Deutsche Bank

The Apple Store is back up

The yellow Post-it is usually a sign that something new is coming

[UPDATE: The store came back up shortly after 6:00 a.m. EST Sunday. If there were any changes, I can't see them.]

Sometimes Apple (AAPL) takes its online store off-line for cosmetic changes -- like maybe a Father's Day sale. Sometimes it's to clear the decks for a new piece of hardware. What that might be, we can only guess. Among MORE

iCloud: What the analysts say

The sell-side analysts liked the show. The market, not so much.

With one exception (ahem, J.M.P.'s Alex Gauna), the analysts who follow Apple (AAPL) seemed to understand what the traders who drove Apple's shares down Monday $5.40 (1.57%) to $338.04 did not: The hundreds of improvements in its software ecosystem -- big and small --  that Apple announced Monday could, in the long run, sell more devices, convert more customers, and make MORE

Motorola XOOMs aren't zooming off store shelves

Doing some extrapolation, Deutsche Bank figures that XOOM sales are around 100,000 so far.

The math isn't hard.  Look at Android Dev's latest numbers for Android sales (April 1st)...

Duetsche Bank figures that .2% of Android devices that accessed the Android Market translates to 100,000 units.  This means that they estimate 50 million Android devices accessed the Android Market over the last two weeks.  Considering Android's run rate is about 10 million devices/month MORE

iPad 2 sellout: The analysts weigh in

A sampling of Wall Street's post-launch notes

Sales estimates: Most analysts were cautious, fearing perhaps that whatever they wrote would soon be overtaken by an Apple (AAPL) press release. Most, like Piper Jaffray's Gene Munster, stuck with 500,000 units. But Baird's William Power estimated that Apple sold "roughly 1 million" the first weekend, Wedbush's Scott Sutherland "wouldn't be surprised" by that number and Global Equities Trip Chowdhry thought Apple "may have MORE

China Unicom says it has more than 1 million iPhone contract users

Nearly three out of four switched from giant China Mobile, according to China's No. 2 carrier

A Deutsche Bank note to clients issued Wednesday has culled several interesting Apple (AAPL) data points from Chinese-language reports:

China Unicom (CHU), Apple's exclusive iPhone carrier on the mainland, claims it now has more than 1 million iPhone contract users
73% of those users are also China Mobile (CHL) subscribers, something the carrier knows because customers must MORE

FaceTime's network effects

Apple's video calling app, now on the Mac, is poised for exponential growth, says an analyst

"We believe Apple is acutely aware of the power of networks (Metcalf's Law), and is applying this concept to accelerate adoption of its platform."

So writes Deutsche Bank's Chris Whitmore in a note issued Thursday, the day after Apple's (AAPL) Back to the Mac event.

Whitmore is talking about FaceTime, the video calling feature that first appeared MORE

What if the iPad were a PC?

If you throw tablets in the mix, Apple just became the U.S.'s No. 1 computer maker

"The iPad," writes Deutsche Bank's Chris Whitmore in a note to clients issued Monday, "is driving a rapid, unprecedented shift in the structure of the computing industry."

To illustrate that point, Whitmore has taken a chart of domestic personal computer market shares over the past seven quarters as measured by IDC, which doesn't consider tablets to MORE

iPad lead seen as 'overwhelming'

Competitors may "fall flat" in user experience and struggle to undercut Apple's prices

Deutsche Bank's Chris Whitmore has surveyed the tablet computer scene and concluded that things do not look good for the iPad's competitors.

"We believe Apple's lead in the tablet market will prove difficult to close by the onslaught of competing products coming over the next several quarters," he writes in a note to clients issued early Monday. "Ultimately, we MORE

With iPad, Apple is No. 3 in portables

If you count tablets as notebook PCs, Apple just passed Asus, Lenovo, Toshiba and Dell

Apple is usually considered an also-ran in the global PC market.

But the chart at right, taken from a note to clients issued Friday by Deutsche Bank's Chris Whitmore, tells a very different story.

Whitmore believes that investors will increasing include tablet computers when assessing market share trends, and this diagram illustrates what that might look like.

Starting with MORE

iPhone 4 stockouts: 60% of Apple Stores, 100% of the rest

Selling 'em as fast as they can make 'em, according to a survey of 100 retail outlets

Deutsche Bank's Chris Whitmore did his homework last weekend.

First he waited in line for nearly four hours at Apple's (AAPL) flagship San Francisco store to buy his own pre-ordered iPhone 4 ("Apple provided lunch and bottled water which was unexpected and well appreciated," he says). And then he and his colleagues contacted more than MORE