A Verizon iPhone in January? I’ll Believe It When I See It.

If Verizon iPhone stories are a dime a dozen, here’s 0.833333 cents’ worth. “Two people familiar with the plans” tell Bloomberg that Verizon will begin peddling the Apple phone in January, after AT&T’s exclusivity deal expires.
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Wait…There’s Actually a Bear Case for Apple?

With Apple, in the words of CEO Steve Jobs, “selling an iPad every three seconds” and early demand for the company’s new iPhone 4 strong enough to red-line the company’s pre-order system, Apple shares have been trading at all time highs. The stock is clearly on a tear and will be for some time to come. But that doesn’t mean it is risk-free, says Bernstein Research analyst Toni Sacconaghi.

Analysts Raise iPhone 4 Sales Forecasts From Huge to Ginormous

Overwhelming demand for Apple’s new iPhone 4 on the first day of pre-orders has sent analysts running to raise their expectations for unit sales of the device. In a research note issued this morning, Piper Jaffray’s Gene Munster increased his June quarter iPhone sales estimate to 9.5 million from 8.5 million, arguing that Apple will likely sell one million iPhone 4s during the device’s first three days at market.

Google Eyeing Invite Media?

17 Percent of Verizon Customers Would Upgrade to iPhone

AT&T’s iPhone-exclusivity deal hasn’t yet expired; nor has Apple announced plans to sell the device through a second U.S. carrier. But that’s not stopping analysts from speculating about what might happen when it does. Riffing on rumors of a Verizon iPhone, Morgan Stanley analyst Katy Huberty theorizes in a research note this morning that given the opportunity, nearly 17 percent of the carrier’s customers would upgrade to an iPhone.
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HP’s Next Task: Triple Palm’s Revenue

With its acquisition of Palm, Hewlett-Packard gains a turnkey smartphone division, a venture with a slick smartphone operating system, deep mobile patent portfolio, talented R&D team, the beginnings of an app ecosystem and established carrier relationships. Not bad for the $1.2 billion HP paid for it, though the true cost of the acquisition is likely to run quite a bit higher, according to Deutsche Bank analyst Chris Whitmore.

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

“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.

Time to Stop Betting the Under on Apple Earnings–If You Haven’t Already

Apple is scheduled to report earnings after the closing bell today, and by most accounts they’re likely to be strong, although the company’s January-to-March quarter is historically not its best.
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Court Rules Against FCC in Comcastic Net Neutrality Decision

In the end, the federal appeals court reviewing the Federal Communications Commission’s sanctions against Comcast was as skeptical of the FCC’s authority to issue them as Comcast itself. This morning, the U.S. Court of Appeals for the District of Columbia ruled that the agency overstepped its bounds when it censured Comcast for interfering with peer-to-peer traffic on its network.

Apple: 300,000 Wi-Fi-Only iPads Sold on First Day

Turns out, first-day sales of the iPad weren’t quite as “magical and revolutionary” as some thought. This morning, Apple said it sold over 300,000 iPads in the U.S. as of midnight Saturday, April 3–including pre-orders.

2010: Year of the Palm? Maybe Not…

HP Beats Estimates, Raises Outlook

Big Red in the Red

Intel Beats Bust? Big Time

Intel Beats Bust? Big Time