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середа, 20 квітня 2011 р.

Apple iPhone 5, Schmidt's Pay Bump

NEW YORK (TheStreet) -- Shares of Apple(AAPL_) jumped 1.6% in pre-market trading Wednesday after a Reuters report claimed the company will begin shipping its next-generation iPhone 5 in September. The new phone will look similar to the iPhone 4 but will have a faster processor, said the report.

Google's(GOOG_) Eric Schmidt, who made a salary of $1 per year as CEO, is getting a pay bump. In a securities filing on Tuesday, the search giant said Schmidt will now earn an annual salary of $1.25 million as he transitions to his role as executive chairman.

Shares of Google were up 0.8% in pre-market trading Wednesday.

Yahoo!(YHOO_) shares popped almost 4% to $16.75 in pre-market trading Wednesday after the Internet giant narrowly beat analyst expectations with its first-quarter earnings results.

The Sunnyvale, Calif.-based firm posted adjusted earnings of $223 million, or 17 cents per share, compared with $310 million, or 22 cents per share, during the same period last year. Revenue fell 6% to $1.06 billion. Analysts had expected adjusted earnings of 16 cents per share on revenue of $1.06 billion.

IBM(IBM_) shares fell 1.1% to $163.60 despite beating first-quarter earnings expectations and raising full-year guidance.

Big Blue brought in revenue of $24.6 billion, up 8% on the same period last year, or 5% adjusted for the effects of currency. Analysts had been looking for sales of $24.02 billion.

Storage maker EMC(EMC_) posted record first-quarter revenue and profit before the market opened on Wednesday.

EMC brought in consolidated revenue of $4.6 billion, an increase of 18% on the prior year's quarter, and just above analysts' estimate of $4.5 billion. Excluding items, EMC earned 31 cents a share, in line with Wall Street's estimates. Shares increased 1.5%.

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AT&T: 3.6M iPhones Activated in Q1

AT&T activated 3.6 million iPhones during its first fiscal quarter for 2011, up about a million compared to the same quarter last year. About 23 percent of those activations were new to the company even with Verizon selling the iPhone.

AT&T said its iPhone subscriber churn rate remained unchanged year over year, too.

The cell service provider sold some 5.5 million smartphones for the quarter, accounting for about 65 percent of the company’s post-paid phone sales.

Overall, AT&T is up 2 million subscribers for the quarter, brining its total up to 97.5 million. Quarterly revenue hit US$31.2 billion, up 2.3 percent, and wireless revenue hit $15.3 billion, up about 10.2 percent.

With AT&T’s iPhone user count on the rise, it seems that concerns over customers leaving in droves for Verizon once it began selling Apple’s combination iPod and smartphone earlier this year were unwarranted.

Apple will be hosting its second quarter earnings conference call after the market closes this afternoon. The company will likely share more information about iPhone sales figures, so be sure to check in with The Mac Observer for our event coverage.

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Every iPhone 5 Release Rumor in One Place

Like clockwork, Reuters has added to the tally of fifth-generation iPhone rumors. Citing three anonymous sources "with direct knowledge of the company's supply chain," Reuters claims Apple's fifth-generation iPhone will have a faster processor, and begin shipping in September.

That means mass production of the phone would have to start no later than August, with an announcement likely to come at Apple's Worldwide Developers Conference in June.

(By the way, Reuters is fast becoming a regular contributor to the Apple rumor mill; recently it has weighed in on the white iPhone 4, iPad 2, iPad 3.)

Reuters' report is the latest in a series of rumors about the release date of Apple's next iPhone. Most rumors about the fifth-generation iPhone have focused on when the official announcement and launch date will be, which may face delays caused by the Japanese crisis.

In case you haven't been paying close attention, here's every what various sources have reported about fifth-generation iPhone in the last few months:

On Monday, an analyst from Concord Securities told investors he had heard from unnamed suppliers that the fifth-generation iPhone will only start mass production in September, and come equipped with a faster A5 processor, improved antenna, 8-megapixel rear camera, and Qualcomm baseband. A week before that, Avian Securities also told its investors that Apple won't begin production until September, pushing back an iPhone 5 launch date to the end of 2011 or early 2012.

From Asia, Taiwanese newspaper DigiTimes added a fresh angle, citing anonymous touch panel suppliers who claimed that Apple won't release the fifth-generation iPhone this summer because demand for the iPhone 4 has been too strong. Parts shipments have also remained constant, and Apple hasn't given manufacturers a timeframe for when production of the iPhone 4 will wind down.

Meanwhile South Korea-based ETNews reported last week that unnamed "industry officials" had "confirmed" a June release date for the iPhone, with South Korean carriers KT and SK Telecom starting sales by the end of June.

At the end of March, Japanese-language blog Macotakara.jp reported that Apple was pushing the fifth-generation iPhone release to the fall due to delays caused by the earthquake.

As for the older rumors, Forbes reported last month that Apple will enable mobile payments by embedding near-field communications technology in the fifth-generation iPhone. Then there's another batch of reports claiming the fifth-generation iPhone will come with an 8-megapixel camera supplied by Sony, which recently made CEO Howard Stringer roll his eyes.
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HTC Thunderbolt Rivals Apple iPhone 4 in Smartphone Wars

Taiwanese handset manufacturer HTC was stealing some of Apple's thunder as more smartphone users opted for the speedier 4G advantage, the New York Post reported Wednesday.

The HTC Thunderbolt, the first phone to run on Verizon Wireless' faster 4G long-term evolution (LTE) network, briefly overtook the red-hot iPhone in sales at Verizon stores in the U.S. late last month, according to a Wall Street research firm.

The Thunderbolt, which runs Google's Android software, appeared to be a favorite of those looking for Wi-Fi-like speeds on their smartphones, while Verizon's iPhone 4 still uses the dated 3G code division multiple access technology.

The popularity of LTE could spell trouble for Apple as smartphone customers look for something new.
New York-based ITG Investment Research estimated that sales of Verizon's iPhone 4, available since Feb. 10, would come in at two million for the quarter.

As of late March, the HTC Thunderbolt "surpassed the iPhone as the top-selling phone at Verizon," ITG said in a report. Verizon declined to comment.

Another report this week from Social Nuggets, a firm that measures sentiment across the Internet, said the Thunderbolt rose to the No. 1 spot from No. 8 on its smartphone index. The iPhone 4 dropped from No. 6 to No. 10.

One analyst said Tuesday that Apple diverted more of its resources to beefing up its iPad dominance with the launch of an iPad 2 than it did to developing an iPhone 5. Now, there is talk that a new iPhone might not be ready until as late as next year.

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