Apple Could Sell 12 Million New iPads This Quarter

“Apple has sold ~750,000 new iPads per day since launch on Friday.”
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Betcha Apple Sold a Lot of iPhones This Quarter

Is 30 million for the December quarter too high — or not high enough?
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Verizon Won’t Talk About Its Talks to Build a Netflix-Style Service. But It Is Definitely Talking.

Because pretty much everyone is talking about building their own Web video service. But like pay TV competitor Dish Network, Verizon seems to be taking the idea seriously.
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HBO + iPad = More HBO-Watching, “Steady” HBO Subscribers

People who have the on-demand service for iOS or Android love it. But it doesn’t seem to have brought Time Warner’s pay channel any new blood.
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We Now Return You to Our Previously Scheduled iPhone Estimates

That Q4 miss? Already forgotten.
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iPhone 4S: It’s the Software, Stupid.

Though it might seem more incremental upgrade than new iPhone, Wall Street analysts say Apple’s iPhone 4S isn’t nearly the disappointment that some claim.
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Jive Software Said to Hire IPO Bankers, but No One There Is Talking

Social enterprise software player Jive Software has supposedly tapped Morgan Stanley and Goldman Sachs to run its IPO. It’s also said to be valued at $1 billion.
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MacBook Refresh Could Spur Already Unseasonably High Mac Sales

The second quarter is typically one of Apple’s weakest for Mac sales. Not this year, though. According to the latest data from NPD, Mac sales are already up more than 20 percent year-over-year this quarter, and they’re likely to rise higher still thanks to Apple’s recent refresh of its MacBook Pro line.

Analysts Go Out on Limb, Predict Verizon iPhone Will Be Big for Apple

Verizon’s announcement of the forthcoming debut of Apple’s iPhone on its network this morning was met with a flurry of analyst notes all saying exactly the same thing: 2011 is going to be a very, very strong year for the iPhone.

Oracle Beats Q2 Earnings Forecasts

Oracle’s earnings are in. Both revenue and profits beat the expectations of analysts. Shares are up more than 3 percent after hours.

Dell Buys 3Par for $1.15 Billion

Intel’s Q4 Blowout

AOL Off to a Wobbly Start