Product Jungle

Wednesday, May 8, 2013

12:53 PM More on Morgan Stanley/Apple: Huberty claims iPhone 5 shipments are now "on track to meet carrier volume expectations" following a slow start. She also thinks iPhone 4 price cuts could boost near-term demand (will margins take a hit?). Apple has been offering iPhone 4 promotions in India and other major emerging markets, in order to woo buyers who can't afford its regular unsubsidized price ($485 in India). In-line with many other reports, Huberty expects the iPhone 5S to launch around September, and a cheaper iPhone to arrive. Read comments

AAPL price at time of publication: $463.79. Check AAPL price now »

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Focus Articles on AAPL

Apple's Rally Is The Child Of A Deluded Wall Street by Juggler
Now That Apple Has Bottomed, What Is It Worth? by Chad Brand
Hot Money Makes Apple #1 Concern Of The Market-Makers by Peter F. Way

Press Releases on AAPL

Apple More than Doubles Capital Return Program (Business Wire)
Apple Updates Processors & Prices of MacBook Pro With Retina Display (Business Wire)
Statement by Apple (Business Wire)

Transcripts on AAPL

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2:52 PM The recent selloff in commodities (DBC) is not a correction, says Stan Druckenmiller, now on stage at Ira Sohn, but instead the end of the supercycle. Avoid all commodity currencies - Brazil (BRL), South Africa (SZR), Canada (FXC). "Frankly, I'd short the aussie (FXA)." His largest equity holding? "I can't imagine a better position than Google (GOOG)" - selling for 16x earnings and no exposure to China. Read comments

GOOG price at time of publication: $866.18. Check GOOG price now »

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Focus Articles on GOOG

Is Google Now Taking A Bite Out Of Apple? by StockRiters
Google Should Buy NII Holdings Before Tower Sale Is Done by Tufenk
YouTube Subscription Hype Is Overblown, At Least For Now by Gary Bourgeault

Press Releases on GOOG

Google Announces Date of First Quarter 2013 Financial Results Conference Call (Business Wire)
Google to Present at the Deutsche Bank Media and Telecom Conference (Business Wire)
Google to Present at the Morgan Stanley TMT Conference (Business Wire)

Transcripts on GOOG