Technically, it was Hudson Square's Daniel Ernst. But we have a few caveats.
Eyebrows were raised in October 2010 when Daniel Ernst hiked his 12-month Apple (AAPL) price target from $300 a share to $500. But perhaps drawing attention to himself was the point. The senior analyst at Hudson Square Research is now a regular contributor on CNBC and his current price target -- $700 -- is once again the Street's MOREPhilip Elmer-DeWitt - Feb 11, 2012 6:15 AM ET
And that percentage is likely to increase sharply now that China has the iPhone 4S
The chart at right from Horace Dediu's Asymco blog shows the U.S. share of iPhone activations growing last quarter due, he speculates, to the U.S. launch of the iPhone 4S and the addition of a third domestic carrier, Sprint (S).
But the long-term trend is clear. The U.S. is becoming a progressively less important market for sales of Apple's MOREPhilip Elmer-DeWitt - Feb 10, 2012 7:06 AM ET
Two ways of seeing how well (or badly) the pros and amateurs predict Apple's earnings
We've been trying for several years to find the best way to show how much better the so-called amateur analysts (some of whom have since gone pro) are at estimating Apple's (AAPL) quarterly revenue and earnings than the Wall Street professionals who do it for the big banks and brokerage firms.
Now Asymco's Horace Dediu, who is MOREPhilip Elmer-DeWitt - Feb 6, 2012 10:59 AM ET
Between them, Samsung and Apple are sucking up 91% of the winnings
Asymco's Horace Dediu on Friday updated his quarterly review of mobile phone profits, and the news for everybody but Apple (AAPL) just gets worse.
As the iPhone's share of the market in terms of units shipped has grown from 3% in second quarter of 2010 to 8.7% last quarter, Apple's share of the profits has swelled from 39% to 75%.
Dediu's chart of MOREPhilip Elmer-DeWitt - Feb 3, 2012 8:20 AM ET
Apple's mobile phone shipments nearly doubled in 2011, overtaking LG and ZTE
On the strength of sales of the iPhone 4S last quarter, Apple (AAPL) jumped two spots in IDC's ranking of the world's five largest manufacturers of mobile phones -- smart or otherwise.
In a press release issued Wednesday, IDC reported that weakness in the demand for so-called feature phones dragged down market growth in the Christmas quarter -- usually the MOREPhilip Elmer-DeWitt - Feb 2, 2012 8:18 AM ET
Something is amiss when Apple's price per earnings per trailing growth approaches zero
"I want to scream every time I see or hear another one of those ridiculous claims that Mr. Market doesn't understand Apple (AAPL), doesn't respect it, doesn't get it, etc." an investment analyst named Marc Gerstein wrote in an unusually condescending Seeking Alpha post last week. "The ones who don't get it are those who act as if reading MOREPhilip Elmer-DeWitt - Jan 31, 2012 3:23 PM ET
Apple's earnings grew 116% in Q1. So why is the Street is looking for 44% in Q2?
After Apple (AAPL) blew past everybody's expectations on Tuesday, reporting sales up more than 73% and earnings up nearly 116%, analysts up and down Wall Street rushed to revise their spreadsheets and issue new notes to clients. We got our hands on 39 of them -- plus a note from one analyst that his MOREPhilip Elmer-DeWitt - Jan 28, 2012 1:28 PM ET
37 years of computer history in three graphs, two blogs and a podcast
The chart above, one of three that Horace Dediu has posted on Asymco.com over the past two days, and which he discussed on his Critical Path podcast Wednesday, takes some explanation.
First, it's on a log, not a linear scale, so every unit on the Y-axis represents an exponential increase in the number of units shipped. Second, it's counting all MOREPhilip Elmer-DeWitt - Jan 19, 2012 7:53 AM ET
The slingshot ride in advance of the company's quarterly earnings report has begun early
"If you can keep a good stock down then you are able to load up for the ride back up. It's like a slingshot -- the harder you pull, the more propulsion you generate." Jason Schwarz' Apple: Seven Reasons Shorts Love It.
I'm reminded of Jason Schwarz' 2009 quote every time I see a chart like the one at MOREPhilip Elmer-DeWitt - Jan 7, 2012 6:29 AM ET
Horace Dediu tells the story. The narrative is fictional, but the numbers, sadly, are real.
In masterpiece of analytical satire, Asymco's Horace Dediu on Thursday recreated the thought processes that led Wall Street's top analysts to grossly underestimate Apple's (AAPL) earnings every year since 2005.
Their performance would be laughable if it didn't materially affect Apple's share price. But the numbers these analysts come up with form the "consensus" that determines the MOREPhilip Elmer-DeWitt - Dec 16, 2011 8:16 AM ET
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