J.P. Morgan

The $2.2 billion MacBook Air

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 MORE

$1 billion here, a million iPads there

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 MORE

J.P. Morgan: 4G patent war looms

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, MORE

J.P. Morgan ups Apple target to $390

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 MORE

Mac growth heading overseas

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 MORE

The Mac's holiday momentum

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 MORE

Morgan Stanley, J.P. Morgan (heart) Apple

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