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AAPL Down With Market
The market is lower on continued Euro Zone fears. AAPL and the rest of tech is off as well. Catalysts for the stock include holiday quarter results to be announced on Tuesday, January 24 at 5:00pm Eastern Time. iPhone upgrade cycles and adoption; update to the iPad in early 2012; continued market share growth of the Mac business line; further 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 9.2x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).Apple Is Once Again A Top Pick In 2012 (BGR)
Ticonderoga Securities analyst Brian White made Apple his top pick in 2011 and the stock was his top performer, up 26% during his coverage. This year, Apple remains his top stock pick as a trio of new products is set to extend Apple’s lead in the new year: iTV, a “iPad mini” and the iPhone 5. Brian believes “Apple’s portfolio in 2012 has the opportunity to create more excitement around the story.” He also expects “the company to finally come to grips with its surging cash balance and issue its first cash dividend.”
Amazon Robbed Apple Of A Billion In Holiday Sales (Mashable)
According to Amazon, the Kindle Fire led the Kindle line to record-breaking sales of 4 million devices over the holiday season. As such, Morgan Keegan analyst Tavis McCourt believes that the Amazon Kindle Fire may have robbed Apple of 1 million to 2 million iPad sales. He had been estimating about 16 million iPads sold in the quarter, but reduced his estimates to 13 million (that would be 3 million, but who’s counting). That’s well over $1 billion in holiday iPad sales.
Here Are Four More Industries Apple Can Disrupt (TIME)
Apple has done a rather amazing job of disrupting quite a few industries. And it is on the cusp of disrupting at least four more major industries in the next three to five years:
- TV industry: Just about every major PC and consumer electronics company is trying to break into interactive TV
- Auto industry: Integration of the phone and its content into the navigation and sound system in the car
- Watch industry: Apple has stumbled onto something interesting with the iPod Nano; many people have started to use it as a watch
- Appliance industry: The refrigerator of the future will have a screen on it and would be connected to the Internet
All of this is possible because Apple has created a fundamentally unified platform tied to an operating system, apps and the cloud ecosystem.
Apple’s Media Event At The End Of The Month To Focus On iTunes U And Education (Clayton Morris)
Fox News reporter Clayton Morris believes that Apple’s upcoming media event will focus on iTunes University and Apple in education. He learned of the event back in September when it was originally scheduled for late Fall in New York but it was eventually postponed. It is being held in New York rather than in the Silicon Valley because New York is more centrally located for textbook and publishing. Morris expects at least two large project announcements as they relate to Apple in education (Steve Jobs gave a hat tip to the textbook side of this project in the Isaacson biography).
Apple Going After English Premier League Rights (The Daily Mail)
Apple is “showing interest” into placing a bid for the TV rights to the next season of the English Premier League. That means Apple will take on the likes of Sky and ESPN in bidding tender is offered up before the end of the season. The company is likely is looking for exclusive content before the launch of its iTV, similar to the way the company now offers free Wall Street Journal video to the U.S. and Canadian versions on Apple TV.
Apple’s 2012 Product Lines Likely Getting Hardware Overhauls (GigaOM)
Apple had a huge 2011, but it wasn’t really a year in which we saw a lot of big changes on the hardware front. That’s part of why we can likely expect a lot of changes in terms of devices in 2012:
- iPhone: Pick your rumour of choice. But expect an A6 processor (possibly quad-core), a larger screen and a new physical case design.
- iPod: The iPod Touch will likely get the spec bump it missed this year, bringing it closer to the current iPhone 4S.
- iPad: Again, pick your favourite tech blog for specs. It will likely come complete with the Retina Display.
- Macs: Look for significant changes and room for improvement to the MacBook Air and iMac lines.
- Apple TV: Your guess is as good as mine.
Predicting this is likely a fool’s game, but at least it’s fun.
Apple’s 2012 Will Be Quite A Year, It Has To Be (Forbes)
While it’s impossible to say what Apple will do in the year ahead, it’s easy to see what they’ll have to do to keep up. To name a few, Apple’s software will need cutting-edge mobile processors if the company hopes to continue to amaze on the mobile device front. Apple’s enormous capital budget, coupled with advances in display technology, could make displays a place where Apple will find a competitive edge this year, especially in TV sets. And Tim Cook and his team will have plenty of resources. Capital spending over the next year is projected to be up 73%.
The iPad Is Getting Big In The Healthcare World (Various via Scoople)
Apple’s iPad is increasingly finding use in hospitals, where some locations have begun using the touchscreen tablet as a kiosk to allow patients and visitors to check in or access information. The iPad has helped some hospitals streamline operations by reducing labour costs and improving staff efficiency. And nurses, technicians and doctors are said to view the iPad as a great time-saver. So much for the clipboard.
App Store Rocking Again Thanks To iPhone 4S (GigaOM)
Apple’s App Store is doing well thanks to the successful launch of the iPhone 4S. For the second month in a row, it posted record downloads among the top 200 free apps according to Fiksu. For the first time, free apps in the top 200 exceeded the 5 million mark, with an average of 5.65 million downloads per day. That’s a 15% increase over the same stat as measured in October, when the App Store saw 4.91 million downloads per day among the top-ranked free apps. Before that, downloads had been declining slowly since June 2011, attributable to the late release of the iPhone 4S.
Here Are The Most Significant Apple Stories Of 2011 (Ars Technica)
In case you were under a rock, here are the top stories surrounding Apple last year. They range from Steve Job’s passing to malware on the Mac. I can’t believe I just used those words in the same sentence.