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Posts tagged "Jeff Fidacaro"

Pre-Christmas chatter about iPhone supply constraints

Apple is selling iPhones as fast as it can make them, but that may not be fast enough

Chinese queue up for iPhone 4S. Photo: iWorld

A pair of analyst reports Tuesday warn that Apple (AAPL) may be having trouble feeding the demand for iPhones in advance of the holiday selling season.

In a note entitled "Limited near-term...

Why AAPL has been in the doldrums for the past 6 months

Exploring the mysteries of what the analysts call "multiple compression"

When Apple's (AAPL) shares responded to the news out of the company's developers conference by closing the week at $325.90 -- their lowest level since last December -- I thought I'd take a look at how last Friday's stock price compared with the 12-month price targets...

Chinese iPad plant reopens

Two weeks after a fatal explosion, it's business as usual at Foxconn's factory in Chengdu.

Inside Foxconn's Chengu factory. Photo: micgadget.com

After an explosion in a Chinese factory that makes iPads for Apple (AAPL) killed three workers and injured 15 more, one analyst estimated that Apple's quarterly iPad production numbers might fall by as much as 2.8...

Susquehanna ups AAPL target to $465

Expects sales of 76.7 million iPhones and 32.1 million iPads in fiscal 2011 [Needham's Charlie Wolf also raised his price target Monday, to $450 from $375, and Ticonderoga's Brian White reiterated his $550 target. By 10 a.m. Apple was trading above $350 for the first time.] In his first Apple (AAPL) supply chain check since...

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...

Earnings Smackdown: The best and worst Apple analysts

The bloggers beat the pros once again this quarter, but not quite as handily as before The professional analysts who track Apple (AAPL) for banks and brokerage houses may have been surprised by the $15.7 billion in revenue the company reported Tuesday -- an all-time record for Apple in what is traditionally one of its...

Analysts scramble to raise AAPL targets

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 and...

iPhone launch: 2-3 million, says analyst

The release of the iPhone 4 next weekend is shaping up as one for the record books Topping all estimates we've seen so far, Susquehanna Financial's Jeff Fidacaro issued a note to clients predicting that next weekend could be a "2 mln - 3 mln iPhone event" -- two to three times bigger than the...