At today’s Morgan Stanley media conference, Google Chief Financial Officer and Senior Vice President Patrick Pichette expressed hopes that Chrome OS would become for the PC market what Android is for mobile. In response to a q…
As Apple (AAPL) shares continue to sink like a rock, numerous firms are dropping their targets and even cutting ratings. At least one well-known Apple bull is unfazed though, as Morgan Stanley’s Katy Huberty is doing her best to pump the brakes on this recent dip. Monday’s pre-market session saw Apple stock touch the $400-range on concerns that demand for Apple’s iPhone and iPad lines might be waning, but Huberty says demand for both model lines is still as strong as ever. Citing data gleaned from a Morgan Stanley survey of 1,010 adults in the United States conducted between November 26th and December 3rd, Huberty says demand in the U.S. market is huge. “Apple could sell 19M iPhones in the US in the December
So, how could Apple (AAPL) “revolutionize” the television? How about by providing full three-dimensional projections in your living room? StreetInsider reports that Morgan Stanley analysts Katy Huberty and Jerry Liu have outlined some possibilities for what features an Apple HDTV could deliver based on patents the company has filed over the last several years. The most interesting feature the analysts outlined was a “groundbreaking 3D imaging and display system that optically detects human positions and motions, projects virtual objects onto a display area, and provides audio and visual feedback.” Other possible features include Siri integration, a 3D remote control application that displays a cursor “by the position and orientation at which it is held,” and a “search engine interface to search content across
A new survey by AlphaWise and Morgan Stanley polled 1,568 heads of U.S. households and found 11% are “extremely interested” and 36% are “somewhat interested” in an Apple-branded HDTV. Of those surveyed, 20% also said they would pay a premium to buy a TV from Apple (AAPL), suggesting there is an untapped market for Apple to offer up to 43 million HDTVs. Before former CEO Steve Jobs passed away, he told his biographer Walter Isaacson that he was interested in a TV set with “the simplest interface” that syncs content from the iCloud. In a recent interview with NBC’s Brian Williams, CEO Tim Cook said TV was an area of “intense interest” for the company and coyly said “When I go into my
The rumor, speculation and awkward Winklevii jokes can end (at least for now) as Facebook has officially filed for its public offering. Underwritten by Morgan Stanley and Goldman Sachs amongst others, the internet’s most popular site seeks to trade u…
Facebook plans to file for its initial public offering as soon as Wednesday next week according to multiple reports from Dow Jones Newswires. Morgan Stanley is expected to win the deal to lead the highly anticipated IPO, and Goldman Sachs is also reportedly expected to play a role. According to Dow Jones Newswires, Facebook is currently looking at a valuation between $75 billion and $100 billion. Following next week’s anticipated filing, it will still be several months until the company goes public. The initial offering is expected to raise as much as $10 billion, which would make it the biggest U.S. Internet IPO in history. The record currently stands at $1.9 billion, achieved by Google when it went public in
Apple’s next-generation iPhone will be slimmer than its current iPhone 4 and iPhone 4S models according to a new report, and it may feature a quad-mode chipset that will work across all 3G and 4G LTE networks. In a note to clients on Friday, Morgan Stanley analyst Katy Huberty wrote that Apple’s business will continue to grow despite slowing demand high-end smartphone market. Mirroring a small piece of countless reports, Huberty says Apple’s next-generation “iPhone 5″ will feature a new slimmer case. The iPhone 5 will also feature a new quad-mode chip from Qualcomm that could allow it to operate on all 3G and 4G LTE networks, Huberty wrote. Finally, the analyst says Apple will launch the next-generation iPad 3
Apple could sell as many as 190 million iPhones next year according to a survey conducted by AlphaWise for Morgan Stanley. The survey results also suggested Apple will sell 31-36 million iPhone handsets this quarter, almost 30% more than estimates from other Wall Street analysts. That figure is also more than the 30 million iPhones Morgan Stanley’s chief Apple analyst Katy Huberty expects the company to sell during the fourth quarter. ”Surprisingly, US consumers expect to buy more iPhones in C1Q12 than C4Q11,” Huberty wrote in an email to clients on Wednesday, noting that the survey results suggest consumers could buy as many as 41 million iPhones during the first quarter next year. Huberty also suggested that Apple could sell 15 million
Amazon launched its Kindle Fire on November 14th, and reviews seem to be split evenly into two camps. One group says Amazon’s debut tablet falls short of Apple’s iPad in almost every way, so much so that it may end up driving more business to Apple as customers look for a more fluid experience. The second set of reviewers sees the tablet as providing a solid user experience at an extremely attractive price point, thus opening the tablet market up to a whole new range of buyers. We fell into the second group when we reviewed the Amazon Kindle Fire last month. A number of analysts see huge potential in the Kindle Fire as well, and fourth-quarter shipments could reach as high
Back in September, Comcast teamed up with the FCC to offer discounted broadband access to low-income families, in the hopes of bridging the connectivity gulf separating the haves from the have-nots. Today, that campaign is gaining new momentum, now …
