w********2
发帖数: 16371 | 1 Jefferies & Co.’s Peter Misek this morning raised his price target on Apple
(AAPL) to $800 from a prior $699, writing that he has “increased
confidence” the company will introduce a television set, leading him to
raised his fiscal 2013 (for the year ending September) estimate to $214
billion, well above the Street consensus of $187 billion.
“We now believe the iTV could be called “iPanel” as it is far more than a
TV,” writes Misek.
Misek explains in an email this morning that his conjecture rega... 阅读全帖 |
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w******s
发帖数: 16209 | 2 zz:
Following a flurry of news reports saying Apple (AAPL) may not introduce an
iPhone 5 this summer ? see the TechCrunch piece on Monday by MG Siegler ?
Jefferies & Co.’s Peter Misek this morning writes that he believes, indeed,
that iPhone 5 and that the next version of its operating system, iOS 5,
will arrive later in the year, after the summer, and he reduced his
estimates for Apple for this fiscal year ending in September and for fiscal
2012 as well.
...
Apple’s taking longer than expected ... 阅读全帖 |
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r******y
发帖数: 3838 | 3 ednesday August 3, 2011 8:38 am PDT by Eric Slivka
Jeffries analyst Peter Misek is gaining headlines today for a new report
related by both International Business Times and Forbes, claiming that Apple
is planning to harness the power of its forthcoming quad-core "A6" chip to
begin merging iOS and OS X as soon as late next year. Misek claims that the
merge will be completed by 2016 as 64-bit ARM processors become available to
provide sufficient horsepower to run even professional-level OS X
appli... 阅读全帖 |
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w********2
发帖数: 16371 | 4 The debate over Apple’s (AAPL) iPhone continues this morning as we head
toward the company’s fiscal Q2 report this evening.
AT&T‘s (T) report that it activated 4.3 million iPhones in its Q1 that
ended in March is being received poorly by some on the Street.
Peter Misek with Jefferies & Co. reiterates a Buy rating on Apple shares,
but writes that he had to cut his estimates for Apple’s outlook for the
current quarter. total iPhone sales may come in at 28 million to 30 million
this quarter, below ... 阅读全帖 |
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w********2
发帖数: 16371 | 5 【 以下文字转载自 Apple 讨论区 】
发信人: wavelets02 (消失), 信区: Apple
标 题: apple rising on divident, tv chatter post goldman talk
发信站: BBS 未名空间站 (Wed Feb 15 11:10:41 2012, 美东)
Shares of Apple (AAPL) are up $12.84, or 2.5%, at $522.30 this morning after
an appearance yesterday afternoon by chief executive Tim Cook yesterday at
the Goldman Sachs technology conference, where he was interviewed by Goldman
hardware analyst Bill Shope.
The takeaway is that Cook’s remarks on the prospect of a dividend ? he didn
’t co... 阅读全帖 |
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w********2
发帖数: 16371 | 6 Shares of Apple (AAPL) are up $12.84, or 2.5%, at $522.30 this morning after
an appearance yesterday afternoon by chief executive Tim Cook yesterday at
the Goldman Sachs technology conference, where he was interviewed by Goldman
hardware analyst Bill Shope.
The takeaway is that Cook’s remarks on the prospect of a dividend ? he didn
’t commit to anything but indicated a willingness to consider all options ?
and his discussion of the AppleTV product, are tantalizing hints at future
actions.
For hi... 阅读全帖 |
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b*****d
发帖数: 61690 | 7 新浪科技讯 北京时间6月25日凌晨消息，美国投资公司Jefferies皮特·米塞克(
Peter Misek)周一发布最新研究报告，援引供应链检查数据称苹果公司将在今年剩余时
间里削减iPhone订单。
米塞克称，在7月至9月的苹果公司财季中，该公司的iPhone生产计划现为2500万到
3000万部，低于原本计划的4000万到4500万部；在随后一个财季中，苹果公司的计划是
生产5000万至5500万部iPhone，低于原本计划的6000万部到6500万部。有基于此，米塞
克将苹果公司的目标价从420美元下调至405美元。
如果这一报告属实，则苹果公司iPhone业务在今年假期购物季节中的同比增长率将
仅为4.6%。业界人士指出，持续迟缓的增长将导致苹果公司的股价承压，除非该公司推
出能令人激动的新产品。
截至美国东部时间13:26(北京时间25日1:26)为止，苹果公司股价在纳斯达克常规
交易中下跌11.89美元，至401.61美元，跌幅为2.88%，公司市值因此缩水至约3880亿美
元，低于埃克森美孚的3930亿美元，拱手让出全球市值最高公司的“宝座”；在此前的
交易中，苹果公司... 阅读全帖 |
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d**i
发帖数: 111 | 8 Nokia downgraded
Posted: April 22, 2010, 2:12 PM by David Pett
Technology, BlackBerry, Apple Inc., downgrade, Canaccord Adams, Nokia Corp.
Peter Misek at Canaccord Adams downgraded Nokia Corp. from Hold to Sell and
slashed his price target from US$15 to US$10 after the company's first
quarter results missed expectations across the board.
In a research note titled "Caught between an Apple and a BlackBerry," the
analyst noted that while the earnings were only slightly below consensus
expectations, |
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v****e
发帖数: 19471 | 9 【 以下文字转载自 Apple 讨论区 】
发信人: aaaty (阿fan提), 信区: Apple
标 题: 中国移动确认和苹果签署协议
发信站: BBS 未名空间站 (Thu May 19 14:15:17 2011, 美东)
http://www.weiphone.com/iPhone/news/2011-05-19/TD-LTE_iPhone_ha
据MarkteWatch报导，中国移动已于星期四宣布和苹果达成一项协议：iPhone将支持其
第四代TD-LTE数据网络。然而中国移动总裁王建宙没能透露4G iPhone的具体上市时间
，以及和苹果在协议里的其它内容。
王建宙指出，尽管中国联通才是iPhone在中国的唯一运营商，但目前已有400万的
中国移动用户使用iPhone。有消息称，由于中国移动目前使用的3G技术与iPhone不兼容
，中国移动计划于明年开始把TD-LTE网络投入试用。
有关于中国移动与iPhone的合作的消息其实早在今年三月已显露端倪：王建宙在一
次采访中透露苹果CEO史蒂夫.乔布斯显示出对LTE iPhone的兴趣，并且希望能尽早的发
展该技术。而苹果... 阅读全帖 |
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w********2
发帖数: 16371 | 10 【 以下文字转载自 Apple 讨论区 】
发信人: wavelets02 (消失), 信区: Apple
标 题: Apple: Street Debates iPhone’s Role in U.S. Smartphone ‘C
发信站: BBS 未名空间站 (Tue Apr 24 14:27:28 2012, 美东)
As Apple‘s (AAPL) shares sag $9.30, or 1.6%, to $562.40 following results
from AT&T (T) this morning that saw fewer iPhone activations last quarter
than some expected, and with only hours to go till Cupertino’s fiscal Q2
report tonight, the Street is out in force debating the implications.
AT&T activated 43% fewer iPhones in the quart... 阅读全帖 |
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k*****a
发帖数: 1463 | 11 http://blogs.wsj.com/marketbeat/2012/12/14/apple-suppliers-hit-
>>> Bull side, which is NOT true as you can get the IPHONE no wait.
Inventory is building up pretty fast.
On the optimistic side, Misek says demand doesn’t appear to be a concern
for the new iPhone. “We do not see a demand issue as there is still no
iPhone 5 inventory at retail,” he says. “Also, we have not detected any
finished goods inventory at suppliers.” |
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i*********n
发帖数: 5465 | 12 Apple Rumored to Debut 4.8-Inch 'iPhone Math' in June
Sunday January 20, 2013 8:55 pm PST by Juli Clover
According to new information from the China Times translated by BrightWire,
Apple is planning to release the iPhone 5S alongside a larger phone, deemed
the "iPhone Math" by the report.
Because the iPhone Math name is highly unusual and does not fit in with
Apple's traditional naming scheme, it is not clear if it is a code name or a
potential mistranslation.
China Times says that the larger ph... 阅读全帖 |
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D******e
发帖数: 11265 | 13 Apple's mixed Q1 2013 results: What the analysts are saying
By Philip Elmer-DeWitt January 23, 2013: 9:13 PM ET
Email Print
The analysts weren't as freaked out as the traders seemed to be
Note after-hours trading. It was worse a couple hours earlier.
FORTUNE (Koh Ngai, Thailand) -- There was mild disappointment here and
there, but most analysts reacted calmly to a holiday quarter report that
carved more than $50 billion off Apple's (AAPL) market cap in after-hours
trading.
A sampling of the... 阅读全帖 |
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h******u
发帖数: 130 | 14 大屏iPhone 6将于明年夏天现身？
据《金融邮报》（The Financial Post）报道，Jefferies公司分析师彼得·米塞克（
Peter Misek）预计，苹果将在2014年6月发布iPhone 6。米塞克的理由是，这家总部位
于库比蒂诺的公司正准备在今年发布iPhone 5S，而让供应链为iPhone 6做好准备将至
少需要两三个季度的时间。
苹果秋季要向新兴国家推低端手机，并推出新的产品线。
苹果股票现在市盈率只有8倍左右，低于15倍的平均水平，买入点看看。 |
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G****r
发帖数: 3924 | 15 原来不只你一个啊！
----------------------------------
黑莓机大断讯3天 7000万用户火冒三丈
黑莓(BlackBerry)智能手机断讯故障12日迅速蔓延扩大。欧、亚、拉丁美洲和非洲用户
的电邮、简讯和网络服务中断已进入第三天，12日更波及北美，包括美国和加拿大。
黑莓机断讯问题持续扩大，12日连美国的用户都受影响。一位用户在看黑莓断讯扩大到
美国的新闻。
依赖黑莓机进行商务和私人通讯的全球约7000万用户，大为恼火，急得跳脚。
黑莓机制造商及网络营运商加拿大「行动研究公司」 (Research In Motion Ltd.，简
称RIM)12日上午仓卒发表声明，表示：「美国的黑莓机用户今晨可能遇到间歇性的服务
中断。我们正尽快解决问题，谨为造成用户不便致歉。」
公司稍后告诉某些用户，美国东岸地区的庞大断讯问题，可能在13日上午前无法解决。
有线电视新闻网(CNN)指出，中东、欧洲和非洲10日最先发生断讯故障，11日蔓延到南
美，美国与加拿大似于12日上午开始发生问题。它说，断讯主要影响简讯和上网，未必
影响使用黑莓机打电话的功能。
全球大型通讯公司... 阅读全帖 |
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j***g
发帖数: 11325 | 16 I mean the real UA, not the company controlled by $misek
. |
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t******n
发帖数: 6861 | 17 What didm Mr. $misek say to u |
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a***y
发帖数: 19743 | 18 http://www.weiphone.com/iPhone/news/2011-05-19/TD-LTE_iPhone_ha
据MarkteWatch报导，中国移动已于星期四宣布和苹果达成一项协议：iPhone将支持其
第四代TD-LTE数据网络。然而中国移动总裁王建宙没能透露4G iPhone的具体上市时间
，以及和苹果在协议里的其它内容。
王建宙指出，尽管中国联通才是iPhone在中国的唯一运营商，但目前已有400万的
中国移动用户使用iPhone。有消息称，由于中国移动目前使用的3G技术与iPhone不兼容
，中国移动计划于明年开始把TD-LTE网络投入试用。
有关于中国移动与iPhone的合作的消息其实早在今年三月已显露端倪：王建宙在一
次采访中透露苹果CEO史蒂夫.乔布斯显示出对LTE iPhone的兴趣，并且希望能尽早的发
展该技术。而苹果在1月份时也曾声明未来的iPhone将会采用这一项长期演变的LTE技术。
然而由于近来有报导称由高通提供的LTE芯片还未能达到iPhone所需的生产水平，
看起来4G iPhone的实现也许还需要一年的时间。与此同时，还有消息称苹果原计... 阅读全帖 |
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w********2
发帖数: 16371 | 19 As Apple‘s (AAPL) shares sag $9.30, or 1.6%, to $562.40 following results
from AT&T (T) this morning that saw fewer iPhone activations last quarter
than some expected, and with only hours to go till Cupertino’s fiscal Q2
report tonight, the Street is out in force debating the implications.
AT&T activated 43% fewer iPhones in the quarter than the quarter before.
As I noted earlier, Jefferies & Co.’s Peter Misek, who has a Buy rating on
the shares, said the AT&T report could mean fewer iPhones sol... 阅读全帖 |
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w********2
发帖数: 16371 | 20 Shope’s view on “sell-through” versus “sell-in” are in sharp contrast
to the view of Peter Misek of Jefferies & Co., who reiterated a Hold rating
on the shares this morning, and a $425 price target, writing that his review
of Apple’s supply chain suggest to him total sell-through was only 6.5
million, with another 2.5 million of iPhone 5C units merely sold into non-
Apple retail stores:
We believe there are 2.5M of 5c units sitting on shelves in the launch
countries. We think a more apples-to-ap... 阅读全帖 |
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f*********n
发帖数: 423 | 21 苹果和运营商在谈判希望把iphone 6的价格整体提高$100
http://www.huffingtonpost.com/2014/08/25/iphone-6-price_n_56978
Here's one reality about the new iPhone that Apple fans might not be so
excited about: It might be the priciest iPhone yet.
Many expect the so-called iPhone 6 to be a complete overhaul of the 5S,
packed with several new features that could push costs up. Back in April,
Jeffries analyst Peter Misek said Apple was negotiating with carriers to
increase the price of the iPhone 6 by $100 compared to the 5s... 阅读全帖 |
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