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Here You Go Apple (AAPL)! - Sincerely, Samsung

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BMO Capital Sees Weakness in Apple (AAPL) iPhone Sales Due to Samsung Galaxy S4, But Still a Buy

March 18, 2013 10:04 AM EDT

BMO Capital analyst Keith Bachman commented on Apple (NASDAQ: AAPL) Monday following the Samsung Galaxy S4 event in New York last week.

The analyst's main takeaways from the event are 1) Samsung showed its willingness to
spend and support the Galaxy S4 launch, especially in Apple's home turf; 2) Samsung has a much larger global footprint vs. Apple... More

Some Traders Lock-In Recent Apple (AAPL) Gains Following Samsung Event

March 15, 2013 11:47 AM EDT

Despite Samsung giving 110 percent during its Galaxy S IV presentation Thursday, Apple (Nasdaq: AAPL) is ticking higher on the session Friday with investors feeling like the device won't pose too-much of a threat to iPhone sales.

Some are capturing some gains today as Apple has moved about 2 percent higher... More

Apple (AAPL) Might Ship 38.5M iPhone Units in Q2 - Analyst

March 15, 2013 10:36 AM EDT

Debate about Apple (Nasdaq: AAPL) continues on Friday. After being compared to Motorola early in the week, several firms cut Apple's earnings estimates on Friday. Meanwhile, analysts at ITG said they are not seeing downside in iPhone shipments.

Analysts at the firm... More

Apple (AAPL) Blows Off S4 News, Ramps Higher

March 15, 2013 9:52 AM EDT

In a possible sell the rumor... buy the news event, Apple Inc. (NASDAQ: AAPL) is surging higher Friday following the release of Samsung's Galaxy S4 phone last night, which is seen as overtaking Apple's iPhone in market share in the high end smartphone... More

Samsung Galaxy S4 Just Confirms that Apple (AAPL) is a Dead Man Walking - Analyst

March 15, 2013 9:18 AM EDT

Analysts are out trashing Apple (NASDAQ: AAPL) today following Samsung Galaxy S4 announcement in New York last night.

"While clearly a step forward relative to the S3, there is much that is evolutionary about the S4, rather than revolutionary," Nomura Securities Stuart Jeffrey said. "Nevertheless, we see the S4 potentially helping Samsung to overtake Apple in high-end smartphone shipments during 2013."

The firm's initial thoughts on the Galaxy S4 include:
Derivative form factor the S4 looks rather similar to the S3 and sustains... More

Samsung's Galaxy S4 Could Account for 2.5% of Semi Sales this Year - Analyst

March 15, 2013 8:39 AM EDT

Samsung unveiled its highly anticipated flagship smartphone Galaxy S4 in New York City on Thursday evening. The news has wide-spread implications for the semiconductor sector as an estimated 70 million Galaxy S4 units could sell in 2013. The device could account for roughly $7.5 billion, or 2.5%, in total semiconductor sales in 2013, according to RBC Capital's Doug Freedman.

From a components standpoint, the upgrades for the Galaxy S4 are: 1) .ac WiFi (prior .n); 2) 2GB... More

Sterne Agee Wu Cuts Numbers Again on Apple (AAPL) after Checks; Says Weakness Mostly Priced In

March 15, 2013 7:30 AM EDT

Sterne Agee's Shaw Wu is the latest to lower numbers on Apple (NASDAQ: AAPL) saying they are picking up iPhone build plan reductions likely due to an inventory drawdown ahead of refreshes in the 2H. They are also picking up sourcing activity for what appears to be iPhone 5S and a lower-cost iPhone using composite material casing.

The firm is reducing iPhone... More

Maybe Apple's (AAPL) Schiller Doesn't Hate Samsung After All...

March 14, 2013 3:47 PM EDT

We posted an article earlier in which Apple (Nasdaq: AAPL) marketing exec Phil Schiller was said to "blast"... More

Most Would Select Apple (AAPL) iPhone Over Samsung's New Galaxy S IV, Poll Shows

March 14, 2013 2:08 PM EDT

The following data is another telling sign for investors interested in smartphone/tablet stock plays.

Samsung is expected to release its Galaxy S IV smartphone Thursday night, with many pictures and tons of information already hitting the tech blogs. On the front page of Yahoo! Finance, the question was posed: "Samsung will unveil its new Galaxy S4 smartphone today, while BlackBerry has received a... More

Apple (AAPL) Exec Blasts Google, Samsung Into Galaxy S IV Launch

March 14, 2013 8:54 AM EDT

What-droid? Sams-who?

That's exactly what Apple (Nasdaq: AAPL) marketing chief Phil Schiller thinks about smartphone rival Samsung and Google's (Nasdaq: GOOG) Android operating system. Speaking with Reuters on Wednesday.

Schiller's comments come as Samsung is expected to launch its latest-and-greatest device, the Galaxy S IV... More