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Jumat, 02 Desember 2011

HP Concedes, Apple Will Win The PC Market Next Year

Business Insider: The Apple Investor

Business Insider: The Apple Investor

Business Insider: The Apple Investor


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AAPL Up As Market Climbs
Markets are on the rise as jobs data shows that the jobless rate has fallen to a 2.5 year low, however still awful. Shares of AAPL are up with tech. 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 mobile advertising (iAd), books / publishing, gaming, mapping and social (Ping). Shares of Apple trade at 8.1x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).

Analyst Raises iPhone Estimates, Trims iPad Estimates (Barron's)
J.P. Morgan analyst Mark Moskowitz reiterated his Overweight rating on shares of Apple and $525 price-target after raising his estimates on iPhone sales while also cutting his iPad estimates for the holiday quarter. There are “no signs of a plateau effect in end demand” for the iPhone, with the company estimated to ship 28 million units this quarter, up from his prior 25 million forecast. The iPad may sell slightly less units than anticipated or 13 million. While there’s “no structural change to the iPad demand environment,” he believes that “there has been limited uplift in build activity.” And so the guessing game begins. Read »

Apple TV Is Coming Next Year And It's Going To Be Awesome (Business Insider)
Speaking at Business Insider's IGNITION conference this week, Piper Jaffray's Gene Munster reiterated his belief that Apple is going to launch a TV next year. In fact, Gene is so sure an Apple TV is coming that he told anyone in the audience who is thinking of buying a TV to wait, because Apple's is going to be an awesome, full-fledged TV set, which will come in a range of sizes. There goes my Christmas present to myself. Read »

HP Says Apple Likely To Overtake It As Leading PC Maker Next Year (AppleInsider)
Speaking to a French newspaper, HP's chief executive Meg Whitman conceded that that Apple was doing "a great job" and that her company's once much smaller rival could likely pass HP to become the world's leading PC maker next year. HP's webOS has been circling the drain for a while now, but the firm's final decision as to whether to consider to support the OS or sell it off will take another two weeks. Whitman revealed that her company "needs to have another operating system." If you'd like to practice your french, click here for the interview. Read »

The iPhone 4S Has A Huge Approval Rate (Various via Scoople)
A new survey from ChangeWave suggests that 96% of iPhone 4S owners are satisfied with their purchase, ensuring that customer satisfaction ratings for the new smartphone top those of its predecessor. Meaning that any disappointment that might have been expressed by onlookers as Apple unveiled its latest iPhone has not carried over to the actual owners. The iPhone 4S became the fastest-selling iPhone yet, moving 4 million units during the debut weekend. Not surprisingly, 49% of iPhone 4S users rated Siri as their favorite feature. Read »

Android Is Schooling Apple On Mobile OS, Why It Matters (SplatF)
While Google Android’sshare of the smartphone market soars, Apple’s is drooping.
  • Last quarter, Android represented 53% of smartphone shipments (Gartner).
  • That is 3x more Android shipments than the year-ago period and twice as much market share.
  • Meanwhile, Apple’s market share dropped to 15% and while overall shipments grew, it wasn't nearly as fast as Android.
Now, there’s a good explanation for this: Many delayed purchases waiting for the October iPhone. Assuming Apple can ramp up supply of the iPhone 4S during the holiday season, it stands to have a better quarter. Read more to find out what Apple can do to improve its market position. Read »

Daily Trader: A Discussion On Whether To Buy Apple Stock (Seeking Alpha)
Some thoughts:
  • Is Now A Good Time To Buy?: It is rare to find a company trading at a meaningful discount to its Intrinsic Value. The future growth of Apple depends on its ability to invent new products that consumers will want to buy. The stock market participants may be skeptical as to how well Apple can continue to innovate. Investors who believe that Apple will continue to invent new successful products would see a wonderful investment opportunity at current prices. Read »
  • When Is The Best Time To Buy?: Apple is undervalued on a historical basis and it still has room for expansion. Even if Apple does not come up with a radical innovation such as iPhone, the existing line of products are enough to keep a moderate growth in the cash flow for a long period. Thus, Apple is suitable for the portfolio of any kind of investor. If the trailing P/E ratio falls to single digit levels, even Buffett might get on the bandwagon. Read »
This does assume the world doesn't go to hell in a hand basket.



Get complete Apple coverage on Business Insider. Read »

Heather Leonard is a former tech research associate at Goldman Sachs and co-host of Business Insider's daily video show.
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