According to Morgan Stanley's Kathryn Huberty, Apple (AAPL) is the computer maker with the "most upside" as the PC market begins to stabilize after the dismal first quarter of 2009.
There's some good news for Hewlett Packard (HPQ) and Dell (DELL) in the report to clients Huberty issued overnight Wednesday, but it's mostly attributed to enterprise cycles and inventory restocking.
Apple, however, is a different story.Philip Elmer-DeWitt - Jul 1, 2009 8:11 AM ET
For those who couldn't make it to San Francisco Monday -- or who couldn't get into the event (it sold out in record time) -- Apple (AAPL) has posted a 2-hour streaming video of the entire keynote. Click here to watch it.
If you want to learn more about the iPhone 3G S without watching the video, the same link offers a 13-minute guided tour that can be played on a MOREPhilip Elmer-DeWitt - Jun 8, 2009 9:52 PM ET
Apple's (AAPL) last Macworld Conference and Expo opens Monday at San Francisco's Moscone Center, but the real action starts Tuesday at 9 a.m. PT (12 noon ET) with senior vice president Phil Schiller's opening remarks -- the first Macworld keynote not delivered by Steve Jobs since 1997.
Nobody's expecting breakthrough products that rise to the level of the iMac (Macworld 1998), the iBook (1999), iTunes (2001) or the iPhone (2007), but MOREPhilip Elmer-DeWitt - Jan 3, 2009 2:14 PM ET
Blame Duncan Riley.
Last Wednesday, he posted an "exclusive" on his blog -- The Inquisitr -- under the headline: "Apple to launch $800 laptop." Although his scoop was unsourced, the news that Apple was set to announce its cheapest notebook computer ever was picked up by Apple blogs and mainstream publications around the world -- including the New York Times. Bernstein Research analyst Toni Sacconaghi even published a spreadsheet calculating how MOREPhilip Elmer-DeWitt - Oct 14, 2008 3:01 PM ET
With only hours to go before Apple (AAPL) unveils its new lineup of MacBooks, the rumor sites have been working overtime, trying to make sense of blurry spy photos and purloined price lists.
But on Tuesday morning, Daring Fireball's John Gruber -- a blogger with particularly good sources in Cupertino -- cut through the fog and offered some clarity.
According to Gruber's remarkably detailed report:
The photo here of a MacBook Pro, which MOREPhilip Elmer-DeWitt - Oct 14, 2008 8:51 AM ET
In a report to clients Thursday, Piper Jaffray's Gene Munster added some meat to the bare-bones invitation Apple sent out a couple hours earlier. (See here and here.)
The most important news, according to Munster, is that Apple for the first time since it discontinued the iBook will be offering its premium notebook computers below the psychologically-important $1,000 barrier. Specifically:
Higher quality, lower-priced MacBooks. Munster expects the new MacBooks, which currently sell MOREPhilip Elmer-DeWitt - Oct 9, 2008 2:13 PM ET
''I'm as proud of the factory as I am of the computer,'' Steve Jobs told Fortune 18 years ago, describing the 40,000-square-foot plant he had constructed in Fremont, Calif., to manufacture circuit boards for his ill-fated NeXT, the $10,000 workstation into which Jobs poured his heart and soul after he was forced out of Apple (AAPL) in 1985.
The factory, as Jobs described it, had everything: robots, lasers, tolerances within one MOREPhilip Elmer-DeWitt - Oct 5, 2008 7:23 AM ET
With this year's iPhone and iPod updates behind them, Apple watchers have shifted their attention to the products that matter most to the company's bottom line: the MacBook and the increasingly long-in-the-tooth MacBook Pro.
Steve Jobs likes to refer to the Mac as one of the three legs of Apple's stool (the iPod and iPhone being the other two). But that makes for a pretty tippy stool; Macs represent more than MOREPhilip Elmer-DeWitt - Sep 18, 2008 1:51 PM ET
None of this is set in stone -- especially as long as Steve Jobs retains the prerogative to change his mind at the last minute -- but AppleInsider has posted the most definitive road map to date of Apple's (AAPL) fall product lineup.
Citing unnamed "people familiar with the situation," AppleInsider's Kasper Jade ticks off a schedule of release for a batch of new iPods, overhauled notebooks and refreshed iMacs, confirming MOREPhilip Elmer-DeWitt - Aug 28, 2008 10:38 AM ET
The biggest mystery to come out of Apple's Q3 earnings conference call Monday -- besides the state of Steve Jobs' health -- was the "future product transition" that CFO Peter Oppenheimer mentioned as one of the three reasons he expects the company's gross margins to fall from 34.1% to 31.5% over the next three months.
For a company that doesn't talk about future products, Apple spent a lot of time Monday talking MOREPhilip Elmer-DeWitt - Jul 22, 2008 7:44 AM ET
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