FORTUNE -- It took longer than usual for the report J.P. Morgan issued to clients Wednesday to filter through the tech press.
At 28 pages, with contributions from eight different analysts, it was a lot to digest. Barrons' columnist Tiernan Ray posted an eight-paragraph summary after the markets closed Thursday and AllThingsD's John Paczkowski did 10 paragraphs early Friday morning, a précis that was later boiled down to short blurbs by a dozen writers for distribution through the blogosphere.
I got my copy of the full report -- "Lower-Priced iPhone: Stooping to Conquer" -- Friday afternoon, but didn't get around to reading it through to the end until Saturday.
It's the deepest dive yet into the prospects of a mid-range iPhone -- a device whose release in August or September its authors take as a given. The report covers a lot of territory, from a detailed bill of materials (with estimated prices for more than a dozen components) to the likely impact on suppliers and competitors in three continents.
But what matters most to Apple (AAPL) investors, I believe, is what it has to say about the device itself -- its raison d'etre, its price, its ramp-rate and how it's likely reshape the smartphone industry.
Apple's next big thing, an analyst speculates, is more likely to be mobile payments
FORTUNE -- If I didn't already agree with him, Mike Moskowitz's note to clients Thursday would have convinced me.
"We do not expect Apple TV this year," wrote J.P. Morgan's chief Apple (AAPL) watcher. "Our research does not indicate any looming TV-related product launch, and our model does not incorporate any potential impact from a TV device at this time. MOREPhilip Elmer-DeWitt - May 3, 2012 11:49 AM ET
Averaging the Q1 2012 estimates of the six analysts with the best track records
Whisper numbers, according to Wikipedia, emerge from widening cracks in the spreadsheets maintained by Wall Street analysts. Quoting an article by Daniel Svensson, the entry explains:
"When the estimate is first calculated by sell-side analysts, the number is submitted to companies such as First Call to be averaged with other analysts' estimates for the consensus earnings estimate. As MOREPhilip Elmer-DeWitt - Jan 23, 2012 6:19 AM ET
The carrier will add an estimated 1.2 million new accounts, more than double AT&T's
"Santa's Sleigh Needs More Room for iPhones." That was the headline on a note to clients Thursday by Mark Moskowitz, who follows Apple (AAPL) for J.P. Morgan. Moskowitz was upping his iPhone sales estimate for the current quarter from 25.3 million to (a still relatively conservative) 28 million.
"Christmas Is Coming Early for Verizon" could have been the MOREPhilip Elmer-DeWitt - Dec 4, 2011 6:45 AM ET
Expect two new models and expansion into untapped U.S. and Chinese carriers
J.P. Morgan's Mark Moskowitz, one of the last holdouts on Wall Street, has come around to what has become conventional wisdom among Apple (AAPL) watchers: That the company is set to release not one but two iPhones, an iPhone 5 and what Moskowitz calls an iPhone 4-plus.
In a report to clients Monday he describes what his "research" has turned up. MOREPhilip Elmer-DeWitt - Sep 19, 2011 12:14 PM ET
Sony's tablet could be the next to stumble, says another
Wall Street's best and brightest are expressing varying degrees of shock at the news Thursday that Research in Motion (RIMM), which delivered 500,000 BlackBerry PlayBook tablets in the quarter that ended in May, shipped a dismal 200,000 in the August quarter -- suggesting that most of those first half-million units are still sitting, unsold, on store shelves.
"We believe the PlayBook is MOREPhilip Elmer-DeWitt - Sep 16, 2011 10:31 AM ET
A big Q3 is a given. Just look at what the stock has done lately. But the devil is in the details
The Street has fallen back in love with Apple (AAPL). "Get ready for the return of the wow factor," J.P. Morgan's Mark Moskowitz told clients last week just before the stock put the finishing touches on a 28-day, $58.48 (18.5%) run that took it to $373.80 Monday afternoon, an MOREPhilip Elmer-DeWitt - Jul 19, 2011 7:48 AM ET
By Peter Lauria, contributor
The big banks are back to help the Valley's tech pirates turn into titans, but this time there's a chill in the air.
FORTUNE -- They're back.
After all but abandoning Silicon Valley in the wake of the first dotcom implosion, Wall Street bankers have returned to the tech Mecca en masse, in search of -- what else? -- riches to be made taking startups public.
But the moneymen of MOREJun 24, 2011 11:47 AM ET
Expects average sales of Apple's "quasi-tablet for productivity users" to hit 700,000/quarter
In early April, J.P. Morgan's Mark Moskowitz issued a glowing report on Apple's thinnest notebook computer in which he predicted that Apple would sell $2.2 billion worth of MacBook Airs in the next 12-18 months.
On Thursday he revised his estimates -- upward. Not only did the new models released last October sell like crazy in the Christmas quarter, but MOREPhilip Elmer-DeWitt - Jun 16, 2011 10:07 AM ET
As analysts rejigger their numbers ahead of Q2 earnings, someone's not counting straight
We got two last-minute reports from analysts Friday, just a few trading days before Apple (AAPL) is schedule to report its earnings for its second fiscal quarter of 2011.
One of the analysts, J.P. Morgan's Mark Moskowitz, lowered his iPad unit sales number for the quarter to 5.4 million from 6.0 million, citing stock outs, stall outs and persistent MOREPhilip Elmer-DeWitt - Apr 15, 2011 11:56 AM ET
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