China Telecom could offer the iPhone as early as February
China Telecom is getting very near to launching Apple's iPhone 4S on its network, according to a new report. China Telecom subsidiary Beijing Telecom said it will likely offer a CDMA version of the iPhone 4S by the end of February or the beginning of March.
Our Apple whisper numbers
Averaging the Q1 2012 estimates of the six analysts with the best track records
Whisper numbers, according to Wikipedia, emerge from widening cracks in the spreadsheets maintained by Wall Street analysts. Quoting an article by Daniel Svensson, the entry explains:
"When the estimate is first calculated by sell-side analysts, the number is submitted to companies such as...
Does a Premier League bid make sense for Apple?
Apple might be looking to expand its live sports offerings through a deal with the English Premier League, a new report says. It's an interesting proposition but not a cheap one: Sky paid £1.6 billion (around $2.5 billion) for its current broadcast rights. 
The iPhone Blasts Off Into Higher Orbit: 190M Handsets Expected Sold in 2012
The booster rockets have yet to stop for iPhone demand. That’s the word from one Wall Street analyst expecting sales of Apple’s handset to be 30 percent higher than predicted for the December quarter – and even more...Morgan Stanley: Apple may sell 190 million iPhones next year
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...Black Friday: Apple zigged while the PC market zagged
PC sales were down 8% Thanksgiving week, but demand for the MacBook Air was strong
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In a note to clients Thursday, Morgan Stanley's Katy Huberty rattled off several reasons to explain why retail sales of personal computers in the U.S. were down 8% year over year for the week of Nov. 20 to 26,...
Morgan Stanley: Apple’s price implies -2% long-term growth
Katy Huberty weighs in on the question "Why is AAPL so cheap?"
Source: Morgan Stanley
"Market Significantly Underestimates Apple's C2012 Earnings Growth" reads the headline of Katy Huberty's contribution to a 45-page Morgan Stanley report to clients Wednesday summarizing what the bank expects to be the big "investor debates" of 2012.
Her headline is an understatement, judging from...
Morgan Stanley: What iPhone really needs is more carriers
The key to future sales growth is signing up new cellular operators, especially in Asia
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In a series of well-researched charts, Morgan Stanley's Katy Huberty has put her finger on the one factor -- all others being equal -- that really drives smartphone sales: The number of cell phone operators that sell the thing.
In...
Morgan Stanley: Apple’s share of world’s largest PC market — China — set to grow from 5% to 21%
Chinese consumers rate Macs as most desirable, although only 7% can afford one
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In August, according to IDC, China overtook the U.S. as the world's largest consumer of personal computers.
On Wednesday, Morgan Stanley issued the results of a survey suggesting that Apple (AAPL) is the best positioned of all PC manufacturers to capitalize on...
Wall Street still doesn’t understand Apple
With Q4 earnings due next week, the pros and the bloggers are $3.9 billion apart
Click to enlarge. Data: Company reports, Apple 2.0. Chart: Adam Bushman
It has become, for the Street, an embarrassing quarterly tradition.
The Apple (AAPL) independent analysts -- a growing community of bloggers, private investors and assorted amateurs -- file estimates that look, by...
Apple’s cash is already burning a hole in Wall Street’s pockets
The $76 billion Apple reported last quarter could grow to $136 billion by the end of 2012
Click to enlarge. Source: Morgan Stanley
Apple's (AAPL) fourth fiscal quarter doesn't end until next week, but Morgan Stanley Katy Huberty already has her eye on the company's massive holdings in cash and marketable securities -- $76 billion at the...
