A new Morgan Stanley survey suggests there is still room to grow
FORTUNE -- "Despite concerns to the contrary," writes Morgan Stanley's Katy Huberty reporting the results of a proprietary survey of 1,000 U.S. consumers, "iPhone and iPad demand remain strong. C4Q US iPhone purchase intentions beat our forecast. Stable 50% iPad share also surprised us, despite our modeled drop next year."
Among the key findings:
Strong iPhone 5 demand. Survey suggested 33% MOREPhilip Elmer-DeWitt - Dec 17, 2012 12:15 PM ET
1) iPhone sales are soft. 2) Yields improved. 3) Apple is clearing the way for a new model
FORTUNE -- At least five analysts lowered their Apple (AAPL) price targets in the past few days based on reports that the company reduced some iPhone supply chain orders for early 2013: UBS' Steve Milunovich (to $700 from $775), Citi's Glen Yeung ($575 from $675), Canaccord's T. Michael Walkley ($750 from $800), Mizuho's Abbey Lamba ($600 MOREPhilip Elmer-DeWitt - Dec 17, 2012 11:06 AM ET
Record first-weekend sales suggest a strong Chinese New Year for Apple
FORTUNE -- On Friday, UBS's Steven Milunovich wrote that "some of [his] Chinese sources do not expect the iPhone 5 to do as well as the iPhone 4S." Two days later, Citigroup's Glen Yeung wrote that reports of supply-chain order cuts "bring into question the strength of iPhone 5."
That was before Apple (AAPL) announced that it sold more than 2 million MOREPhilip Elmer-DeWitt - Dec 17, 2012 7:45 AM ET
Wall Street may have misread the signals coming out of Apple Stores in China
FORTUNE -- In a press release that represents first solid piece of good news for Apple (AAPL) investors in weeks, the company announced Sunday that sales of the iPhone 5 in China over its three-day launch weekend topped 2 million units.
"Customer response to iPhone 5 in China has been incredible, setting a new record with the best MOREPhilip Elmer-DeWitt - Dec 16, 2012 8:51 PM ET
Two noisy store openings and reports of "robust" iPhone 5 sales from local carriers
FORTUNE -- Maybe China's "Apple fever" hasn't broken quite yet.
Reports of low turnout and videos of nearly empty Apple Stores for the launch of the iPhone 5 in China helped drive Apple's (AAPL) share price in New York to a 10-month low Friday.
But a report Saturday in Shanghai Daily suggested that the media was watching the wrong stores. MOREPhilip Elmer-DeWitt - Dec 16, 2012 1:43 PM ET
A chilly reception in China, warmer in Malaysia, Indonesia and the Philippines
FORTUNE -- Apple (AAPL) orchestrated one of its most ambitious one-day launches Friday, releasing the iPhone 5 in 33 countries in a global roll-out that moved westward across the timelines.
The reception varied widely in the early videos. Malaysians and Indonesians greeted the device in the style to which we've become accustomed, with long lines and high-volume hoopla.
In Beijing, by MOREPhilip Elmer-DeWitt - Dec 14, 2012 7:18 AM ET
Didn't have enough English to know that the Apple Store manager had asked her to leave
FORTUNE -- Where's Apple PR when you need them?
In a story that's bound to be widely picked up, local TV news stations in New England were having a field day Wednesday with blurry cellphone video of a tiny 44-year-old Chinese woman being held to the ground and tasered outside an Apple Store by a pair MOREPhilip Elmer-DeWitt - Dec 12, 2012 11:38 PM ET
No. 1 in a list that includes two tablets, a thermostat, a couple cameras and a $35 PC
FORTUNE -- Two Apple (AAPL) products made Time Magazine's list of the top 10 gadgets of 2012: The Retina MacBook Pro (No. 6) and the iPhone 5 (No. 1). Here's what Time's Harry McCracken had to say about the new iPhone:
Apple may be responsible for more than its share of the tech industry's great leaps MOREPhilip Elmer-DeWitt - Dec 11, 2012 5:39 PM ET
Record pre-sales and customers lining up in sub-zero temperatures
FORTUNE -- In contrast to the ho-hum launch of the iPad mini in China, the iPhone 5 made a pretty good splash Friday in South Korea, home of Apple's (AAPL) chief smartphone rival, Samsung.
According to the local Yonhap News Agency, the launch -- delayed from Apple's original schedule due to "procedural errors" registering the device with the government -- managed to draw crowds MOREPhilip Elmer-DeWitt - Dec 7, 2012 10:30 AM ET
The iPhone 5 faces fierce competition in the world's largest smartphone market
FORTUNE -- When Apple (AAPL) releases the iPhone 5 in China next week, it will be competing with local manufacturers who have studied Steve Jobs' every move, down to the cut of his black mock turtleneck.
M.I.C. Gadget produced this video of the elaborate launch in Beijing of the latest offering from Guangdong-based Meizu. You wouldn't know it from the event's MOREPhilip Elmer-DeWitt - Dec 4, 2012 10:21 AM ET
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