Newt Gingrich and his staff are trying to come up with a name for these phonelike things that also perform other tasks like taking pictures and surfing the Web. He's seeking your help.
FORTUNE -- Hey, remember the '90s? That was when Newt Gingrich (like Al Gore) was considered to be one of the few tech-savvy politicians we had. He ran around the country quoting Alvin Toffler and talking about how MOREDan Mitchell, contributor - May 13, 2013 3:50 PM ET
Today's bullish estimates can be tomorrow's "orders slashed due to weakening demand."
FORTUNE -- In a note to clients Monday, Jefferies' Peter Misek offered some intriguing numbers.
Based on checks with his network of Apple (AAPL) suppliers, he believes that the company plans to build iPhones at the rate of
25 to 30 million by the end of June
25 to 50 million more by the end of September
60 to 65 million more by MORE
Fears of 30% by 2015 are overblown, says Gene Munster, but he's lowering his target.
FORTUNE -- So confident are analysts that Apple (AAPL) is getting ready to launch a lower-cost iPhone that some have started building the new device -- which none have ever seen -- into spreadsheets like the one at right issued Thursday by Piper Jaffray's Gene Munster.
What these analysts are not so sure about is what kind MOREPhilip Elmer-DeWitt - May 10, 2013 7:16 AM ET
Morgan Stanley's chief Apple watcher was visiting Hong Kong and Taiwan.
FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
She makes several points: (I quote)
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
iPhone 4 price cuts could stimulate incremental demand near-term.
Carriers see MORE
Despite its more-or-less mundane technology, Apple's device won over women.
By Michael Fitzpatrick, contributor
FORTUNE -- The Japanese were using their cellphones to watch TV, navigate with GPS, download music, make movies, pay bills, and check their emails years before American consumers were doing the same. Japan also had touchscreen phones eight years earlier than iPhone -- the Pioneer J-PE01. And yet it is no surprise that Apple's iPhone was the best-selling MOREMay 6, 2013 12:05 PM ET
In the U.S., it's everybody's but Apple's according to comScore.
FORTUNE -- It's often been said that Android's share of the U.S. smartphone market has come chiefly out of the hides of Research in Motion's (BBRY) BlackBerry and Microsoft's (MSFT) Windows Phone, but nothing shows this quite as clearly as Horace Dediu's charts at Asymco.com.
Not that Apple (AAPL) hasn't been hurt by the success of Google's (GOOG) mobile platform. Some of MOREPhilip Elmer-DeWitt - May 5, 2013 6:56 PM ET
How a $350-$400 iPhone could reshape the smartphone industry.Philip Elmer-DeWitt - May 5, 2013 12:52 PM ET
But Samsung isn't falling behind the iPhone as fast as it was in February or March.
FORTUNE -- Google's (GOOG) Android, at 52%, took the largest share of U.S. smartphone sales in the three month period (Jan. - Mar.) covered by comScore's report Friday. But it managed to lose 1.4 percentage points sequentially, while Apple (AAPL), at 39%, gained 2.7.
In the Apple vs. Samsung competition, Apple widened its U.S. lead, which MOREPhilip Elmer-DeWitt - May 4, 2013 10:56 AM ET
At a graduation pool party, all the cool kids have the "next big thing"
FORTUNE -- It takes 1:30 for Samsung to demonstrate the Galaxy S4 feature set -- which includes, apparently, Smell-O-Vision -- by which it intends to reverse Apple's (AAPL) growing lead in the U.S. smartphone market.
See also: Apple's new iPhone adPhilip Elmer-DeWitt - May 4, 2013 6:25 AM ET
It may not be the price of the iPhone as much as the economics of mobile broadband.
FORTUNE -- Apple (AAPL) made headlines last month on reports that its iPhone shipments to India tripled in the space of six months. Since then it's instituted some aggressive marketing techniques, including an advertising blitz and a buyback scheme, that could propel the company's sales in the country, according to one estimate, to $1 billion MOREPhilip Elmer-DeWitt - May 3, 2013 11:38 AM ET
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