On April 9th, Walter Piecyk downgraded AAPL based on his concern that changes to aggressive carrier subsidy policies will result in fewer smartphone upgrades. He also expressed doubt about Apple’s ability to wrangle US$600 per iPhone in emerging markets where carrier subsidies are few and far between. Mr. Piecyk lowered his rating on the company’s…
Bryan Chaffin
Bryan Chaffin is the cofounder of The Mac Observer and currently serves as Afternoon Editor. He has contributed to MacAddict and MacFormat magazines, and co-authored the last two updates of iPad and iPad Pro for Dummies with Bob “Dr. Mac” LeVitus and Ed Baig. You can find out more about Bryan at his personal site, GeekTells, or find his Twitter link below.
Articles by Bryan Chaffin
Barclays: Apple Will Use WWDC to Extend Ecosystem Lead
Apple’s WWDC 2012 Invitation “We are expecting some significant new information to be released regarding new products and further developments around the Apple Ecosystem – the ‘glue’ that sustains its momentum in our view,” the analyst wrote. He added, “We believe it is important to see how excited developers are to make products on the…
iPhone (Sort of) Wins Galaxy S3 Drop Test
After Three Drops… The first thing to note from the drop test is that these drop tests shouldn’t be taken as some sort of gospel on the survivability of either device. AndroidAuthority, who performed the tests, seemingly did a great job of dropping both devices the same way for each of the three drops, but…
Sterne Agee Expects Software to Outweigh Hardware at WWDC
“While a lot of anticipation and focus has been on potential new hardware announcements including new Macs,” the analyst told clients in a research note obtained by The Mac Observer, “we believe the bigger news could be around new iOS and OS X software features including enhanced Maps and photosharing.” Mr. Wu said this his…
Sharp Shows 10-Inch Education Tablet Prototype
Sharp Education Tablet Prototype – More Photos Below the Fold (All images via NetBookNews) The device features a 1280 x 800 resolution and will be available with either Windows 8 or Android 4.0 (Ice Cream Sandwich). It also has a rear-facing 8 megapixel camera on a VGA camera on the front. Sharp is claiming 12…
Court Rules Select Java APIs Not Copyrightable
According to CNet, Judge William Alsup issued a narrow ruling that he made sure could applied only to this specific case. Earlier in May, the same jury had ruled that Google had not infringed on patents owned by Oracle. From the judge’s ruling: So long as the specific code used to implement a method is…
ITC Judge May Turn to Cheech & Chong in Apple/Samsung Case
Artist’s Rendition of Judges Cheech and Chong That’s a reference to sketch the comedians performed where they asked those questions. The judge was too polite to quote Messrs. Marin and Chong more extensively, but the punch line to to the gag is [PROFANITY TO FOLLOW]: Looks like dog shit, smells like dog shit, feels like…
Barclays: MacBook Pro/Air Refresh Will Take Share from PCs
The comments came in a research note obtained by The Mac Observer that focused on the role of NAND memory and solid state drives (SSDs) in the computer market. Mr. Reitzes believes that, “consumers are willing to pay a premium for design and performance benefits – even if it means less storage.” More importantly, he…
ITC Judge Declares Kodak Patent Invalid in Apple Case
This is the same patent that Apple has been contesting in Kodak’s bankruptcy proceedings, accusing the company of “misappropriating” research the two companies had jointly underwent in the 1990s. Apple had asked the court not to allow the patent to be sold in a patent sale being pursued by Kodak, an action protested by Kodak.…
Houghton Mifflin Textbook Publisher Declares Bankruptcy
The move is backed by the company’s creditors and will allow the firm restructure and convert debt into ownership stakes for its creditors. According to Reuters, the firm has some US$3.1 billion in debt that it was struggling to pay back.Houghton Mifflin (as it is often shortened to) competes mainly in the education-driven market for textbooks. The…
Apple Stock Dips to 80-Day Low of $530
AAPL has been on a bit of a roller coaster ride during the last three months, as the stock rose to an all-time closing high of $636.23 on April 9th, only to give away most of those gains in the last few weeks. The chart below tracks Apple’s three month stock performance. Three Month Chart…
Simon & Schuster Settles States Antitrust Suits [Update]
The suits brought against the publishers by the attorneys general is similar to, but separate from, the suit launched by the U.S. Department of Justice against Apple and the same publishers. Behind the suit is the idea that Apple and these publishers colluded to raise prices by jointly acting to shift ebooks to the agency…
Barclays: 7-inch iPad Appears ‘More Likely’
Apple has long been rumored to be working on a smaller iPad model, with most rumors pointing to a device in the 7” range, or more specifically, 7.85”. There have been a number of prognostications, guesses, and leaks from Apple’s supply chain suggesting that Apple could release such a device sometime in the second half…
iDermal: Man Implant Magnets to Hold iPod Nano
Dave Hurban and his magnetically held iPod nano Mr. Hurban did just that with the help of Jason Williams, who is named as the “Prototype Engineer” for the project. Mr. Hurban also had the process of embedding the magnets filmed and made into a video, but we should warn you that the video (below) is…
AirStation Router & Bridge Offers Fast 802.11ac Speeds
AirStation WZR-D1800H wireless router & WLI-H4-D1300 wireless media bridge 802.11ac offers theoretical maximum speeds of 1,300 megabits per second, or a little less than 1.3 gigabits per second. When demonstrated for The Mac Observer at CES, we saw functional speeds of 800 megabits per second, but the reality is that real-world applications are likely…
Kaspersky: Apple Didn’t Really Ask Us for Help
The original line that got all the attention was, “Mac OS is really vulnerable, and Apple recently invited us to improve its security,” as reported by Computing News. As stated, it was a big deal—Apple has a long and proud track record of being just as secretive about security as it is about everything else.…
Time Warner Cable CEO Doesn’t Know About Apple’s AirPlay
From Apple’s AirPlay Website What makes this more interesting is that the question was asked while Mr. Britt was busily explaining there is no easy way to get Internet content to your TV. As a reminder, AirPlay’s raison d’être is to make it easy to get content from the Internet, or at last iOS apps,…
Apple Accuses Samsung of Destroying & Withholding Evidence
According to Apple, Samsung intentionally destroyed documents that the South Korea-based electronics giant was obligated to preserve because of the litigation between the companies. This is a very serious charge for Apple to levy, but according to the heavily redacted motion viewed by NetworkWorld, Apple said that Samsung has a history of such practices. TMO…
Apple Reinstates Some Canceled WWDC Developer Tickets
“Apple reinstated @napkinstudio cancelled WWDC tickets. Still real annoying we had to go through all of that. Need better process next year,” the developer wrote. Andrew Gould Tweet Tickets for this year’s WWDC went on sale early on April 25th and sold out in just under two hours. Later that same day, several developers, including…
Apple Drops Android Support in Chomp App Discovery
Apple Chomps Android Support… The decision to drop Android was expected—Apple has a long track record of limiting software and services that it buys to its own platforms. From Final Cut Pro to Quattro Wireless (which became iAd) to Siri, Apple either dropped support for other platforms or has limited development and implementation to OS…
Ron Johnson Poaches Apple Exec for J.C. Penney
Poaching Apple Mr. Fay will be getting a new title at J.C. Penney, serving as executive vice president of real estate, store design and development, a significant step up from a senior director. “Ben is an incredibly creative professional with extraordinary leadership skills. Having worked with him over the last 12 years, I am delighted…
Analyst: Apple Has Moved Beyond U.S.-Centric Story
On Tuesday, Apple reported revenue of $39.2 billion and earnings per share (EPS) of $12.30, both of which were above Wall Street expectations. Consensus estimates had expected $36.8 billion in revenue and EPS of $10.04. “[Apple] reported an impressive March quarter fueled by a big iPhone upside,” the analyst wrote. “This was surprising in light…
Apple Stock Continues Sell-Off Ahead of Earnings
Source: Yahoo! Finance The primary driver for the sell-off appears to be concerns over iPhone growth, concerns sparked by a downgrade on April 9th by Walter Piecyk of BTIG Research. Mr. Piecyk argued that an effort by U.S. carriers to cut back on smartphone subsidies would result in slowing iPhone sales going forward. While some…
Sterne Agee Sees Strong Q2 iPhone & iPad Sales, Macs Light
“Based on our supply chain checks, we anticipate a sizeable EPS beat based on iPhone and iPad strength despite Macs likely coming in a little light,” the analyst wrote in a research note obtained by The Mac Observer. “We believe concerns over slowing iPhone and iPad momentum are overdone and are buyers on recent share…