Analyst

Apple: Fragmentation-feeding Kindle Fire only good for iPad

Apple: Fragmentation-feeding Kindle Fire only good for iPad

Apple execs reportedly have no fear of the Amazon Kindle Fire, according to analysts meeting with CEO Tim Cook and others at the firm, because the 7-inch slate will only highlight Android's growing fragmentation problem. Cook and Apple CFO Peter Oppenheimer supposedly told Barclays analyst Ben Reizes that the stability of the iOS could prove to be the iPad's greatest allure, Business Insider reports, and that "the more fragmentation, the better."

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Amazon profit dip predicted over Kindle Fire loss-leading

Amazon profit dip predicted over Kindle Fire loss-leading

Amazon's loss-leader strategy with the Kindle Fire ereader tablet, as well as a growing US sales tax bill, could lead to significantly reduced income this quarter analysts have predicted. The retailer is expected to announce earnings figures today, but already there are concerns that Amazon's net income may be just half of Q3 2010, according to an estimate average crunched by Businessweek. Part of the issue is the $199 Kindle Fire, hardware sales of which Amazon is believed to be taking a loss on, and instead relying on subsequent digital media sales to buoy profits.

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4m iPhone 4S weekend sales predicts analyst

4m iPhone 4S weekend sales predicts analyst

Pundits are clamoring to make ambitious estimates for iPhone 4S launch demand, with some analysts pegging weekend sales in the region of 4m units: in fact, the enthusiasm for the fifth-gen smartphone is so great, the biggest surprise would not be multi-million sales but if crowds proved indifferent. That looks unlikely, however; after queues in Europe this morning, sales have kicked off the east coast of the US and Apple Stores - along with Verizon, AT&T and Sprint stores - are opening from 8am to deliver the coveted handset into shoppers' hands.

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iPhone price cuts refuel sales momentum says analyst

iPhone price cuts refuel sales momentum says analyst

Apple's iPhone 4S pre-order sales success isn't the only reason the company's cash registers are ringing. Price cuts of the existing iPhone 4 and iPhone 3GS have apparently reignited demand for the older handsets, AppleInsider reports, with Canaccord Genuity analyst T. Michael Walkley claiming his checks across US carriers showed buoyant sales of the legacy devices.

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RIM kills PlayBook and future tablet plans claims analyst [Update: RIM denies]

RIM kills PlayBook and future tablet plans claims analyst [Update: RIM denies]

RIM has reportedly frozen production of the BlackBerry PlayBook and axed development of future tablets, according to one analyst, faced with lackluster sales of the QNX slate. The rumor comes from Collins Stewart analyst John Vinh, BGR reports, who cites unnamed sources at Quanta, RIM's manufacturing partner, for the intel. Although Quanta had already confirmed that PlayBook production had been scaled back, this is the first sign that RIM may be rethinking its entire tablet strategy.

Update: RIM has called Vinh's checks on the supply chain "pure fiction"; more after the cut

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Apple slashes iPad production claim analysts

Apple slashes iPad production claim analysts

Apple has reportedly cut iPad supply chain orders, slashing production by 25-percent in Q4, in a move that could suggest the company has sufficient stock of the second-gen slate to tide it over until the iPad 3 launch. The reduction was spotted by analysts JPMorgan Chase & Co., Bloomberg reports, quoting several supply chain vendors affected by Apple's decision. It's believed to be the first time Apple has made such a drastic cut.

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iPad will own 2011 holidays (and many after that) say analysts

iPad will own 2011 holidays (and many after that) say analysts

The best-laid plans of Android tablet manufacturers are unlikely to see a significant change in slate sales this holiday season, analysts Gartner have predicted, with Apple's iPad 2 likely to maintain its dominance in the market. According to the report, while Apple's marketshare is expected to drop in 2011, it will still by far outweigh that of rivals: down from 83-percent in 2010 to an estimated 73.4-percent this year. In fact, Gartner expect the iPad to hold its lead until 2014.

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Analysts flock to advise Apple: Tarry on iPad 3 and buy TiVo

Analysts flock to advise Apple: Tarry on iPad 3 and buy TiVo

A change of CEO has apparently invited a flurry of advice aimed at Apple, suggesting new chief Tim Cook should buy TiVo, create multiple iPhone sizes and be in "no rush" to launch the iPad 3. Although Steve Jobs' replacement hasn't actually asked for suggestions for Apple's strategy, that hasn't stopped J.P. Morgan analysts from pointing out that the Cupertino company can afford to take its time with the third-gen iPad, Benzinga reports, since rivals are still struggling to compete.

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Windows 8 tablets to have 15% market share by 2014 says analyst

Windows 8 tablets to have 15% market share by 2014 says analyst

What a difference an "8" makes: Microsoft's Windows 8 only broke cover properly earlier this week, and analysts are already declaring it a future sales success. RBC Capital Markets analyst Robert Breza is predicting Microsoft will hold a 15-percent share in the tablet segment by 2014, the Financial Post reports, praising the new OS' Metro UI as borrowed from Windows Phone.

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Uninspiring iPhone and iPod touch upgrades incoming tips analyst

Uninspiring iPhone and iPod touch upgrades incoming tips analyst

Apple's next-gen iPod touch will be broadly identical to the existing model, according to the latest analyst tittle-tattle, with the company merely introducing a white variant of the current PMP. Ming-Chi Kuo claims his supply chain sources confirm the pale all-touch iPod, Apple Insider reports, though the same analyst has also thrown cold water over recent iPhone 5 excitement. He reckons that, while leaks and rumors have tipped a considerable upgrade for the fifth-gen handset, in actual fact there's no evidence of such a departure in the pipeline, MacRumors reports. Instead, Kuo predicts, something a whole lot more mundane is in the offing.

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Apple “iTV” HDTV rumors refuse to die

Apple “iTV” HDTV rumors refuse to die

Rumors of an Apple TV set refuse to die, with the perennial speculation again igniting this week in the aftermath of Steve Jobs' resignation. The latest grist is from VentureBeat, which has pulled together various analysts and venture capitalists to weigh in on the gossip; Stewart Alsop, of Alsop Louie ventures and a board member of TiVo and Sonos, claims that multiple sources he's spoken to have confirmed the Apple television project is a work-in-progress, which would run iOS but on a significantly larger display than that of the iPad or iPhone.

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Mac sales soar on Asia appeal: June up 67% in China

Mac sales soar on Asia appeal: June up 67% in China

Strong demand for Mac computers in China has seen Apple's sales growth soar in Asia, it's reported, with Mac shipments growing at over 67-percent in June, far outpacing their PC counterparts. In a new investor note, Needham analyst Charlie Wolf, quoted by AllThingsD, claims that the incredible uptick in Chinese sales "represents a perfect storm between an iconic brand and a rapidly growing middle class that’s more brand conscious than consumers in virtually every other region of the globe."

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