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Thomas Weisel Partners: Intel Transition is 'Proving Difficult'

Thomas Weisel Partners: Intel Transition is 'Proving Difficult'

by , 2:40 PM EST, March 6th, 2006

Financial research firm Thomas Weisel Partners on Monday issued a research report in which it said that its "checks with Apple specialist resellers across the U.S. found there is soft demand for Macs and a lack of supply for the Intel-based notebook products," according to MarketWatch's Michael Baron. It also found that 65% of the resellers it interviewed think the transition will negatively impact Apple's earnings this quarter.

However, the firm maintained its "peer perform" rating on the stock and did not change its earnings estimates. Analyst Kevin Hunt believes that the stock is currently valued at a "high but reasonable" level and that Apple has growth opportunities ahead of it.

At 2:23 PM EST on Monday, Apple shares were selling for US$65.15, down 3.8%, or $2.57, for the day. The company's stock peaked at $86.40, its 52-week high, shortly after January's Macworld Expo but has declined steadily since then, with the exception of brief bounces above the $70 mark.

If you are interested in Apple's stock, join our forum members in the Apple Finance Boards, a moderated forum for Apple Investors and people who are interested in Apple's financial dealings. For other stories regarding Apple's stock activity, visit our updated Apple Stock Watch Special Report.

Observer Comments

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Close Name:mahuti -   TMO Staff Posts: 377 Joined: 09 Jan 2003
Mon Mar 06, 2006 4:29 pm Subject: Perfect name for a financial services firm

Perfect name for a financial services firm....

Weisel Partners. Now if they'd just fix the spelling


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Close Name:DocRoss Posts: 33 Joined: 06 May 2004
Mon Mar 06, 2006 4:54 pm Subject: Weak demand, but not enough supply?

Doesn't that seem like an oxymoron? If the supply is not meeting demand, then there's by definition demand that is outstripping supply.

It's quite possible that demand is not as high as he expected, but it's still greater than Apple can deliver right now, so it's high enough!


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Close Name:Rainy Day Posts: 607 Joined: 07 Jun 2005
Mon Mar 06, 2006 6:30 pm Subject: Idiot

Yeah, the guy’s an idiot to even utter such a sentence: “soft demand for Macs and a lack of supply for the Intel-based notebook products.” Zero creditability.


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Close Name:coaten Posts: 3071 Joined: 10 Oct 2001
Mon Mar 06, 2006 7:12 pm Subject:

Yeah, well, like ... d'uh.


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Close Name:Guest
Mon Mar 06, 2006 8:17 pm Subject: could be just bad wording

maybe he means that demand is low but even that low demand is not being fed well.


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Close Name:hangtown Posts: 112 Joined: 03 Dec 2005
Mon Mar 06, 2006 8:35 pm Subject:

The local mac store says they can't keep their Intel based macs in stock. I got the last core duo mini they had and they couldn't say when they'd get more.


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Close Name:Guest
Mon Mar 06, 2006 9:22 pm Subject:

Look at me! I'M A TROLL!!!

[post edited by Intruder]


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Close Name:Guest
Tue Mar 07, 2006 4:07 am Subject: Yup

Just another shovelfull on the FUD wagon.


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Close Name:Guest
Tue Mar 07, 2006 5:02 pm Subject: Your Opinion Counts

I was holding out for an intel mac, but I don't like what I'm seeing (cost/lack of a normal size pci slot, etc). I buddy of mine is offering a 2005 PowerBook G4, 1.5Ghz with 1G RAM, 80G HD, MS OFFICE Suite, Airport, Bluetooth, new superdrive for $1300. What do you think? Deal/No Deal? Is it obsolete already? Please let me know. Thanks. -2003 ibook guy


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