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

To: pyslent who wrote (169435)	5/14/2014 8:10:37 AM
From: Moonray	Read Replies (1) \| Respond to of 213172

Rumor, rumor, rumor: Hon Hai Q1 profit likely boosted by iPhone's China surge 3 hours ago - By Michael Gold * Profit likely up 11 pct to T$18.18 bln -12 analysts * Apple's China revenue reached 20 pct in Q1 surge -analyst * Hon Hai likely to book iPhone 6 revenue from Q2 TAIPEI, May 14 (Reuters) - Apple Inc assembler Hon Hai Precision Industry Co Ltd likely saw profit rise 11 percent in the first quarter when sales of Apple's iPhone overshot market estimates thanks primarily to Chinese demand. The Taiwanese manufacturer, which reports earnings later on Wednesday, earns as much as 40 percent of revenue by building various versions of the iPhone, analysts say, and that figure could rise with increased distribution in China and a new model by year-end. Shipments of iPhones beat market estimates by 15 percent in March, pushing Apple's January-March revenue to a record high for a post-holiday season quarter, when consumer goods sales typically fall. o~~~ O

To: pyslent who wrote (169435)	5/20/2014 10:28:29 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 213172

That canalys article should mean that aapl doesn't compete at a size that covers as much as a third of the smartphone market. This covers perhaps 90 million devices per quarter. Is it possible that appl has a product(s) that can take 25% of that market starting in fall, and how would that effect estimates? I look at these numbers and think unit sales estimates are way off, by perhaps more than 75 million for the next fiscal year. There were 160 million iphones sold in the last 12 months statista.com I know I must by wrong as the phones cannibalize other products and they would have manufacturing issues as well. But its pretty hard for me to imagine less than 20% iphone growth

To: pyslent who wrote (169435)	5/21/2014 12:22:26 AM
From: puborectalis	Respond to of 213172

Morgan Stanley commented on the implications of Apple's (NASDAQ: AAPL) mobile payments strategy as an important stock catalyst for Apple and NXP Semiconductors NV (NASDAQ: NXPI), with Visa (NYSE: V), MasterCard (NYSE: MA), and American Express (NYSE: AXP) being beneficiaries of this plan. Morgan Stanley sees risk for Gemalto (OTC: GTOMY). Morgan Stanley analyst Katy Huberty sees growing evidence that Apple will adopt near field communication (NFC) as a core part of a mobile payment plan, while NXP is well-positioned to participate in Apple's mobile payment ecosystem. With the launch of the iPhone 6, Huberty sees NXP adding $250 million in sales and EPS of $0.25 in 2015. Analyst Smittipon Srethapramote notes that Visa and MasterCard have endorsed host card emulation (HCE) which, alongside this mobile payment plan, would allow for near card-present interchange fees. Andrew Humphrey, another analyst at Morgan Stanley, sees this move by Apple as a deflationary factor for Gemalto, and at worst could substantially reduce the addressable market for them in terms of mobile wallets. Gemalto is a firm specializing in secure OTA provisioning Secure Elements. Read more: benzinga.com