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Politics : Sioux Nation
DJT 16.10+8.3%Dec 19 9:30 AM EST
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To: stockman_scott who wrote (185819)1/28/2010 9:04:14 AM
From: cirrus  Read Replies (2) of 361708
 
While it was impressed with the specs during the briefing given by Mr. Jobs, it was not until firm actually used the iPad for ~15 was firm convinced this will be another grand slam product for AAPL. The ergonomics and the "media" experience of the device (i.e. Internet browsing, e-reading and watching videos on the 9.7" screen) stood out the most to firm.

Its 2.2 mln unit shipment assumption for CY10 is most likely conservative, and firm now believes an order of magnitude higher number is likely more accurate. For example, if AAPL sells ~7mil units in CY10, its current CY10E EPS of $12.00 would rise to $13.00+). Firm believes the iPad's gross margin is ~50% based on its bill-of-materials analysis.

briefing.com
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