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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Cogito who wrote (122678)	12/7/2011 12:41:20 PM
From: Keith Feral	Read Replies (1) \| Respond to of 213176

I think YOY comps will be great for the iPhone, but not so good for the iPad next quarter. Anyone that needs an iPad will be out in force this quarter. The rest of the people will wait for iPad 3. Apple has done an interesting job with the iPad refresh in the March quarter, which drains demand from the PC market during the June and September quarters. Plus, they pick up most of the demand in the December quarter. Apple did a great job this year keeping Samsung from competing during the Christmas season, so Samsung will have to go head to head with the iPad 3 next year with very little market share. Realistically, I don't see much competition in the PC market coming from an Android device. If I wanted a PC alternative, it would have to have an operating system closer to a real computer like iOS or Windows. Most of the PC makers seem to keep moving away from Android tablets and hope for a better Windows 8 platform next year.