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:
Apple closed Wednesday at $538.79. Munster is sticking with his price target of $900 a share.
No, but the steady flow of rumors about a new iPad just around the corner aren't helping
Remember what happened to iPhone 4 sales last summer? They hit a wall in mid-July, according to Apple CEO Tim Cook, when "speculation" that Apple was about to release a new iPhone, "hit extreme highs."
Now we're in the middle of what's shaping up as Apple's (AAPL) biggest holiday season ever, and the same thing MOREPhilip Elmer-DeWitt - Dec 12, 2011 8:10 AM ET
Likely to leave the field to Apple, Amazon and Barnes & Noble, according to DigiTimes
Taipei-based DigiTimes, which has been churning out rumors from Asian electronics parts suppliers as fast as its correspondents can type, reported Thursday that unnamed "sources from upstream supply chain" believe that PC makers such as Hewlett-Packard (HPC), Dell (DELL), Acer and Asustek will "gradually phase out" of the tablet market.
According to DigiTimes:
With Amazon offering its Kindle Fire at MOREPhilip Elmer-DeWitt - Nov 18, 2011 6:25 AM ET
Apple seems to be controlling inventory, not reacting to a slow-down in sales
Apple's (AAPL) stock price fell sharply last week after some confused reports out of China and Taiwan regarding the company's communications with its supply chain. The first report was that Apple had cut back orders 10% to 15% on parts for the iPad 2 and the iPhone 4S because, according to Taipei-based DigiTimes, "sales of the iPhone 4S MOREPhilip Elmer-DeWitt - Nov 17, 2011 10:30 AM ET
Rumors of a slowdown in iPhone 4S sales called "off base." iPad may be a different story
[UPDATE: As several readers pointed out, Apple's share price was also hit Wednesday, along with the rest of the market, by the news out of Europe, and by the end of the day had suffered less than the NASDAQ, which fell 3.88% to Apple's 2.7%. Thursday, however, was a different story. By early afternoon, MOREPhilip Elmer-DeWitt - Nov 9, 2011 10:56 AM ET
Up nearly 82% from 2010's 47.5 million, overtaking Nokia for the first time
DigiTimes, a Taipai-based daily that keeps as close tabs as any publication on the Asian supply chain, posted its estimates Tuesday for where it thinks the top 10 smartphone manufacturers will be at year's end.
Although Apple (AAPL) will have shipped the most units -- 86.4 million, up 81.9% from 2010 -- according to DigiTimes analyst Luke Lin, it's being MOREPhilip Elmer-DeWitt - Sep 6, 2011 8:12 AM ET
No, they don't plan to produce "one last run" in order to make it up in volume
Can you spot the dissemblance in the announcement posted Monday on Hewlett-Packard's (HPQ) The Next Bench blog?
Despite announcing an end to manufacturing webOS hardware, we have decided to produce one last run of TouchPads to meet unfulfilled demand. We don't know exactly when these units will be available or how many we'll get, and MOREPhilip Elmer-DeWitt - Aug 31, 2011 11:51 AM ET
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* Nintendo pulled the wraps off its highly-anticipated new home videogame console, the Wii U. During the press event, the company emphasized the actual gaming experience over hardware specifications, though it was pretty quickly established that games would be in high-definition, a first for the company's home consoles. The MOREJP Mangalindan, Writer - Jun 8, 2011 10:19 AM ET
Paying whatever it takes to ramp up to a reported ship rate of 4 million iPads per month
Here's what Apple COO Tim Cook might call another "fantastic use" for the company's nearly $60 billion cash reserves.
According to a report Thursday in DigiTimes, the Taipei-based daily that is a rich source of electronics supply-chain rumors, Apple (AAPL) has agreed to absorb all the additional component costs created by the Japanese earthquake MOREPhilip Elmer-DeWitt - Mar 31, 2011 10:53 AM ET
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Groupon is moving ahead with an initial public offering (IPO), which is expected to happen some time this spring. The daily deals site, which just recently raised a record $950 million, now values itself at $15 billion. (New York Times)
The launch for News Corp's heavily-publicized iPad newspaper, the Daily, has reportedly been pushed back several weeks MOREJP Mangalindan, Writer - Jan 14, 2011 8:34 AM ET
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