That's a dumb bet, says Katy Huberty, given 14% growth in the markets Apple serves
FORTUNE -- The chart at right, posted before Apple's (AAPL) shares lost another $12 (2.5%) Tuesday, comes out of Morgan Stanley's "What's in the Price?" stock analyzer. It suggests that at Monday's $480 a share, the market was pricing in long term earning growth for Apple of -4%.
Anything is possible, of course.
But in a note to MOREPhilip Elmer-DeWitt - Feb 13, 2013 6:53 AM ET
Why can't the two leading PC market tracking firms get their acts together?
FORTUNE -- In separate reports on the state of the worldwide personal computer market issued Wednesday, Gartner and IDC agreed about one thing: The quarter that ended in June was a miserable one for traditional PC vendors.
Gartner called the market "flat." IDC's term was "stalled." Both reported a decline in global shipments of 0.1%. Both attributed it to MOREPhilip Elmer-DeWitt - Jul 11, 2012 7:00 PM ET
The latest on Facebook's secret smartphone efforts; why the social network's co-founder Eduardo Saverin doesn't resent Mark Zuckerberg.
Facebook tries, tries again on a smartphone [THE NEW YORK TIMES]
The company has already hired more than half a dozen former Apple software and hardware engineers who worked on the iPhone, and one who worked on the iPad, the employees and those briefed on the plans said. This would be Facebook's third effort at building a smartphone, MOREJP Mangalindan, Writer - May 29, 2012 1:00 PM ET
Why can't Gartner and IDC just get along?
You used to be able to explain the discrepancies between Gartner's and IDC's quarterly market share reports by the difference in their methodologies.
Gartner counted sales to end users. IDC counted sales into "channel" -- i.e. devices sold to stores and other distribution points, but not necessarily to customers.
But when trying to understand the discrepancy between Apple's (AAPL) U.S. market share in the reports MOREPhilip Elmer-DeWitt - Apr 12, 2012 7:42 AM ET
Expects market to grow to nearly 119 million units in 2012, with Apple taking 61%
When it comes to tablet computers, a market Apple (AAPL) dominated in 2010 and 2011, Gartner expects more of the same for the foreseeable future.
In a report issued Tuesday, the research firm projected tablet sales to end users to reach 118.9 million units in 2012, up 98% from 2011.
In the face of growing competition from the MOREPhilip Elmer-DeWitt - Apr 10, 2012 12:07 PM ET
Overtook Samsung and HP in 2011 on sales of iPhones, iPads and MacBook Airs
The pie chart at right, created from data that showed up in Gartner Inc's RSS feed on Thursday, tells only part of the story. It shows Apple (AAPL) consuming 5.7% of the world's semiconductor capacity, overtaking Samsung and Hewlett-Packard (HPQ) in 2011.
But to get a sense of how dramatically conditions changed in the worldwide chip market last year, check out MOREPhilip Elmer-DeWitt - Mar 23, 2012 7:48 AM ET
Apple is the only bright spot in the industry's worst quarter in a decade
Fourth quarter personal computer numbers for the U.S. market came in from Gartner and IDC Wednesday and for the second quarter in a row, Apple (AAPL) sales grew like gangbusters while the Microsoft (MSFT) Windows PC market actually shrank.
Apple sales in the U.S. were up 20.7%, according to Gartner, while HP (HPQ) was down 21.6%, Dell (DELL) MOREPhilip Elmer-DeWitt - Jan 12, 2012 6:39 AM ET
But Gartner expects it to bounce back in Q4 after "strongest ever" orders for iPhone 4S
The slowdown in iPhone sales in advance of the October release of iPhone 4S is reflected in the report on mobile phone shipments for the third quarter of 2011 issued Tuesday by Gartner, Inc.
Apple (AAPL) shipped 17 million iPhones in the quarter -- up 21% year over year but down nearly 3 million units from the MOREPhilip Elmer-DeWitt - Nov 15, 2011 12:27 PM ET
Their PC shipments grew by double digits while the broader market fell more than 11%
Even without counting the iPad, Apple (AAPL) gained smartly on the major personal computer vendors in Europe last quarter according to a report issued Monday by Gartner, Inc.
While the broader market for PCs fell 11.4% in the quarter, Apple's Mac shipments grew 19.6%. Only Asus, which specializes in Microsoft (MSFT) Windows-based notebooks, grew faster.
Otherwise, writes Gartner's MOREPhilip Elmer-DeWitt - Nov 14, 2011 12:14 PM ET
Analyst sees "ominous signs" for Android vendors. Says Q4 may be the quarter 'droid users switch to Apple's iPhone 4S
Drawing from AT&T's (T) and Verizon's (VZ) reports for the September quarter, Morgan Keegan's Tavis McCourt sees what could be bad news for the makers of Android phones and good news for Apple (AAPL).
In a note to clients issued Monday, he writes (I quote):
After analyzing AT&T and Verizon results, we believe it MOREPhilip Elmer-DeWitt - Oct 24, 2011 10:58 AM ET
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