Yair Reiner

Apple Analysts: Screw Everything, Everything, We're Doing $550

John Paczkowski in Mobile on January 20, 2011 at 3:00 am PT

Evidently a 78 percent net income increase in Apple’s fiscal first quarter was all it took for the market to put aside concerns about CEO Steve Jobs’s indefinite medical leave. Analysts following the company issued a fusillade of bullish notes celebrating the company’s leviathan quarter and raising their guidance for the year ahead. The most bullish target price of all: $550.

Apple Shares Down, but for How Long?

John Paczkowski in News on January 18, 2011 at 8:57 am PT

No big surprise here: Apple’s stock is slipping this morning following news that CEO Steve Jobs is taking another medical leave of absence. The company’s shares dropped some 6.5 percent this morning as the market mulled Jobs’s health issues and the potential timing of his return to the company. But how long they stay that way is up for debate.

Apple Earnings: No Better Antennagate Deodorant Than Success

John Paczkowski in Mobile on July 21, 2010 at 7:44 am PT

Apple’s big third quarter earnings beat has sent the analysts who follow the company in search of new superlatives with which to describe its performance. A barrage of Apple research notes were broadcast this morning and they are positive to a one, though with a single point of concern: is Apple’s current pace sustainable?

Verizon Could Sell 12 Million iPhones Annually

John Paczkowski in Mobile on June 30, 2010 at 6:20 am PT

Bloomberg’s report Tuesday claiming Verizon Wireless will begin selling Apple’s iPhone in January 2011 has, predictably, inspired all manner of analyst notes reflecting on the implications of such an event. Evidently, the two go hand in hand–just like AT&T and dropped calls. So if, come January, Verizon were to offer the iPhone, what might happen? Well, for one thing, Apple would sell a hell of a lot more iPhones.

I Got a Fever, and the Only Prescription Is…More iPhone!

John Paczkowski in Mobile on June 25, 2010 at 8:06 am PT

Here’s an interesting bit of survey data from Oppenheimer analyst Yair Reiner, who found, like Piper Jaffray’s Gene Munster, a significant portion of iPhone 4 sales Thursday to be upgrade purchases by existing iPhone owners. The majority of people buying the iPhone 4 don’t particularly need it. But they’re buying it anyway.

Apple Slate to Feature Aluminum Chassis, Q2 Ship Date

John Paczkowski in News on January 8, 2010 at 1:17 pm PT

Here’s another heaping pile of grist for the Apple rumor mill: The company’s Taiwanese manufacturing partners are said to be ramping up production of the touchscreen panels and aluminum chassis intended for the tablet/slate computer Apple is widely expected to uncrate at an as-of-yet unannounced special event on Jan. 27.

Apple Pitching Tablet to Publishing Industry; Spring Launch Expected

John Paczkowski in News on December 9, 2009 at 7:34 am PT

Apple will ramp up production on its long-rumored tablet in February with an eye toward a spring launch. That’s the word from Oppenheimer analyst Yair Reiner, who says his checks into Apple’s supply chain indicate that “the manufacturing cogs for the [device] are creaking into action.”

iPhone Supply Issues Dulling Apple's Shine?

John Paczkowski in News on October 16, 2009 at 2:40 pm PT

Overwhelming demand for the iPhone has made it hard for Apple to keep the device in stock globally, so much so that some observers wonder if the company’s fourth-quarter earnings might be a slight disappointment.

iPhone Supply Issues Dulling Apple’s Shine?

John Paczkowski in News on October 16, 2009 at 2:40 pm PT

Overwhelming demand for the iPhone has made it hard for Apple to keep the device in stock globally, so much so that some observers wonder if the company’s fourth-quarter earnings might be a slight disappointment.

An iPhone "Family," But Not Until After WWDC

John Paczkowski in News on June 4, 2009 at 8:39 am PT

Looks like Apple’s Worldwide Developers Conference may not prove to be the Palm Pre killjoy some had been expecting. In dueling research notes today, Oppenheimer analyst Yair Reiner and Piper Jaffray’s Gene Munster say that WWDC is likely to be something of a disappointment.