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Apple (AAPL): Visibility for A New TV Product is Extremely Low, Says Goldman Sachs
March 28, 2014 2:04 PM EDTWSJ recently reported that Apple (NASDAQ: AAPL) and Comcast (NASDAQ: CMCSA) are in talks about a deal for streaming-television. Apple's goal is to use a potential cable partnership to provide a TV service that is seamless, so end users aren't being... More
Office for iPad is Near-Term Neutral, But Microsoft (MSFT) Will See Longer-Term Benefit - Analyst
March 28, 2014 8:54 AM EDTCowen and Company comments on Microsoft (Nasdaq: MSFT) bringing its Office platform to Apple's iPad tablet.
In a recent note, analyst Gregg Moskowitz said Office for iPad (OforI) could generate between $150 million to $1.6 billion in additional bookings, based on a paid attach rate of 2 to 10 percent and incremental annual fee of $40 to $70.
... More
Apple (AAPL) 2014 iPhone Unit Forecast Raised at RBC; Positive for Exposed Semi Names (BRCM) (SNDK) (AVGO) (more...)
March 28, 2014 8:37 AM EDTRBC Capital's Apple (NASDAQ: AAPL) analyst Amit Daryanani slightly raised iPhone unit forecast for CY14 to 159.1 million from 156.7 million, or approximately 2.4 million units. The iPhone estimates reflect a slightly steeper June quarter decline and materially higher September quarter growth. The revised sequential changes in JunQ, SeptQ and DecQ are as follows: -14% Q/Q... More
Goldman Sachs Comments on Office for iPad Announced (AAPL) (MSFT)
March 28, 2014 8:20 AM EDTGoldman Sachs reiterated a Buy rating on Apple (NASDAQ: AAPL) with a price target of $610.00. Comments follow Microsoft's (Nasdaq: MSFT) Office for iPad announcement.
Analyst Bill Shope said, "We've long observed signs that enterprise users are warming up to iPads, but technological and institutional hurdles have hindered adoption.... More
Apple (AAPL) Will Get Cut of Certain 'Office for iPad' Revenue (MSFT)
March 28, 2014 7:29 AM EDTIs Microsoft (Nasdaq: MSFT) releasing Office for iPad good for Apple (Nasdaq: AAPL)? In some ways, yes.
... More
