Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?

To: Cogito who wrote (3845)	4/20/2011 12:09:16 AM
From: 2MAR$	Read Replies (1) \| Respond to of 32692

* here's a little from Piper's Gene Munster & JPM which notes sales of iPads will be be down from 6mil to 5.4mil due to supply issues ... US Mac sales 'up 47% year-on-year' Driven by strong MacBook Pro sales Ben Camm-Jones macworld.co.uk Sales of Macs in the US grew 47 percent year-on-year in March 2011, according to NPD Group. Apple Insider reports that analyst Gene Munster revealed the sales predictions this week ahead of Apple's fiscal Q2 financial results call. NPD Group reckons that Mac sales were up 20 percent year-on-year in January, 12 percent in February and 47 percent in March - when the new MacBook Pro line-up became available - averaging out a 27 percent gain year-on-year for the quarter. However, Munster estimated that Mac sales will only account for 21 percent of Apple's overall revenue. Munster also predicted that iPod sales would be down by around 10 percent. The outlook is good for Apple, though, at least according to JP Morgan, which predicted that Apple Q2 2011 revenue would hit $24.42bn, revising its earlier estimate of $23.83bn. JP Morgan predicts that iPhone shipments will have reached 18.4 million in the second quarter of fiscal 2011, having previously put the figure at 16.6 million. However, it revised its estimates for iPad sales down from 6 million to 5.4 million. This is due to temporary delays in supply rather than a lack of demand for the product. Apple will reveal its Q2 earnings Wednesday 20 April in a call that will take place at 2200BST

To: Cogito who wrote (3845)	4/20/2011 12:10:50 AM
From: zax	Read Replies (1) \| Respond to of 32692

Both Gartner and IDC predict Microsoft's Windows Phone will beat out Apple's iOS for mobile market share by 2015, with Gartner expecting a 19.5% share for Microsoft and 17.2% for Apple. Microsoft presently books more profits and higher margins than Apple. Market cap of Microsoft: $211B. Apple: $311B Recognize the airship? Apple must put up a barn burner.