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...
iPhone 4: The body shape algorithm
Apple engineers are reported to be "furiously working" on a Death Grip software fix Two reports issued in advance of Apple's (AAPL) scheduled 10 a.m. PT press conference offer hope of a software fix for what has been widely assumed to be a hardware flaw in the iPhone 4's antenna design. The first comes from...
Analysts weigh in on iPhone Death Grip
Not that big a deal, is their consensus. The market, naturally, ignores them. On Monday, Consumer Reports decided it couldn't recommend the iPhone 4. On Tuesday and Wednesday, analysts who track Apple (AAPL) offered clients their take on what it means for the company. Morgan Stanley's Katy Huberty saw it as a "PR problem that...
Analyst lowers third quarter iPhone estimate by 1.5 million units
But raises iPad unit sales to 3.5 million and lifts Apple price target to $349 per share Here's something unusual for an Apple (AAPL) analyst. Two weeks before the company is scheduled to announce its fiscal third quarter earnings, Kaufman Bros.' Shaw Wu has lowered his sales estimate for Apple's most important cash cow, the...
Analysts scramble to raise AAPL targets
The iPhone 4's momentum is beyond "our bullish expectations," says Kaufman's Shaw Wu The Wall Street analysts who follow Apple (AAPL) -- and there are dozens of them -- continue to take a second look at their spreadsheets in the wake of those 3 million iPad sales, the extraordinary flood of iPhone 4 pre-orders and...
An iPhone for T-Mobile?
T-Mobile, not Verizon, will be the next carrier to get Apple's smartphone, says an analyst Like most analysts, Kaufman Bros. Shaw Wu believes Apple (AAPL) will eventually end its exclusive relationship with AT&T (T) and give the iPhone to other U.S. carriers -- by 2011, most likely, and perhaps as early as this fall. But...
Apple tablet may not ship until June
Analyst cites "minor issues" with battery life and durability
In an otherwise positive report Tuesday anticipating the introduction of Apple's (AAPL) tablet computer at next Wednesday's "latest creation" event, Kaufman Brothers' Shaw Wu introduces a note of uncertainty.
"We are also picking up," he writes, "that the product would most likely not ship in volume until the...
Wu: Apple's 'blowout' first quarter
Kaufman's chief Apple analyst sees strength in all three major product lines
In a note to clients posted Wednesday morning, Kaufman Bros.' Shaw Wu gave three reasons for raising his Apple (AAPL) price target to $253 from $235.
Record-setting iPhone shipments. Wu's 9.5 million estimate is 700,000 higher that the Street's consensus of 8.8 million and only 600,000...
Apple on track to sell 6.8 million iPhones in Q4 – analyst
In a note to clients issued Wednesday morning, Kaufman Bros.’s Shaw Wu reported on some interesting trends from his latest iPhone supply chain checks:
Expensive iPhones — especially the $299 3GS — are doing better than expected in a tough macroeconomic climate. “Customers,” he writes, “have surprisingly opted for higher-end models where they are willing to...
