The past week saw Qualcomm (NASDAQ:QCOM) report excellent December quarter results Wednesday, capping off what has been an excellent year for the company and heading into 2012 on a high note. This comes on the back of record iPhone sales reported last week by Apple (NASDAQ:AAPL), which helped it reclaim its spot at the top of the smartphone market from Samsung. Further, record-breaking iPad sales also helped Apple dethrone HP (NYSE:HPQ) as the largest global PC player. Finally, in a move that could further boost Apple’s iPhone sales, China Telecom (NYSE:CHA) confirmed that it was all set to launch the iPhone 4S on its network as early as the end of February or the beginning of March. Read More »
Articles for Apple
Apple’s iPad Leads In Customer Ratings; Kindle Fire Follows
Graph ItNEW!Friday, February 3rd, 2012 by Trefis Team
Amazon’s (NASDAQ:AMZN) Kindle Fire may be much cheaper than the iPad but it lags behind when it comes to customer satisfaction, according to a survey conducted by market research firm Changewave Research. The survey revealed that 74% of Apple’s (NASDAQ:AAPL) iPad customers were ‘Very Satisfied’ with the tablet as opposed to 54% for the Fire. However, the Fire fared much better than its other tablet competitors, who received an average rating of 49% combined. We believe that customer satisfaction is a good indicator of the future demand for tablets and the Fire has done really well in the limited time it has had in the market, but the iPad will continue to set the pace for this relatively nascent industry.
iPhone 4S Pushes Apple to Number 3 Spot in Overall Mobile Phone Market
Graph ItNEW!Thursday, February 2nd, 2012 by Trefis Team
Ever since iPhone 4S was launched in October last year, Apple (NASDAQ:AAPL) has made rapid strides in the mobile phone market. According to a latest report published by IDC for 2011, record sales of the iPhone pushed Apple past ZTE and LG to become the third-largest handset vendor in the world. Nokia (NYSE:NOK) and Samsung continue to take the top two spots in the global mobile market, although Nokia experienced an year-over-year sales decline of around 8% and is heavily reliant on low end phones targeting emerging markets.
Our $550 price estimate for Apple stock is about 20% above market price.
Apple Leads Global Chips Market Shift from PCs to Wireless
Graph ItNEW!Thursday, February 2nd, 2012 by Trefis Team
The iPhone and the iPad have helped Apple (NASDAQ:AAPL) lead the global trend in chip expenditure that has pushed wireless devices past the sales of computer chips. According to an iSuppli report, wireless devices have become the largest consumers of the semiconductor market, and account for 24% of the total chips sold. The report also mentioned that Apple was, by far, the largest spender on semiconductors in the tablet space with an expenditure of $4.6 billion, followed by Samsung at $600 million and HTC at $200 million.
The iPhone accounts for more than 50%, and iPad for around 13% of our $550 price estimate for Apple stock. Our price estimate is about 20% above market price.
Apple’s Chinese Suppliers Have a Large Say in How 2012 Shapes Up
Graph ItNEW!Wednesday, February 1st, 2012 by Trefis Team
Over the last few years, Apple (NASDAQ:AAPL) has encountered numerous raw material supply-related issues but has overcome these challenges every time, resisting any kind of impact on the production of its devices. There have been few such incidents last year, such as the Japanese earthquake and shortage of labor and material in China. But Apple managed these problems deftly while other tech players such as Intel (NASDAQ:INTC), HP (NYSE:HPQ) and Dell (NASDAQ:DELL) suffered.
However some other issues could crop up regarding the safety and environmental impact of some of Apple’s Chinese suppliers following a string of incidences last year. In one instance, one of Apple’s iPad makers was accused of using noxious gases that poisoned several workers.
Our $550 price estimate for Apple stock is about 20% above market price.
China Telecom Confirms iPhone 4S Launch As Early As February
Graph ItNEW!Wednesday, February 1st, 2012 by Trefis Team
China Telecom (NYSE:CHA) and Apple (NYSE:AAPL) are both set to reap the benefits from the iPhone 4S launch on China Telecom’s network. According to a report in China Daily, China Telecom could start selling the device as early as the end of February or the beginning of March. In this regard, China Telecom joins China Unicom (NYSE:CHU), which was thus far the only operator offering the iPhone with contract in China. This is a big win for Apple as well and will help it expand its presence in China. Meanwhile, the deal with China Mobile (NYSE:CHL), which is the largest wireless carrier in the world, still remains in the works for Apple.
Our $68 price estimate for China Telecom stock is about 20% above market price, and our $550 price estimate for Apple stock is also about 20% above market price.
As iPhone 4S Sales Peak in Q1, Smartphone Peers Hold Off on New Launches
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
Apple’s (NASDAQ:AAPL) recently announced quarterly results surprised many as it not only exceeded its own revenue estimates by almost 25% but most analysts’ as well. The iPhone 4S, which was launched in October last year, was a huge success and helped Apple sell 37 million iPhones in the last quarter. The success of the 4S has probably started to affect the strategies of competitors like Samsung, HTC, Nokia (NYSE:NOK) and LG.
According to a DigiTimes report, Apple’s rivals are holding off on device launches because based on previous experience, iPhone 4S sales will peak in the first quarter of 2012 before declining in the second quarter.
Our $550 price estimate for Apple stock is about 25% above market price.
Apple the Largest Maker of PCs, Courtesy of iPad
Graph ItNEW!Tuesday, January 31st, 2012 by Trefis Team
Apple (NASDAQ:AAPL) has proclaimed for a long time that we are now in a post-PC era, in which people would no longer need the traditional PCs and instead engage themselves with the digital world through iPhones and iPads. This theory seems to have gained strength as indicated by a recent report from Canalys. According to the report, Apple has now become the largest global PC player and surpassed HP (NYSE:HPQ) to take the top spot. Lenovo was the only other player to have gained market share in this market, while Dell (NASDAQ:DELL) and Acer lost considerable market share.
Our $550 price estimate for Apple stock is about 20% above market price.
Apple Worth $550 After Regaining Top Spot in Smartphone Market
Graph ItNEW!Monday, January 30th, 2012 by Trefis Team
No doubt Apple’s (NASDAQ:AAPL) December ending quarter 2011 earnings produced remarkable results. It not only exceeded its own revenue estimates by almost 25% but also most analysts’ as well. Another interesting news that came out of the excellent results was Apple overtaking Samsung in the smartphone market.
Apple sold 37 million iPhones last quarter compared to 36.5 million smartphones sold by Samsung. With these results, Apple’s global smartphone market share has increased to 23.9%, while Samsung’s has risen to 23.5%. This finding also highlights the intense competition between the two tech giants as they wrestle for the top spot.
Our $550 price estimate for Apple stock is about 25% above market price.
Apple Worth $550, iPhone Drives Half of Value
Graph ItNEW!Wednesday, January 25th, 2012 by Trefis Team
Apple (NASDAQ:AAPL) blew past expecations when it announced its Q1 FY 2012 results Tuesday afternoon, posting record sales in almost all of its major products. The iPhone, the iPad and the Mac saw record sales last quarter helping Apple post revenues of $46.3 billion that not only exceeded its own estimates by almost 25% but also most analysts’ as well. Net income also surged to $13 billion, which is around 116% ahead of Q1 FY 2011. To put this figure in context, Google’s (NASDAQ:GOOG) entire revenue last quarter was $10.6 billion.
The record earnings was cheered by the market as the stock dismissed the ‘buy the rumor, sell the news’ chatter in the market. The stock climbed almost 8% in after-hours trading post announcement.
Apple : All Articles
- Week of 2012-01-29
- 02/03/12 Weekly Mobile Updates: Qualcomm and Apple
- 02/03/12 Apple’s iPad Leads In Customer Ratings; Kindle Fire Follows
- 02/02/12 iPhone 4S Pushes Apple to Number 3 Spot in Overall Mobile Phone Market
- 02/02/12 Apple Leads Global Chips Market Shift from PCs to Wireless
- 02/01/12 Apple’s Chinese Suppliers Have a Large Say in How 2012 Shapes Up
- 02/01/12 China Telecom Confirms iPhone 4S Launch As Early As February
- 01/31/12 As iPhone 4S Sales Peak in Q1, Smartphone Peers Hold Off on New Launches
- 01/31/12 Apple the Largest Maker of PCs, Courtesy of iPad
- 01/30/12 Apple Worth $550 After Regaining Top Spot in Smartphone Market
- Week of 2012-01-22
- 01/25/12 Apple Worth $550, iPhone Drives Half of Value
- 01/24/12 iPhone, Half of Apple’s Value, Gives Earnings a Big Boost
- 01/24/12 Apple Rolls Out iBooks 2.0 with Digital Textbooks, Android Tablets Take Notice
- 01/23/12 What Does A Flattening Yield Curve Mean For Gold?
- 01/23/12 Amazon Slows Kindle Fire Orders as iPad 3 Release Nears
- Week of 2012-01-15
- 01/20/12 Apple Passes RIM in Corporate Market as iPhone Love Spreads to Work
- 01/20/12 iPhone 4S Could Have Big Impact on Apple’s Earnings
- 01/19/12 Siri Leads Voice Recognition Renaissance, Google and Bing Take Notice
- 01/19/12 Apple Earnings Preview: What We’re Watching
- 01/18/12 The Next iPad Could Get 4G LTE Before the iPhone
- 01/17/12 Motorola Deals Apple a Small Setback With ITC Ruling
- 01/17/12 Apple Mac Growth Strong Despite Dull PC Market
- 01/16/12 Apple Confirms Anibot Acquisition, Will Help Save on Supply Costs
- Week of 2012-01-08
- 01/13/12 Weekly Mobile Notes: Apple, Nokia and RIM
- 01/13/12 Apple Gears Up for Bumper Earnings as Suppliers Show Strong Results
- 01/13/12 Apple Can Expand Addressable Market by Selling iPhone through China Telecom
- 01/12/12 Apple’s 4S Data Show Huge Pent Up Demand Among Smartphone Buyers
- 01/11/12 Despite Siri’s Charms, Samsung Will Keep Smartphone Lead over Apple
- 01/10/12 iPhone 4S Comes to China Jan 13, Ending Wait
- 01/09/12 Apple May Need Cheaper Phone to Compete in China
- 01/09/12 Apple Should Act More Like Microsoft and Consider Patent Licensing Deals
- Week of 2012-01-01
- 01/06/12 Weekly Mobile Notes: Apple, RIM and Nokia
- 01/06/12 Apple’s Tablet Plans for 2012: iPad 3 & Keeping Kindle at Bay
- 01/05/12 What Does Kindle Fire’s Cannibalization of iPad Holiday Sales Mean for Apple’s Stock?
- 01/04/12 Apple iOS Activations Beat Android’s on Christmas; Bolsters Upside Case
- 01/02/12 Weekly Mobile Notes: Apple, Nokia, China Unicom
- Week of 2011-12-25
- 12/29/11 iPhone 5 Rumored for Fall 2012
- 12/28/11 Apple and Google See Record Holiday Smartphone Sales
- 12/26/11 Anobit Purchase Gives Future Apple Devices More Horsepower at a Lower Cost
- 12/26/11 Apple Loses Market Share in Europe as Cash Strapped Buyers Pass on iPhones
- Week of 2011-12-18
- 12/22/11 Apple’s Fancy Phones Earn More than Comparable Android Peers
- 12/21/11 RIM’s Takeover Talks Grow Stronger as Amazon, Microsoft Take Closer Look
- 12/21/11 Will Amazon Kindle Light a Fire in Apple’s Tablet Strategy?
- Week of 2011-12-11
- 12/16/11 Apple Update: Should Avoid Supply Disruptions that Hit Intel
- 12/16/11 If Apple Acquires Anibot, Sandisk Better Watch Out
- 12/16/11 Mobile Weekly Notes: Apple, Nokia, RIM and Motorola
- 12/15/11 Apple Will Find New Converts with iPad 3 Next Spring
- 12/15/11 Apple $500 Fair Value, Adding Carriers in China Spreads More iPhone Love
- 12/13/11 Apple’s iPad Faces Challenges from New Competition in Maturing Tablet Market
- 12/12/11 AT&T Gushes Over iPhone Demand as Apple Investors Cheer
- 12/12/11 Mobile Weekly Notes: Apple, Nokia and RIM
- Week of 2011-12-04
- 12/09/11 Apple Sales Smokes Samsung, HTC for Second Consecutive Month
- 12/07/11 Apple Looks to Fatten Supply Chain to Avoid Disruptions
- 12/06/11 Apple’s Legal Efforts to Halt Samsung Galaxy Sales Falls Short
- 12/05/11 iPhone 4S Beats iPhone 4 in Customer Survey, Augurs Well for Holiday Sales
- Week of 2011-11-27
- 12/02/11 Weekly Mobile Notes: Apple, RIM and Nokia
- 12/02/11 Apple Sells More iPhones by Dominating Apps
- 12/02/11 Apple Primed to Regain Lead in U.S. Smartphone Market
- 12/01/11 Apple Can Penetrate Emerging Markets by Riding Side Saddle with More Carriers
- 11/30/11 Apple Notes: More Reports on iPhone Loyalty and iTV Expectations Surface
- 11/30/11 Apple Notes: Asian Reports Surface of New Device for 2012
- 11/30/11 Weak iPhone 4S Sales in Korea Shows Challenge for Apple in Asia
- 11/29/11 iPad, Kindle Fire Sales Black Friday Show that Apple & Amazon Dominate Tablet Market
- 11/28/11 China Passes the U.S as the Largest Smartphone Market; Apple Poised for Huge Gains
- 11/28/11 Apple Update: Small Victory in Patent Case, iPad to Dominate Holiday Gifts
- Week of 2011-11-20
- 11/25/11 New iPads Could be the Next Trigger for Apple Stock
- 11/22/11 Apple Should Toast Tablets This Holiday Season
- 11/21/11 Apple Updates: Business Users Prefer iPhone Over Blackberry in New Report
- Week of 2011-11-13
- 11/18/11 Mobile Weekly Summary: Amazon, Apple, RIM and Qualcomm
- 11/18/11 Conflicting Reports on Mac OS X Lion Are Not Weighing on Market Share
- 11/16/11 How Much Will the Kindle Fire Rock Apple’s Boat?
- 11/16/11 Apple’s Battery Drain Fix Not Satisfying All Users
- 11/15/11 Amazon’s Kindle Fire Threatens Google More than Apple
- 11/14/11 Apple’s Fatter Margins Will Help it Weather the Thailand Floods Better than Peers
- 11/14/11 Mobile Weekly Notes: Apple and RIM
- Week of 2011-11-06
- 11/11/11 iPhone 4S Gets Thumbs Up in Consumer Report
- 11/11/11 Too Early to Sell Apple on 4S Slowdown Rumors, Sticking with $500
- 11/10/11 Apple Only Vendor to Show U.S. Market Share Growth in Q3
- 11/08/11 Apple to Fix 4S Battery Drain Bug; Siri Has Some Early Stumbles
- 11/08/11 iPhone 4S Prospects Light up Apple’s Holiday Season
- 11/08/11 Apple Weekly Notes: U.S. Cellular Passes on 4S & Apple’s Supply Chain Strength
- 11/07/11 Mobile Weekly Notes: Apple, Nokia and Qualcomm
- Week of 2011-10-30
- 11/03/11 China’s iPhone Demand is Single Biggest Driver to Apple’s Growth
- 11/02/11 iPhone 4S May Not Meet Lofty Expectations as Smartphone Share Slips
- 10/31/11 Sprint’s Weekly Notes: Earnings and Clearwire Deal Extension
- 10/31/11 Samsung Overtakes Apple, Can iPhone 4S Reverse This Trend?
- Week of 2011-10-23
- 10/27/11 iPhone Sales Were a Downer for Some, But Upside to $500 Brings Cheer
- 10/25/11 Strong iPhone 4S Demand to Boost Apple’s Global Market Share
- Week of 2011-10-16
- 10/21/11 New Study Says iPads Are Worth Every Penny
- 10/20/11 Adjusting Apple’s Estimates to $500 Post Earnings
- 10/18/11 Apple’s iPhone 4S Demand Supports $510 Value
- 10/18/11 Apple Stock Rides the 4S Express Last Week, Earnings the Next Sign Post
- 10/17/11 Mobile Weekly Notes: Apple and RIM
- Week of 2011-10-09
- 10/14/11 Apple Earnings Preview: What We’re Watching Post-Jobs
- 10/13/11 Kindle Fire vs. iPad Mini? Unconfirmed but Interesting to Consider
- 10/11/11 iPhone 4S Pre-Orders Put $500 Stock Price in Sight
- Week of 2011-10-02
- 10/07/11 Mobile Weekly Notes: Apple, RIM and Nokia
- 10/05/11 Apple’s Culture Challenge with the Loss of Steve Jobs
- 10/05/11 Forget the iPhone 5, the 4S Has Enough Excitement to Grow Market Share
- 10/04/11 Nokia’s Stock Could See More Downside this Week Courtesy of Apple
- 10/03/11 Apple Needs a Cheaper iPhone to Move the Needle in Emerging Markets
- 10/03/11 Apple’s Stock Awaits its Cue from iPhone 5 Announcement
- 10/03/11 How a Cheaper iPhone Could Threaten Windows Phone and Android Growth
- Week of 2011-09-25
- 09/30/11 Mobile Weekly Notes: Apple, Amazon and RIM
- 09/29/11 Amazon’s Kindle Fire is Cheap But No iPad Killer
- 09/29/11 Apple Needs Boost from iPhone 5 to Fend Off Android Market Share Gains
- 09/28/11 iPhone 5 Features & Design Need to Wow Users for Large Impact
- 09/27/11 Macro Headwinds Could Reduce iPad Growth Expectations
- 09/27/11 Can Spotify and Facebook Give iTunes a Run for its Money?
- Week of 2011-09-18
- 09/23/11 Samsung Might Seek Injunctions on the iPhone 5, Intensifying the Legal Feud
- 09/20/11 Speculation About New iPhone(s) Lifting Apple’s Stock
- 09/20/11 iPad’s Field Day Continues as Q2 Market Share Climbs, 2012 the Bigger Challenge
- Week of 2011-09-11
- 09/16/11 iPad Average Price Could Increase as Telcos Sell More 3G Tablets
- 09/15/11 Apple Takes a Bigger Bite of Tablet Market Share as Android Slips
- 09/14/11 Can Microsoft’s Windows 8 Take a Bite of Apple’s iPad Sales Next Year?
- 09/13/11 Mac Sales Get a Kick of Lion & Refurbs This Quarter
- 09/12/11 HTC Acquires Google Patents to Bolster Case Against Apple
- Week of 2011-09-04
- 09/09/11 Mobile Weekly Notes: Apple and RIM
- 09/09/11 Emerging Market Will Drive Average iPhone Pricing in 2013
- 09/06/11 Dell Partners with Baidu to Develop Smartphones & Tablets for Chinese Market
- 09/06/11 Apple Gets Breathing Room After Samsung Tablet Pulled from Electronics Fair
- Week of 2011-08-28
- 09/02/11 iPad Shipments Spike in Current Quarter, Likely to Beat Forecasts
- 09/02/11 Could Samsung be Interested in webOS as Apple Standoff Intensifies?
- 08/31/11 Amazon Take Note of HP’s Tablet Lesson: Aggressive Pricing Works
- 08/30/11 HP’s Decision to Scrap webOS Signifies iPad’s Dominance
- 08/29/11 Samsung Eyes Opportunity as Steve Jobs Resigns
- Week of 2011-08-21
- 08/26/11 Mobile Weekly Notes: Apple, Nokia and Samsung
- 08/26/11 Mac Sales Could be Slowing but Small Impact on Apple’s Stock
- 08/25/11 Apple’s Long Term Challenges without Steve Jobs
- 08/24/11 Steve Jobs Resigns as Apple’s CEO, Cook to Take Over
- Week of 2011-08-07
- 08/12/11 Competition Could Weigh on iPhone Gross Margins in 2012
- 08/11/11 Samsung EU Tablet Ban Another Win for Apple
- 08/09/11 Apple Licks its Chops as iPad Competitors Line Up
- 08/09/11 Apple’s Case Against a Cheap iPhone
- Week of 2011-07-31
- 08/05/11 Why Apple Still Dominates Tablets
- 08/04/11 Survey Says iPhone 5 Demand is Sizzling
- Week of 2011-07-24
- Week of 2011-07-17
- 07/21/11 Apple Headed to $510 as iPhone Growth Surprises
- 07/19/11 Apple’s Stock Gets Moving if New iPhone Announced
- 07/19/11 A Sprint-Apple iPhone Deal Could be a Win-Win
- 07/18/11 Upside/Downside Scenarios to Apple’s $430 Valuation
- Week of 2011-07-10
- 07/15/11 Apple Earnings Preview: Can it Beat its Own Forecasts?
- 07/14/11 Adding More China to iPhone Sales Gets Apple to $430
- 07/12/11 Apple Eyes $430 as Component Prices Improve
- 07/10/11 Mobile Weekly Notes – Apple and RIM
- Week of 2011-07-03
- 07/07/11 Emerging Markets iPhone Would Provide Upside to Apple’s $430 Value
- 07/07/11 A Cheaper iPhone Could Spell Disaster for Nokia
- 07/07/11 Verizon’s Stock Needs Breather as iPhone Sales in Q2 May Have Declined
- 07/07/11 Apple’s Samsung Lawsuit Looks Like a Defensive Move, Muted Impact for Now
- 07/06/11 Why RIM Would Throw in the Towel on Playbook
- Week of 2011-06-26
- 07/01/11 Mobile Weekly Notes – Apple, RIM and Nokia
- 06/30/11 Intel Worth $27 No Thanks to iPad
- 06/28/11 IDC Sees Android & Windows 7 Taking Smartphone Market Share
- 06/27/11 Mobile Phone Sector Notes – RIM, Apple and Nokia
- Week of 2011-06-19
- 06/24/11 Where is Apple Headed? Join the Apple Webinar Tuesday, June 28 at 3pm EST
- 06/20/11 Mobile Weekly Updates – Apple, RIMM & Nokia
- Week of 2011-06-12
- 06/14/11 Apple iMessage to Take on RIM’s Blackberry Messenger
- 06/14/11 Does Apple’s iCloud Hold Promise for Akamai?
- Week of 2011-06-05
- 06/08/11 Apple’s Lion OS Price Reduced to Boost Mac Sales, Undercut Windows
- 06/07/11 iCloud: Fortifying Apple’s Moat in Mobile
- 06/06/11 iCloud Should Strengthen Halo Effect of Apple Platform
- Week of 2011-05-29
- 05/31/11 PC Slowdown is NOT Due to Tablets, Good News for Microsoft
- 05/31/11 Nokia’s Worth $9 Given New Guidance, $12 if Turnaround Succeeds
- 05/31/11 Mac Gains Momentum in the Enterprise PC Market
- 05/29/11 Foxconn Plant Explosion Has Limited Impact on Apple Stock
- Week of 2011-05-22
- Week of 2011-05-15
- 05/16/11 Intel Vying for Apple’s Foundry Business
- 05/16/11 iPad Continues to Dominate the Tablet Market
- 05/16/11 Supply Chain Issues Resurface for Apple
- Week of 2011-04-24
- 04/27/11 Stiff Competition Will Keep Pressure on iPhone Pricing
- 04/27/11 iPhone Users Hanging Onto AT&T
- 04/26/11 Apple Avoids Hiccups in Supply Chain, Raising Estimates on iPhone Outlook
- Week of 2011-04-17
- 04/22/11 Trefis Morning Coffee (4/20) – Apple, Motorola Mobility, L’Oreal & MetLife
- 04/20/11 Tablet Makers’ Delays a Boon for Apple’s iPad
- 04/19/11 Netflix Earnings Preview: Subscribers & Content Acquisition Costs in Focus
- 04/19/11 Apple Lawsuit Could Shape iPad Profitability
- 04/18/11 Apple Earnings Preview: What We’re Watching
- Week of 2011-04-10
- 04/15/11 Upside to Apple’s Stock from Higher iPad Sales
- 04/15/11 Chrome Growth Looks Promising for Google
- 04/14/11 PC Market Weakness is Bad News for Microsoft
- 04/13/11 Short-Term Impact of RIM’s PlayBook Launch Delay
- 04/12/11 Adobe Banking on a Mid-Cycle Software Release to Spark Sales
- 04/10/11 Apple Still Has the Upper Hand in the Smartphone OS Battle
- Week of 2011-04-03
- 04/08/11 Amazon’s ‘Cloud Drive’ Goes After Digital Music, Mobile Storage
- 04/07/11 Nvidia May Need to Beef Up its Tegra 2 Chip
- 04/06/11 iPad Outlook Encouraging, but Impact on Stock is Limited
- 04/04/11 10 Tech Stocks with Highest Cash Contributions vs. Stock Value
- 04/04/11 Apple’s Move to Absorb Higher Component Costs Will Help iPad 2
- 04/04/11 Do 7-Inch Tablets Stand a Chance?
- Week of 2011-03-27
- 03/31/11 The iPhone Opportunity and Risk that Investors Should Consider
- 03/30/11 What Happens to Apple if Android Gains Steam in Tablets
- 03/30/11 Motorola Mobility Betting Big on High End Tablet Customers
- 03/28/11 Xoom Could Take a Bite Out of iPad’s Profitability
- Week of 2011-03-20
- 03/25/11 The 3 Most Important Product Segments for Apple
- 03/24/11 How Much Will Suppliers Gain from iPad 2 in 2011
- 03/23/11 Supply-Related Issues from Japanese Earthquake Could Hit iPad Sales
- Week of 2011-03-13
- 03/16/11 Updating Estimates as Microsoft Decides to Scrap New Zune Models
- 03/15/11 iPad 2′s Strong First Weekend Sales Can Bump Apple Shares Higher
- Week of 2011-03-06
- Week of 2011-02-27
- Week of 2011-02-20
- Week of 2011-02-13
- 02/18/11 Nokia-Microsoft’s OS Impact on Android Limited for Now
- 02/18/11 Are Cheaper iPhones a Good Move for Apple?
- 02/14/11 Apple’s Mac Notebook Prices More Resilient Than Our Estimates
- 02/14/11 Tablets to Help Push Dell Stock Above $20
- 02/14/11 What is the Potential Upside if Wal-Mart Gains Ground on iTunes?
- Week of 2011-02-06
- 02/11/11 Growing Notebook & Netbook Market Will Boost Dell’s PC Business
- 02/10/11 Will Supply Constraints Temper the iPhone’s Impact for Apple?
- 02/07/11 Adobe’s Creative Software Market Share Will Continue to be Volatile
- 02/07/11 Google Brings Honeycomb to the Frontlines of OS Wars
- 02/07/11 Xoom and Tablets to Make up 20% of Motorola Mobility’s Value
- Week of 2011-01-30
- 02/04/11 Motorola Draws up New Playbook with Xoom
- 02/03/11 RIM’s Downside Risk From Indian Government Impasse
- 01/31/11 Gauging Chinese Demand for the iPad 2
- Week of 2011-01-23
- 01/28/11 Better Quarter for Nokia, but Long-Term Issues Persist
- 01/28/11 Does Atrix 4G Signify Turnaround for Motorola Mobility Fortunes?
- 01/27/11 Motorola Mobility Downside Scenario From Slipping Market Share
- 01/27/11 Kindle Singles Could Chip in 5-10% to Amazon’s stock
- 01/27/11 Can RIM Hit a Home Run with New BlackBerry Lineup?
- 01/25/11 Android’s a Growth Engine for Adobe’s Stock
- 01/25/11 Executing on iPhone and iPad Strategy in 2011 Would Carry Apple Past $500
- 01/25/11 DirecTV Can Fight Online Streaming Platforms Through Product Differentiation
- 01/25/11 Is Motorola Mobility’s Stock Price Justified?
- 01/24/11 Nvidia Dual Core Tegra 2 Chips to Ride Mobile Revolution with Android
- Week of 2011-01-16
- 01/21/11 Crossing 10 Billion App Downloads Adds Little to Apple Upside
- 01/19/11 Xbox Market Share Could Continue Growth Trend, But Limited Stock Upside for MSFT
- 01/18/11 Dell’s Strategic Shift to Cloud Lifts Stock Outlook
- Week of 2011-01-09
- 01/14/11 Comcast-NBC Deal, What is Comcast’s End Game?
- 01/12/11 Atheros Acquisition Provides Immediate Upside for Qualcomm Stock
- 01/11/11 Can International Markets Compensate for RIM’s North American Market Share Losses?
- 01/10/11 5 Component Suppliers Will Get $17 Billion from Apple in 2011
- 01/10/11 There’s Hope for Nokia – Encouraging N8 Sales Could Signal Optimistic Outlook
- Week of 2011-01-02
- 01/07/11 Life After iPhone Exclusivity – The Outlook for AT&T
- 01/06/11 High iPhone User Loyalty Can Push Apple Stock Beyond $470
- 01/05/11 iPad to Continue its Reign Despite Flurry of Tablets in 2011
- 01/05/11 Amazon’s App Store Underscores Rising Competition for Apple’s App Store
- 01/03/11 Google Market Share in Search to Grow From Android
- Week of 2010-12-26
- 12/31/10 Samsung’s Rapid Rise Could Eliminate Upside for Nokia Stock
- 12/31/10 Apple’s Sensitivity to iPhone Market Share
- 12/29/10 RIM Can Lift Market Share, Stock Value with Enhanced Product Portfolio
- 12/28/10 Google TV Could Threaten Key Revenue Streams for Broadcast Networks
- 12/28/10 Netflix Stock is a Risky Bet with Market Saturation on the Horizon
- 12/27/10 Mobile Market Share is Critical to Motorola’s Stock Value
- Week of 2010-12-19
- 12/23/10 Nokia Faces Diminishing Market Share from Operating Speed-Bumps
- 12/20/10 Microsoft’s Tablet Headwind Could Hurt Its Stock
- Week of 2010-12-12
- 12/17/10 Intel’s Sandy Bridge Processor Could Halt ASP Decline
- 12/16/10 Apple’s Gross Profit on Mobile Phones is Double RIM and Motorola’s Combined
- 12/16/10 Should Nokia Adopt Android?
- 12/13/10 Can Sprint Grab Market Share with 4G Tablet Release?
- 12/13/10 Can Nexus S Boost Google?
- Week of 2010-12-05
- 12/10/10 Dell – 4 Concerns for Company’s Outlook
- 12/10/10 iPhone Will Accelerate Verizon’s Data Revenue Growth
- 12/10/10 Can Motorola’s Mobile Business Keep Pace in 2011?
- 12/09/10 Can Apple’s Mac App Store Mirror the Success of the iPhone App Store?
- 12/09/10 Nokia – An Upside and Downside Scenario
- 12/08/10 Can Nokia’s N8 Smartphone Boost Market Share?
- 12/07/10 Apple’s Patent Infringement Headache Could Lop 15% Off Upside Estimates
- 12/06/10 3 Downside Scenarios for Microsoft’s Windows OS
- Week of 2010-11-28
- 12/03/10 Google’s Stock Worth $680 on Mobile Search Growth
- 12/03/10 Microsoft 30% Upside if PC Growth Maintains Current Trend
- 12/01/10 Despite Glamour, iPad Still a Small Portion of Apple Value
- 12/01/10 CBS Publishing Unit: E-Books Are The Future
- 11/30/10 Microsoft Windows Pricing Impact on Stock
- 11/30/10 Lowered PC Shipment Forecasts Negative for Microsoft
- Week of 2010-11-21
- 11/25/10 Verizon Higher Data Revenues From 4G Launch
- 11/25/10 Google Gains on Boom in YouTube Users
- 11/24/10 iPad’s Influence on Mac Notebook Pricing
- 11/24/10 Dell Has 30% Upside Led by Services Unit
- 11/23/10 Motorola’s Market Share Outlook
- 11/22/10 iPad’s Challenge for Next Year
- Week of 2010-11-14
- 11/18/10 iPod’s Value to Apple
- 11/17/10 iPhone’s Standalone Business Worth More Than All But 8 Companies in the World
- 11/16/10 New York Times Online Can Add +25% to NYT Value
- 11/16/10 What is the Impact on Nokia’s Margins From Smartphones?
- Week of 2010-11-07
- 11/12/10 Motorola R&D Reaching More Comfortable Levels
- 11/11/10 Could Dell’s PC Business Double its Stock Price?
- 11/11/10 iPad a Limited Impact on Verizon for Now
- 11/11/10 Which Tech Companies Have Cash to Pay Dividends?
- 11/10/10 How Nokia’s Stock Price Could Double
- 11/09/10 BlackBerry Benefits from Growing Smartphone Market
- 11/08/10 Nokia’s Plan to Regain Market Share
- 11/08/10 Is Apple More Dependent on Mobile Phones Than Motorola?
- Week of 2010-10-31
- 11/05/10 What Could Justify a $500 Apple Stock Price?
- 11/05/10 What Could a $100 Smartphone Mean for Motorola?
- 11/04/10 30% Netflix Upside From Falling Subscriber Acquisition Costs
- 11/03/10 Intel Beefs Up On Mobile With Infineon Deal
- 11/03/10 Can Motorola’s Motoblur Turn the Tide?
- 11/02/10 Motorola’s Smartphone Strategy is Paying Off
- 11/02/10 Nokia Aims for Higher Profitability
- Week of 2010-10-24
- 10/29/10 Nokia Woos Developers to Juice Up App Store
- 10/29/10 Can Microsoft’s Windows Phone 7 threaten Apple and RIM?
- 10/28/10 Competition Squeezing RIM Margins
- Week of 2010-10-17
- 10/22/10 20% Downside to Nokia if Share Losses in Emerging Markets Persist
- 10/18/10 30% RIM Upside from New App Store?
- Week of 2010-10-10
- 10/13/10 11% Upside to Apple from Higher iPhone Share
- 10/12/10 Windows 7 Smartphones Can Give Modest Boost to Qualcomm
- 10/12/10 iPad Distribution Expands, Impact is Small for Apple’s Stock
- Week of 2010-10-03
- 10/08/10 RIM’s BlackBerry Expected to Gain Share Despite Competitive Pressure
- 10/07/10 Declining Trend for Nokia Mobile Phone Pricing in Emerging Markets
- 10/07/10 4% Upside to Microsoft from Slower Windows Margin Decline
- 10/06/10 Motorola Targets RIM’s Territory with Droid Pro
- 10/05/10 iPad Launch in China could give 1% Upside to Apple’s Stock
- Week of 2010-09-26
- 10/01/10 iPhone 5 Can Give Qualcomm a Small Bump
- 09/30/10 Verizon iPhone Could Knock 5% Off AT&T Stock
- 09/29/10 Surging Android Could Knock 10% Off RIM’s Stock
- 09/29/10 Apple Grabs Mobile Ad Share from Google, Yahoo, Microsoft
- 09/27/10 Slower Market Share Declines Could Benefit Motorola’s Stock
- Week of 2010-09-19
- 09/24/10 Apple Stock Could Rise 2% on iPhone 4 Sales in China
- 09/22/10 Amazon’s Kindle Sales Expected to Rise
- 09/20/10 Holiday Season, International Markets Should Lift RIM’s Stock
- 09/20/10 iAd Platform Could Drive 5% Upside for Apple Stock
- Week of 2010-09-12
- 09/17/10 Expectations for Nokia’s Developed Market Share Remain Low
- 09/15/10 Antennagate Likely Won’t Impact Apple Stock
- 09/15/10 Rising Global Notebook Sales Important for Dell
- 09/14/10 Slower Windows Pricing Decline to Benefit Microsoft
- 09/14/10 Could a Hot New Smartphone Lift Nokia’s Stock?
- 09/13/10 Can Apple Sell 28 Million iPads Next Year?
- 09/13/10 Can Google Challenge iTunes?
- Week of 2010-09-05
- 09/10/10 Steady Rise Expected for RIM’s Capital Expenditures
- 09/09/10 Rival Tablets Could Knock 3% Off Apple Stock
- 09/08/10 Stemming Decline in CDMA Chipset Share Important for Qualcomm
- 09/08/10 Android Market May Decide Fate of Nvidia’s Tegra 2 Chip
- 09/07/10 Nokia’s Profit Margins Expected to Head South
- 09/07/10 How Can Google Monetize Apps?
- 09/06/10 Could Ping Lift Apple’s Music Sales?
- Week of 2010-08-29
- 09/03/10 New iPod & Ping Practically Irrelevant for Apple’s Stock
- 09/03/10 Smartphones Could Boost Nokia’s Short-Term Price Structure
- 09/02/10 BlackBerry Torch Won’t Help RIM’s Stock
- 09/01/10 Cius Tablet Could Lift Cisco Stock by 1%
- 09/01/10 Higher Expectations for Adobe’s Creative Software Share
- 08/31/10 Is Apple Entering the Streaming Video Market?
- 08/30/10 Apple’s R&D Costs Expected to Rise
- 08/30/10 Better App Selection Could Boost Nokia Stock by 5%
- Week of 2010-08-22
- 08/26/10 Nexus One Smartphone Less Than 1% of Google’s Stock
- 08/26/10 Expectations Higher for Amazon’s Kindle Sales
- 08/24/10 Potential 5% Downside to Motorola from Slightly Higher R&D Costs
- 08/24/10 Apple iPad Not Hurting Mac Sales
- 08/23/10 Trefis Members Expect Slower Decline in iPad Pricing
- 08/23/10 Slight Upside to Microsoft from Higher Windows & SQL Servers Margins
- Week of 2010-08-15
- 08/19/10 Nokia Expected to Benefit from Higher Mobile Phone Pricing
- 08/19/10 20% Upside to RIM from Higher BlackBerry Margins and Share
- 08/18/10 Mac Desktop Market Share and Pricing Important for Apple
- 08/18/10 Higher Windows and Office Margins Could Boost Microsoft’s Stock by 15%
- 08/17/10 Up to 4% Downside for Google if Oracle Prevails in Android Suit
- 08/17/10 Upside to Apple’s Stock from iPhone Pricing and Market Share
- 08/16/10 Nokia Faces Global Margin Squeeze
- Week of 2010-08-08
- 08/14/10 Limited Impact on Dell from Declining Desktop Prices
- 08/13/10 Can Nokia’s Stock Look Up?
- 08/12/10 Zune Media Player Doesn’t Move Needle on Microsoft’s Stock
- 08/11/10 Indian Market Losses Could Hurt Nokia’s Stock
- 08/10/10 Trefis Members Expect Higher Dell Notebook Share
- 08/09/10 BlackBerry Messenger Ban Could Hurt RIM’s Stock
- 08/09/10 Higher R&D Expenses and Lower SG&A Expenses Expected for Motorola
- Week of 2010-08-01
- 08/06/10 Mobile Phone Biz a Small Portion of Dell’s Stock
- 08/06/10 Trefis Members Expect Better Windows Margins, But Decline in Windows Share
- 08/06/10 Modest Upside to Apple from Higher iPad Sales
- 08/05/10 Trefis Members Expect Small Amazon Boost from Higher Kindle Margins and Units
- 08/05/10 Does Higher Growth for Apple TV Matter for Apple’s Stock?
- 08/05/10 Smartphones Boost Motorola’s Profit Margins
- 08/05/10 Uptick to RIM’s Stock from Slower BlackBerry Pricing Declines
- 08/04/10 Microsoft Feels the Pain from iPad’s Rise
- Week of 2010-07-25
- 07/30/10 Little Further Upside to Apple’s Stock from iAd
- 07/29/10 Limited Upside to SanDisk from Growing Tablet Market
- 07/28/10 iPad Business Worth More Than Mac Notebooks for Apple
- 07/28/10 Apple’s Stock Could Gain from Higher Mac Desktop Pricing, Share
- 07/28/10 Small Upside to SanDisk from Sansa MP3 Player
- 07/26/10 Trefis Members More Conservative on iPad Sales and Apple Upside
- 07/26/10 Motorola’s Stock Extremely Sensitive to Changes in Mobile Phone Market Share
- Week of 2010-07-18
- 07/23/10 Trefis Members More Bullish on Netflix Subs, 60% Upside to NFLX
- 07/23/10 Apple iPhone Pricing Resilient, For Now
- 07/21/10 Wireless Networks Sale Could Boost Motorola’s Stock by 20%
- 07/21/10 Rising Competition Could Erode Adobe’s Creative Software Pricing and Share
- 07/21/10 Upside to RIM from Higher BlackBerry Share and Bigger Mobile Market
- 07/21/10 iPhone Case Giveaway Unlikely to Move Apple’s Stock
- 07/19/10 Little Hit to Amazon’s Stock from Lower Kindle Pricing & Unit Sales
- Week of 2010-07-11
- 07/16/10 Chinese Manufacturing Cost Hikes Threaten HP, Dell
- 07/16/10 15% Upside to Qualcomm from More CDMA Phones and Slow Phone Price Declines
- 07/16/10 Higher Labor Costs in China Hardly Impact Lucrative iPhone Margins
- 07/15/10 Optimism for Dell Notebook Market Share and Pricing
- 07/14/10 Enterprise iPad Adoption Could Yield 3% Upside for Apple
- 07/14/10 Verizon iPhone Could Boost Qualcomm’s Stock by 4%
- 07/13/10 iPhone 4 Glitches Could Knock 5% off Apple’s Stock
- Week of 2010-07-04
- Week of 2010-06-27
- 07/01/10 New iPhone-like Devices Can Stem Further Sprint Losses
- 07/01/10 iPhone 4 Could Create 5% Upside for Apple’s Stock
- 06/30/10 Dip in RIM’s Stock an Opportunity if BlackBerry Pricing Declines Slow
- Week of 2010-06-20
- 06/24/10 Three Amazon Initiatives That Can Make eBooks a Billion Dollar Business
- 06/23/10 Kindle Price Cuts Will Help Sales but Hurt Amazon’s Margins
- 06/21/10 Kids Could Help Apple Move iPads
- Week of 2010-06-13
- 06/18/10 Feature and Speed Competition Heats Up with iPhone 4 and HTC EVO
- 06/18/10 Can Dell Build a Mobile Phone Business Worth $1 Billion?
- 06/18/10 Apple and AT&T Broaden Reach of iPhone Through Wal-Mart
- 06/17/10 Nokia Tries to Revive its Fortunes with New MeeGo OS
- 06/16/10 A RIM Tablet Risks Additional Downside to Stock
- Week of 2010-06-06
- 06/10/10 Akamai Could Feel Pinch as Customers Diversify Their CDN Providers
- 06/09/10 AT&T’s New Data Pricing Could Undermine Apple’s App and iAd Businesses
- Week of 2010-05-30
- 06/02/10 AT&T Hikes Early Termination Fee to Retain iPhone Subscribers
- 06/01/10 Signs of a Potential Rebound in Dell’s Notebook Market Share
- 05/31/10 Better Pricing and Margins Expected to Offset Motorola’s Mobile Phone Share Declines
- 05/31/10 Music Still 90% of Apple’s iTunes Business
- Week of 2010-05-23
- 05/28/10 Apple’s iPhone Business is Worth 30x More Than Motorola’s Mobile Phones Business
- 05/28/10 Strong Desktop Sales Suggest Upside to HP’s Stock
- 05/28/10 Android-iPhone Battle Has Parallels to Windows-Apple Struggle of the ’90s
- 05/26/10 Verizon’s Data Business Benefits from Android Overtaking the iPhone
- 05/25/10 Potential Downside to Nokia’s Stock from Falling Smartphone Prices
- Week of 2010-05-16
- 05/18/10 RIM Plays Catch-Up With New BlackBerry OS
- 05/17/10 Intrinsity Acquisition Could Benefit Apple’s Stock at the Expense of Qualcomm
- Week of 2010-05-09
- 05/14/10 Motoblur Can Slow Motorola’s Market Share Decline
- 05/13/10 3G iPad’s Direct Contribution to AT&T’s Stock is Small
- 05/11/10 Smartphones and Emerging Markets Will Drive Growth for SanDisk
- 05/11/10 Rising Smartphone Mix Will Benefit Motorola’s Stock
- Week of 2010-05-02
- 05/06/10 $350+ Apple Stock Price If iPhone Pricing Remains Stable
- 05/06/10 Netflix Dodges New Release Competition in Pay-Per-View Market
- 05/04/10 Upside to Apple’s Stock if iPad Sales Exceed 4 Million Units
- 05/04/10 New Smartphones Needed for Verizon Subscriber Growth
- Week of 2010-04-25
- 04/30/10 PC Market Growth Will Drive Windows 7 Sales and Microsoft’s Stock
- 04/29/10 Can HP’s Acquisition of Palm Hurt RIM’s Stock?
- 04/26/10 Symbian 3 Launch Delay Will Hurt Nokia’s Margins and its Stock
- Week of 2010-04-18
- 04/22/10 International Markets Crucial for iPhone Growth
- 04/21/10 Sustained iPhone Growth Rate Could Lift Apple’s Stock Beyond $300
- 04/20/10 Can the Next Gen iPhone Boost Apple’s Stock?
- 04/19/10 What Percent of Apple’s Stock Comes from iAd and the Paid Apps Business?
- Week of 2010-04-11
- 04/16/10 Are HP and Dell Stocks Under Threat from Apple’s Move into Business Notebooks?
- 04/15/10 iPhone is 25% of AT&T’s Mobile Revenue and Mobile is 43% of AT&T’s Stock
- 04/14/10 5% Downside to Adobe’s Stock if Microsoft and Apple Gain in Creative Software Market
- 04/14/10 1% Downside to Apple’s Stock After iPad’s New Teardown Analysis from iSuppli
- 04/13/10 Potential 5% Upside to Apple’s Stock from New iPhone OS Share Gains
- 04/12/10 iAd Could Earn Apple $2 Billion and Provide a 5% Upside to Apple’s Stock
- Week of 2010-04-04
- 04/08/10 Nexus One + Google Apps Combo a Potential Threat to RIM’s Stock
- 04/07/10 10% Upside to Apple’s Stock if Verizon Offers iPhones in 2011 (NASDAQ:AAPL)
- 04/06/10 Microsoft, Apple and Google the Three Most Valuable Stocks on Trefis
- 04/05/10 Higher iPad App Pricing Has Little Impact on Apple’s Stock (NASDAQ:AAPL)
- Week of 2010-03-28
- 04/03/10 Impact on Apple’s Stock of Mac Notebook Cannibalization by the iPad
- 04/02/10 Higher Margins on BlackBerry Bold and Curve Phones Could Help RIM’s Stock
- 04/01/10 BlackBerry Promotions by AT&T and Verizon Will Benefit RIM’s Stock
- 03/31/10 5% Downside to Motorola’s Stock if Cisco and Apple Gain in Digital TV Box Market
- 03/30/10 What Would 100 Billion iPhone App Downloads Mean for Apple’s Stock?
- 03/29/10 5% Upside to AT&T’s Stock if 40% of BlackBerry Users Switch to iPhone
- Week of 2010-03-21
- 03/25/10 IDC’s Notebook PC Forecast Suggests Upside for HP’s Stock
- 03/25/10 New Smartphones and Higher Mobile Gross Margins Important for Motorola’s Stock
- 03/24/10 Would More Paid iPhone Apps Matter for Apple’s Stock?
- 03/23/10 Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock?
- 03/23/10 Do Higher Mac Sales Matter Much for Apple’s Stock?
- 03/22/10 How Important are Stable BlackBerry Prices for RIM’s Stock?
- Week of 2010-03-14
- 03/19/10 Early Indicators Suggest iPad Could Provide More Upside to Apple’s Stock
- 03/18/10 Comscore Data Suggests Slower than Expected iPhone Sales
- 03/17/10 iPad May Kill Plastic Logic’s QUE E-Reader
- Week of 2010-03-07
- 03/12/10 Would the extinction of iPod and Zune matter to AAPL and MSFT?
- 03/11/10 iPhone 3GS Making Inroads with Businesses, Could Boost AAPL
- 03/10/10 Motorola’s Mobile Phone Pricing Expected to Rise Through 2011
- 03/09/10 Apple Could Earn $400 Million in 2010 from Ebooks Alone
- 03/09/10 Apple Could Sell 48 Million Ebooks in 2010
- 03/09/10 Apple Ebooks Priced at an Average of $8
- 03/08/10 Touch Kindle Can Compete Better with iPad and Boost Amazon’s Stock
- Week of 2010-02-28
- 03/05/10 Qualcomm’s Mobile TV App Drives Demand for Powerful Mobile Chips
- 03/05/10 iPhone Could Overtake BlackBerry Market Share in 2011
- 03/03/10 Market Share Declines Could Hurt Motorola
- 03/03/10 Apple’s iPad can help New York Times’ online ad business and boost NYT stock
- 03/03/10 27% of Qualcomm’s Stock is Value of its Cash
- 03/02/10 Apple Stock: iPad Business More Valuable Than Mac Desktops
- 03/01/10 Trefis Analysis: What percent of Apple’s stock is Apple TV?
- 03/01/10 iPad Gross Profit Margins Higher than iPod and Kindle Margins
- Week of 2010-02-21
- 02/26/10 What Loss of iPhone Exclusivity Could Mean for AT&T’s Stock
- 02/25/10 Trefis Analysis: Notebook PCs 17% of Dell’s Stock
- 02/24/10 RIM Stock: Free Software Can Sell More BlackBerries
- 02/23/10 Does Qualcomm’s BREW Mobile App Platform Matter for the Stock?
- 02/22/10 Trefis Forecast: Expected iPad Pricing Declines will Impact Apple’s Stock
- Week of 2010-02-14
- 02/18/10 Smartphones Can Slow Nokia Share Loss in Emerging Markets
- 02/18/10 Qualcomm’s New Chip Can Drive Apple’s iPhone Market Share
- 02/17/10 Trefis Forecast: What % of Apple’s stock is the iPad?
- 02/16/10 Smartphone Demand in Europe Can Help Nokia Offset US Share Declines
- Week of 2010-02-07
- 02/10/10 Featured Forecast: RIM BlackBerry Mobile Phone Market Share
- 02/09/10 Sansa MP3 Players only 2% of SanDisk’s Stock
- Week of 2010-01-31
- 02/05/10 Qualcomm’s Mobile Chipset Market Share Will Decline to 60%
- 02/04/10 Qualcomm (QCOM) Supported by Increase in CDMA Penetration Rates
- 02/02/10 Amazon Drives Kindle Sales Using Higher E-Book Royalties for Authors
- Week of 2010-01-24
- 01/26/10 Kindle Apps vs. iPhone Apps
- 01/25/10 Google’s YouTube Rental Service Will Improve Monetization
- 01/25/10 How Apple’s Tablet Hurts Intel
- Week of 2010-01-10
- 01/15/10 8 million songs on your iPhone and a new business model for iTunes
- 01/13/10 Google Phone is worth $20B, 9% of Google’s stock
- Week of 2009-12-20
- 12/23/09 Apple TV’s impact on Comcast and Netflix (Part 2 of 2)
- 12/22/09 Recent moves that could make Apple TV important (Part 1 of 2)
- Week of 2009-11-01
- 11/04/09 iPhone’s slow start in China could hurt Apple’s stock
- 11/03/09 Nokia vs. BlackBerries and iPhones in emerging markets
- Week of 2009-10-18
- Week of 2009-09-20
- 09/25/09 How meaningful is Apple’s new iMac?
- Week of 2009-09-06
- 09/12/09 How meaningful is Motorola’s Android-based Cliq phone?
- 09/10/09 How many iPhones will Apple sell in China?
- Week of 2009-08-30
- Week of 2009-08-16