4 posts and columns on channel checks

Deutsche Bank Joins the Running of the Apple Bulls

in Mobile on January 4, 2011 at 10:32 am PT

Expect another record-breaking quarter when Apple reports earnings later this month. With strong global demand for its products and few retail stock-outs over the holidays, Deutsche Bank analyst Chris Whitmore believes the company racked up sales above already lofty expectations

iPad Production Is on Track. No, It’s Not. Yes, It Is.

in News on March 4, 2010 at 8:59 am PT

Seems there’s a bit of disagreement over those rumored iPad production issues we’ve been hearing about. Last week, Canaccord Adams analyst Peter Misek warned that a bottleneck at Apple’s manufacturing partner might limit initial availability of the device or even delay its launch. Then yesterday, Digitimes–not the most reliable of sources–published a report suggesting there would be no such inventory issues or delays. Now, ThinkEquity analyst Vijay Rakesh has issued a note echoing Misek’s claim.

Palm Analysts, Best Buy Suffering From Pre-Mature Elaboration

in News on July 27, 2009 at 11:19 am PT

Add another voice to the chorus of analysts claiming that sales of the Palm Pre have been on the decline these past few weeks. In a research note published this morning, CL King analyst Lawrence Harris, speaking to the controversy over sell-though numbers for the Pre, cast his lot with those who feel sales are slowing.
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Slowing Palm Pre Sales Actually Not Slowing

in News on July 10, 2009 at 11:46 am PT

Are sales of the Pre slowing or not? Without official numbers from Palm or Sprint, it’s nearly impossible to tell. But that hasn’t stopped analysts from taking a stab at it. Earlier this week, Pali research claimed Pre sales were tapering off. Now Pacific Crest is saying they remain “robust.”
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