What Wall Street is saying about Apple’s record quarter
Apple's record quarter is prompting a lot of analysts and Wall Street watchers to up their estimates for the stock's performance. A slew of investor notes released Wednesday suggest few believe Apple's fortunes have reached their apex. Investors seem to agree, as Apple's stock opened strong.
Snapshot of the computer market, with and without iPad
If tablets are computers, Apple's share of the global market now dwarfs its competitors
Click to enlarge. Source: Deutsche Bank
Deutsche Bank's Chris Whitmore came away from this year's Consumer Electronics Show in Las Vegas unimpressed with what Apple's (AAPL) rivals had to offer in the way of tablet computers:
"2011 was supposed to be the year of...
Why Apple is in no hurry to settle its iPhone patent suits
New analysis suggests the payoff could be seven fold greater if it holds out for a win
Click to enlarge.
In a note to clients issued Monday, Deutsche Bank's Chris Whitmore lists four possible outcomes of the patent wars being fought in courts around the world between Apple (AAPL) and the Google (GOOG) Android ecosystem:
1) settlement with...
Piper Jaffray reports on Apple’s impressive Black Friday sales
As reported by Philip Elmer-DeWitt at Fortune's Apple 2.0 column, Piper Jaffray analyst Gene crunched his Black Friday sales numbers and found that Macs and iPads were popular gifts. Munster said Apple sold about 10.1 Macs per hour and 14.8 iPad per...
Report: Apple is building two (!) iPhones for September release
An analyst expects Apple to launch both an iPhone 5 and a mid-range iPhone 4S
Click to enlarge. Source: Deutsche Bank
For much of the spring, the reporters who cover Apple (AAPL) have been arguing among themselves about what to call the new iPhone they expect the company to introduce in September.
Some call it the iPhone 5,...
What if the iPad were a PC?
If you throw tablets in the mix, Apple just became the U.S.'s No. 1 computer maker "The iPad," writes Deutsche Bank's Chris Whitmore in a note to clients issued Monday, "is driving a rapid, unprecedented shift in the structure of the computing industry." To illustrate that point, Whitmore has taken a chart of domestic personal...
iPad lead seen as 'overwhelming'
Competitors may "fall flat" in user experience and struggle to undercut Apple's prices Deutsche Bank's Chris Whitmore has surveyed the tablet computer scene and concluded that things do not look good for the iPad's competitors. "We believe Apple's lead in the tablet market will prove difficult to close by the onslaught of competing products coming...
Analysts weigh in on the new Apple TV
Steve Jobs' latest iteration of the set-top box gets mixed-positive reviews on Wall Street Piper Jaffray's Gene Munster: We see the new Apple TV as a meaningful change in Apple's efforts in the digital living room. The addition of new content, such as Netflix, in combination with the $99 price (down from $229), will drive...
About those 3 million iPhone 4s …
A slowdown in daily sales has some investors worried about fourth-quarter results To support his contention that the press had blown the iPhone 4's antenna issues wildly out of proportion, Steve Jobs announced at his July 16th press conference that Apple (AAPL) had sold "well over" 3 million units in three weeks. That sounds like...
iPhone 4 stockouts: 60% of Apple Stores, 100% of the rest
Selling 'em as fast as they can make 'em, according to a survey of 100 retail outlets Deutsche Bank's Chris Whitmore did his homework last weekend. First he waited in line for nearly four hours at Apple's (AAPL) flagship San Francisco store to buy his own pre-ordered iPhone 4 ("Apple provided lunch and bottled water...
New high Apple price target: $375
With the stock setting new records, analysts' prediction are following suit In his second note to clients in as many days, Deutsche Bank's Chris Whitmore raised his price target for Apple (AAPL) to $375 -- the highest we've seen to date. "Apple is beginning the strongest product cycle in the company's history, led by the...
Chasing Apple's 'galloping pace'
In the converging market for mobile devices, vendors vie for second place, says an analyst Things look bleak for everybody but Apple (AAPL) and maybe Google (GOOG) in a brief report to clients issued Monday by Deutsche Bank's Chris Whitmore. "The distinction between smartphones, tablets and low-end notebooks is blurring rapidly," he writes. "Currently there...
