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More on Apple: In addition to Piper, Morgan Stanley and Topeka are also defending the company...

More on Apple: In addition to Piper, Morgan Stanley and Topeka are also defending the company ahead of its July 24 FQ3 report. The former calls Apple a top 2H pick in spite of expected iPhone sales weakness ahead of a refresh, and thinks iPhone margins will continue rising thanks to lower component costs. The latter, which maintains a $1,111 PT, estimates FQ3 iPhone sales were a relatively healthy 30.9M. (previous: I, II)
Comments (11)
  • salvador1
    , contributor
    Comments (11) | Send Message
     
    Best performing products,great marketing,Supply Chain Management spectacular,No debts,more than 100 KM in cash,perfect combination for success.AND tremendous growth possibilities in huge markets like China,Brazil,etc.
    As soon as the deal with China Mobile confirmed,expect $1200 share price in 2013.
    17 Jul 2012, 12:19 PM Reply Like
  • Tech Geeker
    , contributor
    Comments (18) | Send Message
     
    Apple will have a hard time ahead. The iPhone is losing market share to Android phones, and the Galaxy SIII is considered the best phone around. Plus, the BB10 will be out in early 2013, and it is being heralded as much more than a smartphone. Plus, with the Surface coming out soon, Apple will lose a lot of iPad sales. The Surface will likely be the top selling tablet within a year. So Apple "was" a great investment. Now is it still a "good" investment, or too risky?
    17 Jul 2012, 04:45 PM Reply Like
  • Atkins
    , contributor
    Comments (1038) | Send Message
     
    Who knows whether Apple will continue its exponential growth, but it is folly to predict that Apple will lose its tablet market share as a result of the launch of the Surface. That prediction is pie-in-the-sky.

     

    As for the iPhone....I use an Android simply because I like it, and it is flawlessly integrated with my company's servers. I also bought an iPad because I test-drove several of the other tablets, and not one could hold a candle to the iPad.

     

    Apple is, of course, a risky investment. Most tech stocks fall within this broad category. Frankly, in this market, many stocks are risky when compared to historical norms.
    18 Jul 2012, 01:31 PM Reply Like
  • Tech Geeker
    , contributor
    Comments (18) | Send Message
     
    I agree that Apple is a very risky investment, but as for the iPad, did you try a Playbook 2.0? It is as good as the iPad, and better in many areas (like the UI). If you prefer a larger tablet, then the iPad is for you, but I prefer a more portable tablet, not a one-place coffee table tablet. If I do buy a 10" tablet, it will be the Surface, as I want a tablet that is as powerful as my PC (for a bigger, non portable tablet). The iPad can't cut it, but the Surface will. I believe the Surface will displace the iPad as the best selling tablet in 2013.
    18 Jul 2012, 02:57 PM Reply Like
  • hx88
    , contributor
    Comments (115) | Send Message
     
    "expected iPhone sales weakness ahead of a refresh"

     

    Interesting, only 8 months after the release in US, they anticipate a new release. What this tells me is that gradually fewer people will upgrade and the smartphone market is kind of saturated.
    17 Jul 2012, 06:00 PM Reply Like
  • Tusc
    , contributor
    Comments (277) | Send Message
     
    Saturated, maybe in the western world, but the far eastern markets are just in the first inning. To make such an ethno-centric remark belies your understanding of a global company that receives I think, only a third of its revenue in the US.
    17 Jul 2012, 07:51 PM Reply Like
  • Tech Geeker
    , contributor
    Comments (18) | Send Message
     
    The smartphone market is saturated in the US. But not in emerging markets where Apple is not the top seller. RIM is doing very well in these markets. Android is second, and Apple is last. This is another reason Apple is not as good an investment now.
    17 Jul 2012, 09:34 PM Reply Like
  • hx88
    , contributor
    Comments (115) | Send Message
     
    Were you talking about China? Just came back from Shanghai last month. As i observed in the subway, many people already have smartphones. Of these, about 20% are iphone, and others are nokia, samsung and locally made small factor tablets that could make phone calls. Seemed to me people in china who want to have an iphone already have one just like us in US.
    18 Jul 2012, 08:33 AM Reply Like
  • hx88
    , contributor
    Comments (115) | Send Message
     
    I am spot on this. People do not wait for two months to buy a hot phone if it's not supply constrainted.
    24 Jul 2012, 05:02 PM Reply Like
  • salvador1
    , contributor
    Comments (11) | Send Message
     
    market is king and clients mandate ; Apple has been the Winner till now.
    You need much more than a new interesting phone to win over agreat company wich means an entire global network (meaning content plus software plus hardware plus garantee,marketing.etc.) like Apple,

     

    wait and see future figures of sales and market dominance.
    18 Jul 2012, 11:05 PM Reply Like
  • dwilly
    , contributor
    Comments (93) | Send Message
     
    Do you want a BMW or a KIA?
    19 Jul 2012, 07:06 AM Reply Like
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