Needham

Analyst Warns of Global iPademic

John Paczkowski in Mobile on March 29, 2011 at 11:26 am PT

With iPad 2 hopefuls still queuing outside Apple stores each morning, more than two weeks after the device’s U.S. launch, and international demand causing widespread stock-outs abroad, analysts who follow Apple are scrambling to adjust their iPad sales and earnings-per-share estimates. The latest to do so is Needham’s Charlie Wolf, who today raised his 2011 iPad sales forecast to 30 million units from 20 million.

Mac Growth Outpaces Market for 19th Straight Quarter

John Paczkowski in Mobile on February 17, 2011 at 4:00 am PT

The Mac has been on a growth tear for a few years now, outperforming the broader PC market in most every sector. Indeed, December 2010 marked the 19th straight quarter that it did so.

Steve Jobs’s Finest Product–Apple–Won’t Break Down

John Paczkowski in Mobile on January 18, 2011 at 3:15 am PT

It’s been said that Steve Jobs is Apple’s greatest asset and its greatest risk. And there’s no better illustration of that dictum than recent history. The last time Jobs went on medical leave in January of 2009, Apple shares tanked, falling some eight percent to $78.50. But in the months that followed, they rose more than 50 percent, despite continued concerns over his health.

Analyst: Windows Phone 7 Needs to Win Over Smartphone Makers as Well as Buyers

John Paczkowski in News on December 10, 2010 at 1:59 pm PT

There’s another turf war brewing in the mobile space, and this one isn’t over consumers–it’s over the top smartphone manufacturers.

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Apple iPad: Analyst Tones Down Excitement Over Device

Matt Phillips, Reporter, The Wall Street Journal in News on February 4, 2010 at 5:00 am PT

This one caught our eye. Needham analysts issued a note sounded quite a bit more cautious on forecasts for iPad sales Wednesday, “after watching a replay of Apple’s iPad introduction and reassessing the device’s potential.” In a note entitled “Seeing is Believing”–their previous note was subtitled “Apple has Another Winner”–Needham revised its original forecast of four million iPad sales in the year following the device’s April launch.

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SanDisk: Needham Turns Bearish; NAND Glut Looming?

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on June 18, 2009 at 6:37 am PT

SanDisk shares are coming under pressure this morning after Needham analyst Y. Edwin Mok cut his rating on the stock to Under Perform from Hold. Mok writes in a research note that the downgrade reflects “early signs of weakness in the NAND flash memory sector that we believe will lead to lower prices.”

That Pre Sure Got Some Powerful Magic, Boy…

John Paczkowski in News on March 25, 2009 at 3:10 pm PT

It has not yet been given a price or a release date, but Palm’s forthcoming Pre handset continues to have a remarkably restorative effect on the company’s share price. It wasn’t so long ago that Palm shares were trading just above a dollar. Today, they’re hovering around $8.67, bouyed up by little more than the device’s Consumer Electronics Show debut, an uneventful media Webcast, some hyperbolic remarks from one of the company’s investors and the enthusiasm of a few bullish analysts.

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Chips: Needham Cuts Estimates; Sees Q1 Revs Off 15-20 Percent

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on January 23, 2009 at 10:49 am PT

Now that we’re experiencing Q4 earnings reports in all their glory, the time has come to shift focus to Q1. That’s what Needham chip analyst N. Quinn Bolton did this morning. And the picture is not pretty. He estimates that Q1 revenue will be down 15-20 percent compared to his previous estimate of 10 percent.

Yahoo Investors: We Would Have Preferred Steve Jobs…

John Paczkowski in News on January 13, 2009 at 12:17 pm PT

The markets are having their say about Yahoo’s choice of Autodesk Chairwoman Carol Bartz as CEO and they don’t seem to much care for it. Though Bartz is a widely-respected Silicon Valley veteran and has done much to improve Autodesk’s fortunes, investors aren’t so sure she’ll do the same for Yahoo.

The iPhone Doesn't Appeal to Business Customers at All?

John Paczkowski in News on December 2, 2008 at 11:59 am PT

“Apple’s iPhone 3G, introduced in July, is the only reason smartphone growth did not slow in September.” This according to Needham analyst Charles Wolf, who in a research note today points out that the nearly seven million iPhones Apple shipped during the three-month period ending September account for all of the sequential shipment growth in the quarter. Astonishing.