Wedge Partners

RIM Off 10 Percent as Even the Most Patient Investors Lose Patience

Ina Fried in Mobile on December 16, 2011 at 11:00 am PT

Things go from bad to worse as analysts rush to the thesaurus to find synonyms for sell.

What if Apple Television Is an iMac?

John Paczkowski in News on December 7, 2011 at 12:41 pm PT

The iMac as stepping-stone to the Apple Television.

Only One New iPhone This Year and It Will Look a Lot Like the iPhone 4, Says Analyst

John Paczkowski in Mobile on September 26, 2011 at 3:12 am PT

Apple will only launch one new iPhone this year, not two as others have claimed.

Hello World (iPhone)

John Paczkowski in Mobile on February 8, 2011 at 4:00 am PT

So those rumors that had Apple developing a “World iPad” based on one of Qualcomm’s multimode CDMA-GSM chips? There may be something to them after all. An iFixit teardown of the CDMA iPhone 4 headed for Verizon reveals a world mode chip in the device’s innards: Qualcomm’s MDM6600, which supports CDMA and EVDO network standards as well as GSM and HSPA+.

BlackBerry PlayBook: Looks Good on Paper, But…

John Paczkowski in News on February 2, 2011 at 3:50 am PT

The PlayBook’s hardware specs might beat anything on the market, its QNX OS might be rock solid and its “Web fidelity” might outshine that of the iPad, but Research in Motion’s forthcoming “professional tablet” will be poorly received when it finally ships. This according to Wedge Partners analyst Brian Blair, who believes the device to be signifigantly flawed and claims it will be “dead on arrival.”

Tired: Speculating About Verizon iPhone. Wired: Speculating About Verizon iPhone Sales.

John Paczkowski in Mobile on January 10, 2011 at 3:16 am PT

Verizon Wireless will hold an event in New York tomorrow where, as we first reported here, it will announce the availability of Apple’s iPhone on its network. And when it does, it will halt once and for all the near-pathological Verizon iPhone speculation that preceded it. But only because those who speculated about the existence of a Verizon iPhone have been struck by a new monomania: Speculating about first-year Verizon iPhone sales numbers.

PlayBook on Track for Q1 Kick-Off

John Paczkowski in Mobile on January 7, 2011 at 3:00 am PT

Research in Motion’s PlayBook tablet is on schedule for launch in the first calendar quarter of 2011. And that’s the word from the company itself.

Analyst: IPad Rules Holidays; Rivals Are “Not Ready for Prime Time” Players

John Paczkowski in Mobile on December 28, 2010 at 3:02 am PT

This holiday season the iPad was pretty much the go-to device for consumers looking to gift a tablet. In a note to clients this week, Wedge Partners analyst Brian Blair said recent retail checks point to significant end demand for the iPad.

Apple Developing CDMA-GSM ‘World iPad’?

John Paczkowski in Mobile on November 19, 2010 at 3:00 am PT

Here’s an interesting bit of speculation from Wedge Partners analyst Brian Blair, whose recent Qualcomm channel checks may reveal something about Apple’s next-generation iPad. According to Blair, Apple is developing a “World iPad” based on one of Qualcomm’s multimode CDMA-GSM chips.

Analyst: Apple Aims to Sell 100 Million iPhones in 2011

John Paczkowski in Mobile on November 6, 2010 at 1:15 pm PT

If Apple’s 2011 plays out the way Wedge Partners analyst Brian Blair figures, investors are going to need some new superlatives with which to describe its performance. In a rapturous note to clients Tuesday, Blair offered some numbers on Apple sure to drop investors’ jaws and set them to salivating at the same time.