Not that big a deal, is their consensus. The market, naturally, ignores them.
On Monday, Consumer Reports decided it couldn't recommend the iPhone 4. On Tuesday and Wednesday, analysts who track Apple (AAPL) offered clients their take on what it means for the company.
Morgan Stanley's Katy Huberty saw it as a "PR problem that Apple needs to address to preserve the brand and loyal customer base." Kaufman Bros.' Shaw Wu MOREPhilip Elmer-DeWitt - Jul 14, 2010 7:03 AM ET
But raises iPad unit sales to 3.5 million and lifts Apple price target to $349 per share
Here's something unusual for an Apple (AAPL) analyst. Two weeks before the company is scheduled to announce its fiscal third quarter earnings, Kaufman Bros.' Shaw Wu has lowered his sales estimate for Apple's most important cash cow, the iPhone, while raising his price target for Apple's shares.
In a note to clients issued Tuesday morning, MOREPhilip Elmer-DeWitt - Jul 6, 2010 8:41 AM ET
The iPhone 4's momentum is beyond "our bullish expectations," says Kaufman's Shaw Wu
The Wall Street analysts who follow Apple (AAPL) -- and there are dozens of them -- continue to take a second look at their spreadsheets in the wake of those 3 million iPad sales, the extraordinary flood of iPhone 4 pre-orders and the glowing reviews this week in advance of Thursday's iPhone launch.
As is their wont when Apple MOREPhilip Elmer-DeWitt - Jun 23, 2010 12:12 PM ET
T-Mobile, not Verizon, will be the next carrier to get Apple's smartphone, says an analyst
Like most analysts, Kaufman Bros. Shaw Wu believes Apple (AAPL) will eventually end its exclusive relationship with AT&T (T) and give the iPhone to other U.S. carriers -- by 2011, most likely, and perhaps as early as this fall.
But unlike most analysts, who are rooting for Verizon (VZ), he believes T-Mobile (DT) will be the next MOREPhilip Elmer-DeWitt - Jun 10, 2010 8:09 AM ET
Analyst cites "minor issues" with battery life and durability
In an otherwise positive report Tuesday anticipating the introduction of Apple's (AAPL) tablet computer at next Wednesday's "latest creation" event, Kaufman Brothers' Shaw Wu introduces a note of uncertainty.
"We are also picking up," he writes, "that the product would most likely not ship in volume until the June timeframe, as there may [be] minor issues that need more work including battery life MOREPhilip Elmer-DeWitt - Jan 19, 2010 3:56 PM ET
Kaufman's chief Apple analyst sees strength in all three major product lines
In a note to clients posted Wednesday morning, Kaufman Bros.' Shaw Wu gave three reasons for raising his Apple (AAPL) price target to $253 from $235.
Record-setting iPhone shipments. Wu's 9.5 million estimate is 700,000 higher that the Street's consensus of 8.8 million and only 600,000 below Research in Motion's (RIMM) best-ever BlackBerry quarter.
"Strong momentum" in the Mac product line driven MORE
In a note to clients issued Wednesday morning, Kaufman Bros.'s Shaw Wu reported on some interesting trends from his latest iPhone supply chain checks:
Expensive iPhones -- especially the $299 3GS -- are doing better than expected in a tough macroeconomic climate. "Customers," he writes, "have surprisingly opted for higher-end models where they are willing to pay a premium for a faster processor, video recording, more storage, voice control, and other MOREPhilip Elmer-DeWitt - Jul 29, 2009 12:11 PM ET
Less than three weeks after sounding a bearish note on Apple (AAPL) by dropping the stock from his firm's "Focus List," Kaufman Bros. analyst Shaw Wu turned around Monday and raised his price target to $152 a share, up from $120.
With Apple scheduled to release its fiscal Q2 earnings report on April 22, many analysts are taking another look at the stock -- and most seem to like what they MOREPhilip Elmer-DeWitt - Apr 13, 2009 10:20 AM ET
Adding his voice to the drumbeat of speculation about Apple's (AAPL) future iPhone plans, Kaufman Bros.' Shaw Wu weighed in early Wednesday with a new report from his supply chain and industry sources.
Among his findings:
Two out of three. Wu had heard that there are three new iPhones in the works, but based on clues that developers are finding in the beta iPhone 3.0 software, he now believes "only two will MOREPhilip Elmer-DeWitt - Apr 8, 2009 11:42 AM ET
Adding to the growing buzz -- some of which he helped create -- around a possible refresh of Apple's (AAPL) iMac line of desktop computers, Kaufman Bros.' Shaw Wu issued a report to clients Monday morning with the latest update from his supply chain sources.
Noting that AppleInsider reported Friday that Apple seems to be running short of iMacs, Wu makes the following bullet points:
Timing: "In our experience, when AAPL sends MOREPhilip Elmer-DeWitt - Feb 2, 2009 11:39 AM ET
|Vatican moves to clean up finances|
|Memorial Day travel to dip this year|
|Bernanke warns against hitting the brakes too soon|
|Stocks: Bernanke rally fades|
|Insanely durable smartphone ... from Caterpillar?|