Oppenheimer’s Yair Reiner has changed his mind on Synaptics (SYNA).
Last month, Reiner cut his rating on the maker of touchscreens used in mobile phones and other devices–on the theory that the aggressive $199 price tag on the new Apple (AAPL) iPhone 3G “will limit the market opportunity for Synaptics’ stable of potential customers.”
Needham’s Charlie Wolf this morning cut his rating on Research In Motion (RIMM) to Underperform from Hold and cut his estimates on the company to reflect the growing threat from explosive sales of the Apple (AAPL) iPhone 3G.
John Arispe cruised slowly along in his car, one eye on the road, one eye on a glowing blue dot on a digital map of the Springfield Mall neighborhood in Northern Virginia, displayed on the screen of his sleek new Apple iPhone 3G. As he moved north on Frontier Drive, the dot moved with him.
A quick update on Apple (AAPL) iPhone sales in in the company’s two Palo Alto stores.
I stopped by the Apple Store in the Stanford Shopping Center about 9:15 a.m. this morning. There were about 150 people in a line snaking through the mall; the store seemed to be letting people in at a slow but steady pace, with about 10-15 salespeople processing orders. At this store, as at the University Avenue store, a number of customers said there were server issues that slowed the process earlier in the day.
It’s now a little about 11:30 p.m. here in Palo Alto, and time for an Apple (AAPL) iPhone 3G line waiting update.
Over the last hour or so, I visited four stores that will be selling the iPhone starting at 8 a.m. tomorrow:
At the AT&T store on Grant Road in Mountain View, there was not a soul in line as of 9:55 p.m. The place was deserted.
With about 21 hours to go before the West Coast debut of the iPhone 3G, I took a drive over to the Apple (AAPL) store on University Avenue in Palo Alto, just a mile or two from CEO Steve Jobs’s house, to check out the scene. So far, things are pretty tame: There were about a half-dozen people in line.
Time is a funny thing. A few weeks ago, eBay and Google were flooded with pricy first-gen iPhones starting at about $400 and people were snapping them up like crazy. Now, the same auction sites are showing dozens of listings from just $200 for 8GB iPhones.
Daniel Smith, a Canadian sales and marketing consultant with an eclectic blog called Smithereens, posted on Saturday what he called “a very plausible rumour” about the launch at of Apple’s iPhone 3G on the Rogers Communications network.
The countdown to iPhone Day Part Deux has begun, meaning that Apple and AT&T are rallying the retail troops to get things ready for Friday. According to MacRumors, AT&T stores are going to receive their first demo units of the iPhone 3G today although they won’t be activated until at least the 10th or available for public use until the 11th.
So Apple called Tuesday, a little annoyed with my portrayal Monday of AT&T’s iPhone pricing. The main difference on plans for the new iPhone versus the old are simple: The data plan is $10 more a month, mainly because the faster connection will mean higher data usage; and text messaging is charged separately.
One of Intel’s top technologists revealed Monday that the chip giant will not win a spot on Apple’s iconic iPhone anytime soon, even as he outlined Intel’s plans to keep growing as it turns 40 on July 18.
In a few weeks, the Apple faithful and other gadget mavens will line up as part of the mad rush to be among the first to buy the new 3G iPhone on July 11. Contrast that with the rest of the wireless business, where once-hot device makers such as Motorola Inc. cannot even give away many of their products.
UBS telecom analyst John Hodulik today cut his ratings on both AT&T (T) and Verizon (VZ) to Hold from Buy, asserting that “the weak economy is pressuring wireline fundamentals at the Bells more than expected.”
Apple (AAPL) shares are getting a boost this morning from a flurry of bullish analyst commentary.
Last week, of course, the stock was under pressure from speculation about the health of CEO Steve Jobs. Today, the focus is back on the iPhone 3G, which was introduced a week ago at the company’s Worldwide Developers Conference.
Is Steve Jobs healthy? A lot of people who watched yesterday’s keynote at the Apple (AAPL) Worldwide Developers Conference worry that Jobs, a survivor of pancreatic cancer, looked too thin, gaunt, maybe unhealthy. Multiple readers wrote to me this morning asking about his appearance yesterday.
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