10 posts and columns on ASP

iPad Doing to the Netbook What the Netbook Did to the Laptop?

in News on May 6, 2010 at 7:12 am PT

Apple’s iPad may not be cannibalizing sales of the company’s Macs, but it is evidently playing havoc with sales of netbooks. According to new research from Morgan Stanley analyst Katy Huberty, growth in U.S. netbook sales has been declining since January, the month during which Apple officially announced its much anticipated slate device.

Apple Shares: “A Magical and Revolutionary Product at an Unbelievable Price”

in Mobile on April 21, 2010 at 9:43 am PT

“After the big run, what’s next? The big run.” So begins a research note from RBC analyst Mike Abramsky that’s a good representation of the market’s reaction to Apple’s latest blow-the-roof-off-the-sucker quarter. The 90 percent spike in profit the company reported yesterday, which surpassed already lofty expectations, inspired a rush of analyst notes this morning, all of them enthusiastic.

Another Blowout Quarter for Apple

in Mobile on January 25, 2010 at 1:35 pm PT

A subscriber to the underpromise-and-overdeliver school of guidance theory, Apple is reknowned for issuing almost comically conservative revenue outlooks and then exceeding them. And this quarter was no different. Reporting earnings after the bell Monday, Apple posted a fiscal first-quarter profit of $3.38 billion on revenue that rose 32 percent to $15.68 billion.

Apple’s Tablet: MacBook Airbus?

in Mobile on January 22, 2010 at 5:00 am PT

If the bandwidth-guzzling iPhone is truly the “Hummer of cellphones,” as the New York Times dubbed it last year, you might figure that Apple’s coming tablet will swill data like an Airbus. That might be true eventually, but initially, analysts say, the tablet is not likely to put much strain on the mobile broadband infrastructure of whatever carrier it ends up with, whether Verizon or AT&T.
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Apple Dreaming of a Federal Reserve Green Christmas

in News on November 30, 2009 at 7:04 am PT

Expectations for Apple are running high following its record September quarter and the company is well-poised to meet them, if Black Friday sales are any indication. Thomas Weisel Partners visited 41 Apple retail locations in the United States, Canada and the U.K. over the weekend and was impressed by what it saw: “robust sales driven by sustained brand strength, rising demand for app-ready iPod touches and a positive-mix in Macs driven by Black Friday discounting.”
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Latest PC Shipment Forecast Considerably Less Hysterical Than Predecessors

in News on November 24, 2009 at 4:30 am PT

So that 11.9 percent decline in PC shipments that was supposed to occur this year? Not gonna happen, says Gartner. Neither is the two percent decline the research outfit projected in September. Nope. Turns out that 2009 PC shipments, which were once thought to be headed for certain disaster, aren’t going to decline at all. They’re going to grow.
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Palm's Pre Inventory Glut

in News on September 30, 2009 at 9:34 am PT

Discussing Palm’s first-quarter results earlier this month, the company’s leadership claimed that “the vast majority of new sales” for the quarter were generated by the Pre. Palm sold some 823,000 handsets during that period with sell-through of 810,000 units, so that’s an impressive feat. But only if the sales we’re talking about here were made to on-the-street consumers. And, according to Town Hall research analyst David Eller, it’s not entirely clear that they were.
PalmCrate

Palm’s Pre Inventory Glut

in News on September 30, 2009 at 9:34 am PT

Discussing Palm’s first-quarter results earlier this month, the company’s leadership claimed that “the vast majority of new sales” for the quarter were generated by the Pre. Palm sold some 823,000 handsets during that period with sell-through of 810,000 units, so that’s an impressive feat. But only if the sales we’re talking about here were made to on-the-street consumers. And, according to Town Hall research analyst David Eller, it’s not entirely clear that they were.
PalmCrate

Loss Leader Not in Apple's Vocabulary

in News on March 6, 2009 at 5:27 am PT

This year will see one of the worst slumps in the PC industry ever. But as grim as things may get, they will perhaps not be so bad for Apple. According to TBR analyst Ezra Gottheil, the company has so far avoided the “permanent and structural” collapse of overall average selling prices for PCs and the related decline in revenue.
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Loss Leader Not in Apple’s Vocabulary

in News on March 6, 2009 at 5:27 am PT

This year will see one of the worst slumps in the PC industry ever. But as grim as things may get, they will perhaps not be so bad for Apple. According to TBR analyst Ezra Gottheil, the company has so far avoided the “permanent and structural” collapse of overall average selling prices for PCs and the related decline in revenue.
apple-new-logo-lg1jpg