"We'll talk about about slates and tablets and blah, blah, blah, blah." No, those aren't the notes of a reporter who couldn't keep up. That "blah, blah, blah, blah" -- taken from the official transcript of Microsoft's (MSFT) annual financial analysts meeting Thursday -- is how Microsoft CEO Steve Balmer introduced what he said...
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Analysts either don't believe Apple's revenue guidance, or they're deliberately low-balling it Anybody who follows its earnings reports can tell you that Apple (AAPL) guides conservatively, under-estimating its forward-looking numbers to demolish them at the end of the quarter. Only once in the past 23 quarters -- in the summer of 2006 -- did...
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The analysts this morning were piling on superlatives. Will the market follow their lead? Apple's (AAPL) record quarter inspired a flurry of glowing reviews and rising price targets. Here's a sample; more as they come in: Oppenheimer's Yair Reiner: Antennagate Schmantennagate. "We were expecting Apple to deliver a strong F3Q10. But we hadn't girded...
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A big Q3 is a given. That makes it especially hard to predict which way the stock will jump. Assuming Apple (AAPL) reports record third quarter revenue and earnings this afternoon -- the Street is looking for year-over-year increases of 51% and 54%, respectively, according to Thomson Financial -- what else is there to...
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The "wisdom of crowds" stock-picking site shows a sharp drop over the past three months In a report timed for release the day before Apple's (AAPL) fiscal Q3 earnings report, Piqqem's Jett Winter charts a sharp decline in investor opinion as measured by his crowd-driven stock selection service. "In a stunning turn of events,"...
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The fourth in a series of previews of Apple's results for the third fiscal quarter of 2010 Between a Steve Jobs keynote in June that ignored it and media feeding frenzy in July that had nothing to do with it, one might almost forget that Apple (AAPL) makes a line of computers called Macintosh....
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Not that big a deal, is their consensus. The market, naturally, ignores them. On Monday, Consumer Reports decided it couldn't recommend the iPhone 4. On Tuesday and Wednesday, analysts who track Apple (AAPL) offered clients their take on what it means for the company. Morgan Stanley's Katy Huberty saw it as a "PR problem...
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The third in a series of previews of Apple's results for the third fiscal quarter of 2010 Last week we sampled analysts' estimates of iPhone and iPad sales in advance of Apple's (AAPL) earnings report for the quarter that ended June 26. Today we look at a product that played an important but diminishing...
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The second in a series of previews of Apple's results for the third fiscal quarter of 2010 You might think that estimating iPad sales for the fiscal quarter that ended on June 26 would be a pretty easy call for analysts, given that Apple (AAPL) let it be known five days before the end...
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The iPhone 4's momentum is beyond "our bullish expectations," says Kaufman's Shaw Wu The Wall Street analysts who follow Apple (AAPL) -- and there are dozens of them -- continue to take a second look at their spreadsheets in the wake of those 3 million iPad sales, the extraordinary flood of iPhone 4 pre-orders...
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