w********2
发帖数: 16371 | 1 Piper Jaffray‘s Gene Munster reiterated an Overweight rating on Apple
shares this evening, writing that the new device is “impressive,” and “a
significant upgrade” to the iPad 2.
Munster thinks the new features will keep Apple in the lead in the tablet
market. And he thinks that “our near-term (1 year) iPad estimates are
likely too low,” given that he’s been projecting just 26% growth in iPad
unit sales in calendar 2013. In actuality, he writes, if Apple loses share,
dropping to just 50% of the tablet market, nevertheless, if the iPad market
overtakes the 350-million unit PC market, that could mean 225 million iPads
by 2016, which would imply 40% per year growth for Apple.
And UBS‘s Maynard Um reiterates a Buy rating on the stock, and a $550 price
target, writing that a faster timeline for shipping the new model could
help Apple surpass his 12 million-unit estimate for iPad sales in the March
quarter.
Apple said it will ship the new iPad on March 16th to 10 countries, and ship
in another 25 countries on the 23rd, notes Um, which is faster than the
schedule last time around, where the iPad took another two weeks after the
initial shipment to reach additional territories.
While we expect iPad 2 sales likely slowed into the new iPad announcement,
we believe the accelerated launch timeline & lower iPad 2 pricing could at
least support, if not upside, our current 12mn unit estimate for the March
qtr.
Update: RBC Capital‘s Mike Abramsky offered his thoughts a short while ago
in a note to clients titled “New iPad ? Incremental? Really?” in which he
asserts the new device will “maintain Apple’s tablet dominance.” |
s**u
发帖数: 1436 | 2 他们靠这个赚钱呢，能不love么？
这位Munster先生最著名的分析就是蹲在apple store门口问了一圈，然后发文说iphone
的market share会领先于android phone
a
,
market
iPads
【在 w********2 的大作中提到】
: Piper Jaffray‘s Gene Munster reiterated an Overweight rating on Apple
: shares this evening, writing that the new device is “impressive,” and “a
: significant upgrade” to the iPad 2.
: Munster thinks the new features will keep Apple in the lead in the tablet
: market. And he thinks that “our near-term (1 year) iPad estimates are
: likely too low,” given that he’s been projecting just 26% growth in iPad
: unit sales in calendar 2013. In actuality, he writes, if Apple loses share,
: dropping to just 50% of the tablet market, nevertheless, if the iPad market
: overtakes the 350-million unit PC market, that could mean 225 million iPads
: by 2016, which would imply 40% per year growth for Apple.
|
w********2
发帖数: 16371 | 3 munster 的确是长期看牛苹果的
不过他是最早看苹果上500的吧
还是算有眼光的一个
iphone
tablet
iPad
share
【在 s**u 的大作中提到】
: 他们靠这个赚钱呢，能不love么？
: 这位Munster先生最著名的分析就是蹲在apple store门口问了一圈，然后发文说iphone
: 的market share会领先于android phone
:
: a
: ,
: market
: iPads
|
w********2
发帖数: 16371 | 4 Like some other analysts, Evercore Partners’s Rob Cihra this evening is
enthusiastic about the introduction of Apple‘s (AAPL) latest iPad model,
but he reiterates a view that something else is coming.
Cihra, who maintains an Overweight rating on Apple stock and a $650 price
target, writes that the “A5X” microprocessor used in the new iPad is not
the end of the story:
New A5X processor doubles graphics performance and we think shrunk to 32nm
from prior 45nm, but we continue to believe a new 28nm quad-core “A6” will
be available ~Sept, setting up the prospect for yet another mid-cycle
flagship refresh.
Of the new model, he writes:
10-inch screen maintained as expected, but we continue to see prospects for
Apple to add a new smaller 8-inch model around Sept, enabling both a “one-
handed iPad” design-point and Apple to save BOM-cost to reach even lower ($
300?) price points.
Cihra doesn’t elaborate on what gives him confidence in that view.
Apple may scoop up 59% of the 100-million-unit tablet market this year,
despite the success of the Amazon.com (AMZN) “Kindle Fire” tablet, writes
Cihra. Apple is the “only vendor able to cream off the most profitable
segment,” while the rest of the competitors must sell at cost, he writes.
The Fire, furthermore, is only going to make it hard for the other low-cost
devices based on Google‘s (GOOG) Android software to compete.
Apple shares today closed up 43 cents at $530.69.
a
,
market
iPads
【在 w********2 的大作中提到】
: Piper Jaffray‘s Gene Munster reiterated an Overweight rating on Apple
: shares this evening, writing that the new device is “impressive,” and “a
: significant upgrade” to the iPad 2.
: Munster thinks the new features will keep Apple in the lead in the tablet
: market. And he thinks that “our near-term (1 year) iPad estimates are
: likely too low,” given that he’s been projecting just 26% growth in iPad
: unit sales in calendar 2013. In actuality, he writes, if Apple loses share,
: dropping to just 50% of the tablet market, nevertheless, if the iPad market
: overtakes the 350-million unit PC market, that could mean 225 million iPads
: by 2016, which would imply 40% per year growth for Apple.
|
c****n
发帖数: 21367 | 5 how come "kindle fire" is a success...
that device looks like a paper made prototype of iPad 1...
will
【在 w********2 的大作中提到】
: Like some other analysts, Evercore Partners’s Rob Cihra this evening is
: enthusiastic about the introduction of Apple‘s (AAPL) latest iPad model,
: but he reiterates a view that something else is coming.
: Cihra, who maintains an Overweight rating on Apple stock and a $650 price
: target, writes that the “A5X” microprocessor used in the new iPad is not
: the end of the story:
: New A5X processor doubles graphics performance and we think shrunk to 32nm
: from prior 45nm, but we continue to believe a new 28nm quad-core “A6” will
: be available ~Sept, setting up the prospect for yet another mid-cycle
: flagship refresh.
|
c********n
发帖数: 4762 | 6 doesn't matter. Success means selling well.
Windows is also a success.
【在 c****n 的大作中提到】
: how come "kindle fire" is a success...
: that device looks like a paper made prototype of iPad 1...
:
: will
|
c****o
发帖数: 681 | 7 The real question is, is Amazon making money selling Kindle Fire?
【在 c********n 的大作中提到】
: doesn't matter. Success means selling well.
: Windows is also a success.
|
c****n
发帖数: 21367 | 8 windows series do have some good OS
however, kindle fire is sold at a price below its cost...
i would not call this a "success"
otherwise, HP touchpad would be a "great success"
【在 c********n 的大作中提到】
: doesn't matter. Success means selling well.
: Windows is also a success.
|
c********n
发帖数: 4762 | 9 这年头啥生意都有人作， 就亏本的生意没人做。
别对自己太自信。
【在 c****n 的大作中提到】
: windows series do have some good OS
: however, kindle fire is sold at a price below its cost...
: i would not call this a "success"
: otherwise, HP touchpad would be a "great success"
|
T*****R
发帖数: 2062 | 10 赔钱赚吆喝。。
【在 c****o 的大作中提到】
: The real question is, is Amazon making money selling Kindle Fire?
|
|
|
c****n
发帖数: 21367 | 11 ... selling device below cost does not mean 亏本
gaming console manufacturers had practiced this strategy for years.
however, kindle fire as a portable device truly sucks...
you are free to express your love towards it...
【在 c********n 的大作中提到】
: 这年头啥生意都有人作， 就亏本的生意没人做。
: 别对自己太自信。
|
c********n
发帖数: 4762 | 12 I didn't buy any kindle, let alone loving them. But until you have
absolutely accurate material price of kindle fire, I highly doubt it's
sold below material cost.
Please don't list the iSXXX website as reference, which is totally a joke.
【在 c****n 的大作中提到】
: ... selling device below cost does not mean 亏本
: gaming console manufacturers had practiced this strategy for years.
: however, kindle fire as a portable device truly sucks...
: you are free to express your love towards it...
|
w********2
发帖数: 16371 | 13 sold well compare to other tablet.
,
price
not
32nm
【在 c****n 的大作中提到】
: how come "kindle fire" is a success...
: that device looks like a paper made prototype of iPad 1...
:
: will
|
c****n
发帖数: 21367 | 14 come on... we do not need iSxxx as reference :)
just google "kindle fire selling at a loss", you'll get
various analyst articles. even on amazon forums you'll see
discussions.
selling below cost is not necessarily a bad thing for kindle fire
as i mentioned. it's just a biz strategy, almost every IT company
are practicing this strategy nowadays, not sure why you highly doubt it.
【在 c********n 的大作中提到】
: I didn't buy any kindle, let alone loving them. But until you have
: absolutely accurate material price of kindle fire, I highly doubt it's
: sold below material cost.
: Please don't list the iSXXX website as reference, which is totally a joke.
|
i****e
发帖数: 913 | |
s****c
发帖数: 11300 | 16 amazon从来不说他们产品的销售情况
kindle的时候就是这样
我觉得kindle fire可能比别的本子销售数量高 但是绝对数量也不怎么乐观
【在 w********2 的大作中提到】
: sold well compare to other tablet.
:
: ,
: price
: not
: 32nm
|
w********2
发帖数: 16371 | 17 他们透露过，当时几周都卖1个million的kindle fire
不过我觉得是间接帮助了苹果，因为基本上赔本卖设备让其它平板公司望而却步。。
【在 s****c 的大作中提到】
: amazon从来不说他们产品的销售情况
: kindle的时候就是这样
: 我觉得kindle fire可能比别的本子销售数量高 但是绝对数量也不怎么乐观
|
c****o
发帖数: 681 | 18 Have they disclosed the return rate? I once got my hands on a Fire in a
local store, and thought it was the ugliest pad I had seen.
【在 w********2 的大作中提到】
: 他们透露过，当时几周都卖1个million的kindle fire
: 不过我觉得是间接帮助了苹果，因为基本上赔本卖设备让其它平板公司望而却步。。
|
c********n
发帖数: 4762 | 19 怎么会， 你要有机会到BRANDSMARTUSA的TABLET区转转， 那些TABLET是一个比一个丑
， 都跟赛东施样的。
【在 c****o 的大作中提到】
: Have they disclosed the return rate? I once got my hands on a Fire in a
: local store, and thought it was the ugliest pad I had seen.
|
c****o
发帖数: 681 | 20 What's BRANDSMARTUSA? Is it as good as BestBuy? :)
【在 c********n 的大作中提到】
: 怎么会， 你要有机会到BRANDSMARTUSA的TABLET区转转， 那些TABLET是一个比一个丑
: ， 都跟赛东施样的。
|
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c********n
发帖数: 4762 | 21 你们那里可能没有， 就是FRYS一样的店， 任何电器都卖。
【在 c****o 的大作中提到】
: What's BRANDSMARTUSA? Is it as good as BestBuy? :)
|
s****c
发帖数: 11300 | 22 是出货量还是卖到最终用户手里的量？
开始几周往staples bestbuy target这样的零售商铺货 出货量大不奇怪
【在 w********2 的大作中提到】
: 他们透露过，当时几周都卖1个million的kindle fire
: 不过我觉得是间接帮助了苹果，因为基本上赔本卖设备让其它平板公司望而却步。。
|
w********2
发帖数: 16371 | 23 好像是估算每个亏3刀的样子？
然后平均每个kindle fire 会多在amazon prime 上每年多花60多？忘记具体数字了。
基本上是圈地抢市场的策略。
【在 c****o 的大作中提到】
: Have they disclosed the return rate? I once got my hands on a Fire in a
: local store, and thought it was the ugliest pad I had seen.
|
l*******e
发帖数: 583 | 24 Munster is a known Apple cheer-leader... |
