After the U.S (with Verizon) and South Korea, Apple is likely to target China, India and Japan
The iPhone built around the CDMA protocol that Apple (AAPL) launched in February went first to Verizon (VZ).
That made sense, since Verizon Wireless, with 94 million customers, represents the world largest market for CDMA mobile phones.
But as J.P. Morgan's Mark Moskowitz points out in a note to clients issued Tuesday, Verizon's is not the MOREPhilip Elmer-DeWitt - Apr 13, 2011 9:48 AM ET
Apple's break-out notebook, says an analyst, may represent a new category: the quasi-tablet
With so much attention focused on the iPad, J.P. Morgan's Mark Moskowitz chose Monday to change the subject.
He issued a note to clients that focused instead on the fastest growing member of Apple's Mac line: The MacBook Air.
According to Moskowitz, revenue from Air sales tripled and units quadrupled year over year after Apple (AAPL) cut the price, added MOREPhilip Elmer-DeWitt - Apr 4, 2011 3:39 PM ET
Holiday sales and Verizon iPhone rumors force analysts to revisit their Apple estimates
The analysts who track Apple (AAPL) typically revise their estimates -- usually upward -- shortly before the company reports its quarterly earnings. But rumors that Verizon (VZ) might be stockpiling iPhones, and reports that Apple products are selling more briskly than expected this holiday season, have forced many to show their hands a few weeks early.
This week, several MOREPhilip Elmer-DeWitt - Dec 17, 2010 7:50 AM ET
Nokia, Motorola and RIM unlikely to let Nortel's intellectual property go without a fight
In a note to clients issued Tuesday, J.P. Morgan's data networking team smelled danger in Monday's report that Apple (AAPL) and Google (GOOG) have bid on part of the patent portfolio being auctioned off in the wake of Nortel Networks' January 2009 bankruptcy.
There are more than 4,000 patents at stake, organized into six "buckets" by related technologies, MOREPhilip Elmer-DeWitt - Dec 14, 2010 1:48 PM ET
Amidst a broad market sell-off, the firm sets a new record-high share-price target
"Apple stands to be the high-growth, technology leader having no rival for some time," writes J.P. Morgan's Mark Moskowitz in a note to clients Thursday.
And with that he raised his firm's target price for Apple (AAPL) more than 24%, from $316 to $390 -- a new Wall Street record.
And that doesn't even include the bump Apple would get MOREPhilip Elmer-DeWitt - Jul 1, 2010 11:07 AM ET
Apple's next sweet spot: Overseas sales of PCs in the $700-$1,119 range
"We believe that Apple's Mac business has plenty of revenue growth left in the tank," write J.P Morgan's Mark Moskowitz and Anthony Luscri in a "Quick Thought" note to clients issued Thursday. Its focus is on overseas sales of a product line that has been overshadowed lately by the iPhone and the iPad.
Specifically, they believe Apple (AAPL) has opportunity MOREPhilip Elmer-DeWitt - May 27, 2010 10:59 AM ET
A pair of analysts see an end-of-the-year uptick in Apple's computer sales
"Our conversations with industry contacts suggest that the Mac shipment levels have improved over the last two weeks," writes J.P. Morgan's Mark Moskowitz in a report to clients issued Monday morning.
In that report, he raised his both his estimate for Mac sales in the December quarter (to 3.29 million from 3.17 million) and his Apple (AAPL) price target for MOREPhilip Elmer-DeWitt - Dec 14, 2009 2:18 PM ET
With Apple (AAPL) set to report quarterly earnings next Tuesday, analysts are dusting off their spreadsheets, taking a second look at the numbers, and making adjustments -- mostly upward.
On Friday, it was Morgan Stanley and J.P. Morgan Securities' turn.
The J.P Morgan team, led by Mark Moskowitz, raised most of his Apple estimates, including
Price target (to $167.50 from $155),
Q3 earnings estimate (to $1.23 a share from $1.12)
iPhone unit sales (to 4.34 MORE
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