"After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports. [View news story]
Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. [View news story]
Stating checks indicate stronger iPhone 4/4S sales at lower prices, Canaccord's Mike Walkley is raising his FQ2 and FQ3 iPhone (AAPL +0.2%) sales forecasts. Walkley now respectively expects FQ2 and FQ3 iPhone sales of 37M and 27M, up from a prior 34.5M and 25M. iPhone 5 sales are seen falling in a manner "consistent with normal seasonal patterns." On March 20, Walkley lowered his FQ3 iPhone forecast by 11M, while raising his FQ4 forecast by 1.9M. [View news story]
Android Vs. iOS: Will The iPad Suffer The Same Fate As The iPhone? [View article]
Finally a voice crying in the wilderness.I thought AAPL was going out of business.For the short term,let's hope that Q2 earnings aren't too bad and that Tim Cook does a better job on the earnings conference call than he did after Q1.
J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. [View news story]
Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). [View news story]
Why does this not excite me.Grasping at straws again.
Apple (AAPL -1.2%) roundup: 1) The budget for Apple's "spaceship" HQ has soared to nearly $5B from less than $3B, BloombergBusinessweek reports. Apple has already pushed back its move-in date to 2016. 2) France Telecom (FTE) CEO Stephane Richard says the cost-sensitivity of consumers is hurting demand for the iPhone and other high-end phones. Of course, FTE and other European carriers have been up in arms over iPhone subsidies. 3) Explaining why he considers Apple a "storage company," Lazard's Edward Parker points out Apple sells flash memory on higher-capacity iDevices at an 80%-90% incremental margin. [View news story]
yada,yada,yada.Anyone who hasn't had a cost overrun is dealing with a stupid contractor.
Apple (AAPL) appears to have further kowtowed to Chinese sensibilities by removing an app from its online store in China that provides access to books by author Wang Lixiong, whose works are mostly banned in the country. Apple would only say that the app included "content that is illegal in China." The move comes days after CEO Tim Cook apologized for Apple's treatment of Chinese consumers following sustained media criticism. [View news story]
So What!This writer has too much time on his/her hands.
"iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
Read the news.The Chinese government and government controlled press has done an immediate about face after Cook's apology.
"iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
What crap.Like a 5 year old kid.Ninety five variations on a single theme.Did the north koreans nuke Cupertino too?You should work for CNBC.
Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
In the long haul this crap hurts the stock more than helps it when these rumors turn out to be bogus.I'm long as he--,but this sounds like pure tripe.On the long side I hope that this quarter's conference call on earnings is much more inspiring.Cook will never be confused with Lombardi.
Apple Has Become The Most Underrated Stock [View article]
"After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports. [View news story]
Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. [View news story]
Further Signs Of Demand Weakness Now Hit The iPad Mini [View article]
Stating checks indicate stronger iPhone 4/4S sales at lower prices, Canaccord's Mike Walkley is raising his FQ2 and FQ3 iPhone (AAPL +0.2%) sales forecasts. Walkley now respectively expects FQ2 and FQ3 iPhone sales of 37M and 27M, up from a prior 34.5M and 25M. iPhone 5 sales are seen falling in a manner "consistent with normal seasonal patterns." On March 20, Walkley lowered his FQ3 iPhone forecast by 11M, while raising his FQ4 forecast by 1.9M. [View news story]
Android Vs. iOS: Will The iPad Suffer The Same Fate As The iPhone? [View article]
Apple Rumors Are Swirling About Music Deals This Week: Buy The Rumor [View article]
J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. [View news story]
Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). [View news story]
Apple (AAPL -1.2%) roundup: 1) The budget for Apple's "spaceship" HQ has soared to nearly $5B from less than $3B, BloombergBusinessweek reports. Apple has already pushed back its move-in date to 2016. 2) France Telecom (FTE) CEO Stephane Richard says the cost-sensitivity of consumers is hurting demand for the iPhone and other high-end phones. Of course, FTE and other European carriers have been up in arms over iPhone subsidies. 3) Explaining why he considers Apple a "storage company," Lazard's Edward Parker points out Apple sells flash memory on higher-capacity iDevices at an 80%-90% incremental margin. [View news story]
Apple (AAPL) appears to have further kowtowed to Chinese sensibilities by removing an app from its online store in China that provides access to books by author Wang Lixiong, whose works are mostly banned in the country. Apple would only say that the app included "content that is illegal in China." The move comes days after CEO Tim Cook apologized for Apple's treatment of Chinese consumers following sustained media criticism. [View news story]
"iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
"iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
Apple Could Take Another Beating [View article]
Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]