A spot check of retail sales a week before Christmas raises an interesting question
In a note to clients issued Monday, Hudson Square Research's Daniel Ernst reported on the results of a pre-holiday scouting trip he took to retail stores in New York and Connecticut over the weekend -- only a handful of shopping days before Christmas -- where he found "floor traffic up materially, but lines at checkout short."
Demand for MOREPhilip Elmer-DeWitt - Dec 19, 2011 10:25 AM ET
A proprietary survey finds demand for iPads and iPhones much stronger than expected
The results of an AlphaWise survey of U.S. consumers conducted for Morgan Stanley the week after Thanksgiving was full of surprises, reports Katy Huberty in a note to clients issued late Wednesday.
iPhones are selling surprisingly briskly. Based on the survey and last week's comments from AT&T (T), Huberty estimates that Apple (AAPL) could ship anywhere from 31 to MOREPhilip Elmer-DeWitt - Dec 15, 2011 6:53 AM ET
Bank of America's brokerage division picks winners and losers for the year ahead
The tablet market is "still in its infancy," writes Merrill Lynch's Scott Craig in a note to clients Wednesday, with "years of solid growth ahead."
But that growth is not evenly distributed, and in his report Craig and his colleagues single out seven winners and seven losers.
The winners: (I quote)
Amazon (AMZN): We expect strong sales of the Kindle Fire (4-5mn MOREPhilip Elmer-DeWitt - Dec 14, 2011 10:05 AM ET
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* AOL CEO Tim Armstrong is reorganizing the Internet company. Its dial-up services will be merged with Web services, which includes AOL Instant Messenger. The other three divisions will include advertising, local services, and the Huffington Post media group. (Bloomberg)
* Amazon's Kindle Fire has come under, well, fire, over some MOREJP Mangalindan, Writer - Dec 13, 2011 2:00 AM ET
No, but the steady flow of rumors about a new iPad just around the corner aren't helping
Remember what happened to iPhone 4 sales last summer? They hit a wall in mid-July, according to Apple CEO Tim Cook, when "speculation" that Apple was about to release a new iPhone, "hit extreme highs."
Now we're in the middle of what's shaping up as Apple's (AAPL) biggest holiday season ever, and the same thing MOREPhilip Elmer-DeWitt - Dec 12, 2011 8:10 AM ET
PC sales were down 8% Thanksgiving week, but demand for the MacBook Air was strong
In a note to clients Thursday, Morgan Stanley's Katy Huberty rattled off several reasons to explain why retail sales of personal computers in the U.S. were down 8% year over year for the week of Nov. 20 to 26, as reported by the NPD Group.
Hard drive shortages, the lingering effects of flooding in Thailand
Price reductions in MORE
Estimates the iPad's share will drop from 74% to 53.2% by the time Christmas is over
The chart above is what Canaccord Genuity's T. Michael Walkley thinks the worldwide tablet market will look like this quarter after Amazon gets through disrupting it by selling a few million Kindle Fires at or below cost.
In a note to clients issued Tuesday, he estimated that ...
Apple's (AAPL) share of units sold will drop MOREPhilip Elmer-DeWitt - Dec 6, 2011 2:57 PM ET
The Kindle Fire may "vaporize" the market for every for-profit tablet maker except Apple
In a note to clients Monday about Apple (AAPL), Evercore Partners' Robert Cihra summarizes the impact of Amazon's (AMZN) Kindle Fire on the tablet market in stark terms:
While Amazon's Kindle Fire has come out of the gates strong, as expected, we see Apple maintaining its competitive lead, if anything accentuated by what now looks like the only MOREPhilip Elmer-DeWitt - Dec 5, 2011 10:49 AM ET
An estimate based on the one-star reviews posted by disappointed customers
All happy Kindle Fire customers, to paraphrase Tolstoy, are the same. Unhappy customers, however, are unhappy in their own way.
To get a feel for what makes them unhappy -- and how unhappy they are -- we spent some time Saturday morning reading the Kindle Fire feedback on Amazon.com.
There were 3,678 write-ups in all, nearly half of them (47%) glowing five-star MOREPhilip Elmer-DeWitt - Dec 3, 2011 8:31 AM ET
New devices from Amazon and Barnes & Noble are drawing de-facto comparisons with Apple's iPad. Turns out, the search for the uber-tablet is totally misguided.
FORTUNE -- November may well be remembered as the month the "tablet wars" got more interesting, when Amazon and Barnes & Noble catapulted competitive devices into a waiting and eager market. For the Kindle Fire in particular, media and consumers fixated on the idea that a MOREJP Mangalindan, Writer - Nov 23, 2011 11:15 AM ET
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