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Technology Stocks : Apple Inc.
AAPL 274.11-1.5%3:59 PM EST
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To: slacker711 who wrote (149052)1/24/2013 11:02:10 AM
From: slacker711  Read Replies (2) of 213176
 
So the question, how many of the bullish possibilities will Apple manage to execute over the next year?

- An Apple television. My guess is that content will be the holdup and not the hardware. Very much an open question whether we see this in 2013.

- An iPhone supply agreement with NTT Docomo and China Mobile. I think odds are high with NTT Docomo. They have been losing share for quite a while and their comments around Apple have definitely shifted in tone. China Mobile is harder to predict. Cook didnt signal anything along the lines of an agreement so we'll have to wait and see.

- A lower end iPhone targeted at the developing world. I think we have pretty good odds on this. The combination of Cook's comments, the WSJ/Bloomberg articles, and the fact that the iPhone 4 was supply constrained give me a decent amount of confidence that Apple will address this market.

- A larger screen iPhone. I have my doubts that it will happen anytime soon. Assuming app compatibility can be worked out, it would be a good idea, but I doubt Apple moves that quickly.

I expect the standard upgrades from the iPod/iPad/Mac lines.

Get the China Mobile deal done and a lower-end iPhone and I think it is safe to say that earnings/stock will do well over the next year.

Slacker
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