raman kandola

Foreclosure Stimulus to Boost Tech's Four Horsemen

It makes sense... and with gas over $4 dollars a gallon.... we would see a lot of people online wondering @ their places... good for google, amazon, yahoo... i guess !!!!

Smooth Sailing Ahead for Research In Motion

RIMM would still hold the monopoly for alteast couple of years. Beasieds RIMM has a better PR than AAPL. Don 't get me wrong AAPL from my analysis should be over $200 by now.

But regarding the smart phone RIMM has a better edge and experience. They been selling their device for even $99.00 !

AAPL has still long way to go, but they've already gave a huge dent to PALM.

By How Much Will Apple 'Blow Away' Its 10M iPhone Target?

This would go down to 20 million units really easily before the end of the year.

For Microsoft, Apple Is the Elephant in the OS Room

Salesforce.com is giving Macs to all employees. Yup, all 4000 of us; we are going to be one of the largest enterprise software Mac shops around. As the leases come up for the Dells, IT is replacing with Macs.

And why, you ask, Security! The resources it takes to defend against all the stuff the baddies throw at a PC, it’s just cheaper/easier to pay a few bucks more for a Mac and not have any of those issues.

With the Google Apps integration, and moving to the Mac, we will be free of the clutches of the Redmond Beast!

You really couldn’t ask for a much better endorsement of your value to the forward-looking enterprise than being officially adopted by Salesforce.com, could you now?

The Oppenheimer Effect: Conservative Guidance, Stellar Earnings from Apple

Salesforce.com is giving Macs to all employees. Yup, all 4000 of us; we are going to be one of the largest enterprise software Mac shops around. As the leases come up for the Dells, IT is replacing with Macs.

And why, you ask, Security! The resources it takes to defend against all the stuff the baddies throw at a PC, it’s just cheaper/easier to pay a few bucks more for a Mac and not have any of those issues.

With the Google Apps integration, and moving to the Mac, we will be free of the clutches of the Redmond Beast!

You really couldn’t ask for a much better endorsement of your value to the forward-looking enterprise than being officially adopted by Salesforce.com, could you now?

Apple's Branding Strategy Delivers Superior Results

AAPL is a pioneer ! Case closed.

Apple Stores Outshine Retailers

AAPL is heading to $200 sooner, than you can think !

Apple Stores Outshine Retailers

Citi - "Apple remains our top hardware pick through calendar year-end, with a new $248 12-month target, following a 7-8% revenue beat with upside from all product lines in 1CQ08. A steady stream of new product announcements between June and September should allow the company to continue to gain significant market share in PCs and handsets during 2HCY08.

Soleil - "With Mac sales up 51% y/y- a rate of growth 3.5X better than the industry-we believe our long-term market share thesis for AAPL remains firmly intact."

WR Hambrecht - "With the Mac franchise as the core growth driver, we are still optimistic about the prospects for the iPhone, and we expect Apple to use many of its levers (e.g., price, new features, new models, and new carriers/distribution partners) to accelerate unit sales throughout the year."

Piper Jaffray - "The key takeaway from Apple's Mar. qtr is that the Mac units grew at the highest y/y rates (units 51% and revenue 54%) in 17 years. Macs are the most meaningful category with the most potential and they are performing the best."

Deutsche Bank - "We expect multiple product cycles (MacBooks, Air, 3G iPhone, etc) to sustain strong FCF and EPS growth." "Mac momentum to continue"

Apple’s Dramatic Risks and Ambitions

Citi - "Apple remains our top hardware pick through calendar year-end, with a new $248 12-month target, following a 7-8% revenue beat with upside from all product lines in 1CQ08. A steady stream of new product announcements between June and September should allow the company to continue to gain significant market share in PCs and handsets during 2HCY08.

Soleil - "With Mac sales up 51% y/y- a rate of growth 3.5X better than the industry-we believe our long-term market share thesis for AAPL remains firmly intact."

WR Hambrecht - "With the Mac franchise as the core growth driver, we are still optimistic about the prospects for the iPhone, and we expect Apple to use many of its levers (e.g., price, new features, new models, and new carriers/distribution partners) to accelerate unit sales throughout the year."

Piper Jaffray - "The key takeaway from Apple's Mar. qtr is that the Mac units grew at the highest y/y rates (units 51% and revenue 54%) in 17 years. Macs are the most meaningful category with the most potential and they are performing the best."

Deutsche Bank - "We expect multiple product cycles (MacBooks, Air, 3G iPhone, etc) to sustain strong FCF and EPS growth." "Mac momentum to continue"

Apple’s Dramatic Risks and Ambitions

Apple (Nasdaq: AAPL) analyst round-up following strong Q2 results. Apple reported Q2 EPS of $1.16, 9 cents better than the analyst estimate of $1.07. Revenues for the quarter were $7.51 billion, versus the consensus of $6.96 billion. Apple sees Q3 EPS of about $1.00, versus the consensus of $1.10. Sees Q3 revs of about $7.2 billion, versus $7.16 billion.

Raised Price Target:
Merrill Lynch raises its price target from $180 to $186, maintaining their Buy rating.
Deutsche Bank raises its price target from $225 to $235, maintaining their Buy rating.
Citi raises its price target from $218 to $248, maintaining their Buy rating.
ThinkPanmure raises its price target from $165 to $195, maintaining their Buy rating.
WR Hambrecht raises its price target from $218 to $238, maintaining their Buy rating.

Maintained:
Needham maintains its $234 price target and Strong Buy rating.
FTN maintains its $215 price target and Buy rating.
Caris & Co maintains its $170 price target and Above Average rating.
AmTech maintains its Neutral rating.
Cross Research maintains its $225 price target and Buy rating.
Piper Jaffray maintains its $250 price target and Buy rating.
Soleil Securities maintains its $200 price target and Buy rating.

Wall Street Breakfast: Must-Know News

Citi raised target from $ 212 to $ 248 24-Apr-08 04:32 am Correct story line #2, thanks Emerald, Ouch

Citi raised target from $212 to $248
24 April 2008, Apple Inc (AAPL), Citi raises target.


Unit Shipment Upside in ALL Product Categories;

Reiterate Buy

Call — Apple remains our top hardware pick through calendar year-end, with a new $248 12-month target, following a 7-8% revenue beat (Google also beat by 7-8%) with upside from all product lines in 1CQ08. A steady stream of new product announcements between June and September should allow the company to continue to gain significant market share in PCs and handsets during 2HCY08. Component Tailwind in 2CQ — We had expected higher gross margin in 1CQ and now believe that Apple entered the quarter with a significant amount of memory inventory procured at higher prices during 4CQ. However, as Apple procures memory in 2CQ at prevailing contract prices, the company should benefit from the component cost tailwind that we had expected last quarter.

9 June is D-Day for 3G — The first of an impressive wave of new products will be a new 3G iPhone and the iPhone Software Development Kit (SDK). During
the subsequent three months, we expect a complete refresh of the laptop and iPod lines. The SDK should yield hundreds of compelling iPhone/iPod touch
third-party apps for by Christmas. Little Change to Above-Consensus FY09/10 Ests — An increase in revenue
estimates for all future periods is mostly offset by more-conservative assumptions on monthly residuals from cell phone carrier partners. We have reduced carrier residuals in anticipation of more traditional carrier relationships with forthcoming carrier partners around the world.

The Microsoft Waiting Game - Fast Money Recap (4/23/08)

Headlines for [AAPL]
[AAPL] Today 07:36am
Apple Inc Morgan Keegan Raised AAPL to Market Perform from Underperform

The Microsoft Waiting Game - Fast Money Recap (4/23/08)

CITI has it for $248 today in the morning,.

The Microsoft Waiting Game - Fast Money Recap (4/23/08)

Apple Inc Morgan Keegan Raised AAPL to Market Perform from Underperform

The Microsoft Waiting Game - Fast Money Recap (4/23/08)

AAPL got upgraded by 4* times today..

this is the fourth (4) upgrade for today.

1:ThinkPanmure analyst Darren Aftahi raised his price target to $195 from $165, implying he expects the stock to rise about 20 percent over Wednesday's $162.89 close.
2: Bank of America: $180
3: Lehman: $202
4: Citi: $248