AAPL Up As Market Turns South Markets have erased morning gains on
negative headlines coming out from Europe. AAPL is up while the rest of technology is trading in the negative. Catalysts include
iPhone upgrade cycles and adoption; update to the
iPad in early 2012; continued market share growth of the Mac business line; penetration in China and emerging markets; the evolution and potential re-conception of
Apple TV; and platforms such as Siri, mobile advertising (iAd), books and publishing, gaming, mapping and social (
Ping). Shares of
Apple trade at
8.3x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).
Apple Is Pitching Studio Executives The New Apple TV Set Technology
(The Wall Street Journal) Apple is rumored to be pushing forward with plans to launch a full-fledged TV set, holding meetings with media executives and sharing their vision for the future of the living room, including the possibility of storing recorded TV content in
iCloud. The TV would grab video over the Internet using a home Wi-Fi network, and users would be able to control it with their other Apple devices, like iPads or iPhones.
The biggest mystery is whether customers will be willing to pay twice as much as a regular TV set for whatever Apple comes up with.
Read » Apple Schooling Nokia In The UK (Financial Times) Nokia‘s multimillion efforts to push its
Windows Phone based Lumia 800 still hasn’t resulted in strong holiday sales, according to the latest UK stats from GfK. Apple’s iPhone continues to dominate the mobile market. Five of the top fifteen devices were versions of Apple’s iPhone, with the Lumia 800 apparently failing to get into the top ten in either November or December. That's got to hurt.
Read » The iPhone 4S Came To 20 More Countries Last Week (MacRumors) Apple launched the iPhone 4S in 20 new countries late last week. It is now available in Bahrain, Brazil, Chile, Egypt, Israel, Jordan, Kuwait, Malaysia, Morocco, Peru, the Philippines, Qatar, Russia, Saudi Arabia, South Africa, Taiwan, Thailand, Tunisia, Turkey, United Arab Emirates and Vietnam. Apple’s Brazilian store is reportedly selling the iPhone 4S for as much as $1,845 due to the import duties imposed on such devices there. One major reason why Apple and
Foxconn are working on ramping up production of
iOS devices in the country.
Read » Online Spending Up 15% From Last Year So Far This Season (comScore) U.S. online spending for the holiday season has risen 15% to $30.9 billion from last year according to comScore. Four days last week topped $1 billion with sales of $6.3 billion, also up 15% year-over-year. Spending is expected to slow as Christmas Day nears. Cyber Monday, November 28, is likely to be the single top online spending day with $1.25 billion, followed by $1.13 billion in purchases on December 12 and $1.07 billion on December 16 (free shipping day). Wonder what online spending with do post-Christmas this season.
Read » Tablets Will Reach 100 Million Units Next Year (MediaPost) Boosted by strong sales of
Amazon's Kindle Fire,
J.P. Morgan forecasts worldwide tablet shipments will climb 55.2% to 99.3 million next year and reach 132.6 million by 2013. Previous estimates called for tablet shipments to reach between about 70 - 80 million next year. Apple is expected to control a lion’s share of the tablet market, at least until the rollout of
Microsoft's Windows 8 tablet.
J.P. Morgan projects Apple will ship 45.5 million iPad units next year, representing a 46% market share.
Read » Apple Still Popular With The Hedge Funds (Seeking Alpha) Apple is very popular with fund managers. Both Julian Robertson’s
Tiger Management and David Einhorn’s
Greenlight Capital had over 10% of their respective portfolios invested in the company at the end of the third quarter. John Griffin’s Blue Ridge Capital came in close at 9.32%.
Read » 
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