Monday, October 22, 2012

AAPL: Mini iPads Could Be A Mega Apple Hit

Mini iPads Could Be A Mega Apple Hit
by Bio Vantage

There is a general expectation that Apple (AAPL) will be announcing the iPad Mini at its Oct. 23 event next week. We believe that iPad Minis are a great way for Apple to capture the market space between its iPhones (iPhone 5s retail at $200 with a plan) and iPads (retailing between $400 to $500), and we are writing this article to quickly and roughly assess what sort of impact that iPad Minis could have on the Apple's Q4 earnings. read more »

More on AAPL:
At $610, Apple Is Again A Buy by Adam Levine-Weinberg

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YHOO: More on Yahoo's Q3: $750M credit facility...

4:22 PM More on Yahoo's Q3: $750M credit facility obtained, boosting Yahoo's resources for acquisition-hunting. Job cuts contributed to the EPS beat - sales/marketing expenses -7% Y/Y, R&D -5%. Also contributing were $190M in stock buybacks, part of Yahoo's efforts to return the Alibaba proceeds. Search revenue +11% Y/Y, a nice improvement from Q2's +4%, evidence monetization is improving. Display ads flat Y/Y (+1% in Q2), a sign of further share loss. CC at 5PM ET (webcast). YHOO +2.7% AH. (PR) (slides - PDF) (Read the comments on this)

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