Motorola DROID X inventory remains exceedingly low

By on July 26, 2010 at 6:46 AM.

Motorola DROID X inventory remains exceedingly low

In a research note to investors, analyst Mark McKechnie of Gleacher & Co pointed out what most Android fans on Verizon already know- the inventory of the flagship DROID X remains incredibly low. According to Gleacher, most retail stores are sold out of the DROID X and all incoming inventory is being used to fill existing pre-orders. Walk-in sales of the flagship handset are near impossible. The situation online is not much better with the target ship date now pushed back nine days to August 4th. Anyone still looking for DROID X frustrated by this delay or are you happy to wait for this hot Android handset? More →

3 Comments

Netflix's traffic soars for the month of June

By on July 12, 2010 at 7:31 PM.

Netflix's traffic soars for the month of June

Netflix-logo

comScore traffic data is out for the month of June, and according to Citi analyst Mark Mahaney, the most recent figures reveal that Netflix’s traffic is soaring. The number of visitors to Netflix’s website has jumped 46% year-over-year for the month of June and 34% year-over-year for the second quarter. This huge jump in traffic is presumably due to ballooning usage of Netflix’s popular online video streaming service which lets Netflix customers watch movies and television episodes on their PC, Mac, or the iPad via an Internet connection. With Blockbuster potentially headed to bankruptcy, VUDU and Boxee still trying to sign distribution deals and content partners, and other services like Hulu Plus and RoxioNow still in the early stages, Netflix will continue to post impressive statistics as it retains its position as the king of online video subscription services. More →

22 Comments

Gartner: Symbian still dominant but falling fast

By on July 12, 2010 at 5:01 PM.

Gartner: Symbian still dominant but falling fast

symbian-logo-duck

Nick Jones of Gartner published a brief research note on his blog that paints a bleak picture of Symbian. According to Jones, Symbian is still the dominant platform, but it is losing market share at an accelerating pace as rivals like Android and iOS continue their upward trend. Jones is equally bearish regarding the future of Symbian and points to a product roadmap that is filled with features like audio policy packages, WiFi direct, and other similar additions that are of little interest to consumers. He even goes so far as to suggest that the Symbian Foundation should invest in some skunkworks projects or launch a design contest as a contingency plan in case Symbian^4 fails to deliver as promised. Wow. So what do you think, is this admonishment undeserved or does the Symbian Foundation and Nokia need a wake up call?

Thanks, johnny99! More →

54 Comments

Asustek: T-Mobile Garminfone is shipping as expected

By on July 7, 2010 at 7:30 PM.

Asustek: T-Mobile Garminfone is shipping as expected

garminfone-t-mobile

Asustek is standing up to the press and refuting analyst claims that sales of the T-Mobile Garminfone are lagging. According to Asustek, the Garminfone is shipping as expected and consumer demand is positive. This statement seemingly contradicts a research note by analyst Yair Reiner who estimated that T-Mobile was selling a mere five handsets per store per week. Reiner crunched the numbers and calculated that T-Mobile has sold a meager 20,000 handsets since the Garminfone launched in early June. Despite its vehement objection to these numbers, Asustek did not provide sales figures; leaving us all wondering whether the Garminfone is indeed moving off the shelves as Asustek implies or is merely piling up in a T-Mobile warehouse waiting for a fire sale. More →

11 Comments

Gene Munster: Mac sales up 37% year-over-year this quarter, iPod sales stagnant

By on July 6, 2010 at 4:14 PM.

Gene Munster: Mac sales up 37% year-over-year this quarter, iPod sales stagnant

mac-mini-2010

Piper Jaffray analyst Gene Munster has published a report stating that sales of Apple’s Macintosh computers are up 37% year-over-year for the current quarter. Munster goes onto hypothesis that iPad sales are not in-fact cannibalizing Mac sales as some analysts had initially predicted. Also of interest: iPod sales appear to be stagnant (or soft as the Business Insider put it), with a forecast of around 10 million units for 2010 which is on par with the Street’s expectations, but shows no growth from FY 2009. It seems as though the iPod business, which carried Apple across the financial finish line for many years, is now taking a backseat to the Mac, iPad, and iPhone. More →

21 Comments

Analyst believes iPads outselling Macs

By on May 20, 2010 at 3:51 PM.

Analyst believes iPads outselling Macs

abramsky-ipad-shipments

The iPad is such a hot commodity that, according to RBC Capital Markets analyst Mike Abramsky, U.S. sales of the slab-let have likely outpaced sales of Apple’s Mac computers. After a series of retail checks, which found most iPad retailers out of stock of the 3G model and very few Wi-Fi models left, Abramsky believes Apple is moving approximately 200,000 iPads a week versus 110,000 Macs. Abroad, where only recently customers were able to put in pre-orders, Abramsky believes Apple received orders for over 600,000 units. When all is said and done for calendar year 2010, the RBC analyst is predicting that Apple will have sold some 8,130,000 iPads. Not bad for gadget that costs, at the very least, $499. Could the iPad eat into Mac sales? Yes, to the tune of 25% according to the analyst. However, the drop in Mac sales didn’t diminish Abramsky’s price targets: $350/share with revenues of $59.7 billion for 2010. Yikes! More →

57 Comments

Analyst expects Apple to burn through 24 million next-gen iPhones in 2010

By on May 17, 2010 at 8:30 AM.

Analyst expects Apple to burn through 24 million next-gen iPhones in 2010

taoviet-iphone-4g-bottom

It’s not even official, but that’s not stopping Digitimes Research analyst Ming-Chi Kuo from estimating that Foxconn — manufacturer of the next iPhone — will deliver some 24 million units to Apple in 2010. According to Kuo, an initial shipment of 4.5 million devices will be followed throughout the rest of the year with 19.5 million additional units. Kuo also echoed John Gruber’s claims that the iPhone will have a 960×640 IPS display with FFS technology for a higher quality image with better visibility under direct sunlight, and that the phone will have 512MB of memory, or double the memory of the iPhone 3GS. This assertion is at odds with the findings of a recent next-gen iPhone prototype teardown which revealed the iPhone to be using the same 1GHz A4 processor with 256MB of system DRAM as the iPad. A more capacious battery is said to be included thanks to a 33% thinner display. Anyone else going to be on pins and needles for the next 21 days until WWDC? More →

103 Comments

AT&T extends exclusivity with Apple, no Verizon iPhone until 2011?

By on May 6, 2010 at 12:13 PM.

AT&T extends exclusivity with Apple, no Verizon iPhone until 2011?

verizon-wireless-iphone

Take this one with the largest grain of salt that you can find…the latest rumor on the status of the Verizon Wireless iPhone suggests that the phone may not come to fruition until 2011. As we all know, AT&T is offering data plans for the iPad on a non-contract basis at the lowly price of $15 for 250MB of data and $30 for unlimited data. According to analyst Brian Marshall of BroadPoint AmTech, AT&T would not have agreed to such a drastic price reduction, and no-contract plans, without receiving something big from Apple in return. That “big something”, he hypothesizes, is an extension of the iPhone exclusivity agreement that AT&T currently has enjoyed with Apple in the U.S. Under this quid pro quo agreement, AT&T’s exclusivity would be extended until the end of 2010, effectively shuttering any plans to launch the iPhone on Big Red in 2010. More →

252 Comments

Analyst: 300,000 iPad 3Gs sold over the weekend

By on May 3, 2010 at 7:24 AM.

Analyst: 300,000 iPad 3Gs sold over the weekend

ipad-launch

Sure, Piper Jaffray analyst Gene Munster totally blew it when he guesstimated that Apple sold 700,000 iPads during the launch weekend of the Wi-Fi-only model, but that didn’t stop him from spending his Sunday penning a note to investors in which he estimated that Apple moved some 300,000 3G units this past weekend. If his assumption is correct (we feel it necessary to add it was simply obtained by calling 50 Apple Stores and finding all but one of them with no iPads left on shelves), this would mean Apple has more than surpassed the 1 million mark considering 1) 300,000 were sold one month ago today, and 2) it only took 500,000 sold to derail the international launch. Munster is sticking to his “conservative estimate” that Apple will sell 4.3 million iPads across the globe in 2010 with about 60% of them being the Wi-Fi model. More →

23 Comments

Analyst predicts Apple sold 700,000 iPads on Saturday

By on April 4, 2010 at 7:35 AM.

Analyst predicts Apple sold 700,000 iPads on Saturday

iPad1

Piper Jaffrey tech analyst Gene Munster yesterday revised his initial single-day sales predictions for Apple’s iPad by as much as 250%. Prior to the iPads launch, Munster had expected Apple to sell 200,000 to 300,000 units (including pre-orders) within the first 24 hours. But after a bit more research and watching some 730 people flowing in and out of Apple’s 5th Avenue shop in New York City, Munster revised his estimate to a whopping 600,000 to 700,000 units sold. To put this into perspective, the iPhone 3G saw 530 people visit the same location while the launch of the iPhone 3GS saw 350. The launch of the original iPhone saw Apple move some 270,000 devices in a single day. Perhaps Apple can indeed move 7.1 million iPads in a year as iSuppli predicted just two days ago. More →

113 Comments

Is Palm's opportunity with webOS waning?

By on February 23, 2010 at 11:03 AM.

Is Palm's opportunity with webOS waning?

palm-logo

Palm may be facing its most difficult challenge this year as analysts evaluate the early success of webOS and make their predictions about the future of this fledgling platform. One of the first analysts to weigh in decidedly against Palm is Bank of America/Merrill Lynch analyst Vivek Arya who downgraded Palm from buy to underperform and issued a rather stinging assessment in a recent research note:

“Palm’s superior platform features have not translated into sufficient carrier support and consumer demand, and we are concerned the window of opportunity may be closing as Google’s Android ecosystem gains ground, [Research In Motion] revitalizes its portfolio, iPhone increases its presence, and as Microsoft reboots its efforts with Windows Phone 7. With only $130 million of net cash in an opex intensive space, Palm’s options may be limited in our view.”

According to Arya, Palm is slipping in multiple areas with an ad campaign that is too expensive to sustain, a distribution channel with Verizon Wireless in which the webOS devices play second fiddle to the flagship DROID and BlackBerry smartphones, and the addition of AT&T and T-Mobile as carriers in a move that may be too little, too late. The picture he paints is rather bleak and it will be interesting to see if other analysts chime in similarly on Palm. Rather than wait for these over-paid stuffed shirts analysts to pontificate on Palm, we want to know your thoughts on Palm and what you think the remainder of 2010 may hold for the struggling company. Would new hardware get you excited? More →

152 Comments

Apple tablet rumored to enter production in February, ship as early as March

By on December 9, 2009 at 7:02 AM.

Apple tablet rumored to enter production in February, ship as early as March

apple-logo21

We try and steer clear of Apple tablet rumors as best as we can, but the latest is too good to pass up, especially considering that it flies straight in the face of a rumor we ran with nearly one month ago. According to Oppenheimer analyst Yair Reiner, Apple is almost ready to give its Chinese manufacturing partners the green light to begin mass production of the oft-rumored tablet that is believed to feature a 10.1″ Multi-Touch capacitive display. If all goes well, Reiner believes that the tablet will be available as early as March provided Apple is able to stockpile enough units in order to minimize any potential shortages. So how many units are we talking? Based on an average retail price of $1,000, Reiner predicts Apple could sell as many as 1.5 million tablets in the first quarter. As for content, it’s believed Apple is aggressively going after publishers by offering them the same 30/70 revenue sharing deal as currently exists within Apple’s iTunes App Store. To give you an idea of how attractive the offer will be, Amazon is believed to ask publishers to evenly split revenue on non-exclusive content to its Kindle More →

35 Comments

Apple's Black Friday: online sales way up, retail Mac sales down

By on November 30, 2009 at 1:03 PM.

Apple's Black Friday: online sales way up, retail Mac sales down

Apple Banner BF

We gave you a glimpse of Apple’s Black Friday deals a bit early this year, and now, Piper Jaffray Apple-lover analyst Gene Munster has chimed in with some numbers to let us know exactly how the iVendor did. The world’s favorite iPod maker saw online sales increase by a staggering 39% this Black Friday — compare with this years average of 11% growth in online sales — which was driven by a mere 2% boost in web traffic. That is just about where the good news ends however, as G-Mizzle states that Apple Stores were selling, “8.3 Macs per hour, down from 13 Macs per hour last year” on Black Friday. Now, Munster uses an extremely scientific formula, one the consists of visiting three Apple Stores and counting how many Mac’s they are selling per hour, and while this formula is in all likelihood potentially flawed, it does show a decline in year-over-year sales as the economy continues to slump — note that the increase in Apple Store locations was not taken into account by this “formula.” Even with this decree Munster still thinks Apple will hit its Wall Street predicted December number. Thanks Gene, all of your insights are, as always, extremely helpful. More →

19 Comments