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

To: Ryan Bartholomew who wrote (165329)	2/4/2014 2:07:02 PM
From: pyslent	1 Recommendation Recommended By Ryan Bartholomew Respond to of 213177

"That's some wild optimism there!" Optimistic as well as lazy analysis. The launch of the iPad may have exceeded the launch of the iPhone, but that doesn't mean it was the bigger hit, nor does it follow that the next big thing from Apple will be a bigger hit than the iPad. $17B in first year revenue is just bonkers-- it implies that 50 million $300 iWatches get sold. (More than 1 in 10 iPhone users). And yet, even with these unrealistic projections, we are only talking about maybe $3B in operating earnings? An extra $3 eps?

To: Ryan Bartholomew who wrote (165329)	2/4/2014 2:38:36 PM
From: Kelly G.	Read Replies (2) \| Respond to of 213177

Consumers are balking at the need to carry their phone and wear a watch or glasses that rely upon the phone for core functionality. It sort of depends on the functionality. For example, this morning went to see a performance of my daughter. I could have video taped it with my iPhone but I took a video camera with my mono pod. During the slow times I could still check stock prices, email, etc. while I video taped. It is true that I almost always have my iPhone with me but I wouldn't mind at all for some the stand alone functionality (music, clock, stopwatch, etc.) be on an iWatch but also have some shared features that might require my iPhone to be close by. This could be things like notifications, text messages, or maybe even the iWatch could be involved with Mobile Payments? I am sure that I am not the only person in the world that has a laptop, iPad, and iPhone. I think the iWatch can make some things easier/handier but also have more functionality such as medical monitoring/fitness.

To: Ryan Bartholomew who wrote (165329)	2/4/2014 3:52:41 PM
From: slacker711	Respond to of 213177

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. Could you provide some support for this thesis. All of the smartwatch reviews I have read complain about the functionality, design, battery power, user interface, or apps. In short, they tend to suck. I cant remember people wanting to completely replace their smartphone as being the primary problem. I have no idea whether a smartwatch that doesnt suck will sell, but we have no evidence either way right now. Slacker