"The big opportunity over the next two years is the low-end phone market," Gene Munster tells...


"The big opportunity over the next two years is the low-end phone market," Gene Munster tells Bloomberg, expecting Apple's (AAPL) earnings growth to return in H2 and reiterating his Buy rating on the stock. Munster sees just a modest increase in the dividend - from $10.60 to $14 - and no bump in the buyback. Shares +0.3% premarket.

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Comments (10)
  • css1971
    , contributor
    Comments (871) | Send Message
     
    Eh? More like an excellent opportunity to crush their own margins.

     

    Both NOK and Samsung are practised at producing $100 phones.

     

    The Chinese are being subsidized by their government to produce sub $100 phones.
    26 Mar 2013, 08:44 AM Reply Like
  • MAdeelA
    , contributor
    Comments (62) | Send Message
     
    There were also $10-$20 MP3 players; but everyone wanted an iPod (shuffle, nano, etc.)
    We'll find out soon enough if the iPhone brand is as strong as the iPod brand was against its' competitors.
    26 Mar 2013, 09:06 AM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1553) | Send Message
     
    I am really sick of articles by stock traders posting articles on their "opinions" about what Apple "needs" to do to survive. As if Apple the company isn't doing something excellent right now! Apple is all about making the best product they can. Rabid stock holders have become much more of a treat to the long term health of this fine company than Google or Samsung will ever be because making high end products rather than seeking exponential stock growth forever, (which is impossible), will destroy Apple's most core value which is excellence! I hope that Apple can find a way to get out of the shackles That "WE THE SHAREHOLDERS" impose , before WE destroy Apple with our short sighted remedies based on our short term greed at the peril of apples long term success.
    26 Mar 2013, 09:15 AM Reply Like
  • PeakOiler
    , contributor
    Comments (299) | Send Message
     
    Apple will never be the same again without Jobs, he was one in a billion with a B, a 10 sigma genius. AAPL will struggle for years to come.
    26 Mar 2013, 09:18 AM Reply Like
  • Jack Baker
    , contributor
    Comments (1243) | Send Message
     
    10 sigma, LOL! Oh, lordy. Jobs was a strong marketer, that is all. And, he took on an eccentric genius persona towards the end. AAPL is a huge company with many brilliant minds still there including Jonny Ives. Cook is fine. He has made a few mistakes in his first year that I doubt will be repeated. Obviously maps was not good, but was remedied quickly. Cook corrected Jobs' mistake by coming out with the ipad mini. And, he will correct jobs other big mistake by coming out with a bigger iphone.
    26 Mar 2013, 10:02 AM Reply Like
  • Jack Staub
    , contributor
    Comments (90) | Send Message
     
    Steve Jobs is no longer leading Apple, but the truth is he wasn't there very much while he battled cancer. But Tim Cook and his team were there and they executed perfectly.
    26 Mar 2013, 12:40 PM Reply Like
  • WeaponWilliam1
    , contributor
    Comments (35) | Send Message
     
    I agree. But for the record, it is Ive. Do not weaken your argument.
    26 Mar 2013, 07:40 PM Reply Like
  • doright7
    , contributor
    Comments (3) | Send Message
     
    Does one of the competitors have Jobs?
    Will they also struggle for years to come?
    If so, we should short the entire sector, no?
    26 Mar 2013, 09:29 AM Reply Like
  • moseslarsen
    , contributor
    Comments (645) | Send Message
     
    PG had to make the same transition AAPL is churning through coming out of the great recession...look at PG's share price from 2009 til now. Think about the products that they sold and to whom.

     

    AAPL is now in process working through how to continue meeting the needs of a shrinking 'first world' market with high end tastes (and the resultant high growth margins) while tapping into a vast 'third world' market that requires different products and the acceptance of a different growth profile.

     

    PS. AAPL's coin purse is kinda fat, so lets wait and see what they have in store for the world. Yes, I bought a few shares...with the expectation that I will sell at a nice 20-30% profit. Regards, Moses
    26 Mar 2013, 11:25 AM Reply Like
  • J Craig Holworthy
    , contributor
    Comment (1) | Send Message
     
    What Apple needs to do is leave the iphone alone at it's present size. Obviously hundreds of millions of customers have felt this size works to date. It fits well in a pocket, or purse, or belt holder. They also need to give those who want a very small tablet that can make and receive phone calls as well as surf the web a device -- the ipad micro. Samsung just put all it's eggs in the 5" basket. You want the latest phone innovations you gota buy a 5" micro tablet. You don't want that big a "phone" you have to take an older model phone. Let the customer decide what size phone or device he or she wants. Apple this way would cover all the size bases necessary here in the US with up to date devices.
    26 Mar 2013, 01:10 PM Reply Like
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