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


To: sylvester80 who wrote (14017)12/21/2011 5:18:07 PM
From: rnsmth  Respond to of 32692
 
some phandroid blogger?



To: sylvester80 who wrote (14017)12/21/2011 5:36:57 PM
From: puborectalis  Respond to of 32692
 
Susquehanna Financial Group’s Jeffrey Fidacaro became the latest Apple( AAPL) analyst today to join the choir of higher estimates for the company’s iPhone sales this quarter, and beyond.

Fidicaro, who has a “Positive” rating on shares of Apple, now sees Apple selling30.3 million iPhones this quarter, up from a prior estimate of 27.1 million. For the entire fiscal year ending next September, he now models sales of 111.4 million units, up from a prior 104.4 million.

Fidicaro’s main reason for the change is data brought to him by Susquehanna’ssemiconductor analyst Christopher Caso, who has made his own “checks” of the electronics supply chain. The data coming back “suggests that earlier component constraints have largely been resolved and build plans have increased for CY4Q11 and CY1Q12,” writes Fidacaro.

Fidacaro is also basing his new estimate on positive remarks from AT&T ( T) on December 7th, which first set in motion this latest round of iPhone estimate increases.

He also takes his cue from some anecdotes from retail such as the following: “Demand appears solid as iPhone 4S continues to ship in one to two weeksonline and stores are generally sold out for in-store reservation and pickup (still hoping Santa has a few left).”

Fidicaro raised his fiscal Q1 profit estimate to $10.17 per share from a prior $9.40. For the full year, he now sees Apple making $36.66 per share, up from $35.10 previously.

Fidacaro raised his price target on Apple shares to $545 from $535.



To: sylvester80 who wrote (14017)12/21/2011 6:20:07 PM
From: puborectalis  Read Replies (1) | Respond to of 32692
 
Apple Should Trade $607: Gene Munster

Published: Wednesday, 21 Dec 2011 | 5:54 PM ET





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He’s probably the most notorious Apple bull on the Street, but Gene Munster's upside expectations for Apple stock [AAPL 396.445 0.495 (+0.13%) ] are eye-popping, even for him.

His price target is $607.

If you follow the tech sector at all – Munster’s Apple optimism comes as no surprise. You probably even expect his overweight rating – after all he often expounds on the company’s virtues and must have gadgets.

But $607? Considering the stock was slightly below $400 at the time of writing that’s a big move.

But Munster is resolute.

“I’m expecting shares to be driven by new product roll outs,” he says. “In 2012 there will be new hardware on iPads and iPhone and we believe a new Apple TV is coming late in the year.”

In fact, Munster thinks Apple TV alone will be very exciting if not a game changer – for both gadget gurus and the stock.

“We’re hearing it has DVD, Internet, gaming integrated into a seamless experience,” he says.

And equally important, Munster is expecting Apple to do something with all that cash they have on the balance sheet.

“By next year, Apple will have $120 in cash and they’ll have to do something,” he says. “I don’t think they’ll buy back but I do think they’ll issue a one time dividend.”

Add up all the catalysts and Munster says although his firm has 12 picks for 2012, of them all Apple is the best.