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huberty

THE APPLE INVESTOR: What Could Apple's Cash Hoard Buy? (AAPL)

www.businessinsider.com
The Apple Investor is a daily report from SAI. Sign up here to receive it by email. AAPL Climbing In A Down Market Stock are down on reports that Greece will not allow supervision of its budget decision, which was part of the conditions for its receiving financial aid....
THE APPLE INVESTOR: What Could Apple's Cash Hoard Buy? (AAPL)

Lack of Hardware Updates Leading to Lighter-Than-Expected Quarterly Mac Sales

www.macrumors.com
Previously-released data from NPD on U.S. Mac sales for January and February have demonstrated relatively anemic year-over-year growth, with January sales tracking only 1% above the previous January's performance and February sales coming in 4% higher. Still, analysts have suggested that ongoing growth in international markets could compensate for stagnation...
Lack of Hardware Updates Leading to Lighter-Than-Expected Quarterly Mac Sales
China’s Verizon gets the iPhone

iPad Killing Netbooks Already?

www.readwriteweb.com
An interesting chart released from Morgan Stanley Research this morning shows that during the month of April - the month the iPad launched - netbook sales stalled. Did the iPad really have that much impact on an industry that was once the fastest-growing segment of the PC market? Or was...
iPad Killing Netbooks Already?

Analyst expects cheap iPhone after meet with Apple CFO

www.electronista.com
Apple will probably release a cheaper iPhone, says Morgan Stanley analyst Katy Huberty in the wake of a meeting with Apple CFO Peter Oppenheimer. Huberty says that innovation is still a "top priority" for Apple, and hence why she anticipates a bigger iPhone lineup, as well as unspecified services that...
Analyst expects cheap iPhone after meet with Apple CFO

Meanwhile, Morgan Stanley Says iPhone Demand Is Off The Charts (AAPL)

www.businessinsider.com
Apple's stock has been crushed since the end of September when it closed above $700 for the first time ever. On Friday it closed at $509.79, a new low in this slump. As Apple's stock has fallen, analysts have slowly started dialing back expectations. Jefferies, UBS, and tonight, Citi, all...
Meanwhile, Morgan Stanley Says iPhone Demand Is Off The Charts (AAPL)

Wall Street Is Freaking Out About iPhone Carrier Subsidies (AAPL)

www.businessinsider.com
Apple's stock peaked around April 9 and has been slipping ever since, with a one-day exception when it jumped thanks to blow-out earnings. What happened on April 9 to start hammering the stock? BTIG analyst Walter Piecyk put out a report saying Apple's iPhone sales were going to be weaker...
Wall Street Is Freaking Out About iPhone Carrier Subsidies (AAPL)

Morgan Stanley: Apple could pay a 1.9% to 3.8% dividend from domestic free cash flow alone

tech.fortune.cnn.com
Likely to exceed the tech sector's average 1.2% dividend, driving share price up $100 Click to enlarge. The institutions that hold 70% of Apple's (AAPL) shares lobbied Steve Jobs for years to put some of his company's rapidly growing cash hoard in their hands. Now that his successor is talking...
Morgan Stanley: Apple could pay a 1.9% to 3.8% dividend from domestic free cash flow alone

Demand for iPhones in China could skyrocket, analyst says

latimesblogs.latimes.com
What do tenacious chief executives dream about during their four nightly hours of fitful sleep? How about a world in which hundreds of millions of people desperately want to buy your product -- so much so that riots break out in long lines while they wait in front of...
Demand for iPhones in China could skyrocket, analyst says

Apple's rare miss: Katy Huberty nailed it. The bloggers blew it.

tech.fortune.cnn.com
The professional in Q3 made the independents look like what most of them are: Amateurs FORTUNE -- "Don't play darts with Katy Huberty," one of our readers commented after Apple (AAPL) reported earnings Tuesday that fell short of every other analyst's expectations. "She's on a hot streak." If ever there...
Apple's rare miss: Katy Huberty nailed it. The bloggers blew it.

Apple just doubled its addressable market in China

tech.fortune.cnn.com
China Telecom, the country’s No. 3 carrier and No.1 Wi-Fi provider, gets the iPhone Would-be iPhone 4S buyers in Beijing last month. Photo by Feng Li/Getty Images “We’ve been very, very focused on China,” Apple (AAPL) CEO Tim Cook told the audience at last week’s Goldman Sachs technology conference. One result of...
Apple just doubled its addressable market in China

Morgan Stanley: Apple on track to build multiple new iPhone models in June-July

appleinsider.com
On a recent trip to visit with tech suppliers in Asia, Morgan Stanley's Katy Huberty received word that multiple new iPhone models will begin production the June-July timeframe.    ...
Morgan Stanley: Apple on track to build multiple new iPhone models in June-July

Forecast of the day: iPhone and Galaxy June sales

tech.fortune.cnn.com
Google Trends says Apple beats low expectations, Samsung momentum stays strong. FORTUNE -- Morgan Stanley's Katy Huberty unveiled a new crowdsourced forecasting tool Tuesday. As explained in an April whitepaper, the AlphaWise Smartphone Tracker is based on an analysis of Google Trends, using different search terms for different regions and adjusting for seasonal...
Forecast of the day: iPhone and Galaxy June sales
Apple's HDTV could include game-changing 3D imaging tech

Apple’s share price overtakes Wall Street’s 12-month targets

tech.fortune.cnn.com
As of Wednesday morning Morgan Stanley’s and Oppenheimer’s were under water Most sell-side Apple (AAPL) analysts are conservative in their earnings estimates but bullish in their price targets. According to Thomson/First Call, the Street high target this week is $700 and the median is a dollar short of $600. (The independent...
Apple’s share price overtakes Wall Street’s 12-month targets

Who first called Apple at $500?

tech.fortune.cnn.com
Technically, it was Hudson Square's Daniel Ernst. But we have a few caveats. Ernst on CNBC Eyebrows were raised in October 2010 when Daniel Ernst raised his 12-month Apple (AAPL) price target from $300 a share to $500. But maybe that was the point. The senior analyst at Hudson Square...
Who first called Apple at $500?

Vocal Apple investors may be getting what they want: higher dividend, lower-priced iPhone

gigaom.com
David Einhorn isn’t the only Applel investor who thinks Apple is doing it wrong. As its stock activity has shown over the past several months, shareholders are worried Apple is losing its way, isn’t innovating enough to compete with challengers like Samsung and isn’t being thoughtful enough about its huge cash pile....
Vocal Apple investors may be getting what they want: higher dividend, lower-priced iPhone

Morgan Stanley: Multiple iPhones starting production in June/July

www.electronista.com
Multiple new iPhones should begin production in June or July, says Morgan Stanley analyst Katy Huberty in a new memo. The claim is based on meetings with suppliers in Hong Kong and Taiwan. She predicts that the new phones will launch in September; production starting in the next couple of...
Morgan Stanley: Multiple iPhones starting production in June/July

Analysts Are Starting To Panic About Apple Earnings This Quarter (AAPL)

www.businessinsider.com
After back to back blowout earnings, analysts think Apple is due for a big come down. Yesterday Credit Suisse lowered expectations.  Katy Huberty at Morgan Stanley didn't lower her expectations, but she did address the issue in a note. She says her estimates are already well below the consensus. So,...
Analysts Are Starting To Panic About Apple Earnings This Quarter (AAPL)

Apple's Patent Win Leaves Android Camp to Slog Through the FUD

allthingsd.com
Now that it’s had a few days to digest it, Wall Street is weighing in on Apple’s recent victory over Samsung in the pair’s patent infringement battle. And the consensus seems to be that Apple has won an important legal precedent that will force handset makers to reconsider their hardware...
Apple's Patent Win Leaves Android Camp to Slog Through the FUD
Why Every Analyst Is In Love With The Siren Song Of The Low-Cost iPhone

Apple's Chinese iPhone sales explode

tech.fortune.cnn.com
Bottom line: Roughly 2 million units sold in greater China in the space of 6 months Analysts scratching their heads about how they could have so badly underestimated Apple's (AAPL) iPhones sales — and as a result, its revenue and earnings — in the quarter that ended March 27 need...
Apple's Chinese iPhone sales explode

Sorry, But the iPad is Not 'Killing' Netbook Sales

community.winsupersite.com
Hopefully by now, most readers of this site understand how the tech world works: Apple releases a successful product (the iPad) but it suddenly becomes The Second Coming (tm). So much so that Fortune's web-based Mac blog, Apple 2.0, has suddenly decided that--get this--the iPad is "killing" the netbook. Only...
Sorry, But the iPad is Not 'Killing' Netbook Sales

Morgan Stanley Meets With Apple's CFO, Comes Away More Confident Of A Low-Cost iPhone (AAPL)

www.businessinsider.com
Stop us if you've heard this one before: A Wall Street analyst meets with Apple's management, and comes away more confident about Apple making a cheaper iPhone. Morgan Stanley's Katy Huberty met with CFO Peter Oppenheimer. After her meeting, she wrote: We also see several signs that a lower priced...
Morgan Stanley Meets With Apple's CFO, Comes Away More Confident Of A Low-Cost iPhone (AAPL)

THE MICROSOFT INVESTOR: Look Out Google, Microsoft Will Be Number Two In Tablets Says Analyst (MSFT)

www.businessinsider.com
The Microsoft Investor is a daily report from SAI. Sign up here to receive it by email. MSFT Off After Morning Highs    The markets are sporadic today as investors continue to be apprehensive about Europe. Shares of MSFT are off after a resilient morning. Catalysts for the stock include...
THE MICROSOFT INVESTOR: Look Out Google, Microsoft Will Be Number Two In Tablets Says Analyst (MSFT)

Morgan Stanley: Launching A TV Will Help Apple's Annual Revenue Explode To $400 Billion By 2015 (AAPL)

www.businessinsider.com
If Apple does end up launching a television in the next two years as has been rumored, it could help Apple's annual revenue skyrocket to $400 billion by 2015, according to Morgan Stanley analyst Katy Huberty. In a new research note, Huberty predicts that average annual U.S. household spending on...
Morgan Stanley: Launching A TV Will Help Apple's Annual Revenue Explode To $400 Billion By 2015 (AAPL)

China Telecom could offer the iPhone as early as February

gigaom.com
China Telecom is getting very near to launching Apple’s iPhone 4S on its network, the carrier said in a press release Tuesday obtained by China Daily. China Telecom subsidiary Beijing Telecom said a CDMA version of the iPhone 4S will likely be available to its customers by the end of...
China Telecom could offer the iPhone as early as February

Morgan Stanley adjusts its Apple numbers - up and down

tech.fortune.cnn.com
Raises iPad estimate 11%, lowers iPhone 11%. Revenue and EPS are both dialed back. FORTUNE -- Like many Wall Street analysts who follow Apple (AAPL), Morgan Stanley's Katy Huberty likes to issue estimates for the current quarter the day after the company reports the previous quarter's results -- and then...
Morgan Stanley adjusts its Apple numbers - up and down
Apple's 'next big thing' might not be a 'thing'
Apple Is Tanking Again -- Market Cap Falls Below $500 Billion (AAPL)
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