A proprietary survey finds demand for iPads and iPhones much stronger than expected
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The results of an AlphaWise survey of U.S. consumers conducted for Morgan Stanley the week after Thanksgiving was full of surprises, reports Katy Huberty in a note to clients issued late Wednesday.
iPhones are selling surprisingly briskly. Based on the survey and...Samsung's "buzz score" has overtaken Apple's in a key demographic, says YouGov
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The chart at right says it all.
Starting around Nov. 28 -- six days after Samsung began airing its Galaxy Nexus ads mocking Apple's (AAPL) customer base (see here) -- the Korean conglomerate's "buzz" started rising and the iPhone's drifting down.
And on Wednesday,...
An excerpt from a pre-Macintosh presentation in which he formulates a favorite analogy
Jobs in 1980. Source: Computer Museum
In Revolution in the Valley, Andy Hertzfeld tells the story of how Steve Jobs and Rod Holt tried to change the code name of the new computer they were building from "Macintosh" to "Bicycle."
Apple (AAPL) had recently taken...
Bank of America's brokerage division picks winners and losers for the year ahead
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The tablet market is "still in its infancy," writes Merrill Lynch's Scott Craig in a note to clients Wednesday, with "years of solid growth ahead."
But that growth is not evenly distributed, and in his report Craig and his colleagues single out...
The new deadline in a key Apple vs. HTC patent infringement case is Monday, Dec. 19
HTC Incredible S
There are six more days of nail-biting ahead for Apple (AAPL) and HTC.
A final decision on a closely watched case before the International Trade Commission that was due on Dec. 6 and then postponed to Dec. 14 has...
Dated April 1, 1976, it gave 45% each to Jobs and Wozniak and 10% to Ron Wayne
The three signatures.
Steve Jobs was having trouble getting his friend Steve Wozniak to agree to commercialize his new circuit board, so Jobs invited an Atari draftsman he had befriended help change Wozniak's mind, write up some incorporation papers, and...
Bernstein's top Apple analyst joins the chorus questioning the stock's dismal valuation
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Last week, Morgan Stanley's Katy Huberty noted that Apple's (AAPL) current stock price suggests that the market is expecting the company's earnings to grow minus 2% in perpetuity. (See here.)
In the first of a two-part series, Bernstein's Toni Sacconaghi on Monday drilled...
It's a piece of cake, he says. Just take the company's revenue guidance and add 15%
Apple beats its revenue numbers by a predictable 12% to 18%. Source: Bullish Cross
In a 5,000-word essay posted in Bullish Cross Monday, Andy Zaky laid out his method for estimating Apple's (AAPL) quarterly revenue and earnings numbers. He starts with three assumptions:
That...Cupertino responds to a Google milestone with a flurry of nice round numbers
Source: Google
Last Tuesday, Google (GOOG) announced that Android users had downloaded more than 10 billion apps from the Android Market and that the number of downloads was growing by 1 billion per month. To celebrate the milestone, Google was going to make a new...
No, but the steady flow of rumors about a new iPad just around the corner aren't helping
Source: Digitimes
Remember what happened to iPhone 4 sales last summer? They hit a wall in mid-July, according to Apple CEO Tim Cook, when "speculation" that Apple was about to release a new iPhone, "hit extreme highs."
Now we're in the...
The creator of the answer engine in Siri writes about his long relationship with Jobs
Wolfram. Photo: Creative Commons
There are a several novel anecdotes about Apple's (AAPL) late CEO in the piece British scientist Stephen Wolfram wrote for Saturday's The Guardian.
While at NeXT, Jobs took great interest in Wolfram's breakthrough algebra-solving computer program and even came...
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