AppleRumorTracker en-us http://www.applerumortracker.com/ AppleRumorTracker - Apple predictions by industry analysts Wed, 05 Nov 2008 09:52:09 PDT UBS - iPhone build orders likely to fall, lower demand in supply chain http://www.applerumortracker.com/ubs.html#20081105 http://www.applerumortracker.com/ubs.html#20081105 Wed, 05 Nov 2008 09:49:00 PDT Although we continue to believe Apple will be able to grow at a premium to the overall market and increase share gains going forward, we do not believe the company will be immune to the broader economic slowdown, which we believe is reflected in our 11% Mac unit growth expectation. Barclays Capital - AAPL price target lowered to $125 http://www.applerumortracker.com/otheranalysts.html#20081022 http://www.applerumortracker.com/otheranalysts.html#20081022 Wed, 22 Oct 2008 20:32:33 PDT Despite a solid quarter, we want to take this opportunity to lower our estimates for Apple given checks continue to point toward risks around weakening economy. RBC Capital Markets - AAPL price target lowered to $125 http://www.applerumortracker.com/otheranalysts.html#20081022 http://www.applerumortracker.com/otheranalysts.html#20081022 Wed, 22 Oct 2008 20:31:34 PDT Ahead of the crucial holiday season, Apple’s Q1 guidance, at $1.06-1.35 EPS and $9-10B revenue came well below typically conservative guidance. Piper Jaffray - We remain buyers of AAPL. http://www.applerumortracker.com/piper.html#20081022 http://www.applerumortracker.com/piper.html#20081022 Wed, 22 Oct 2008 20:29:31 PDT While the product cycles make it difficult to determine, we believe that Apple is weathering the economic storm better than expected. UBS - AAPL downgraded due to macro uncertainty http://www.applerumortracker.com/ubs.html#20081022 http://www.applerumortracker.com/ubs.html#20081022 Wed, 22 Oct 2008 20:17:51 PDT We are downgrading Apple to Neutral from Buy and lowering our price target to $115 from $125. Needham and Co. - Apple should make the Mac even more unique, not cheaper http://www.applerumortracker.com/needham.html#20081022 http://www.applerumortracker.com/needham.html#20081022 Wed, 22 Oct 2008 19:47:05 PDT The observers arguing for Mac price cuts point out that during a recession, users who might otherwise buy a Mac, may opt for an entry level Windows notebook instead.