AAPL Sideways As Market Dives As
Europe implodes, the U.S. markets are following suit. Shares of AAPL seesawing along the flatline. Upcoming events include Tim Cook's keynote next week at the
D10 Conference on May 29 and Apple's
developer conference (WWDC) slated to start June 11 (where the company
is expected to make a slew of announcements). Investors remain focused on iPhone penetration globally and the anticipated launch of the next generation iPhone in the fall; iPad adoption; market share growth of the Mac business as well as the upcoming refresh; the introduction of the anticipated Apple TV set; and platforms such as Siri, iAd and iBooks. Shares of Apple trade at
8.7x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities), ridiculously low based on historical trends.
Apple Not Likely Affected By Qualcomm Chip Shortage (Apple Insider) A new report from Gene Munster at Piper Jaffray claims 28nm chip shortages at Qualcomm are unlikely to keep Apple from releasing a next-generation iPhone with a "completely redesigned body style" in October. Qualcomm is widely expected to provide the baseband chip for the next-generation iPhone. He estimates an 80% chance that iPhone sales will meet its forecast of 49 million units in the December 2012 quarter. Even if Apple was affected by shortages, Munster expressed belief that iPhone sales would simply be shifted into the March 2013 quarter and beyond.
Read » The iPhone 3GS Might Become Apple's Pre-Paid Option (Forbes) With the iPhone 4S jumping off the shelves, and buzz about the iPhone 5 continuing to mount, no one spends much time talking or thinking about the lowly 3GS, which you can get for free with a two-year service contract. But the phone, now almost 3 years old, might have more life left than most people would suspect. Jefferies & Co. analyst Peter Misek asserts that Apple has signed an agreement "with a major global distributor" which will look for ways to penetrate the pre-paid and developing markets. He thinks the phone will be repriced (at the wholesale level) from $375 down to the $200 to $250 range.
Read » Apple Shipped The Most Mobile PCs In The First Quarter (VentureBeat) Apple shipped 17.2 million mobile PCs in the first quarter of 2012, leading the world in units shipped by 22.5%, according to a study by NPD DisplaySearch. And with new releases like the latest iPad, interest will continue to grow. Compared to the same quarter last year, Apple shipped 118% more mobile PCs, 80% of which were iPads. That accounts for 162% growth year over year. The iPad accounted for so much mobile PC growth, that Apple didn’t even show up on the list of companies who shipped the most notebook units. HP won that game. But the amount of iPads shipped was enough to raise Apple up over its competitors in the overall market. For more, check out the new BI Intelligence report,
Apple Now Dominates Portable Computer Sales Because Of The iPad.
Read » The Rumored Apple TV Will Revolutionize Cable And Advertising
(Seeking Alpha) Apple TV will completely revolutionize the cable TV and TV advertising markets as we know it. How? Through TV apps. These will disrupt the cable industry just as much as Apple disrupted the music industry. Currently, cable subscribers have to subscribe to a set of packages, some of which are mandated by federal and local law. But why? Why can't cable users subscribe to channels on an individual basis, or even to purchase individual shows as desired? With TV apps, they can. The new Apple TV will allow content producers to create apps which will be used to distribute content.
Read » Here's A Great Infographic On Apple's... Presence (Sortable via Mashable) Keeping up with Apple‘s growth is like sneezing with your eyes open; it’s nearly impossible. So here's an
awesome infographic just to put that in context. It shares the latest Apple profits, revenues and cash-in-hand, along with the company’s reach; 30% of smartphone users in the U.S. have an iPhone. Along with an impressive iPad market share (62%) and an astounding number of employees (over 30,000), don’t forget one of Apple’s most valuable properties; the App Store. You’ll currently find 600,000 apps and counting in the store, and 895 new apps are added every day.
Read » The 9 Most Interesting Facts About Apple Stock (Business Insider) Morgan Stanley's Adam Parker has an interesting report on The Elephant In The Room. Otherwise know as Apple. It's not so much about the company, but rather about the stock itself and how investors should deal with such a megacap in their portfolios. The stock brings its headaches, since typically a prudent investor would trim their holdings as it got larger and larger. The problem is, selling Apple at any price (up until recently) has been a huge blunder. The report advises against trying to create a basket of related stocks (like suppliers) as they have failed to perform as well as Apple, and the baskets require constant rebalancing.
Read » How Does Apple Make Ping Not Suck? (Adam Haworth)Ping is terrible. Everyone knows it. But there are a few ways that it can be rescued according to blogger Adam Haworth: Ping needs to be taken out of iTunes.app and moved into its own:
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