Ticonderoga: iTV, ‘iPad mini’ and iPhone 5 with NFC and 4G extend Apple’s lead in 2012

By on January 3, 2012 at 10:20 AM.

Ticonderoga: iTV, ‘iPad mini’ and iPhone 5 with NFC and 4G extend Apple’s lead in 2012

Apple will further extend its lead in the technology sector this year as it launches a number of new products that will leave its competition scrambling, a new report suggested on Tuesday. Ticonderoga Securities analyst Brian White made Apple his top pick in 2011 and the stock was his top performer, having grown 26% during his coverage. In 2012, Apple remains White’s top stock pick as a trio of new products is set to extend Apple’s lead in the new year. Read on for more. More →

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Apple’s smart TV to feature ‘unmatched aesthetics,’ could be game-changer for gaming

By on October 24, 2011 at 8:36 AM.

Apple’s smart TV to feature ‘unmatched aesthetics,’ could be game-changer for gaming

Reports have suggested for more than a year that Apple is working on a smart TV product, and those reports were firmed up last week when an excerpt from Steve Jobs’s biography revealed that the Apple co-Founder was indeed working on an Apple television. “I’d like to create an integrated television set that is completely easy to use,” Jobs said according to biographer Walter Isaacson. “It would be seamlessly synced with all of your devices and with iCloud. It will have the simplest user interface you could imagine. I finally cracked it.” In a note to investors on Monday, Ticonderoga Securities analyst Brian White said that the upcoming introduction of a smart TV represents a $100 billion revenue opportunity for the Cupertino, California-based consumer electronics giant. Read on for more. More →

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Apple’s Q4 miss was a gift for investors, Ticonderoga says

By on October 19, 2011 at 9:40 AM.

Apple’s Q4 miss was a gift for investors, Ticonderoga says

Apple reported fiscal fourth-quarter earnings on Tuesday evening that missed analyst estimates by a fair margin, due in large part to iPhone sales that fell well below the Street’s consensus. Analysts weren’t expecting iPhone sales to slow at all, but even Apple CEO Tim Cook acknowledged on the company’s earnings call that the overactive hype machine ahead of the company’s October iPhone refresh was largely responsible for the stall. Firms are still bullish on Apple despite the miss, of course, and one analyst views Apple’s fourth-quarter earnings as a “gift” ahead of the holiday season. Read on for more. More →

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Apple may launch ‘iPad mini’ in early 2012 to fend off Kindle Fire

By on October 12, 2011 at 9:40 AM.

Apple may launch ‘iPad mini’ in early 2012 to fend off Kindle Fire

Apple may be working on a new entry-level tablet scheduled to launch early next year. In a note to investors on Wednesday, Ticonderoga Securities analyst Brian White recounted numerous meetings with technology supply chain companies at a trade show in China this week. White noted a general ominous environment, with the majority of the companies he met with commenting on weakening demand across the industry. “The whole world is shrinking,” one company representative told the analyst. Read on for more. More →

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Ticonderoga: iPhone 5 to ‘steamroll’ new BlackBerry phones, PlayBook an iPad ‘casualty’

By on September 16, 2011 at 1:05 PM.

Ticonderoga: iPhone 5 to ‘steamroll’ new BlackBerry phones, PlayBook an iPad ‘casualty’

Among the firms losing hope in Research In Motion following another dismal earnings report, Ticonderoga Securities is telling investors to be cautious with RIM. Analyst Brian White fails to see the pot of gold at the end of this rainbow, and suggests that competitors — Apple, in particular — are beating RIM to the punch. “In our view, the fall of RIMM with its ‘too-little-too-late’ BlackBerry refresh will continue to add to Apple’s momentum that we believe could be off the charts with the iPhone 5 launch,” White wrote in a note to investors on Friday. Read on for more. More →

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IPhone 5 and 'simplified iPhone 4' both due out this fall, report claims

By on August 3, 2011 at 3:30 PM.

IPhone 5 and 'simplified iPhone 4' both due out this fall, report claims

Apple plans to launch two new iPhone models this fall according to a new report: an iPhone 5 and a new “simplified iPhone 4.” In a note to investors on Wednesday, Ticonderoga Securities analyst Brian White cites a Chinese-language report from Sohu.com in stating that Apple and China Telecom have reached a preliminary agreement. The site reports that the leading Chinese carrier will launch two distinctly different iPhone models beginning as early as the end of October — an iPhone 5 and a retooled, less expensive iPhone 4. According to White, the new iPhone 4 model could be “a more economical version of iPhone to target a broader customer base in developing countries such as China, allowing for an expanded market opportunity.” In fact, a new high-end model and a less expensive iPhone 4 could combine to create a long-term $68 billion opportunity through China Telecom alone, the analyst wrote. White reiterated his Buy rating on Apple stock, and he maintains his 12-month price target of $666.

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Optimism: firm predicts 45 million iPads sold in 2011

By on April 15, 2011 at 6:00 AM.

Optimism: firm predicts 45 million iPads sold in 2011

The proverbial — and literal — stock of Apple, Inc. is sky high at the moment, which could be clouding the better judgement of some analysts. And this next prediction may fall into that category: 45 million iPads to be sold in 2011. The prognostication comes courtesy of intel acquired by Ticonderoga Securities from various component suppliers in China and Taiwan. “During our visit to Asia last fall, we indicated that our checks were pointing to expectations for up to 45 million iPad unit sales by Apple,” writes Brian White, an analyst with Ticonderoga. “At the time, this number was difficult for many investors and some in the media to get their heads around. However, this week’s meetings are again pointing to expectations for iPad unit sales of 40 million to 45 million units in CY11, well above our estimate of 30.9 million.” Digital Daily‘s John Paczkowski writes that the estimates do seem “a tad optimistic,” and notes that we should have a better gauge on 2011 iPad sales next week when the company reports its second-quarter earnings.

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iPhone 5 NFC implementation will include a ‘unique twist,’ analyst claims

By on February 17, 2011 at 1:20 PM.

iPhone 5 NFC implementation will include a ‘unique twist,’ analyst claims

In a note to investors on Thursday, Ticonderoga Securities analyst Brian White reiterated a rumor that Apple’s next-generation iPhone will include integrated NFC capabilities. The rumor was essentially confirmed by European carrier Deutsche Telekom at Mobile World Congress earlier this week when the company stated that it will offer an NFC-enabled iPhone in the first half of this year. Interestingly, however, White also noted that his sources indicate the iPhone 5’s NFC capabilities will feature a “twist” that will differentiate the device from its competition. Mobile payments are expected to be the main focus of NFC-enabled cell phones, which are being promoted aggressively in 2011 by cell phone makers, carriers and other companies that will earn revenue from the transactions the emerging technology will facilitate. The idea of a twist in Apple’s NFC implementation could prove to be another interesting selling point for the company’s next iPhone when it launches this summer.

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