AAPL Up With The Tides
Stocks are on the rise after a 3-day decline as investors are encouraged that
Germany will uphold the Greek bailout and on the heels of major changes at Bank of America and Yahoo. Shares of AAPL are up, albeit less than the rest of technology. Catalysts include the next
iPhone launch this fall; the
iPad 3 in the spring of 2012; continued adoption in China and other emerging markets;
iCloud /
iOS 5 rollout and adoption; the continued evolution and next generation of
Apple TV; and new platforms such as mobile advertising (iAd), books / publishing and social (
Ping). Shares of
Apple trade at
9.5x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).
Why Amazon's Tablet Should Have Apple Worried (TIME Techland) Amazon's new tablet will possess "deep
Amazon services integration" supplemented by an ingenious plan to give customers a free subscription to Amazon Prime. And there's where Apple should raise an eyebrow: Prime is Amazon's members-only club that requires an annual fee in exchange for free two-day shipping. It makes buying things, especially when paired with one-click shopping, dangerously, stupidly easy. Amazon's WiFi-equipped tablet? It'll basically be a 7-inch take-anywhere, buy-anything machine.
Read » iPhone Estimates Cut By 10%, 86 Million iPhone Units Now Estimated In 2011 (DigiTimes) According to DigiTimes, Apple is projected to lead all smartphone shipments at the conclusion of 2011 with 86.4 million units, an 82% increase from 47.5 million units in 2010. The company previously estimated that
iPhone shipments would reach 95 million units this year. None the less, that still crushes former market leader
Nokia whose smartphone shipments in 2011 will decline 25% to 74.4 million units from over 100 million in 2010. Global smartphone shipments for this year are expected to reach 462 million units.
Read » iPhone Continues To Be Top Selling Phone On AT&T And Verizon (AppleInsider) Analyst T. Michael Walkley with Canaccord Genuity revealed that checks with U.S. carriers indicate that sales of the
iPhone 4 remain on top, despite the fact that the iPhone 4 is more than a year old and ahead of the
iPhone 5 debut. During the holiday season he anticipates "strong sales of the iPhone 5" with a strong global launch and "increased distribution to new carriers including
Sprint in the U.S. market." The $50 entry-level iPhone 3GS was the second strongest selling handset at AT&T (not offered on
Verizon).
Read » The iPad 3 Said To Launch 1Q12 (AppleInsider) More information on the
iPad 3 is being revealed by the supply chain, with the latest report claiming that the next-gen Apple tablet will be using thinner and lighter battery modules that will also have a longer service life, according to the Taiwan Economic Times. The report also said Apple's third-generation
iPad will be mass-produced in the first quarter of 2012.
Read » Sprint Alludes To Getting The iPhone In Lawsuit Filing (This Is My Next) Sprint is suing to stop the
AT&T /
T-Mobile merger. But there's an interesting tidbit from
Sprint’s lawsuit. The company says Apple “gave
Verizon a time-to-market advantage for the iPhone,” and that “Sprint has had to compete without access to the iPhone for nearly five years.” Intriguing wording, considering rumors of the Sprint iPhone. Verizon obviously got the iPhone years after AT&T, and any “time-to-market advantage” would only be an advantage if other carriers like Sprint and
T-Mobile were set to get the device later on.
Read » GameStop To Start Selling iOS Devices (9To5Mac) Video game specialty retailer
GameStop may soon begin offering the iPhone,
iPod Touch and iPad in its stores. The announcement was rumored to be made to dealers at a recent trade show in Las Vegas. This move indicates of the growing acceptance in the industry of
iOS as a serious gaming platform with the App Store having a major impact on the hand-held gaming market.
Smart move GameStop in realizing Apple is changing the way we play video games.
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