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iPhone 5C sales estimates chopped by analyst

Apple's iPhone 5C sales may be even lower than initially expected, at least according to one prominent analyst.

KGI Securities analyst Ming-Chi Kuo said in an investors note out Friday that he now expects 5C sales for the September quarter to ring in at 11.4 million, according to information received by Business Insider. That's a 33 percent freefall from his original estimate.

iPhone 5C sales for the current quarter are projected at 10.4 million, which would be a 10 percent drop from last quarter's figure.

Kuo, who's typically on the money with his forecasts, … Read more

Power outage halts Microsoft's financial analyst meeting

In the middle of Microsoft's closely-watched annual financial analyst meeting, a blown fuse shorted out some of the power in the company's Redmond, Wash., campus headquarters, causing the meeting's live stream to go dark.

Shortly after the live stream was interrupted, Microsoft tweeted this news:

Fuse blew in the building. Power went down. Should be restored shortly

— Microsoft News (@MSFTnews) September 19, 2013

This year's financial analyst meeting is most likely one of Microsoft's most closely watched annual meetings to date with speakers including CEO Steve Ballmer, CFO Amy Hood, and COO Kevin Turner. There … Read more

Is Apple losing its edge to a cheaper, smarter tablet market?

At first glance, new numbers released by research firm IDC show that Apple has nothing to worry about regarding its control of the tablet market, but a closer look could raise some doubts.

While Apple is still the world's No. 1 tablet maker, Samsung is No. 2 and growing at a faster rate. Looking specifically at year-over-year growth from first quarter numbers, Apple grew by 65 percent -- not bad. But, Samsung grew by 282 percent, Asus grew by 350 percent, and Amazon grew by 157 percent.

The question is: Is this part and parcel of a bigger problem? … Read more

iPhone delay could spell gloom for Apple, analyst says

Apple's tried and true habit of releasing one iPhone a year is not lost on consumers, who typically buy the least number of the devices in the quarter just before the new model goes on sale.

But if Apple were to extend its usual turnaround time this year, it could seriously ding Apple's share in what's become a multi-horse smartphone race, says Bernstein Research analyst Toni Sacconaghi.

In a note to investors on Monday, Sacconaghi said he expects the iPhone's market share among smartphones to go from about 17 percent down to 12 percent in the … Read more

iPad 5 said to be 15 percent thinner, 25 percent lighter

Apple's next iPad will be both thinner and lighter than its predecessor, bringing back the company's old habit of iPad shrinkage.

That's according to KGI Securities analyst Mingchi Kuo, who in a note to investors last night said to expect a full-size iPad that's 15 percent thinner than the fourth-generation device and weighs 25 percent less.

The size reduction is due to a handful of tweaks, Kuo said. That includes a battery that's 25 percent to 30 percent smaller, and improvements on display panels and A-series chip technology, which now slurp up less juice. Apple … Read more

Apple may up dividend by more than 50 percent, say analysts

Apple will likely tap into its hefty hoard of cash to fund a dividend increase of more than 50 percent, according to a consensus of six analysts surveyed by Bloomberg.

A quarterly dividend rise of 56 percent would cost Apple $4.14 per share, or $15.7 billion a year. That seems like a lot of money to most companies. But Apple is sitting on cash of $100 billion and has been under pressure to return some of that money to its shareholders.

Greenlight Capital's David Einhorn, a major Apple investor, has criticized the company for not sharing its … Read more

BlackBerry Z10 off to 'solid start' in U.K., Canada -- analyst

The BlackBerry Z10 is off to a good start in several countries around the world, Jefferies analyst Peter Misek claims in a research note obtained by CNET.

"Our initial checks indicate that sales in the U.K. are off to a strong start," Misek wrote in his note to investors. "Some stores had lineups out front with widespread sell outs of the White Z10 and limited stock of the Black Z10. Also, our checks indicate that preorders in the UAE and Canada have had a solid start."

The U.K. seems to be BlackBerry's best market. … Read more

Analysts on Apple's executive shake-up: Change is good

Trading on Wall Street is closed until tomorrow in light of Hurricane Sandy, though a slew of new analyst notes offer a peek at how investors should view recently announced changes near the top of Apple's management.

The consensus: it's surprising that Apple's iOS chief Scott Forstall and retail chief John Browett are leaving the company, but a very good thing some of the key executives are still there.

CNET has collected some of the highlights from this morning's flurry of notes below.

Gene Munster of Piper Jaffray says the big takeaway is that design chief … Read more

iPad Mini to eat into bigger brother's sales, analyst says

The iPad Mini could hurt the larger iPad's unit sales figures, according to one analyst.

Piper Jaffray analyst Gene Munster wrote to investors recently, telling them that he believes the iPad Mini will boast a 20 percent cannibalization rate on regular iPad sales.

"For every five million smaller iPad [sales], you lose one million standard iPads," Munster wrote in a note, according to All Things Digital.

Although that might sound like bad news for Apple, it might not actually be. As long as the company can maintain high margins on its iPad Mini, the actual net gain … Read more

Analyst: Expect Apple's Lightning to strike for up to a decade

Apple's Lightning isn't going anywhere anytime soon, one analyst says.

KGI analyst Ming-Chi Kuo wrote to investors that Apple's Lightning is expected to follow in the footsteps of the 30-pin connector it replaced and come built into the company's products for up to the next 10 years, according to AppleInsider, which obtained a copy of a research note. The technology could be replaced as soon as five years from now, the analyst reportedly told investors.

Apple introduced Lightning with its iPhone 5. The technology is an all-digital, eight-signal design. The 30-pin connector was the standard Apple … Read more