Analyst Reports — page 4
84 posts filed under Analyst Reports
iPhone to Gain Lotus Notes and Improved Exchange Support
In a note to investors American Technology research analyst Shaw Wu cited "industry and developer sources" stating that following months of beta testing Apple will use a portion of its media event next week to announce improved Microsoft Exchange server support and IBM's Lotus Notes…
iPhone Revisions and Apple TV Update in 2008?
After a key meeting with suppliers and manufacturers in Asia, Goldman Sachs analysts reported this week that Apple will most likely introduce two revisions to the iPhone in 2008 and an Apple TV overhaul. David Bailey wrote in a research note that his Far Eastern…
Analyst Notes on iPhone Launches, Verizon Announcement, Android
In the same note that Piper Jaffray analyst Gene Munster wrote of the ultra-portable Mac he also noted on the European iPhone launches, Verizon's plans for an open network and Google's Android mobile platform. The analyst writes that the three chosen carriers in Europe expect…
Munster Sees Ultra-Portable Mac at Macworld
Piper Jaffray analyst Gene Munster is weighing in on the ultra-portable Mac rumours again . Munster is now believes that there is an 85-percent chance of Apple releasing the long-rumoured ultra-portable Mac at Macworld Conference and Expo in January 2008. "As Macworld approaches, reports of…
Steve Jobs Looks to the Future, Talks Upgrades, Market Share and iPhone
The New York Times has published an article on the upcoming release of Mac OS X Leopard 10.5 which will begin shipping this Friday at 6.00PM. The article notes that the growing "halo" effect from the iPhone and iPod has caused the Mac market share…
Firm Comments on iPhone Hacking, Applications
In today's note to clients Gene Munster, analyst for Piper Jaffray briefly wrote about iPhone hacking and third party applications for the iPhone. Munster agreed first hand that a larger set of applications would make the iPhone more attractive but was keen to note that…
Analyst Sees Ultra-Portable Mac in 4-6 Months
Calling the subject its "Hot Topic of the Month" Piper Jaffray stated Monday that there's is a "high" likelihood that Apple will announce an ultra-portable Mac in the next 4-6 months. "The move could take place in the form of an smaller laptop and/or a…
Munster Looks Ahead to Leopard, Macworld
Analyst Gene Munster of Piper Jaffray has released a report to clients today looking forward to the release of Mac OS X Leopard and potential releases at Macworld. Munster noted that Apple was "on track" to ship Leopard by the end of October, and predicted…
Apple Slides on Analyst Comment, Recovers Slowly
As the markets opened on Tuesday morning Apple stock began taking a hard hit. AAPL stock slipped over $5.00 or 3.5 percent after TheStreet.com reported on a research note from Miller Tabak which purportedly said that Apple has cut the production number of iPhones from…
Apple's Q3 2007 Earnings Announcement Today
Apple will today release its earnings for financial Quarter 3 of 2007. The results are expected to "wow" wall street but yesterdays iPhone figures from AT&T have shaken up some analysts. It is important to note that yesterdays announcement from AT&T was based on just…
AAPL Plummets on Official iPhone Numbers
Shares of AAPL fell more than 4% on Tuesday as AT&T announced official iPhone figures. The official carrier of the iPhone in America announced on Tuesday that it had signed up just 146,000 subscribers in the first two days of the iPhone being on sale…
Looking at Apple's Revenue Sharing Agreement with AT&T
Analysts for Piper Jaffray have been taking a look at what the agreement between Apple and AT&T could look like. "While we do not know the exact details of the agreement, we conservatively estimate that AT&T gives Apple $3 per month (over the life of…
Piper Jaffray Chimes in on iMac Rumours
Following months and months of iMac rumours, Piper Jaffray has also stepped into the picture with their take. According to the investment research firm there is an 80% chance that Apple will release a completely redesigned iMac this Summer. According to the firm the "iMac…
Munster Sees Touch-screen iPods Running OS X by Macworld
Piper Jaffray analyst Gene Munster released a note to clients on Monday detailing his believes that Apple will soon introduce a new video iPod similar to that of the iPhone. "We believe the iPhone reveals much of what the iPod will soon be," wrote analyst…
iPhone Sales and Store Inventory
Analysts have been clambering to give an opinion on how many units they think Apple shipped over the weekend, but Apple has been reluctant to release any details regarding sales. On the other hand AT&T spokesman Mark Siegel gives the most official word on iPhone…
Goldman Sachs Pins iPhone Sales at 700,000
Following other analysts estimates earlier today, Goldman Sachs analyst David Bailey has decided to weigh in on the fun. Bailey pegged Apple's 3 day sales figures at 700,000 well above Gene Munsters 500,000. Apple is yet to comment on how many iPhones have been sold…
3 Million iPhones to be Available on Launch?
Businessweek writes an article titled "How Big Will the iPhone Be?" According to the article Apple plans to have 3 million iPhones ready for sale on launch day. If Apple's goal of selling 10 million iPhones by the end of 2008 seemed ambitious to some…
In Brief: Apple's Market Value Hits $100 Billion, Analysts Up Price Targets
Apple's Market Value Hits $100 Billion In early morning trading Apple Inc.'s share rose as high as $116.06 per share, with 8861,875,000 shares outstanding this puts Apple's market cap at $100,029,212,500. Apple market cap reaches $100 billion as share price surpasses $116 per share During…
Analyst Weighs in on MacBook Pros, iMacs, and iPhone
Piper Jaffray analyst Gene Munster ( Via AppleInsider ) has weighed in on the future of Apple and its products. In particular Munster predicted on the upcoming Worldwide Developers Conference to be held in San Francisco next month. The analyst predicted that an iPhone launch…
Apple Confident iPhone Will Ship on Time
Ben Reitzes analyst for UBS have recently had a meeting with multiple Apple execs to discuss future prospects for Apple and to cover topics ranging from component cost environment, new Mac computers and the iPhone. In attendance with the UBS analyst were the following Apple…