If it was Steve Jobs' intention to take the wind out of Macworld's sails, he's done a pretty good job.
"Expectations are low," wrote Piper Jaffray's Gene Munster in a note to clients early Tuesday, one week before the first Macworld Expo keynote since 1997 that won't be delivered by Apple's charismatic CEO. "No significant new products are expected."
"Fairly modest" is how Kaufmann Bros.' Shaw Wu described investor expectations for the MOREPhilip Elmer-DeWitt - Dec 30, 2008 12:08 PM ET
Traders may be punishing Apple (AAPL) for Steve Jobs' decision to skip his annual Macworld keynote -- rekindling fears about his health in the wake of his 2004 surgery for pancreatic cancer -- but analysts who follow the stock closely generally agree that those fears have been overblown.
Kaufman Bros. Shaw Wu is the latest to weigh in on the issue. In a note to clients Tuesday, he acknowledges that Jobs MOREPhilip Elmer-DeWitt - Dec 23, 2008 2:03 PM ET
Kaufman Bros. analyst Shaw Wu has been checking with his contacts in Apple's (AAPL) supply and distribution channels and reports that demand for the iPhone is "fairly healthy" in the U.S., Europe and, with the exception of Japan, most of Asia Pacific. He's anticipating sales of 6 million units for the December quarter (Apple's fiscal 2009 Q1), down from 6.9 million in Q4 but in line with the Street's expectations MOREPhilip Elmer-DeWitt - Dec 10, 2008 11:13 AM ET
We're getting an unusually sharp divergence of expert opinion on how well the iPod is likely to do this holiday season.
The conventional wisdom -- reflected in Arik Hesseldahl's "Apple's iPod Problem" in Businessweek -- is that everybody who wants an iPod already has one, and doesn't see much reason to upgrade, especially with the economy in the dumps. "As a result," he wrote, "some analysts believe this will be the MOREPhilip Elmer-DeWitt - Dec 3, 2008 12:41 PM ET
With less than two weeks to go before Steve Jobs' Jan. 15 keynote, analyst Shaw Wu of American Technology Research offers his best guess for what Apple's (AAPL) CEO might have up his sleeve at Macworld Expo 2008. In a note to clients issued this morning, Wu predicts:
Blu-ray. Citing unnamed sources, Wu says that Apple will outline an HD strategy that backs Sony's Blu-ray format over the HD-DVD standard favored MOREPhilip Elmer-DeWitt - Jan 3, 2008 12:34 PM ET
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