Morgan Stanley
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Today in Tech: more Apple iCloud details
Fortune's curated selection of the day's most newsworthy tech stories from all over the Web. Sign up to get the newsletter delivered to you every day.
* The L.A. Times is reporting new details on Apple's iCloud service, which will likely be announced this Monday at the company's annual Worldwide Developers Conference (WWDC). The cloud-based service, which will at the very least allow users to stream music to computer browsers and iOS devices, may MORE
JP Mangalindan, Writer - Jun 3, 2011 10:04 AM ET -
Katy Huberty visits Apple
Leaves meeting with three top execs with "increasing confidence" in a $540 price target
Katheryn ("Katy") Huberty, Morgan Stanley's chief Apple analyst, met recently with three of Steve Jobs' top lieutenants: Peter Oppenheimer, the money man; Ron Johnson, the former Target exec who built the Apple Stores; and Eddy Cue, the senior vice president in charge of Internet services.
Apparently no company secrets were revealed. The Apple execs would not confirm that MORE
Philip Elmer-DeWitt - May 5, 2011 5:48 AM ETPosted in: Apple, Eddy Cue, iPad, iPhone, Mobile, Morgan Stanley, PCs, Peter Oppenheimer, Ron Johnson, Steve Jobs, Tablets -
How RenRen's IPO is setting the table for Facebook
A $4 billion valuation for a company that made a $7.7 million profit sounds laughable, but it could be paving the way for a flurry of mind-boggling offerings.
By Kevin Kelleher, contributor
A few years ago, a cynical editor I knew was fond of challenging reporters to write a credible and printable headline combining the words "sex," "iPhone" and "Obama" - three of the sweetest pieces of linkbait at the time. As far as MORE
Apr 20, 2011 12:29 PM ET -
Survey: Apple poised for gains in China
Nokia may be most vulnerable as Chinese cellphone owners upgrade to smartphones
There's good news for Apple (AAPL) in the results of an Alphawise/Morgan Stanley survey released Tuesday.
The survey, conducted among a sample of 2,029 Chinese mobile phone users in February and March, found demand for smartphones to be surprisingly strong. 88% of respondents said they expected the next phone they bought would be a smartphone. And 30% of those who MORE
Philip Elmer-DeWitt - Mar 29, 2011 2:22 PM ET -
Morgan Stanley's 'bull case' for Apple: 65 million iPads, $540 a share
Driven by China, a low-cost iPhone, the expanding tablet market and possibly a smart TV
Morgan Stanley's Katy Huberty, whose Apple (AAPL) forecasts have turned increasingly bullish in the past year (see Morgan Stanley drinks the Apple Kool-Aid), issued a report Friday even more optimistic than the glowing note she published last November.
In her "bull case" scenario, Apple ships 87 million iPhones and 65 million iPads in calendar 2011, driving MORE
Philip Elmer-DeWitt - Mar 25, 2011 6:30 AM ET -
iPad 2 sellout: The analysts weigh in
A sampling of Wall Street's post-launch notes
Sales estimates: Most analysts were cautious, fearing perhaps that whatever they wrote would soon be overtaken by an Apple (AAPL) press release. Most, like Piper Jaffray's Gene Munster, stuck with 500,000 units. But Baird's William Power estimated that Apple sold "roughly 1 million" the first weekend, Wedbush's Scott Sutherland "wouldn't be surprised" by that number and Global Equities Trip Chowdhry thought Apple "may have MORE
Philip Elmer-DeWitt - Mar 14, 2011 10:52 AM ETPosted in: Apple, Baird, BestBuy, Cross Research, Deutsche Bank, Global Equities, Hudson Square, iPad, iPad 2, Manhattan, Morgan Stanley, Piper Jaffray, Tablets -
iPad 2: The analysts weigh in - updated
Pleased to see Steve Jobs, wowed by the device's performance, fearful for the competitors
A sampling of analysts' reactions to Apple's (AAPL) iPad 2 event. By midday Thursday we'd received 20 reports.
Oppenheimer's Yair Reiner: The just unveiled iPad 2 offers the kind of incremental improvements consumers have come to expect from a second-generation Apple device. While it doesn't include any new breakthrough features or functionalities, the sum total of its refinements MORE
Philip Elmer-DeWitt - Mar 3, 2011 10:44 AM ET -
Not Pandora's Box: Why the music company's IPO isn't the sign of a bubble
Pandora's IPO might look like dot-com Bubble 2.0. But the company actually has a sound case for going public.
By Kevin Kelleher, contributor
In 1995, Netscape went public. Underwriters believed the stock was worth $14 a share but demand was so strong they doubled the offering price overnight. It rocketed to $75 a share on its first day. But Netscape was a browser maker, with no clear plan to make money. In time, it was bought MORE
Scott Olster, editor - Mar 1, 2011 5:00 AM ETPosted in: Facebook, Initial public offering, Morgan Stanley, Netflix, Netscape, OpenTable, Pandora, Pandora Media, tim westergren, Time Warner -
China's love affair with Apple
What is it with the Chinese and their iPhones?
The signs were everywhere: The steady stream of human traffic from New York's Chinatown to the Fifth Avenue Apple Store. The housewives arrested at the Hong Kong crossing with dozens of units strapped under their dresses. The scalper fights that broke out when Apple's Beijing store briefly lifted its two-iPhones-per-customer limit.
No wonder Apple (AAPL) decided several years ago to make China MORE
Philip Elmer-DeWitt - Jan 22, 2011 6:31 AM ETPosted in: Apple, Apple Store, Brian White, China Unicom, iPhone, Katy Huberty, Morgan Stanley, Ticonderoga, Tim Cook -
Today in Tech: Apple goes 4G this year, Android 3.0 preview
A curated selection of the day's most newsworthy tech stories from all over the Web.
At CES, Microsoft CEO Steve Ballmer revealed the company's plans to expand its motion-based Xbox 360 Kinect controller, which has already sold more than 8 million units, beyond gaming. Users can expect hands-free navigation of Netflix and (finally) Hulu Plus, as well as body motion capture for a new feature called Avatar Kinect, which will map the MORE
JP Mangalindan, Writer - Jan 6, 2011 8:45 AM ET
