deutsche bank

Analysts turn negative on Windows 8 prospects

Windows 8 got pummeled today by analysts, who cited it as a major factor in tepid PC growth.

The launch of a new Microsoft operating system rarely, if ever, goes smoothly. But Windows 8 is having an especially bumpy takeoff.

The first reason Deutsche Bank listed today for cutting its PC estimates this quarter was a "lackluster initial uptake of Windows 8," in a research note from analyst Chris Whitmore.

After citing the impact of amorphous factors like "macro weakness" and the "fiscal cliff," Whitmore continues.

As in past cycles we expect the introduction … Read more

Apple to keep tablet lead over Android in 2012, say analysts

Apple will hold onto a big chunk of the tablet market in 2012, according to a report from IHS-iSuppli and a research note from Deutsche Bank today.

Apple will take back a bit of market share lost to Android in the fourth quarter, while maintaining more than the 60 percent of the market in 2012, according to iSuppli.

iSuppli's key points for iPad in 2012--Rhoda Alexander, analyst:

2012 market share: 61 percent, up from 57 percent in the fourth quarter, down one percentage point from the 62 percent share in 2011. 2012 total tablet shipments: on track to reach … Read more

Analyst: Apple MacBook to make gains on PC

Apple's MacBook is set to make market share gains on PCs in the second half, according to a research note from a Deutsche Bank analyst.

As demand for consumer Windows PCs softens a bit, Apple will be in a position to a grab market share, according to a research note released today from Deutsche Bank analyst Chris Whitmore.

"Our recent checks with the PC supply chain suggest overall orders have softened modestly in the past several weeks due to weaker European and U.S. Consumer NB (notebook) demand and more conservative back-to-school expectations from OEMs," he wrote. … Read more

Report: Motorola has sold about 100,000 Xooms

Motorola has sold around 100,000 Xooms since launching the new tablet in late February, says a Deutsche Bank research report released yesterday.

Based on the percentage of Android 3.0 Honeycomb devices showing up on the Android Developer Web Site, Deutsche Bank estimated the total Android installed base at around 50 million units. Of those, only 0.2 percent are running Honeycomb. That points to a figure of 100,000, give or take, for the Xoom as the only known Android tablet so far outfitted with Honeycomb.

The research firm had initially estimated sales of 50,000 Xooms during the first quarter and 150,000 for the second quarter.

In comparison, Apple may have sold 500,000 iPad 2 tablets in the first weekend it was available last month, said Piper Jaffray analyst Gene Munster, though some analysts believe the figure could be as high as a million, according to Reuters. The original iPad sold to the tune of 300,000 units in its initial weekend a year ago.

Neither Motorola nor Apple has disclosed sales figures for the respective tablets.

Though the Xoom's sales may seem paltry compared with the iPad, Deutsche Bank called 100,000 units after only a short time on the market "a decent start."… Read more

iPad pushes Apple into top mobile ranks

The unstoppable sales juggernaut that is the iPad has pushed Apple past Dell, Lenovo, and Toshiba into the No. 3 slot for laptop shipments, according to a Deutsche Bank analyst.

So, how did this happen? Investors will begin to categorize the iPad as a laptop, according to a Fortune magazine blog citing Deutsche Bank analyst Chris Whitmore. Based on this and the fact that Apple has sold more than 3 million iPads since sales began back in April, Apple jumps to No. 3. from No.7 in laptop sales, according to Whitmore. IDC had Apple ranked No. 7 in laptop … Read more