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Stifel has launched coverage on Apple (AAPL +0.5%) with a Buy and $825 PT. Separately, Topeka's...

Stifel has launched coverage on Apple (AAPL +0.5%) with a Buy and $825 PT. Separately, Topeka's Brian White, whose "Apple Monitor" accurately predicted a soft June quarter, claims the monitor delivered the "best July on record," with sales of the Apple suppliers it tracks rising 14% M/M (the historical average is 8.5%). Cirrus Logic's guidance has already fueled hopes of strong fall sales for Apple and its suppliers.
Comments (9)
  • Paulo Santos
    , contributor
    Comments (21440) | Send Message
    Those sales will arrive in Q4 with the iPhone 5. The suppliers are tapped now, but Q3 might still be very weak, right in front of the iPhone 5.


    Rumor is the phone is unveiled on September 12, I wonder if sales start right away.
    9 Aug 2012, 10:16 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (876) | Send Message
    One rumor I've seen claims sales will start 9 days later. That's in-line with how Apple has typically done things.
    9 Aug 2012, 10:39 AM Reply Like
  • salvaaj
    , contributor
    Comments (57) | Send Message
    They would release it on September 12th and begin selling it on September 21st?
    9 Aug 2012, 10:48 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (876) | Send Message
    That's correct.
    9 Aug 2012, 10:57 AM Reply Like
  • merechino
    , contributor
    Comments (137) | Send Message
    You left out the 7.8" iPad mini. They are ready for shipping now.
    9 Aug 2012, 05:10 PM Reply Like
  • Glenn Abrett
    , contributor
    Comments (1674) | Send Message
    Hard to really see a september launch. Too much supply constraint. Am hoping for an early October (before what is likely to be weak earnings) launch. Also, the crus guidance seems to point at a mini being launched at the same time. IMHO most important thing for apple (other than a good new phone) is deal with China Mobile concurrent with phone launch. We get that we might see 1000 in early spring 2013.
    9 Aug 2012, 10:50 AM Reply Like
  • dab3z
    , contributor
    Comments (312) | Send Message
    It will be released in September. Jim Dalrymple and his perfect track record on this stuff says so.


    China Mobile deal doesn't need to be completed until the new iPhone releases in China. That most certainly will not be until early 2013.
    9 Aug 2012, 11:53 AM Reply Like
  • raincity
    , contributor
    Comments (221) | Send Message
    This will be a huge finish to the calendar year for APPL.


    I think we will see $700 before Sept. 12.
    9 Aug 2012, 01:00 PM Reply Like
  • harryjack
    , contributor
    Comments (487) | Send Message
    Rolled into $AAPL 2014 calls. Traded inOctober calls. Why play the timing game - buy into the next leg up of all product and market cycles with all cylinders firing. AAPL does not get influenced by market timing and I strongly suggest out of the money calls - going into 2014 i can avoid another round of capital gains in 2013.
    9 Aug 2012, 11:26 PM Reply Like
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