‘Conservative’ estimate predicts 48 million iPad sales in 2012
It's time to start placing bets as to how many iPads Apple will sell in 2012. Sterne Agee's Shaw Wu is starting things off with an estimate of 48 million, he said Wednesday morning. Wu says that number could end up being "conservative," and I agree.
Steve Jobs’ disruptive best-of-television service, revisited
As rumors of a "real" Apple TV heat up, ideas that could upend the industry resurface
Photo: Michael Copeland
In late 2009, the Wall Street Journal ran a story that sent shivers through the television industry.
Quoting unnamed sources familiar with Apple's (AAPL) negotiations, the Journal reported that CBS (CBS) and ABC (DIS) were seriously considering Steve Jobs'...
Shaw Wu: Apple could double or triple its market shares
Sterne Agee's Apple analyst sees lots of room for growth in PCs and mobile phones
In a note to clients issued Wednesday, Sterne Agee's Shaw Wu makes the case that Apple's (AAPL) shares, still down 8% from their recent highs, are a "compelling" buy. He offers four reasons:
"As much success as AAPL has had," he writes,...Apple getting “better yield and higher output” on iPad 2
Shipments are reported to be approaching 3-4 million/month as production constraints ease Following a mid second-quarter check with his sources in Apple's (AAPL) supply chain, Sterne Agee's Shaw Wu raised his unit sales estimates Friday as well as his price target: to $460 to $445. The stock, which has been impervious to the enthusiasms of...
Bloggers v. Pros on Apple: Another $2 billion revenue gap
With Q2 earnings due next week, the two groups of analysts are once again miles apart The amateur analysts who follow Apple (AAPL) can afford to be more bullish than the professionals who do it for banks and brokerage houses. After all, unlike the sell-side analysts who are telling investors to buy the stock, they...
7-inch iPad Rumors Start Up Again
Steve Jobs’ disdain for the 7-inch tablet form factor embraced by the likes of would-be iPad killers like the Samsung Galaxy Tab couldn’t be any more dripping even if it poured in bilious rivulets out of his open mouth. At the last earnings call, he...Rumor: CDMA iPhone to be carrier exclusive in with Verizon
Analyst Shaw Wu sent out his latest investor note on Monday, and unsurprisingly, he says an iPhone for Verizon Wireless is imminent, but he has added a new twist on this long-running story. Wu is claiming that Verizon will give Apple a larger than usua...
Analyst: Apple Plans New iPhones With Larger and Smaller Displays
Over in the world of Android smartphones, one form factor that has been seeing an increasing push from handset makers is the 4.3 inch touchscreen phone, best exemplified by the likes of the Motorola Droid X and HTC EVO 4G. That’s significantly larger than the...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...
The case for a touchscreen iPod nano
Is the device that was once Apple's best-selling iPod about to join the iPhone family? There's been a lot of speculation about what a re-designed iPod nano might look like in the wake of a note issued Thursday by Kaufman Bros.' Shaw Wu, but what about the software that runs it? Wu's sources in Apple's...
Verizon and Apple at loggerheads?
"Important details still being ironed out," writes analyst. Could T-Mobile and Sprint be next? Apple (AAPL) needs another carrier to maintain the iPhone's current rate of growth in the U.S., says Kaufman Bros.'s Shaw Wu in a note to clients Monday, but it doesn't necessarily have to be Verizon (VZ). According to Wu, Apple's share...
