Sterne Agee's Apple analyst sees lots of room for growth in PCs and mobile phones
In a note to clients issued Wednesday, Sterne Agee's Shaw Wu makes the case that Apple's (AAPL) shares, still down 8% from their recent highs, are a "compelling" buy. He offers four reasons:
"As much success as AAPL has had," he writes, "the company has only 4%-5% share in mobile phones and 4%-5% in PCs (12%-13% including MOREPhilip Elmer-DeWitt - Aug 10, 2011 7:56 AM ET
When Apple released the latest version of its featherweight notebook last week, it killed the MacBook line and positioned the 11-inch Air as the "ultimate everyday notebook." But can it really be your one-and-only?
Billed as the "world's thinnest laptop" when it launched three years ago, Apple's (AAPL) MacBook Air always struck me as a notebook that was easy on the eyes but lacked muscle.
I enjoyed the svelte look and featherweight MOREJP Mangalindan, Writer - Jul 27, 2011 12:24 PM ET
Apple's notebooks sweep every category in the latest report, despite middling reliability scores
Consumer Reports doesn't always love Apple's (AAPL) products. It still doesn't recommend the iPhone 4 because of problems its testing lab had with the external antenna. But in its survey of the current crop of notebook computers released Tuesday, the magazine gave the MacBook line its highest ratings in every category in which Apple competes, from the 11-inch MOREPhilip Elmer-DeWitt - May 25, 2011 7:03 AM ET
While the rest of the PC industry lost ground, Apple's computer sales were growing
Once again, Mac sales zigged while PCs zagged.
In a note to clients Monday afternoon, Piper Jaffray's Gene Munster summarized data from the NPD Group for the last quarter:
In the month of March, U.S. Mac sales were up 47% year over year, driven by the new MacBook Pros that started shipping Feb. 24.
That 47% uptick followed growth of MORE
Reports of overheating under heavy loads are piling up in Apple's discussion forums
"The fans revved and suddenly I could use nothing but the cursor. Had to hold down the power switch to kill all and then re-power & startup. I wasn't doing anything unusual, but I had 7 apps open and was amid an auto-backup to TimeMachine."
So begins the first message in MacBook Pro 2011 MOREPhilip Elmer-DeWitt - Mar 21, 2011 8:18 AM ET
According to one analyst, every 100,000 extra units sold adds 2 cents to Q2's EPS
The new crop of MacBook Pros arrived early this year, with six weeks still left to run in Apple's (AAPL) second fiscal quarter.
Last year the line was updated on April 13, well into the company's third fiscal quarter. The two previous refreshes also came in fiscal Q3.
Why is this significant?
Because, as UBS's Maynard Um points out MOREPhilip Elmer-DeWitt - Feb 25, 2011 9:53 AM ET
A curated selection of the day's most newsworthy tech stories from all over the Web. Sign up to get the newsletter delivered to your inbox every morning.Sources tell The Wall Street Journal that AOL is considering layoffs as part of its new management structure integrating the Huffington Post, though no details yet on timing or just how many employees would be affected. While Arianna Huffington will serve as the newly-christened Huffington Post MORE JP Mangalindan, Writer - Feb 25, 2011 7:28 AM ET
According to the Wall Street Journal, an unveiling is scheduled for March 2
[UPDATE: Reuters, citing an unnamed source "familiar with the matter," has retracted its report of an iPad 2 delay. The Loop's Jim Dalrymple, citing no sources, has declared both delay reports "not true." And All Things Digital's Kara Swisher has announced that Apple will hold an iPad 2 event on March 2. No source for that one either. MOREPhilip Elmer-DeWitt - Feb 22, 2011 8:09 AM ET
Piper Jaffray's top Apple analyst offers his annual product predictions
Apple (AAPL) is unlikely to break into any new hardware categories in 2011, according to a note to clients issued Monday by Piper Jaffray's Gene Munster. But that doesn't mean the company won't have a busy year.
Here's what he sees as the major announcements of 2011:
95% probability: Launch of a Verizon (VZ) iPhone (before the end of March)
100%: Launch of the MORE
Is Cupid's day the date for the long-awaited launch of an iPhone for Verizon?
Here's how these rumors get started. Someone tipped off Peter Burrows at Bloomberg Businessweek that Apple (AAPL) was waiting until after next week's Consumer Electronics Show in Las Vegas to launch an iPhone for Verizon (VZ).
Apparently his anonymous source or sources didn't give him a date, but by winks and nods they narrowed it down enough for MOREPhilip Elmer-DeWitt - Dec 30, 2010 8:27 AM ET
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