sluggish, says an analyst
In a report to clients issued Sunday, Credit Suisse's Bill Shope shares the highlights of a recent meeting with Apple (AAPL) management.
The one getting the most play -- first in the Wall Street Journal's Market Beat blog -- is Apple's apparent (and surprising) willingness to talk about iPad pricing.
"While it remains to be seen how much traction the iPad MORE
Philip Elmer-DeWitt - Feb 8, 2010 1:42 PM ET
