Kaufman Brothers analyst Shaw Wu this morning responds to Apple’s (AAPL) announcement yesterday it was closing in on one million units sold of the Apple TV, writing that the company should add support for its iOS apps on the device.
The one million units is in line with his forecast, and [...]

Article courtesy of BARRONS.com: Tech Trader Daily

Barclays Capital analyst Ben Reitzes today trimmed his forecast for 2010 PC unit growth to 16% from 19%, to reflect lower build rates in the Asian supply chain, indications that consumer PC demand is “tailing off” and the impact of cannibalization from the Apple (AAPL) iPad. For 2011, he now [...]

Article courtesy of BARRONS.com: Tech Trader Daily

UBS telecom analyst John Hodulik today raised his forecast for September quarter Apple (AAPL) iPhone activations at AT&T (T) to 4.5 million from 2.5 million, which would be up from the 3.2 million activated in the June quarter. In response, Hodulik trimmed his Q3 EPS estimate for AT&T to 55 [...]

Article courtesy of BARRONS.com: Tech Trader Daily

There were a pair of noteworthy Street research notes this morning on Microsoft (MSFT), which reports results for its fiscal fourth quarter ended June after the close on Thursday.

UBS analyst Brent Thill this morning repeated his Buy rating and $38 price target on the stock, while raising his forecast for [...]

Article courtesy of BARRONS.com: Tech Trader Daily

Tree.com (TREE), the old Lending Tree, is off sharply this morning after Citigroup analyst Mark Mahanaey downgraded the stock to Hold from Buy, with a new target of $10, down from $12.
Mahaney noted that the company’s Q1 results, announced last week, came up short of his forecast: TREE posted revenue [...]

Article courtesy of BARRONS.com: Tech Trader Daily