LinkedIn’s (NYSE:LNKD) float will increase by 2-5x after insiders appear set to sell more shares than planned. Evercore’s Ken Sera estimates the release of the lock-up period to increase the number of freely tradeable shares up 14M.
Apple (NYSE:AAPL) suppliers have begun shipping components for either a MacBook Air or a thinner MacBook Pro. The 15-inch ultra-thin notebook model, which DigiTime’s sources says AAPL is shipping components for, would likely become another runaway success like the previous Air which accounted for 28% of notebook shipments in October according to NPD.
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Dell (NYSE:DELL) is expected to report EPS of +4% in Q3. With sales of roughly $15.66B, a large portion of revenue comes from corporate sectors. Dell is expected to be somewhat shielded from a slowdown in consumer PC sales, because of the company’s revenue base, but government cuts and the flood in Thailand pose a risk.
Research in Motion (NYSE:RIMM), maker of the BlackBerry, is set to roll out two new models. The Bold 9790 and the Curve 9380 feature an incremental upgrade and touch screen respectively. Sales of these models could bolster RIM in international markets where consumer share has not yet been hard hit.
Android (NYSE:GOOG) corners the market on global smartphone sales which account for 52.5% of sales in Q3. According to Gartner, that is up al 43.4% in Q2. Apple’s (NYSE:AAPL) iPhone share fell 320 bps, while Research in Motion’s (NYSE:RIMM) share fell 60 bps Q/Q. Total smartphone sales rose 74%.
Amazon’s (NYSE:AMZN) Kindle Fire analysts are making optimistic forecasts about the device’s long-term impact. JPMorgan’s (NYSE:JPM) Doug Anmuth expects 20M Fire shipments in 2012, and has lifted his PT from $230 to$250.
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