Piper Jaffray's Gene Munster this morning shares the results of his third consumer survey conducted with respect to Apple's (AAPL) iPhone, finished yesterday, in which he asked roughly 800 consumers what smartphone they intend to buy, with choices including a phone based on Google's (GOOG) Android, a phone based on Microsoft's (MSFT) Windows Phone, and a Research in Motion (RIMM) BlackBerry.
Munster, who has an Overweight rating on Apple shares and a $900 price target, claims the results show that demand for the iPhone 5 “remains strong,” with the latest survey showing 53.3% of respondents intending to buy the iPhone, up from 47.7% in the survey back on September 9th, and Android interest dropping to 35.5% from 39%. Purchase intent for a Windows phone fell to 6.5% from 8.7% in the latest poll, while intent to buy a BlackBerry rose to 4.9% from 4.7% three months ago.
Here's Munster's table of his three surveys:
Munster also offers what he's culled from discussions on Twitter:
TwitterAnalysisSuggestsiPhone5PurchaseTrendsAheadOfiPhone4S.Basedon an analysis of Tweets that contain the keyword iPhone in addition to purchase related keywords like “bought,” “shipped,” “purchased,” etc., we believe that purchase trends for the iPhone 5 are ahead of those for the iPhone 4S. The study suggests that roughly 2.5 months post launch, the demand index is up 30-40% y/y
Munster is modeling Apple to sell 45 million iPhones this quarter of various vintages.
Apple shares today are down $6.51, or 1.2%, at $532.49.
No comments:
Post a Comment