AAPL Up On Anticipation
The S&P 500 fell below its April low this morning and hitting its weakest levels since late March after fears of an economic slowdown had push Wall Street to five weeks of losses. Shares of AAPL are up 50 basis points on anticipation for today's event. Speaking of, upcoming catalysts include the company's WWDC starting today;
iPad 2 sales updates and news regarding the iPad 3; the next
iPhone launch this summer / fall; smartphone push into China and emerging markets;
iTunes and other cloud initiatives (coming today hopefully); the continued evolution and adoption of
Apple TV; and new platforms such as video, books / publishing and social (
Ping). Shares of
Apple trade at
11x Enterprise Value / Trailing Twelve Months Free Cash Flow (incl. long-term marketable securities).
LIVE Coverage Of Steve Jobs' WWDC Keynote (Business Insider) Join Business Insider for LIVE coverage, commentary and analysis of WWDC.
The Wish List For WWDC (Fortune) Kevin Fox spent three years in the 1990s writing software for the Newton, Apple's first, fumbling attempt to do what the iPhone finally achieved. iCloud is to MobileMe what the iPhone was to Newton: a complete, deep, polished solution after an underwhelming market failure. Here's what Fox wants to see this week:
- Seamless access to any data kept Documents Folder
- Synchronization across machines with real-time continuous syncing of iOS devices
- Universal log-in using your Apple account
- Built-in screen sharing of Mac OS to the iPad
- Continuous media play across devices
We'll know soon enough.
Read » Twitter / iOS 5 Integration Will Go Above And Beyond (Cult Of Mac) According to several tweets from a well-connected industry insider, Robert Scoble, the
Twitter integration with Apple's iOS 5 will go beyond just the "lame send to Twitter buttons". Last week John Gruber also said that sharing photos on Twitter via iOS 5 was so close to the bigger story, yet so far.
Read » Get Ready For Automatic, Remote App Updates (MacRumors) A message that appeared in iTunes briefly last week before being taken down hints that automatic application updates are on the way to iOS users as part of the upcoming system update: "or if your device has Automatic Download enabled for apps, your updates will download to your device without having to sync." The change could see iPhones and other iOS devices updating apps without the need for tedious syncing.
Read » Apple To Pony Up For Music Rights (The New York Post) Apple will pay up to $150 million for iCloud music rights. The company has agreed to pay each of the top record companies between $25 million and $50 million each in advance royalties. Apple previously had negotiated cloud deals with Sony Music Entertainment, Warner Music Group, and EMI Music. With Universal Music now on board, Apple will be able to launch its iCloud streaming and storage service, which will be announced at today's Worldwide Developers Conference keynote.
Read » Adobe Betting On Android Tablets, For Flash (CrunchGear) Adobe's CEO Shantanu Narayen is betting on
Google's Honeycomb platform rather than Apple's iPad. Wonder why. Flash support of course. Apple has long been against the use of Flash on it's devices, openly calling the software insecure and crash-inducing. Speaking at the AllThingsD conference, Narayen quite brazenly said that Android-based tablets will eventually beat Apple's iPad. Sounds like a man scorned to me.
Read » iPad 3 To Be Released In Time For The Holidays (The Wall Street Journal) According to research firm CLSA's channel checks, the iPad 3 will be released before Christmas. It will reportedly be compatible with LTE, the 4G technology currently rolled out by Verizon, AT&T and a slew of other wireless providers. CLSA, however, doesn’t expect an LTE iPhone in 2011.
Read more at Business Insider.
Read » Apple Larger Than Microsoft And Intel... Combined! (Cult Of Mac) At the close of markets on Friday, Apple had a bigger market cap than
Microsoft and
Intel combined; the so-called Wintel alliance that almost buried Apple a decade ago. It's really astonishing considering the climb Apple has had to undertake in order to become the massive company it is today.
Read more at Business Insider.
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