Quote:
Originally Posted by amberdosh
Don't have the energy right now to do a big write up but basically the PE is way too low, their future growth prospects are insane and no part of the share price is baked in for new products.
So if they come out with another ipod/iphone/ipad like product that invents a new market, thats all going to be free money to shareholders. I'm confident that they will within that timeframe, possibly a bit longer.
Sure, if.
Credit Apple for their ability to develop and market several blockbuster products in recent years, but it's not inevitable that future products will have the same level of success if not flop outright. I don't think you can bake in any new product launch expecting the next iTunes, iPad, iPhone and iPod. It's definitely possible (who'd have thought 4 big wins like that from anybody?) but certainly not a given. Even if successful, by the time Apple TV or whatever launches you could see some of their existing product line lose market share, the iPod/iTouch won't stick forever. They could launch a successful product but need it just to take the place of another that's fallen off.
Apple in the TV space is interesting but nobody has a clue what they have in mind. I own one of the current-gen AppleTV devices and it's definitely got some potential if they can get content. The problem I see there is the relationship between TV networks and carriers. Isn't always that great, but they have an established thing going. If Apple could divert programming to their setup and secure deals with say the NFL, the sky is the limit.
OTOH, you hear Apple talking about their small focus on a handful of products, and with their margin demands on sales they might not be competitive with cable/satellite carries afa networks are concerned.
Said it before but moving into the computer space between the iPad and MBA would be the most interesting thing for me to get higher on Apple. You want to move Apple TVs and sell some more iTunes and whatever else, then you need more people in the ecosystem. I think AirPlay works really well for example but I'd never had bothered with it using a Windows machine. Getting more of a household user base would set them up a lot better when it's time to ask people to switch their entire means of watching TV. There's a big hole there they don't occupy at all and lots of Windows users are up for grabs, but most aren't throwing $1200+ at a laptop.
Last edited by Gonzirra; 03-11-2013 at 03:45 AM.