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Wednesday, November 2, 2011

Apple Will Lose The Consumer Tablet War, But Win Enterprise

Business Insider: The Apple Investor

Business Insider: The Apple Investor

Business Insider: The Apple Investor


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Wednesday, November 2, 2011
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Courtesy of Yahoo! Finance

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AAPL Up As Market Fights Back
The market is rebounding after yesterday's selloff as the private sector added more than anticipated jobs and layoffs plummeted in October. Shares of AAPL are up with the rest of technology. Catalysts include upgrade cycle and conversion to the iPhone 4S and response to the free iPhone 3GS; update to the iPad in early 2012; continued growth of the Mac business line; mobile adoption in China and emerging markets; the evolution and reconstruction of Apple TV; and platforms such as mobile advertising (iAd), books / publishing and social (Ping). Shares of Apple trade at 8.8x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).

Tim Cook Making His Own Apple (The Wall Street Journal
via CNet)

Tim Cook has been Apple's chief executive officer for little more than two months and he's already making some distinct changes:
  • Restructured the company's education division
  • Promoted Eddy Cue to senior VP of Internet software and services
  • Started a charitable matching program
  • More communication including company-wide e-mails
Nothing like being under a microscope. There is also rumbling that he will free up the company's cash hoard. Read »

Apple To Post 50%+ Sequential iPhone Growth Over The Holidays (Barron's)
Sterne Agee analyst Shaw Wu says he’s “comfortable” with his iPhone unit sales forecast for 26 million this quarter, which is 52% more than last quarter. Siting channel checks, he notes that he is "picking up fairly broad strength across AAPL’s iPhone family including the new 4S, 4, and 3GS models.” You think? He also thinks the newer carriers for the phone, Sprint-Nextel and Japan’s KDDI, are crushing it out as well. Wu maintains his Buy rating and $500 price-target. Read »

Analyst Sees Apple Losing The Consumer Tablet War, Winning In The Enterprise (eWeek)
Jack Gold, analyst with his own J. Gold Associates, believes that Apple will lose its dominance of the consumer tablet space within the next three years. He also predicts that Microsoft will own roughly 10% of the consumer tablet market by that 2014-2015 time frame, beating Research In Motion but losing to iOS at 30% and Android at 50%. In the enterprise space, however, Apple’s is a clear winner with 40% followed by Android at 30%. Read »

iPhone 4S Launch Propels iOS Share To 62% Globally (Net Applications)
Apple gained a lot of ground in mobile market share for the month of October according to Net Applications. The iPhone 4S, which sold more than 4 million units during its opening weekend alone, caused Apple’s mobile operating system share to balloon to 61.6% of the global market in October, up 7% from 54.7% in September. That is after Apple's saw just 1.6% growth between August and September. Android’s market share grew from 16.3% in September to 18.9% during the same period. Read »

Apple Adds Fourth U.S. Carrier To iPhone List, And It's Not T-Mobile (Bloomberg)
T-Mobile must be pissed. Regional carrier C Spire (formerly known as Cellular South) will become the fourth wireless carrier in the U.S. to offer Apple's iPhone 4S. The Mississippi-based carrier was able to negotiate its own deal. The tiny carrier only has about 1 million subscribers so won't move the needle too much, but still; it's carrier diversification for Apple. Read »

Apple Expanding Internationally, The iPhone 4S Coming To 15 New Countries (Various via iDygest)
Apple has issued an official announcement confirming that its iPhone 4S is coming to Hong Kong, South Korea and 13 additional countries (Albania, Armenia, Bulgaria, El Salvador, Greece, Guatemala, Malta, Montenegro, New Zealand, Panama, Poland, Portugal and Romania) on November 11. This will bring the total number of countries with the iPhone 4S up to 44. Read »



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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