The key, says Gene Munster, is the iPhone's addressable subscriber base
Apple's (AAPL) shares have dropped $24.52 (6.8%) in the past three trading days for reasons that have nothing to do with the company's underlying business. In a note to clients issued Wednesday, Piper Jaffray's Gene Munster tries to bring the subject back to Apple's fundamentals.
Most investors, he writes, believe Apple's earnings growth will slow to 15%-20% in 2012, and that's MOREPhilip Elmer-DeWitt - Feb 23, 2011 7:18 AM ET
Indian telecom giant Bharti Airtel is aggressively expanding at home and abroad to maintain momentum in an increasingly competitive market.
By Anurag Prasad, contributor
Sunil Bharti Mittal wants to be a big influence in the everyday lives of the nearly 200 million users of his Airtel phones across South Asia and Africa. He wants to play banker, entertainer, teacher, doctor, and countless other roles. If he succeeds, he'll not only change how MOREFeb 10, 2011 12:02 PM ET
The U.S. computer maker got serious in India only a few years ago -- and then proceeded to thrash HP and everyone else. Now India is Dell's fastest-growing market, with 55% growth.
By Anurag Prasad, contributor
In the U.S., Dell originally became a market leader through its online and direct made-to-order sales model. When the computer maker decided to enter India, however, it needed a change of strategy.
In the B.D. era -- MOREFeb 10, 2011 8:30 AM ET
A round-up of the companies, deals, and trends that made headlines.
Every day, the Fortune staff spends hours poring over tech stories, posts, and reviews from all over the Web to keep tabs on the companies that matter. We've assembled the day's most newsworthy bits below.It's official: AOL (AOL) is acquiring TechCrunch, video distribution start-up 5Min media, and Brizzly web-app maker, Thing Labs. (Terms were not disclosed.) (All Things Digital) In a lengthy, MORE JP Mangalindan, Writer - Sep 29, 2010 6:30 AM ET
Research in Motion's biggest assets face enemy fire: one by foreign governments demanding more control, the other by cutting-edge tech.
Saudi Arabia and the app economy -- the two don't usually have much in common. But recently they've taken to delivering a joint beating to RIM. And it's been painful to watch, especially when you consider RIM's (RIMM) history as a tech leader. More than a decade ago, the company MOREJP Mangalindan, Writer - Aug 16, 2010 11:01 AM ET
What does social networking mean in developing economies, where laptops are harder to find and phones are often for texting, not browsing?
Over lunch this week, I put that question to Vineet Nayar. Besides being CEO of India-based outsourcing giant HCL Technologies, Nayar is an avid observer of the Internet's effect on global business and culture. His answer was thought provoking: We think too narrowly if we look only at services MOREJon Fortt - May 18, 2010 10:23 AM ET
India may have the world's fastest growing wireless market, but Apple (AAPL) didn't set its hopes particularly high when it launched the iPhone 3G there in August. It reportedly shipped only 50,000 units to its partners on the subcontinent, with plans to double that number by the end of the year.
If so, those partners may have a lot of unsold iPhones on their hands come January. According to a long postmortem MOREPhilip Elmer-DeWitt - Nov 13, 2008 1:54 PM ET
The week opens with fresh reports of iPhone agreements with overseas carriers, as Apple (AAPL) continues its push to roll the Web-browsing cellphone out beyond the United States and Europe.
The Wall St. Journal, BBC and other sources reported on Monday that Apple and SingTel have signed deals to bring the iPhone to four countries in the Asia-Pacific region. SingTel, with 124 million mobile subscribers, is said to be the largest MOREPhilip Elmer-DeWitt - May 12, 2008 9:08 AM ET
Hats off to Silicon Alley Insider for their continued coverage of the overseas iPhone market.
Last week, Henry Blodget plucked a pseudonymous post from a New York Times comment stream and re-published what may be the smartest analysis to date of what's driving the extraordinary demand for iPhones overseas, especially in emerging markets (see "Tantrum" here).
Today, Dan Frommer treats us to an informal survey of the going rate for those iPhones MOREPhilip Elmer-DeWitt - Apr 8, 2008 2:25 PM ET
Not much news was committed by Apple (AAPL) at its annual shareholders' meeting Tuesday in Cupertino -- although the shareholders did manage to make headlines by passing a referendum (which the company opposed) that gives them a nonbinding say on executive compensation. "I'm hoping that the 'say on pay' proposal will help me with my $1 a year," Jobs quipped after the measure passed.
But as Piper Jaffray analyst Gene Munster MOREPhilip Elmer-DeWitt - Mar 5, 2008 7:25 AM ET
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