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


To: sylvester80 who wrote (24174)12/17/2012 7:32:58 AM
From: FJB  Read Replies (1) | Respond to of 32685
 
A crash would be like $450. It's only down to $500. That $50 down day might come if they don't hit that 50 million iPhone number, which appears to be set in stone from the latest analyst reports. I doubt there are any individual investors that bought it over the last ten months. It was all funds piling in and now piling out...

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Morgan Stanley analyst Katy Huberty :

There is "strong demand" for the iPhone 5. "Importantly, a greater percentage of consumers plan to purchase the higher priced iPhone 5 as compared to iPhone 4S mix a year ago. As a result, we see potential upside to both our 50M unit (+35% Y/Y) and $642 (-4%) ASP assumptions inC4Q."The iPad is doing better than you think against the iPad Mini. "Forty-seven percent of iPad mini purchases are to new customers, only slightly lower than the 56% for iPad 9.7” suggesting cannibalization risk is manageable." Apple is "holding its own against Samsung." Samsung's success isn't coming at the expense of Apple, rather at expanse of other Android phone makers.Of all of these, the most shocking is the idea of beating 50 million iPhones sold this quarter. If Apple hits 50 million or above, it will silence many of the skeptics.