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Posts tagged "Oppenheimer"
Apple 2.0 (Fortune) / Publishers

Android sells the smartphones; Apple makes the money

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

Three graphs from Oppenheimer's 2012 Handset Guidebook

In the following bar graphs, lifted from a report issued Sunday to Oppenheimer clients by Ittai Kidron and George Iwanyc, may tell you all you need to know about where the smartphone market is headed.

Keep your eye on the magenta bars representing Apple's (AAPL) iPhone and the light blue...

Apple 2.0 (Fortune) / Publishers

Don’t be fooled by calls for Apple to declare a dividend

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

Apple's $76 billion cash stockpile is burning a hole in Wall Street's pockets

Source: Asymco.com

It happens every quarter. Apple (AAPL) reports blowout sales and earnings. Its holdings in cash and marketable securities swell by billions of dollars -- by $10.7 billion, to be specific, in the past 90 days. And analysts come out of the woodwork...

Apple 2.0 (Fortune) / Publishers

The day Apple landed in Gauna

by Philip Elmer-DeWitt on Mar 17, 2011 • No Comments
Why did one of the world's fastest growing tech companies fall twice as fast as the market? Boy. You leave town for one day and -- if you'll forgive an expression Elmore Leonard warns writers never to use -- all hell breaks loose. Of course, with Japan's nuclear plants burning and the Dow dropping 242...
Apple 2.0 (Fortune) / Publishers

iPad 2: The analysts weigh in – updated

by Philip Elmer-DeWitt on Mar 3, 2011 • No Comments
Pleased to see Steve Jobs, wowed by the device's performance, fearful for the competitors A sampling of analysts' reactions to Apple's (AAPL) iPad 2 event. By midday Thursday we'd received 20 reports. Oppenheimer's Yair Reiner: The just unveiled iPad 2 offers the kind of incremental improvements consumers have come to expect from a second-generation Apple...
Apple 2.0 (Fortune) / Publishers

Oppenheimer raises AAPL target to $345. Apple 'not too big to blow it out'

by Philip Elmer-DeWitt on Oct 8, 2010 • No Comments
But the fact that investors expect a Verizon iPhone in early 2011 makes its analyst nervous In a note to clients issued early Friday, Oppenheimer's Yair Reiner addresses the yawning disconnect between Apple's (AAPL) fundamentals -- the underlying strength of its business -- and its share price. "Apple's stock has performed admirably this year (up...
Apple 2.0 (Fortune) / Publishers

First day sales: 1.5 million iPhone 4s?

by Philip Elmer-DeWitt on Jun 25, 2010 • No Comments
According to one analyst, Apple has blown past all previous launch-day records "Guessing launch day iPhone sales," writes Oppenheimer's Yair Reiner in a note to clients issued Friday, 'has become something of a national sport, a bit like guessing whether Punxsutawney Phil will see his shadow." But that doesn't stop him from playing the game....
Apple 2.0 (Fortune) / Publishers

Apple talks tough to handset makers

by Philip Elmer-DeWitt on Mar 9, 2010 • No Comments
The HTC lawsuit capped blunt talks that have reportedly shaken their faith in Google Oppenheimer's Yair Reiner issued a behind-the-scenes report Tuesday that sheds a lot of light on the patent suits Apple (AAPL) filed last week against HTC, the Taiwanese smartphone maker. Citing "industry checks," Reiner writes that: "Starting in January, Apple launched a series of C-Level...
Apple 2.0 (Fortune) / Publishers

Will iPhone sales disappoint investors?

by Philip Elmer-DeWitt on Oct 16, 2009 • No Comments
Production "hiccups" may depress next week's earnings, warns one analyst Compared with the increasingly sunny predictions streaming from his competitors, the note Oppenheimer's Yair Reiner sent clients Friday morning was something of a buzz kill. "We believe Apple could report in line to slightly disappointing [fiscal fourth quarter] revenue," he wrote, advising investors to hold off buying...

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