Douglas Freedman of American Technology Research put out a note this morning theorizing that Intel is “aggressively filling the channel” with inventory to “incentivize” PC makers and distributors to get rid of inventory.
Crazy recession. It’s gotten so that people have cut back on buying diamonds for the last few months–enough to put the near future of online diamond retailer Blue Nile in jeopardy. Jewelry retailers in general had a “horrid” October and November and expect an even worse December–some couples are even postponing their engagements because of job insecurity and economic uncertainty.
Kaufman Bros. analyst Shaw Wu believes that Apple’s market share is still small enough relative to the overall PC and cellphone markets that there’s room for significant growth in both the Mac and iPhone businesses. He expects the company to earn $5.05 a share in FY 2009 on revenues of $35.5 billion.
Amazon (AMZN) shares continue to retreat amid a flurry of Street estimate and price target reductions.
Tim Boyd, American Technology Research: Boyd, who has a Sell rating on the stock, today cut his price target to $45 from $60. He says that a guide down for the Q4 is a “virtual certainty” given the 11 percent rally in the dollar since the company last reported.
Apple shares are down sharply today after American Technology Research analyst Shaw Wu cut his estimates on the company for both this year and next year. Wu cut his forecast for the September 2008 fiscal year to $5.29 from $5.34; for FY 2009 he goes to $6.15, from $6.35.
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