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  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    ThomasOrton:

    As you point out, the Kindle Fire is not an iPad alternative. However, over time it may broaden the market for the iPad as consumers who purchase electronic book readers step up for enhanced functionality and a more intuitive and immersive user experience.
    Dec 28 11:48 PM | 1 Like Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    Ratty:

    The dedicated electronic book readers do create economic barriers to market entry for low-priced iPad competitors. I don't expect a potential competitor to come anywhere near the next iPad iteration on function and price. Android device makers compete more with one another than they compete with Apple.
    Dec 28 11:39 PM | 1 Like Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    Anonymous Wizard:

    As I've said several times, Apple is currently addressing only a fraction of the global market for the company's products. Retail store expansion is continuing and Apple is also expanding its product sales presence in currently under served markets. A big catalyst for revenue growth this fiscal year may be the addition of a second major iPhone carrier in China. Brazil, China and India represent extraordinary growth opportunities for Apple over the next few years.
    Dec 28 11:22 PM | 1 Like Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    ThomasOrton and bustabubble:

    The rate of iPad adoption in the K-12 market is remarkable. I expect the iPad to supplant the traditional PC in that market within the next few years.
    Dec 28 11:14 PM | 1 Like Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    wallstreetsmart:

    Apple's revenue growth rate in the quarter will reach 60% while eps will rise by more than 80%. While the iPad will produce impressive year-over-year sales gains in FQ1, it's the next iteration of the iPad (expected in late winter/early spring) that will generate the biggest year-over-year unit sales gains. The iPad will take more unit sales from Windows-based portables than it will lose to the Kindle Fire this quarter.
    Dec 28 11:10 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    einzling44:

    Last fiscal year Mac sales generated revenue of $21.783 billion for Apple. This fiscal year Mac sales will generate $26 billion in revenue or more for Apple. However, on a global basis the traditional PC industry has entered a state of economic decline. Unit sales are rising more quickly in developing economies. But prices and margins are pinched.

    IBM exited the PC business and both HP and Dell have moved aggressively into services. The traditional PC industry has matured and with each passing year PCs will be less and less of a factor in enterprise and K-12 education.

    No doubt PCs will retain a strong presence in content creation. But In the smartphone and iPad era households no longer need multiple PCs and the latest chip technologies have lengthened the replacement cycle.

    Both the MacBook Air and the iPad are taking share from netbooks and Windows-based portable PCs. This is not an issue of the traditional PC disappearing from the earth. But it is an issue of the functions most people perform on a PC can now be performed on a smartphone and an iPad and, of course, a Mac.

    In CY2012 Apple will surpass HP in revenue to become the nation's largest technology company. While the Mac is an important product line for Apple, the company's frenetic rates of revenue and earnings growth are fueled by the iPhone and the iPad at this time.
    Dec 28 10:58 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    GSlusher:

    I expect a very positive consumer and enterprise response to the next iteration of the iPad. However, my unit sales models remain fairly conservative at least until a release date is announced and product features are made known.
    Dec 28 12:01 AM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    Bob'29:

    I do expect the overall market to rise in response to inflation. The market over time is a fairly accurate leading economic indicator. I do expect a strong market in CY2012 as corporate profits continue to improve and economic growth shows progress. Inflation concerns, although real, are not currently a concern for traders. Give it a year.
    Dec 27 11:55 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    ng164300:

    The global smartphone market is expanding at about a 75% pace and the Apple iPad is in a nascent stage of global market development. Apple's revenue rose 66% last fiscal year following 52% revenue growth the year before. Sustaining average revenue growth of 50% over the next two years is not as challenging as it might appear considering the geographic sales regions Apple has yet to fully explore.

    By the way, Apple is not the second biggest company in the world. In CY2012 Apple will surpass HP in revenue to become the nation's largest technology company. But there are other mega caps such as GE, XOM, Chevron, etc. which currently have higher annual revenue than Apple.
    Dec 27 11:22 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    Franc:

    Android-based products compete more with each other than any one Android-based product competes with the Apple iPhone or iPad. As for the "economic slowdown," much of Apple's growth over the next few years will be outside the US and in emerging economics such as China, Brazil and India. Apple is currently addressing only a fraction of the global market for the company's products.
    Dec 27 11:08 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    sdrubbins:

    Apple will sell more iPhones than iPads for the foreseeable future for a number of important reasons. On a global scale smartphones are becoming a personal and business necessity. Apple's most fertile markets for revenue growth are in currently under served markets which include a number of developing economies.
    
    Second, in most of Apple's markets the iPhone is sold primarily on subsidized, post-paid plans. While the company is working to expand iPhones sales on pre-paid contracts, the subsidized purchase price reduces the initial cost barriers to purchase.

    I share your enthusiasm for the next iteration of the iPad that's expected in the market late winter/early spring. I expect the iPad to transform the ways in which we use personal computing products and for the iPad to continue to make inroads into the market for traditional PCs.
    Dec 27 10:58 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    sdrubbins:

    What Apple's sales history has proven is content sells devices. The success of the iPad at release was due to the content and apps already available for iOS devices. iPod unit sales growth was fueled by the opening of the iTunes music store in 2003. iPhone unit sales soared following the opening of the app store.

    The characteristics of a new Apple product is that it provides a simple solution in an elegant way. Future iterations of the product have features added as Apple responds to market demands and consumer desires.

    I'm not going to estimate the revenue impact of a product that has yet to be announced let alone released. But I also don't expect a product released midway through the current fiscal year to have a material impact on revenue and earnings for what may already be a $170 billion revenue year.
    Dec 27 10:40 PM | Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    JYucca:

    The iPad remains in a nascent phase of global market development. Apple is growing on two levels - unit sales growth in established markets and global expansion into new markets.

    The iPhone
    The smartphone market is growing at about a 75% annual rate. Apple recently added a 3rd major domestic carrier. Between now and the end of the fiscal year Apple may announce a carrier agreement with China Mobile. This will further expand sales on the mainland. In FY2011 China represented just over 10% of Apple's revenue total and it was the only country outside the US that contributed more than 10% of Apple's revenue. The Asia-Pacific region will again generate greater than 100% regional revenue growth for Apple this fiscal year and this fiscal year Asia-Pacific will replace Europe as Apple's second largest product market.

    Apple's global share of the cell phone market is around 5%. There's plenty of room for continued strong iPhone unit sales growth over the next eight quarters.


    Geographic Expansion
    Currently Brazil, India and Russia are underserved markets and all three economies, similar to China, have an expanding middle class.

    The Apple iPad
    Apple sold 32.4 million iPads last fiscal year and will sell in the area of 60 million iPads this fiscal year. The potential size of the global market for tablet-style products can't even be accurately determined at this point in time.

    The Mac
    On a per unit basis, each Mac sold has roughly twice the revenue weight of an iPad or iPhone. Again, geographic expansion will assist in extended the sales reach for the Mac. While the Mac now commands more than 10% of the domestic market, Apple has yet to reemerge among the world's top five PC makers.

    In FY2011 Apple's rate of revenue growth accelerated from 52% in FY2010 to 66%. Expecting average revenue growth of 50% over the next two years isn't wild speculation. It's based on historical rates of growth and Apple's continuing entry into previously underserved global markets.
    Dec 27 12:56 AM | 2 Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    steftheref:

    I enjoyed the post above. As Steve Jobs had said, "Education is in Apple's DNA." Best wishes to you and your colleague in your important work.
    Dec 26 10:26 PM | 2 Likes Like |Link to Comment
  • Apple's Monster Quarter And The Pending Share Price Advance [View article]
    JYucca:

    In three of the past four fiscal years Apple's revenue growth has exceeded 50%. In four of the past five fiscal years Apple's eps growth has exceeded 60%. My estimates are not "wild speculation." Rather, they are forecasts of consistency.

    Apple is currently addressing only a fraction of the global market for the company's products.
    Dec 26 10:21 PM | Likes Like |Link to Comment
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