Seeking Alpha

On the heels of Apple's (AAPL) blowout quarter, UBS' Maynard Um is lifting his 2011 iPad...

On the heels of Apple's (AAPL) blowout quarter, UBS' Maynard Um is lifting his 2011 iPad shipment forecast to 39.9M, noting weak consumer demand for rival tablets. Um is also raising his 2012 iPad forecast to 53M units out of a 90M unit tablet market. On the flip side, Um now only sees 2011 PC unit growth of 4.5%, well below Intel's (INTC) forecast for 8-10% growth.
From other sites
Comments (3)
  • tigersam
    , contributor
    Comments (1711) | Send Message
     
    Apple will make $4B just on the IPAD covers in this case. It takes only $40M to make this covers.
    27 Jul 2011, 05:22 PM Reply Like
  • Poor Texan
    , contributor
    Comments (3533) | Send Message
     
    Apple better be careful. With a lot of cash and a dominant market position, our government may be tempted to fine them for monopolistic practices. Good way to keep our government lawyers busy.
    27 Jul 2011, 06:37 PM Reply Like
  • InvestorCP
    , contributor
    Comments (155) | Send Message
     
    So Um was wrong on iPad sales in the first place, why should we think he is any more correct on PC sales? I own both AAPL and INTC....hope he continues to under-estimate.
    28 Jul 2011, 01:52 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs