Here's a tale of two demographics.
If you list the five bestsellers in Amazon's "Computers and PC Hardware" category today, you get five netbooks -- three ASUS Eees and two ACER Aspire Ones. That's been the story pretty much all year.
If you list the five most popular items in "Computers and Software" on American Express's shopAmex site, you get four Apple (AAPL) products -- three MacBooks, one Apple TV and one MOREPhilip Elmer-DeWitt - Jun 2, 2009 12:32 PM ET
The touchscreen tablet computer that is widely expected to be Apple's (AAPL) answer to those $300 netbooks will cost more, come later and be more dramatically different than most investors expect.
That's the thrust of a note to clients posted by Piper Jaffray's Gene Munster early Thursday.
According to Munster, the device will fill the gap between the iPod touch and the MacBook, cost between $500 and $700, run App Store apps MOREPhilip Elmer-DeWitt - May 21, 2009 9:27 AM ET
Mac OS X 10.6 Snow Leopard, the update of Apple's (AAPL) current Macintosh operating system that Steve Jobs said would ship in "about a year" when he introduced it last June, may not arrive until later this summer or fall.
That's one of the nuggets of news offered by Kaufman Bros.' Shaw Wu in a report to clients issued Wednesday.
Among other findings Wu turned up in a check of his sources MOREPhilip Elmer-DeWitt - Mar 11, 2009 10:03 AM ET
UPDATE: The Wall Street Journal's Taipei bureau weighed in on this rumor Monday evening, adding screen dimensions that were missing from the original report. See below.
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The Chinese-language Commercial Times reported Monday that Wintek, a Taiwanese maker of LCD displays, will supply touchscreen panels for a mysterious new Apple (AAPL) product, with shipments to begin the second half of the year.
What that product might be is not clear -- MOREPhilip Elmer-DeWitt - Mar 10, 2009 7:24 AM ET
Look what Santa left under Amazon.com's tree this Christmas morning:
7 Acer netbooks
7 Apple MacBooks
4 Asus netbooks
2 Samsung netbooks
2 MSI netbooks
1 OLPC (One laptop per child) XO laptop
1 Lenova Ideapad laptop
1 Toshiba Satellite laptop
Can you spot the ringer on Amazon's 2008 Christmas-day list of 25 bestselling notebook computers?
You guessed it. It's those seven premium-priced Apple (AAPL) MacBooks in a shopping cart dominated by stripped-down netbooks, heavily discounted Windows notebooks and a MOREPhilip Elmer-DeWitt - Dec 25, 2008 8:49 AM ET
Money gets tight. Buyers get picky. Price-sensitive consumers -- the kind Steve Jobs and Apple famously "choose not to serve" -- start shopping for bargain basement PCs and Taiwanese netbooks. Mac sales plummet.
That's the conventional wisdom. Or at least that's the line Morgan Stanley's Kathryn Huberty pitched in September -- when she lowered Apple's (AAPL) rating twice in two weeks -- and reiterated last week, when she earned the distinction MOREPhilip Elmer-DeWitt - Dec 21, 2008 9:02 AM ET
TBR's Ezra Gottheil issued a remarkably detailed description Tuesday afternoon of the "inexpensive mobile device" he believes Apple (AAPL) will announce at MacWorld on Jan. 6 for delivery mid-year.
"It will come in two sizes," he writes, "one much like the MacBook Air and one similar to a netbook, with the smaller unit priced at $599."
Almost as if he had seen the specs, Gottheil ticks off the benefits the new device MOREPhilip Elmer-DeWitt - Dec 16, 2008 2:46 PM ET
Gene Munster, Piper Jaffray's top Apple (AAPL) analyst, published one of his trademark "unanswered questions" reports early Tuesday morning. You can read the full text -- with all 12 questions and answers -- at AppleInsider here. Or you can read the bullet points:
A netbook in 2009. Although Steve Jobs has said the company "doesn't do cheap," Munster thinks Apple could do well this year with a 11" MacBook Air priced MOREPhilip Elmer-DeWitt - Nov 25, 2008 1:38 PM ET
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