"iPhone and iPad mini sales," she says, "are surprising to the upside"
FORTUNE -- Morgan Stanley's Katy Huberty on Thursday joined the chorus of sell-side analysts coming to Apple's (AAPL) defense in the midst of the stock's worst sell-off since the 2008 recession. (See What's eating Apple?)
"Our Asia supply chain meetings point to potential momentum behind several key AAPL debates," she writes in a note to clients. "Namely, iPhone and iPad MOREPhilip Elmer-DeWitt - Nov 15, 2012 11:30 AM ET
Beats waiting in line at the Apple Store, says the New York Post
FORTUNE -- A gang of thieves Monday night made off with 3,600 Pad minis that had just arrived at JFK Airport from China.
According to Thursday's New York Post, the gang struck shortly before midnight, using one of the airport's own forklifts to load two pallets containing 1,800 tablets each onto a tractor trailer. They might have made off with MOREPhilip Elmer-DeWitt - Nov 15, 2012 10:34 AM ET
A survey suggests that Windows PCs, not 10-inch iPads, will be its primary victim
FORTUNE -- The day after the iPad mini was unveiled, Cowen's Matthew Hoffman wrote that he expected Apple's (AAPL) latest tablet to be "largely cannibalistic" -- eating directly into the sales of Apple's 10-inch iPad -- and he trimmed his iPad sales estimates accordingly.
But to be certain, he ordered a survey of 1,225 Americans to gauge their MOREPhilip Elmer-DeWitt - Nov 15, 2012 7:25 AM ET
Suggested gifts on Apple's online store range from $30 to $500
FORTUNE -- Apple (AAPL) must think Americans are feeling pretty flush this holiday season. With only 10 days to go before the madness of Black Friday, it posted a holiday gift guide Tuesday featuring some pretty pricy presents.
Topping the page is the new iPad mini starting at $329. Given that Americans spent an average of $705 on presents last Christmas, MOREPhilip Elmer-DeWitt - Nov 13, 2012 11:19 AM ET
"Time to sell or time to buy? There's probably an app for that."
FORTUNE -- ABC News Nightline weighed in Wednesday night on the recent decline in Apple's (AAPL) share price.
Bulls and bears, I suspect, will both find something not to like in the report. The line that raised my eyebrows highest:
"Even Microsoft, long ago left in Apple's dust, has a new exciting tablet called the Surface nudging for attention and MOREPhilip Elmer-DeWitt - Nov 8, 2012 8:33 AM ET
Also: Why booksellers are resisting Amazon's publishing venture; Why the iPad Mini may not be as popular.
Foursquare looks into a fourth round at an over $700 million valuation [TECHCRUNCH]
Perhaps investors are having a hard time drumming up enthusiasm because the company is valued at just under half the market cap of its public competitor Yelp, which boasts 84 million unique monthly visitors and 33 million reviews. The company has 25 million registered MOREJP Mangalindan, Writer - Nov 6, 2012 5:30 AM ET
Despite stock outs, sales of the Wi-Fi only model exceeded most of their expectations
FORTUNE -- The actual number of iPad minis (as opposed to iPad 4s) sold over the past three days is still unclear. Piper Jaffray's Gene Munster put it at 2 to 2.5 million, despite the fact that 9 out of 10 customers his firm polled last Friday were buying the mini, and not the full-sized iPad 4.
But MOREPhilip Elmer-DeWitt - Nov 5, 2012 11:18 AM ET
Meanwhile, a new survey shows a dip in the loyalty of Apple iPhone owners
FORTUNE -- Here are two Monday morning Apple (AAPL) news items that pull in opposite directions.
Aymco's Horace Dediu has published a series of charts that show the growth in the smartphone market share of Google's (GOOG) Android slowing over past six months while iOS is still gaining. See The late smartphone adopter paradox.
Meanwhile, a website called Tom's MOREPhilip Elmer-DeWitt - Nov 5, 2012 7:27 AM ET
Analysts' estimates range from 800,000 to 3 million
FORTUNE -- Some queues for the iPad mini were shorter than expected. Others seemed unnaturally long. And when reports of stock outs began coming in, it wasn't clear whether demand was too strong or supplies too short.
Apple (AAPL), it seems, can't win the iPad mini expectations game. Take, for example, the sales estimates put forward by analysts for the first three days of sales:
Topeka MOREPhilip Elmer-DeWitt - Nov 3, 2012 11:05 AM ET
Supplies are tight, say Shanghai scalpers, but should ease in a week or so
FORTUNE -- "iPad mini price fry the 3000 yuan cattle worried not sell."
That, according to Google Translate, is the headline in The Phoenix, a Chinese language website that covers the Asian tech market.
The thrust of the story is that although the Apple (AAPL) store in Hong Kong is selling 16GB iPad minis for HK$ 2588 ($334), the MOREPhilip Elmer-DeWitt - Nov 3, 2012 6:40 AM ET
|Apple shares soar on increased buyback|
|Many low-wage workers not protected by minimum wage|
|Stocks: The win streak is over|
|HBO shows coming to Amazon ... not Netflix|
|Facebook profit triples on mobile growth|