Jefferies & Co Stories April 5, 2012

Jefferies & Co.’s Peter Misek has been one of the most outspoken analysts about Apple’s rumored HDTV product. He first said in November that Sharp was preparing its production lines for the “iTV” and then last month claimed production of up to 5 million units could begin by May with a product launch by Q4 2012. In this morning’s note to clients (via Barron’s), Misek once again claimed television components have begun shipping to Apple’s panel suppliers in Asia and upped his price target to $800 based on “increased confidence” that Apple will indeed launch the product this year. He is also now claiming the product will be dubbed “iPanel.”

Misek said on a recent trip to Asia he saw “polarized films, filters and IGZO components” headed to Apple suppliers in small quantities. Another reason for Misek’s increased confidence is the announcement that Hon Hai Precision will buy a 10 percent stake in Sharp Display. He explained:

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Jefferies & Co Stories February 6, 2012

Analyst: Apple could use ‘iTV’ moniker for HDTV, partner with carriers for programming

Apple’s rumored HDTV might be called the iTV, according to a new report from Bloomberg citing Jefferies & Co. analyst Peter Misek. In a note to clients this morning, Misek also claimed Apple might buy licenses for programming through possible partnerships with Verizon and AT&T and could “leverage content into a YouTube-like model” by taking […]

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