Wall Street's first Apple evangelist -- and the former chairman of Compaq -- reminisces
Source: Ben Rosen
The 140-word Wikipedia entry on Benjamin M. Rosen hardly does him justice. For more than a decade -- starting in 1980 when he left Morgan Stanley and co-founded Sevin Rosen Management -- Ben Rosen was personal computing's most influential power...
Setting the stage for a monstrous Christmas selling season
AAPL's 3-month roller coaster ride
It's been a busy fortnight for Apple (AAPL), between the Let's Talk iPhone special event, the death of Steve Jobs, the launch of the iPhone 4S and Sunday's star-studded memorial service. Next week we'll get the worldwide laydown of Walter Isaacson's Steve Jobs, the only biography...
We're averaging the Q4 estimates of the six analysts with the best track records
Data: Company reports, PED. Chart: Adam Bushman
The chart at right, which compares Apple's (AAPL) reported earnings for the past six quarters with estimates made in advance of those reports, shows that some analysts are better at predicting the company's results than others.
Specifically,...
On this one, most analysts agree: Summer '11 was even bigger than Christmas '10
The Mac was one of the few products that failed to live up to expectations in the June quarter (Apple's fiscal Q3). Analysts were looking for sales of 4.2 million. What Apple (AAPL) delivered was 3.95 million.
That's not likely to happen...
IDC gives Apple an even bigger edge, with Mac's U.S. shipments outpacing PCs 80 to 1
Source: Gartner
Tim Cook may not have seen the latest numbers. Or perhaps he's just more modest than Steve Jobs was. But he understated matters somewhat when he told the press last week that the Mac outgrew the PC market almost...
Net Applications shows a 25% increase in Apple's global desktop share in fiscal 2011
Data: Net Applications. Chart: PED
"Mac gets back-to-school bump" is the headline of a brief report Saturday in Net Applications' September survey. It notes that Apple's (AAPL) share of desktop usage, as measured by visits to its clients' websites from machines running OS...
"Let me describe the world I live in"
Jobs at WWDC 1997
Steve Jobs got a lot off his chest in his Q&A session with developers at WWDC 1997 -- the first after he returned to Apple (AAPL) from his years in the desert at NeXT.
We've dipped once before into the 70-minute video (available here) to highlight...
But phone and tablet sales are weaker, and 32% brought a TV to school, down from 73%
A relatively small survey from Hudson Square Research -- 158 students in eight U.S. colleges and universities interviewed over the past three weeks -- nonetheless yielded some striking results. According to a note to clients issued Monday by Hudson...
But that's down from 18% three years ago, according to ChangeWave Research
Click to enlarge. Source: ChangeWave Research
The series of medical leaves that Steve Jobs took before he finally resigned last month seem to have had an inoculating effect on both investors and consumers, allaying their concerns about Apple's (AAPL) future without its co-founder and CEO.
The...
Greeted with long lines and stock outs when it arrived in Hong Kong this week
Image: Apple Inc.
In a note to clients Friday, Ticonderoga's Brian White reported that the new MacBook Air -- which was launched in the U.S. more than four weeks ago -- was greeted with long lines and stock outs when it finally...
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