Lagging 2016 iPhone sales could slug shares of Apple (AAPL) chip suppliers Avago (AVGO), Qorvo (QRVO) and Skyworks Solutions (SWKS) while an on-the-cusp PC refresh might buoy Intel (INTC), MKM Partners found in a recent survey. Of 1,467 Americans surveyed, 19% said they planned to purchase a PC in the next three to six months vs. 17% last year. Only 24.8%, however, are on the smartphone hunt, down from 27.6% last year. ‘Samsung Losing, Apple Not
Cable TV companies will have 10 million more broadband subscribers than video customers by the end of 2016, according to a rosy industry report by Moody’s Investors Service, which says an Apple (AAPL) web TV service could further drive demand for cable broadband. Apple is focused on a “broadcast OTT (over the top)” online video service that will raise the bar for live-streaming network requirements. Jason Cuomo, a Moody’s analyst, says cable TV
Microsoft’s (MSFT) Windows 10 operating system continues to gain converts at a rapid pace, reaching nearly 8% market share worldwide after just three months on sale. Meanwhile, Apple’s (AAPL) Mac computers reached a record-high market share last month. Windows 10 ran 7.9% of PCs on the Internet in October, up from 6.6% in September and 5.2% in August, according to Net Applications. The new PC operating system was released on July 29 as a free