Macs for Christmas top Amazon’s most gifted list

  • Posted: 25 December 2009 12:00 PM

    Macs top Amazon’s ‘Most Gifted’ list
    Posted by Philip Elmer-DeWitt
    December 25, 2009 7:02 AM

    Some computer wishes seem to have come true this holiday season

    Image: Amazon.com

    Last time we looked ? on the eve of Cyber Monday ? there was a conspicuous discrepancy in Amazon’s (AMZN) computer department between the “Most Wished For” and “Most Gifted” machines. Customers may have been hoping for Apples (AAPL), but it looked like they were getting Toshibas, Acers and Hewlett Packards (HPQ) instead.

    One month later, on Christmas morning, that discrepancy had all but disappeared. MacBooks occupied the top two spots ? and four of the top ten spots ? on both the “Wished For” and “Gifted” notebook lists.

    On the desktop side, Macs had the top two spots on both lists, although six of the top 10 “Most Wished For” were Macs and only five ended up among the top 10 “Most Gifted.” And although the 27-inch iMac was the “Most Wished For” desktop, the 21.5-inch version was the model that got “Most Gifted.”

    On Amazon’s “Bestseller” lists ? a broader measure of what’s been purchased on America’s largest online retail store ? an iMac and Mac mini were the No. 1 and No. 2 desktops, but a $510 HP had edged out the $1,100 MacBook Pro on the laptop list.

    [Follow Philip Elmer-DeWitt on Twitter @philiped]

         
  • Posted: 25 December 2009 12:14 PM #1

    Its not all about the tablet by any means: Christmas note from Brian Marshall

    n a note to investors this month, Oppenheimer’s Yair Reiner said Apple could have a tablet out by late March or April, based on checks with contacts in the United States.

    Brian Marshall, an analyst with Broadpoint AmTech, said he expects the device to launch late in the first quarter, but he said the rise in Apple shares Thursday had more to do with year-end investor behavior.

    He said that after cashing in from the rise in Apple shares over the past few months, “people are coming back to the well,” betting that the stock will head even higher in 2010.

         
  • Posted: 25 December 2009 12:17 PM #2

    Yair Reiner’s EPS tablet estimate:

    Although most analysts have not included the tablet in their financial estimates, many expect it to be significant for Apple, complementing its portfolio of iPhones, Mac computers and iPods.

    Reiner said the device could add US$0.25 to US$0.38 to Apple?s earnings per share.

    The median price target on Apple is US$242.50, roughly 16 percent higher than its closing share price on Thursday.

         
  • Posted: 25 December 2009 12:49 PM #3

    barth - 25 December 2009 04:17 PM

    Yair Reiner’s EPS tablet estimate:

    Although most analysts have not included the tablet in their financial estimates, many expect it to be significant for Apple, complementing its portfolio of iPhones, Mac computers and iPods.

    This is among the reasons there’s plenty of room for share price appreciation for AAPL in 2010.

         
  • Posted: 25 December 2009 12:49 PM #4

    IBD—funds adding positions in Apple
      Paul Whitfield , On Thursday December 24, 2009, 6:11 pm EST

    Apple (NasdaqGS:AAPL - News) offered growth investors several entry points in 2009.

    In July, it cleared a cup-with-handle base. In September, it cleared a three-weeks-tight pattern. On Thursday, it popped past a 208.10 buy point 14 a flat base.

    Because Christmas Eve was a half-session, it might appear that volume was insufficient on the breakout. But trade was up 65% on a same-time basis.

    Is this a valid breakout? Yes, though it is an odd situation.

    In September, we wrote about Apple in this space. We pointed out that, in the past two years, Apple had “some quirky breakouts.” The difficulty was that the stock was clearing buy points, but volume was kicking in days later.

    So it’s kind of appropriate that Apple found a quirky day for its latest breakout.

    Is this quirkiness worrisome? Not really.

    While it makes it harder for disciplined investors to pull the trigger, two things should ease concerns.

    First, Apple has shown that its quirkiness works. Every stock has its own personality, and Apple isn’t doing anything unusual for Apple.

    Second, Apple has strong fundamentals and continues to attract funds. In Q3, CGM Focus Fund opened a position while Fidelity Contrafund added shares.

         
  • Posted: 25 December 2009 01:02 PM #5

    DawnTreader - 25 December 2009 04:49 PM
    barth - 25 December 2009 04:17 PM

    Yair Reiner’s EPS tablet estimate:

    Although most analysts have not included the tablet in their financial estimates, many expect it to be significant for Apple, complementing its portfolio of iPhones, Mac computers and iPods.

    This is among the reasons there’s plenty of room for share price appreciation for AAPL in 2010.

    Barring another big ugly bear, that is :/

         
  • Posted: 25 December 2009 01:37 PM #6

    ByJason Notte, Staff Reporter , On Friday December 25, 2009, 12:19 pm

    BOSTON (TheStreet)—Smartphone makers upped the ante this year with sleeker designs, better touch screens and new applications. Consumers, chanting “I want one too,” responded with open wallets.

    According to Gartner, smartphones were the fastest-growing segment of this year’s mobile phone market, with sales rising from more than 318 million units in the fourth quarter of 2008 to 411 million last quarter.

    The struggle for smartphone dominance escalated just as rapidly, as Nokia and its Symbian OS phones watched their market dominance wither. Nokia’s share plunged from 47% at the end of last year to 39% last quarter. Meanwhile, Research In Motion’s BlackBerry products held 20% of the market all year, but heard Apple’s footsteps as the iPhone’s share went from 11% to 17%.

    It hasn’t been a three-horse race. With Research in Motion, Apple, Google, Motorola and Palm seeing huge gains from their smartphone businesses, there were enough riches to go around.

    Here are the top six smartphones of this year.
    Apple iPhone 3GS

    Carrier: AT&T

    Price: $200-$300

    Pros: There’s a reason the iPhone is closing in on BlackBerry’s smartphone market share. There are just so many toys to play with, especially as the number of apps approaches the 300,000 estimate of research firm IDC. The 16- to 32-gigabytes of memory and upgrades to the iPhone OS have placated adherents’ need for speed, while the video recording and voice dialing features that had been standard on phones expanded the iPhone’s playground. Its GSM digital format also makes it an easier global travel companion than its CDMA counterparts.

    Cons: It may be popular, but the iPhone still won’t let users change the battery or take flash photos. Its 3-megapixel camera is the weakest among its peers, its Bluetooth connection still doesn’t allow for file transfers, it doesn’t have a memory card and its voice quality remains pitiful. On top of all of that, U.S. users are saddled with an AT&T plan that costs roughly $90 a month and sometimes offers the service equivalent of cans and string. If AT&T were a tent, the iPhone would be the lone pole propping it up.
    Motorola Droid

    Carrier: Verizon

    Price: $199-$599

    Pros: With Google handling the Web browser and mapping/GPS features, there’s a solid foundation. The touch screen-keypad combo is a nice upgrade over the competition, while the 5-megapixel camera, micro USB port, microSD port that can expand its memory to 32 gigabytes and seven hours of talk time combine into a sturdy bit of smartphone.

    Cons: It’s on Verizon, which is great as long as you’re in the States. Go abroad with it and you’ll be carrying a shiny brick. Its video display is gorgeous, but offerings for its player are somewhat limited. Musically, it sounds just fine, but requires wire or memory card file transfers if you’re unwilling to download songs from Amazon. As for the keypad, its relatively flat nature makes it slightly more convenient than the touch screen.
    T-Mobile MyTouch 3G by HTC