Apple Gets the Credit (And the Cash) for Growth of Mobile Computing Revenue

What would the mobile computing industry be without Apple, had the company not entered it in June of 2007 with the iPhone?
Tim Cook at iPhone 4S event

50 Percent of Smartphones Sold in China Last Quarter Run Android

The smartphone market in China is growing at an extraordinary rate, largely thanks to Google’s Android OS. Chinese consumers purchased 8 to 10 million smartphones last quarter, up from an estimated 2 to 3 million in the same period last year. And according to Morgan Keegan analyst Tavis McCourt, the bulk of them ran Android.

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Moto: Morgan Keegan Sees Upside Post Phone Spinoff

Shares of Motorola are up eight cents, or 1.2 percent, at $6.86, after Morgan Keegan analyst Tavis McCourt this morning writes to clients that he’s taken a “deep dive” into Moto, after spending six hours with company management yesterday, reiterating an “Outperform” rating on the stock and a range of valuations from $7 to $12 depending on the progress of the mobile devices unit, which Moto is planning to spin off.

HP-Palm: The Analysts Weigh In

Now that they’ve had some time to digest the news of Hewlett-Packard’s acquisition of Palm, analysts are weighing in on the deal. More than 30 of them issued notes on the subject this morning, and they were largely positive. Consensus seems to be that while the deal seems expensive given Palm’s dire straits, it’s a wise move for HP, one that could make the company a player in the mobile devices market and strengthen its long-term positioning.

Palm Running Out of Time–Again

Remarking on Palm’s gruesome third quarter during an earnings call yesterday, CEO Jon Rubinstein called the company’s performance “extremely disappointing to me personally.” This sentiment seems to be widely held among investors, who are dragging the company’s shares through the mud today, and analysts questioning whether Palm can ever pull off the turnaround for which it’s striving.

Apple’s iPad: The Analysts Sound Off

It’s still a bit early to claim any consensus reaction to Apple’s new iPad among Wall Street analysts. That said, there seems to be some agreement that the device has significant market potential, especially with the attractive pricing Apple has given it.

Apple to Investors: You're Welcome

The econalypse may be winding toward its end, but for Apple it evidently never even started. Shares in the company spiked more than $12, or more than six percent, to $202 in early trading Tuesday as investors celebrated another of the company’s great quarters.
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Apple to Investors: You’re Welcome

The econalypse may be winding toward its end, but for Apple it evidently never even started. Shares in the company spiked more than $12, or more than six percent, to $202 in early trading Tuesday as investors celebrated another of the company’s great quarters.
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MacBook Pro Selling Well at Amazon and Best Buy

Apple has long been a subscriber to the underpromise-and-over-deliver school of guidance theory, so it’s not unusual to see research houses raising their guidance on the company in advance of its fourth-quarter financials. Among those doing so today: Morgan Keegan, whose Tavis McCourt says the June refresh of the MacBook Pro line and the recent launch of Snow Leopard have juiced sales at Amazon and Best Buy.
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Insert Lame "New Moto Phone CLIQs With Investors" Pun Here

Motorola is getting a bit of long lost love from Wall Street today, now that it has unveiled the CLIQ–the Android-powered handset with which it hopes to regain market share in the intensely competitive cellphone business. Shares in the company spiked more than seven percent after the CLIQ announcement Thursday, and today they’re up well over six percent.
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Return of the Steve

High Point of Apple Event: Upgraded CEO

Pre-Mature Exhilaration?