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MKM Partners says its channel checks indicate AT&T is cutting its capital spending as it readjusts following its purchase of DirecTV.
We believe the company can continue to deliver strong 20% long-term earnings growth, and the pull back in spend is stabilizing based on our channel checks and recent data," Fandetti wrote.
Our recent channel checks indicated iPhone sell-through share has modestly declined in certain developed markets, and we expect this could continue as Android competitors ramp new smartphones during the June and September quarters and consumers start to hold off iPhone purchases in anticipation of the iPhone 5," Walkley wrote.
Meanwhile, Zu-Zu pulls herself out of the window, sits on the bed, and channel checks with remote control, working her program, working her nerves.
Meanwhile, as companies continue to hoard and build cash reserves, Corbin's channel checks reveal that investor preference for dividends is at an all time high, with 71% favoring payouts nearly 2.
While in Asia we performed some channel checks and uncovered that Samsung and Sharp have ramped 264 PPI [Retina display] panels.
Polling and channel checks by Canaccord Genuity analyst Mike Walkley reveal the that at the moment, the outlook is bright for Apple, which currently leads sales at AT&T and Verizon for both its iPhone 4 and the iPad 2.
We are lowering our same-store sales estimate for [the fourth quarter of 2003] from flat to [a decline of] 3 percent as a result of recent channel checks that indicate December sales have been sluggish," the analyst said in her research note last week.