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Technology Stocks : Apple Inc.
AAPL 270.80-1.0%1:49 PM EST

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To: puborectalis who wrote (165318)2/4/2014 1:53:00 PM
From: Ryan Bartholomew  Read Replies (4) of 213177
 
Huberty thinks investors are “muted” in their expectations for wearable tech, but given that each new product category from Apple has grown at a faster clip than the last, she thinks “wearables could contribute up to $17.5 billion of revenue in the first twelve months,” topping the iPad’s growth rate:
That's some wild optimism there! Given that all attempts at wearables have failed so far because they represent an additional device to carry rather than replacing a current one, an iWatch is going to have a tough time succeeding unless it changes that. Consumers are balking at the need to carry their phone *and* wear a watch or glasses that rely upon the phone for core functionality. I don't see how Apple would miniaturize things to the point where the batter and radio would be contained within the watch, thereby eliminating the need for the phone.
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