Unimpressed with new BlackBerry phones, analysts cut RIM targets

By on August 4, 2011 at 11:50 AM.

Unimpressed with new BlackBerry phones, analysts cut RIM targets

BGR took hands-on looks at the all new BlackBerry Bold 9900, the BlackBerry Torch 9810 and the BlackBerry Torch 9850/9860 last night, and while we were pleasantly surprised with RIM’s new hardware, several analysts were not impressed. Jefferies & Co.’s Peter Misek and Sterne Agee’s Shaw Wu each cut their price targets on RIM stock Thursday morning, suggesting that the Waterloo, Ontario-based vendor’s BlackBerry 7 phones just aren’t enough to reignite the public’s interest in BlackBerry devices. “Handset shipments will be worse than expected in the November quarter despite the sell-in of new OS 7 handsets,” Misek wrote Thursday in a note to investors. RIM said on Wednesday that the upcoming BlackBerry device releases across more than 225 carriers will be the vendor’s biggest launch ever, but Misek isn’t convinced that the handsets will get enough of a push. “Preliminary reviews of the handsets cite improved speed but a browsing experience still inferior to Android and iOS. We do not believe carriers will put extensive marketing dollars behind the new handsets,” he wrote. Shaw Wu at Sterne Agee said the devices were “better late than never,” but like Misek, he’s still not convinced the devices will be a hit. Misek cut his price target on RIM stock to $22 from his earlier target of $24, and Wu dropped his target to $23 from $27. More →

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Apple to combine OS X and iOS in 2012, analyst says

By on August 3, 2011 at 11:20 AM.

Apple to combine OS X and iOS in 2012, analyst says

Apple will begin to merge its OS X and iOS operating systems in 2012 according to predictions made by Jefferies & Co. analyst Peter Misek.”We believe Apple is looking to merge iOS (iPhones/iPads) with OS X (Macs) into a single platform for apps and cloud services starting in 2012-13,” Misek said. He believes that the A6 processor is “capable of PC-like strength,” and that Apple will implement it into its iPad 3 during the first quarter of 2012, into the iPhone 5 next summer, and into the MacBook Air in 2012 or 2013. “Users want to be able to pick up any iPhone, iPad, or Mac (or turn on their iTV) and have content move seamlessly between them and be optimized for the user and the device currently being used,” Misek said. “We believe this will be difficult to implement if iOS and OS X are kept separate.” There have been rumors that Apple has considered building its own TV, which Misek refers to as the “iTV,” although that has been pure speculation. More →

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