Apple (AAPL) Component Cuts Related to Faster iPhone Refresh?
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The Halo is Not Cracked: Jefferies' Misek Talks Apple (AAPL) Q1 EPS, Component Cuts, and 'Cheap' iPhone
January 15, 2013 11:12 AM ESTApple (NASDAQ: AAPL) continues under heavy pressure Tuesday as weak iPhone demand and margin fears continue to dominate trade. However in just 8 days the world will get a quarterly report card from the iPhone giant and will be able to see for themselves just how bad, or good, the company is doing.
Jefferies' Peter Misek, who was ahead of the Street on the Apple iPhone 5 component cuts (which dominated trade Monday), offered a preview of Apple's upcoming December quarterly report (FQ1) today. His view is that everything is okay and he expects a... More
Nomura Slashes Apple (AAPL) Price Target to $530, Sees Downside Risk of $400
January 15, 2013 7:49 AM ESTNomura Securities slashed its price target on Apple (NASDAQ: AAPL) Tuesday from $660 to $530, while reiterating a Neutral rating.
Analyst Stuart Jeffrey notes iPhone pressures highlight margin fears, and sees potential downside to $400 on gross margin declines.
"To reflect signs of... More
BMO Capital Latest to Call Apple (AAPL) Component News "Old"
January 14, 2013 5:02 PM ESTBMO Capital's Keith Bachman was the latest to weigh in on Apple (NASDAQ: AAPL) following reports of order cuts for iPhone 5 components.
"We believe that this is consistent with news and reports that were circulated in mid-December," the analyst notes. "For... More
Notable ETF Movers of the Day 01/14: (SLV) Higher; (TAN) (XLK) Lower
January 14, 2013 2:54 PM ESTGainers:
iShares Silver Trust (NYSE: SLV) gained 2 percent to 30. Action in precious metals lifted spot silver, allowing it to test resistance at $31 per ounce. Platinum also traded higher today, with Physical Platinum Shares ETF (NYSE:... More
Attention: Apple (AAPL) Component Cut News is a Month Old
January 14, 2013 8:21 AM ESTWhile Apple (NASDAQ: AAPL) is under heavy pressure early Monday on reports from the Wall Street Journal of component cuts, investors in the know may realize that this information is a month old.
Jefferies analyst Peter Misek picked up... More
Apple (AAPL) Said to Cut iPhone 5 Panel Orders as Demand Wanes
January 14, 2013 6:20 AM ESTApple (Nasdaq: AAPL) is trading lower Monday morning amid chatter that demand for its iPhone 5 might be, well, light.
According to Japan's Nikkei news source, Apple has halved orders for iPhone 5 panels as demand is said to have dropped off.
Apple was initially expected to order 65 million panels in the current... More
Three Major Changes for Apple (AAPL) in 2013
January 7, 2013 5:04 PM ESTGoldman Sachs' technology hardware research team listed its Top 10 issues to watch in 2013 and three directly center around Conviction Buy List-rated Apple (Nasdaq: AAPL):
Apple may be ready to test lower wholesale price points for the iPhone. Goldman said given Apple's expansion into emerging markets, which have a predominantly prepaid customer base, the timing may be right for the introduction of a lower-cost phone. The firm said there is room in the market for a lower-priced phone with specs similar to the recently discontinued iPhone 3GS. They expect such a move will reignite investor concerns about gross margin dilution, but believes that making the iOS ecosystem more accessible should ultimately help expand and strengthen the installed base.
Shorter Apple product cycles could be a critical positive for the story. Goldman said Apple refreshing its traditional iPad line just seven months after the third-generation iPad was launched could signal the company is moving away from its traditional 12-month product cycles and towards a more rapid 6-month refresh cycle. Recent datapoints suggests another refresh for the iPad this Spring. If Apple were to due this with iPhone as well, then this would be a substantial change in Apple's product development strategy, the firm notes. "We would view a shortening product cycle cadence as good news... More
