jefferies

Apple's iPhone 5S, low-cost iPhone, iPhone 6 may be delayed

As Samsung, Google, and Microsoft forge ahead with smartphones, smartwatches, and other smart devices, Apple could be experiencing production delays across the board.

According to Jefferies analyst Peter Misek, who recently visited Apple's Asian suppliers, the rumored iPhone 5S will most likely be delayed. It's previously been said that the device would hit stores by July. Misek also said that the possible low-cost iPhone launch could be pushed to this year's fourth quarter and an iPhone 6 probably wouldn't come out until 2014.

"iPhone 5S is having preproduction issues with mass production at least a … Read more

Windows 8, Surface to squeeze PC unit sales in Q3, analyst says

PC unit sales could fall as much as 5 percent to 10 percent in the third quarter from a year ago, according to Jefferies analyst Peter Misek's latest research note, published late last night.

Misek sees a troublesome time ahead for PC builders following a single-digit drop in PC shipments in the second quarter, particularly with Dell and Hewlett-Packard.

The report comes after he estimates what was a low drop in second-quarter PC shipments.

It also follows only a month after the two PC makers saw their target prices cut with analysts suggesting: "Windows 8 will prove to … Read more

Anti-abortion Anonymous hacker arrested in U.K.

Shortly after hacking into Britain's biggest abortion provider's Web site and stealing 10,000 database records of women registered with the service, self-proclaimed member of Anonymous James Jeffery proudly touted his triumph on Twitter.

It was this misstep that quickly led to his arrest, court hearing, admission of guilt, and impending sentence, according to the Guardian.

It all started on Thursday when the British Pregnancy Advisory Service reported that there were 26,000 attempted break-ins to its Web site over a six-hour period. According to the Guardian, the site was also defaced with the Anonymous logo and a … Read more

Analyst: Future Mac, iPhone on unified platform

An analyst at Jefferies & Company has offered his take on the prospect of an Apple future that merges operating environments and taps more into Apple's in-house chip technology.

"We believe Apple is looking to merge iOS (iPhones/iPads) with OS X (Macs) into a single platform for apps and cloud services starting in 2012-13," Jefferies & Company analyst Peter Misek wrote in an August 2 research note entitled "One to Rule Them All: iOS and OS X Roadmaps to Merge."

Highlights of Misek's research note:

OS merger: OS merger to start in 2012 … Read more

Open source creates market efficiences, not monopolies

Following on the heels of this post outlining a debate as to whether open source leads to a winner-take-all phenomenon, John Prendergast of Jefferies Broadview pinged me to suggest that perhaps Roy, Dave, and I were missing a critical point.

I asked if I could post his comments, and he graciously acquiesced. He writes:… Read more