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Posts tagged "Mike Abramsky"
Apple 2.0 (Fortune) / Publishers

Survey shows ‘unprecedented’ demand for Apple’s iPhone 5

by Philip Elmer-DeWitt on Sep 13, 2011 • No Comments

Demand for the iPad is also rising, according to data from a ChangeWave survey

Click to enlarge. Source: RBC

RBC Capital's Mike Abramsky has raised his fourth quarter iPhone and iPad estimates based on the results of a survey of 2,200 potential buyers. The survey, conducted in August by ChangeWave research, showed what Abramsky called "unprecedented iPhone...

Apple 2.0 (Fortune) / Publishers

Survey: iCloud likely to launch with 150 million subscribers

by Philip Elmer-DeWitt on Jun 21, 2011 • No Comments

76% say they'll sign up for free e-mail; 30% for the $25/year music matching service

Click to enlarge. Source: RBC Capital

Apple (AAPL) is not a company known for giving things away for free, but when they do, people tend to respond positively. According to a survey conducted for RBC Capital the week after Steve Jobs' iCloud...

Apple 2.0 (Fortune) / Publishers

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

by Philip Elmer-DeWitt on Jun 14, 2011 • No Comments

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...

Apple 2.0 (Fortune) / Publishers

What the Foxconn explosion means for Apple

by Philip Elmer-DeWitt on May 20, 2011 • No Comments
An analyst sketches out the economic implications in two scenarios: One serious, one less so RBC capital's Mike Abramsky was the first analyst out of the gate Friday with a note to clients assessing the effect on Apple (AAPL) of the explosion at Foxconn's Chengdu plant. According to Abramsky, the plant is one of two...
Publishers / TUAW

Up to 20% of iPad owners expected to upgrade

by Dana Franklin on Mar 11, 2011 • No Comments
Mike Abramsky, a technology analyst for RBC Capital Markets, predicts up to 20% of the original iPad's buyers will upgrade to the iPad 2 over the next 12 months. But Abramsky suggests the number of customers upgrading to iPad 2 will be eclipsed by bu...
Apple 2.0 (Fortune) / Publishers

Tablet market heading for a shakeout

by Philip Elmer-DeWitt on Feb 16, 2011 • No Comments
A dispatch from Barcelona sees trouble ahead for the iPad's competitors RBC Capital's Mike Abramsky has coined a new acronym: NAAT! (Not Another Android Tablet!) "The geyser of Android tablet launches continues," he writes in a note to clients from Day 2 of Mobile World Congress 2011 in Barcelona. He mentions, among others, the HTC...
Apple 2.0 (Fortune) / Publishers

Verizon halts iPhone orders. An estimated 100,000 units pre-sold

by Philip Elmer-DeWitt on Feb 4, 2011 • No Comments
In two hours, Apple's smartphone breaks all the carrier's first-day launch sales That didn't take long. Verizon (VZ) announced Friday that it had halted pre-sales of Apple's (AAPL) iPhone, having burned through its first shipment in less than a day. It took only two hours -- from 3 a.m. to 5 a.m. EST Thursday --...
Apple 2.0 (Fortune) / Publishers

Steve Jobs’ leave: Analysts weigh in

by Philip Elmer-DeWitt on Jan 17, 2011 • No Comments
Apple's CEO, says one, is both the company's biggest asset and its biggest risk The U.S. financial markets were closed, but a few analysts took a break from their Martin Luther King Day remembrances to say a few words about what Steve Jobs' latest health advisory might mean to Apple (AAPL) shareholders. Morgan Stanley's Katy...
Apple 2.0 (Fortune) / Publishers

Web wars: Blackberry overtakes iPhone – updated

by Philip Elmer-DeWitt on Dec 1, 2010 • No Comments
At least in the U.S., according to StatCounter. Worldwide, Nokia's Symbian still rules When Apple (AAPL) introduced the iPhone, it awakened a sleeping giant in Canada, forcing Research in Motion (RIMM) to improve the experience of browsing the Web on a BlackBerry. Those efforts have finally paid off. According to a report issued Wednesday by...
Apple 2.0 (Fortune) / Publishers

What if Verizon never gets an iPhone?

by Philip Elmer-DeWitt on Sep 24, 2010 • No Comments
An analyst examines the impact on iPhone shipments and on Apple's share price In the wake of Verizon CEO Ivan Seidenberg's remarks Thursday -- which seemed to pour cold water on rumors of the imminent release of a Verizon iPhone -- RBC Capital's Mike Abramsky takes a look at the implications in a note to...
Apple 2.0 (Fortune) / Publishers

Who buys Apple's $18+ billion quarter?

by Philip Elmer-DeWitt on Jul 25, 2010 • No Comments
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 it...
Apple 2.0 (Fortune) / Publishers

How deep is the Apple iPad's pent-up demand?

by Philip Elmer-DeWitt on Feb 23, 2010 • No Comments
Not as deep as it was five months ago, according to the latest ChangeWave survey In a report to clients issued Tuesday, RBC Capital's Mike Abramsky trots out a new survey in which 13% of respondents said they'd be interested in buying an iPad — more than the 9% who said they were keen on buying...

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