Apple’s much rumored Siri-powered HDTV may offer a feature many TV viewers have been wanting for quite some time: customized channel lineups. According to Sterne Agee analyst Shaw Wu, Apple has its heart set on offering its customers customized programming. That means, for example, a user might be able to choose to pay for the ESPN and Comedy Central, but omit MTV and CNN. However, that may make licensing a lot messier. “This is obviously much more complicated from a licensing standpoint,” Wu said in a note to investors Wednesday. “And in our view, would change the game for television and give AAPL a big leg-up against the competition.” Wu also argued that Apple should continue to offer its Apple TV set-top box alongside its HDTV, Barron’s reports. The latest rumors have suggested that Sharp is already developing 32-inch and 37-inch LCD panels for the TV, which could launch during the second or third quarter next year. Apple is also already said to be holding meetings with top media executives about its television product, perhaps in an effort to iron out the licensing deals that would be required for customized channel lineups. More →
Sterne Agee analyst Shaw Wu sent a note to investors Wednesday that suggested Apple’s Mac and iPhone market shares could double or even triple in the next few years. “We believe [Apple] has opportunity to double or potentially even triple its market share in these end markets over the next few years, particularly with Greater China and international under-penetrated opportunities,” Wu wrote. He said there’s “plenty of headroom” for growth in the enterprise and consumer markets, and he thinks Apple can take advantage of “secular mega trends” including the mobile internet, cloud computing and the consumerization of technology. Shaw Wu ialso recently said Apple’s upcoming iPhone 5 launch will be “bigger than expected.” More →
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 →
Earlier this week, Kaufman Brothers analyst, Shaw Wu, made waves when he asserted that Research In Motion’s highly anticipated BlackBerry PlayBook tablet could be delayed due to “battery issues.” Mr. Wu’s exact statement was as follows: “RIM needs to improve its relatively poor battery life of a few hours compared to 6 hours for the Samsung Galaxy Tab and 10 hours for [Apple's] iPad.” Today, RIM has fired back with a concrete statement of its own, claiming that the PlayBook battery issues Wu reports are nonexistent.
Any testing or observation of battery life to date by anyone outside of RIM would have been performed using pre-beta units that were built without power management implemented. RIM is on track with its schedule to optimize the BlackBerry PlayBook’s battery life and looks forward to providing customers with a professional grade tablet that offers superior performance with comparable battery life.
There you have it. We would love for RIM to be a bit more forthcoming as to when — approximately — the device will be released, but we’ll just have to take this statement for now. More →