Seeking Alpha

Apple (AAPL) officially launches the iPad 3 in China, making shoppers pre-order so as to avoid...

Apple (AAPL) officially launches the iPad 3 in China, making shoppers pre-order so as to avoid the chaos and egg pelting that hit the launch of the iPhone 4s in January. So far, it's apparently all been very calm and orderly.
From other sites
Comments (6)
  • remurraymd
    , contributor
    Comments (2287) | Send Message
     
    China loves the iPad
    the height of clean quality
    design synergy
    Courtesy of Sir Jono Ive
    The only Knight of Technology
    in the world.
    Workers making $250/mo
    are skipping lunch for a few
    months to buy them.
    Very Bullish for (AAPL)
    20 Jul 2012, 07:29 AM Reply Like
  • sungura
    , contributor
    Comments (2) | Send Message
     
    Umm ..it's not iPad 3 - it's the NEW iPad ...
    20 Jul 2012, 07:59 AM Reply Like
  • bailinnumberguy
    , contributor
    Comments (1166) | Send Message
     
    iPad 3? When did that come out? Does that improve on the New iPad?
    20 Jul 2012, 03:07 PM Reply Like
  • Magghoward
    , contributor
    Comment (1) | Send Message
     
    So are you bullish on the stock price apple continuing to go up?
    21 Jul 2012, 10:21 AM Reply Like
  • bjnflicks
    , contributor
    Comments (3468) | Send Message
     
    Just remember where Apple is in terms of its global growth curve, about 20% into it. They have only begun to focus on anyplace but North America. But China, where Apples are more popular than any other possession by far, has already shown 500% growth last quarter. That 500% could actually be repeated many times going forward, the real challenge is how to make that many units fast enough to satisfy the demand. Fortunately, this is Cook's specialty, supply chain, plus you have Ives who was much of the creative brains behind Jobs.

     

    As for the rest of the world, with Blackberrys tumbling out of favor, samsung becoems the only real competitor, but Samsung's profit margins are nowhere near Apple's. In months and years to come, expect Apple to spread throughout the world, starting with hihger income people, then working its way down to the mid level. The potential numbers are astronomical. China alone could be a bigger market than North America.

     

    Apple has only begun to spread to South America, the Middle East and the rest of Asia. Then there is Russia, major growth in europe, Africa, everywhere there is at least a 3g network. when you travel interntionally, you see it happenign already in the airports. In Panama airport VIP lounge, I counted 35 Apples and 34 non Apple laptops/tablets last week. This unofficial survey proves that even though Apple has only begun to do business in latin America, it is alerady very strong, and many high-security conscious entities are dumping Blackberry and replacing them with iPhones. So you see what the potential is here, even without an Apple TV revolution. Basically, I thnk they can do 5-10 times the business they are doing now, which is already huge and phenomenal, especially if they come out with lower cost models to crush samsung in the middle. After all who wants a Samsung when for a few dollars more they can buy an apple? Not many people. So buy, hold and stay long Apple. It really is the best company and stock on the planet, and is likely to stay that way for years.
    21 Jul 2012, 02:49 PM Reply Like
  • bjnflicks
    , contributor
    Comments (3468) | Send Message
     
    Just read the news about the tablet launch in China. To avoid cresting a riot, Apple requires all Chinese buyers to pay in advance and reserve a tablet which they can pick up later. This is importsnt because that means that this new surge of revenue may very well show up in Tuesday';s numbers, including not just the dollar amount but a huge-huge growth figure from China for the iPad as well as other Apple products. Then, if we get a China Mobile deal, the sky is the limit in China and neighboring countries, and going forward for many years or even decades Apple will be the dominant top end communications platform in the biggest best market in the world, probably eclipsing North America.

     

    Why such optimism longterm? Because it is a fact that once anyone buys an Apple they rarely switch or go back. It is the strongest brand in the world with the most brand loyalty by far. Nothing else comes close, True apples are more expensive, but these products are a big priority to millions of people around the world, and mroe and mroe people every day. They would rather own an Apple than any other product, it is the ultimate prestige product to own, so the person who earns $15,000 a year could easily be proud to spend 5-10% of that on Apple(s). and almost none of this is yet reflected in the current stock price IHMO, is it?
    21 Jul 2012, 03:02 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs