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Consumer News: JPMorgan Thinks iPad Sales Will Come Up Short


Plus, is Best Buy your best buy?

This column highlights the most interesting and useful business and financial commentary on consumer companies from around the Web.

Link: iPad Sales May Be Lower Than Expected, Says Analyst
"The iPad (NASDAQ:AAPL) may have missed out on a healthy chunk of sales last quarter due to limited supply, says JPMorgan analyst Mark Moskowitz.

"In an investors note out today, Moskowitz said he believes unit sales of the iPad and iPad Mini combined will be lighter than expected for the final quarter of 2012. He's now predicting unit sales of 18.4 million, down from his prior forecast of 20.1 million."

Huffington Post
Link: Walmart's Buy American Campaign Could Boost Retailer's Bottom Line
"Walmart (NYSE:WMT) pledged earlier this week to buy more American-made goods, billing the move as a way to grow the US economy.

"It's not just patriotism fueling the vow. The campaign will likely help the company's image, as the chain is facing criticism over its foreign-made goods in the wake of a Bangladeshi factory fire that killed more than 100 workers. Walmart acknowledged shortly after the fire that the factory was making clothing for the retailer. Plans for Walmart's campaign were in the works for more than a year -- or well before the fire -- David Tovar, a spokesman for the company, told the New York Times."

Seeking Alpha
Link: Is Best Buy Really Your Best Buy?
"Best Buy (NYSE:BBY), one of the most debated retails stocks this year, has been catching Wall Street's eye. With the stock down 41% YTD, many believe this presents a possible buying opportunity. If ever a time to buy low and sell high, this may just be your chance. Or is it?"

Link: Amazon Holiday Results to Show Sales Tax Impact
"Acting as a tax collector may have hurt, Inc's (NASDAQ:AMZN) holiday sales analysts and industry executives said, but they expect to know more when the internet retailer reports its fourth-quarter results on January 29.

"Best Buy Co., an archrival of Amazon in consumer electronics, saw holiday online sales increase in three states where Amazon started collecting sales tax ahead of the period."

Link: Microsoft Office 2013: What to Expect on the Pricing Front
"As expected, Microsoft (NASDAQ:MSFT) is pricing its next-generation Office 2013 line-up in a way to try to convince users to pay an annual subscription fee -- with multiple-device-installation rights as a carrot -- instead of buying the Office 2013 software outright.

"Microsoft is believed to be ready to launch its next-generation Office product within the next few weeks, possibly before the end of January. The newest version of Office -- known both as "the new Office" and "Office 2013" -- will be commercially available on that date. In preparation for the launch, Microsoft has been educating its reseller and integrator partners as to what to expect, pricing- and packaging-wise."
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