j.p morgan

Apple's MacBook Air will generate huge sales and retain its dominant market share despite the growing onslaught of rival ultrabooks--at least for now, says a new report from J.P. Morgan.

As other vendors try to mimic Apple's model by introducing their own lightweight laptops, the ultrabook field stands to get increasingly crowded. Acer, Hewlett-Packard, Sony, and other major players have all been hitting this potentially lucrative new market.

But cost has been an issue. Most ultrabooks have been priced above $1,000 and only a few around $900. But that's not quite low enough to make … Read more

Apple isn't losing much sleep over Amazon's Kindle Fire and in fact believes such low-priced tablets could ultimately bump up demand for the iPad.

At least, that's the take from one of the J.P. Morgan analysts who last week met with Apple CEO Tim Cook and Chief Financial Officer Peter Oppenheimer to discuss the competitive tablet market.

In an investor's note released Friday, analyst Mark Moskowitz said that Apple expressed "confidence" in its ability to continue to lead the market and appeared unconcerned about lower-cost tablets. Even further, the company seems to believe … Read more

Following claims from a J.P. Morgan analyst that Apple cut the number of iPads it plans to order from suppliers, other analysts have chimed in to disagree.

J.P. Morgan analyst Gokul Hariharan yesterday issued an investor note saying Apple would slash its iPad orders by 25 percent for the fourth quarter, a move that would affect such suppliers as Hon Hai Precision. The report triggered a Bloomberg report and prompted speculation that Apple may be seeing weaker demand for the tablet in Europe or just trying to work with less inventory.

The analyst's claims also took a … Read more

Apple could see its second-quarter sales hit $24.42 billion, according to the latest forecast from J.P. Morgan analyst Mark Moskowitz.

In a research note released today, Moskowitz upped his sales estimate from $23.83 billion previously, due in part to strong demand for the iPhone. The analyst now believes Apple sold 18.4 million iPhones for the quarter, up from a previous forecast of 16.6 million. Shipments of the iPhone were higher than expected, helped by the Verizon iPhone, which may have grabbed 2 million or more customers over the quarter. But a broader availability of the … Read more

Demand for the iPad 2, which goes on sale tomorrow, could hurt rival tablet makers by sticking them with an oversupply of products they may not be able to sell.

That's the outlook of J.P. Morgan Research analyst Mark Moskowitz, who yesterday voiced his opinions in an investors report, which was sent to CNET.

In a race to catch up with the iPad 2 and gain ground in the tablet market, other manufacturers will rev up the launches of their own devices. But they could hit an oversupply bubble during the second half of this year, says the … Read more

While Wall Street analysts have turned bearish on PC and chip demand, they're still bullish on forecasts for Apple's iPad. Does this tell us something about the future of the PC industry?

Intel, Advanced Micro Devices, and Nvidia--three of the leading PC chip stocks--have taken a beating in the last two days, largely driven by reports from Wall Street analysts, such as J.P. Morgan's Christopher Danely, who warned investors that PC orders are "falling off a cliff." Barclays Capital also had dour things to say about overly optimistic predictions by Intel and AMD--who together … Read more