No Surprise Here... Apple's (AAPL) iPhone 4S Is Kicking Butt
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Price: $333.74 +0.14%
Rating Summary:
46 Buy, 27 Hold, 8 Sell
Rating Trend:
Down
Today's Overall Ratings:
Up: 15 | Down: 12 | New: 12
Rating Summary:
46 Buy, 27 Hold, 8 Sell
Rating Trend:
Down
Today's Overall Ratings:
Up: 15 | Down: 12 | New: 12
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Analysts at Oppenheimer commented on Q4 wireless checks, which suggests a November pickup in activity after a muted October.
As would be expected, Apple's (Nasdaq: AAPL) iPhone 4S is the most popular by far and they don't see demand/supply reaching equilibrium until sometime in 1Q12. They said this could drive muted March seasonality and possible upside for Apple, their top pick.
"The 16GB iPhone 4S remains in short supply at all three US carriers and has an expected ship date of 1-2 weeks on Apple's on-line store, the analyst commented. "Production limits could limit Apple's ability to fully meet demand and cap December results. However, this could drive March upside as we expect the 4S to move into demand/supply equilibrium. We see room for 2012 shipment upside."
Samsung is getting high marks across all four U.S. carriers, especially for its new
Galaxy SII.
The firm sees in-line demand for Motorola (NYSE: MMI) (Nasdaq: GOOG). While DROID demand is good at Verizon, it is mixed elsewhere.
Nokia's (NYSE: NOK) new Lumia Windows Phone showed good interest, although they believe production is supply constrained.
RIM (Nasdaq: RIMM) and HTC are "struggling," the firm said. "RIM's drag is its PlayBook and ASP pressure from regional mix," they commented. "Despite in-line smartphone shipments driven by international expansion, we still view BlackBerry as a secular loser to iOS and Android long-term and are negative on the shares."
As would be expected, Apple's (Nasdaq: AAPL) iPhone 4S is the most popular by far and they don't see demand/supply reaching equilibrium until sometime in 1Q12. They said this could drive muted March seasonality and possible upside for Apple, their top pick.
"The 16GB iPhone 4S remains in short supply at all three US carriers and has an expected ship date of 1-2 weeks on Apple's on-line store, the analyst commented. "Production limits could limit Apple's ability to fully meet demand and cap December results. However, this could drive March upside as we expect the 4S to move into demand/supply equilibrium. We see room for 2012 shipment upside."
Samsung is getting high marks across all four U.S. carriers, especially for its new
Galaxy SII.
The firm sees in-line demand for Motorola (NYSE: MMI) (Nasdaq: GOOG). While DROID demand is good at Verizon, it is mixed elsewhere.
Nokia's (NYSE: NOK) new Lumia Windows Phone showed good interest, although they believe production is supply constrained.
RIM (Nasdaq: RIMM) and HTC are "struggling," the firm said. "RIM's drag is its PlayBook and ASP pressure from regional mix," they commented. "Despite in-line smartphone shipments driven by international expansion, we still view BlackBerry as a secular loser to iOS and Android long-term and are negative on the shares."
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