
Analysts: A Silver Lining In Reports Of iPhone Supply Problems
October 16th, 2009 admin

Demand for Apple’s iPhone is reportedly outstripping supply, causing some Wall Street prognosticators to caution investors yet foresee a bountiful 2010 first quarter. Friday, one analyst suggested a wait-and-see policy ahead of Apple’s October 19 revenue statement. Oppenheimer analyst Yair Reiner told investors they should “keep some powder dry” and purchase shares following the
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Another analyst has raised his price target for shares in Apple Inc. to US$210 per share, joining Thomas Weisel analyst Doug Reid who did the same thing on September 28th. Oppenheimer analyst Yair Reiner said in a research note that investors underestimate Apple’s ability to generate profits from the iPhone
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Despite the leaks and purported advance photos of Apple’s new iPhone 4, analysts found enough in Monday’s presentation to tell investors the new handset likely means greater profits for the Cupertino, Calif. firm. High profile analyst Gene Munster Tuesday declared the iPhone 4 “significantly more advanced than the next best alternative.”...

Fortune reports on a new research note from Oppenhiemer & Co.’s Yair Reiner claiming that Apple in January began high-level talks with major phone manufacturers expressing its displeasure with what it con…
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The Wall Street Journal reports that Apple is “looking into” reports of issues being experienced by iPhone 3G users who have upgraded to the company’s new iOS 4. Discussion forums at Apple, MacRumors, and elsewhere have been filling with reports fro…
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Another analyst has piled onto the growing sentiment that Verizon will not offer a CDMA iPhone by the middle of 2010 – or not until 2011. Citigroup analyst Richard Gardner said Wednesday a 2-month manufacturing delay in a “key component” will push the CDMA handset’s launch back to the fourth quarter of 2010 or the
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Apple today announced financial results for the fourth fiscal quarter (third calendar quarter) of 2009. Apple posted revenue of $9.87 billion and net quarterly profit of $1.67 billion, or $1.82 per diluted share, compared to revenue of $7.9 billion a…
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Speculation over whether or not Verizon will get a contract to sell the iPhone is pointless. But no matter the outcome, Apple is on track to sell at least 35 million of the iconic handsets in 2011, an analyst told investors Friday. Merrill Lynch analyst Scott Craig said selling 33 million iPhones this year is “basically
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Two issues are pushing Apple to expand beyond its current one-carrier arrangement for the U.S. iPhone, an analyst told investors Monday. Not only is the iPhone maxxing out the AT&T network, the Cupertino, Calif. company needs to stem the tide of Android phones flowing from Verizon. This is where we usually write about Verizon’s chances...

Can AT&T survive the end of its exclusive iPhone contract? Probably. But one analyst believes the carrier won’t come away from its arrangement with Apple unbruised. “With its iPhone exclusivity likely to end in 2010, we believe performance could weaken,” Jefferies analyst Jonathan Schildkraut said Thursday. The analyst put...

Betanews reports (via The Loop) on data from market research firm NPD showing that Apple garnered 48% of the U.S. PC industry’s retail revenue last month. In October, Mac US retail desktop computer revenue share was 47.71, percent up …
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