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Morgan analyst Mark Moskowitz raised his ratings on both companies to Overweight from Neutral.
FORBES: Connect
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Morgan analyst Mark Moskowitz is getting worried about the near-term prospects for IT spending.
FORBES: J.P. Morgan Now Wary On IT Spending; Downgrades 5 Stocks
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Morgan analyst Mark Moskowitz in his own note Wednesday night repeated his Underweight rating.
FORBES: HP: With Analyst Meeting Ahead, Jefferies Gets Bearish
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Morgan analyst Mark Moskowitz believes Apple can achieve 39.3% in gross margins this quarter, which would bode well for earnings.
FORBES: Apple Earnings: The Mother of All Reports
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This is why if Mark Moskowitz at JP Morgan is correct that Apple will not launch a tv until 2014, consumers may not wait.
FORBES: Was Apple 'MySpaced'? Is Google Next?
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Morgan analyst Mark Moskowitz wrote in a note to investors Wednesday.
FORBES: ASUS Transformer No Reason For Apple Investors To Panic, Analyst Says
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Morgan analyst Mark Moskowitz wrote in a note to investors Thursday.
FORBES: MacBook Air Could Become $3 Billion Business For Apple
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U.S.-based JP Morgan analyst Mark Moskowitz, however, still estimates Apple will sell between 10.9 and 12 million iPads this year during the third and fourth quarter of this year.
FORBES: Apple Cuts iPad Orders 25%, JPMorgan Says [Update: Blame Brazil?]
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Morgan analyst Mark Moskowitz this morning raised his estimates for Apple for the December quarter, reflecting a higher forecast for iPhone sales, offset in part by a reduced outlook for iPad sales.
FORBES: Apple: J.P. Morgan Lifts Ests; Sees More iPhones, Fewer iPads