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

To: slacker711 who wrote (149052)	1/24/2013 10:55:04 AM
From: Keith Feral	Respond to of 213176

No doubt that Apple will launch another iPhone this year to follow up from the iPhone 5. I guess the question is how many? Lot's of analysts are looking for as many as 3 new iPhones this summer. I don't think there is any question about a 5S. It was incredible to hear that Apple ran into a supply issue for the iPhone 4 this quarter, which is their oldest model. However, the strong results from the iPhone 4 and 4S at Verizon last quarter certainly build around the fact that there is a new level of demand for lower priced iPhones that will be particularly helpful in US and China, and maybe even emerging markets.

To: slacker711 who wrote (149052)	1/24/2013 11:02:10 AM
From: slacker711	Read Replies (2) \| Respond to 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

To: slacker711 who wrote (149052)	1/24/2013 8:46:02 PM
From: pyslent	Read Replies (1) \| Respond to of 213176

I think Cook telegraphed the fact that we are going to see further segmenting of the iPhone line. Agreed, I also think it's a done deal. I took his final comment on the call as another hint. He'd talked earlier about the "halo effect" with regards to the iPad mini leading to buying a second Apple product, and here's another allusion to that. Chris Whitmore - Deutsche BankAnd for my follow-up I wanted to come back to something Tim said earlier about that you are not fearing cannibalization; I wanted to ask in context of your iPhone business given the strength you are seeing at the low end of your product line the iPhone 4 being stocked out during the quarter. There seems to be a lot of demand at lower price points for the iPhone, why not get more aggressive at lower price bands and move down market in the iPhone business? Thanks. Tim Cook - Chief Executive OfficerI am not going to go into our pricing strategy, but we feel great about the opportunity of getting products to customers and a percentage of those buying other Apple products. And that we have obviously seen evidence of that through history and continue to see evidence of that today.