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发帖数: 16371 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: wavelets01 (信箱), 信区: Stock
标 题: Apple V. Samsung: Progress in Thermonuclear War, Says Topeka
发信站: BBS 未名空间站 (Mon Jul 2 11:00:21 2012, 美东)
Mon, 02 Jul 2012 14:31:09
By Tiernan Ray
Topeka Capital Markets's Brian White this morning reiterates a Buy rating on
shares of Apple (AAPL) and a $1,111 price target, reflecting on Apple's (
AAPL) two interim victories against Samsung Electronics (005930KS) last week.
Apple won a preliminary injunction against Samsung's "Galaxy Nexus"
smartphone on Friday from U.S. District Judge Lucy Koh, as related by The
Wall Street Journal's Ian Sherr. That followed Koh's granting Apple an
injunction against Samsung's "Galaxy Tab" tablet a couple days prior.
White writes that the victories show the power of Apple's legal ammunition,
and show "With $110.2 billion in net cash as of 2QFY12, Apple is well
prepared for battle" in what late Apple founder and CEO Steve Jobs famously
described to biographer Walter Isaacson as his "thermonuclear war" against
Google's (GOOG) Android operating system, which runs both Samsung devices.
As White sees it, If these decisions spill over to Samsung's new flagship
smartphone, the Galaxy S III, Samsung would have big problems on its hands.
The Samsung Galaxy Nexus was launched in U.S. market in December 2011 and
was the first smartphone to run Android 4.0 (a.k.a. Ice Cream Sandwich)."
Apple shares today are up $7.83, or 1.3%, at $591.80. Samsung stock fell 2.3
% overnight to 1,174,000 in Seoul trading.
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