What's Going to be Apple's Next Killer Product? Not a New iPhone - Artificial Intelligence

What will be the biggest new Apple (AAPL) product introduced in the next 5 years?

In the last 5 years, we’ve seen the introduction of the iPhone, iPad, iPod Touch, and Apple TV.

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What's Going to Be Apple's First New Product After TV?

Apple is not going to stop innovating after it comes out with its TV next year. Here are some ideas on what they might be working on next.

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Apple's 10 Biggest Mistakes Since Steve Jobs Returned

Apple has made an almost perfect string of decisions since Steve Jobs returned to the company in the 90s. What are its 10 biggest mistakes over that time period?

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The Case for Why The New York Times Will Disappear As We Know It By 2015

The New York Times (NYT) is arguably the most respected newspaper in the world with some fantastic journalists and editors.

Yet, it’s a financial basket-case with a business model that appears woefully mismatched for the iPad era.

Looking back at some historical trends in the Times’ own financial disclosures, the following presentation is my case for why I don’t see the Times existing as a stand-alone entity as we know it today after 2015.  Other traditional newspapers will face a similar fate even earlier.

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Justification for how Apple can get to $1,650/share by 2015

This is a presentation from March 15th at the Apple Investor Conference in LA about the next growth areas for Apple. It led to a later Forbes article I wrote on why I think Apple’s stock is going to $1,650 by the end of 2015. I don’t think Apple can keep growing at 90% a year, but 60% seems doable.

Aapl growth 315

View more presentations from Eric Jackson.

[Long AAPL]

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CNBC Video: Apple Stock to Hit $1,650 by 2015

Here's my CNBC appearance from earlier today on why I think Apple's going a lot higher by 2015.

A lot of people hate this call, but I think they're missing just how big the markets that Apple is playing in are going to be:

[Long AAPL]

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Why Apple Will Hit $1,650 by the End of 2015

Think $600 is amazing? Think different. Apple's stock will hit $1,650 before the end of 2015. Here's why.

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What Will It Take To Move Apple's Stock Price Again?

95% earnings growth is apparently not enough to move Apple's stock price. Here is what will.

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The Biggest Takeaways from Apple's Call

By Eric Jackson
RealMoney Contributor
4/21/2011 11:30 AM EDT
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It was another strong quarter from Apple (AAPL - commentary - Trade Now), which reported its results yesterday after the close.

The company beat on most of its numbers (as it usually does) and missed on some others. However, people seemed to pay little attention to the misses and gravitated toward the strengths of the quarter. This morning, there are already four upgrades out on the stock, which are helping to move the stock.

Taking a step back, here's what I thought were the most important details from the earnings release and conference call:

• People liked the comments from Chief Operating Officer Tim Cook. He and CFO Peter Oppenheimer turned in another solid performance. They emphasized the wins, explained how they were dealing with some of the difficulties, and generally reassured everyone that the future remains very bright for Apple. The contrast between Cook's performance and Larry Page's from Google (GOOG -commentary - Trade Now) last week could not have been more striking. Expect investors to continue to notice and to comment on this difference in the months and quarters to come.
• Japan doesn't appear to be a big deal on the demand or supply side. Before the call, there was intense speculation that Apple would be hamstrung in meeting intense demand for the iPad 2 because of the earthquake's effect on its suppliers. Cook denied this, citing "hundreds of suppliers" from many geographies. From a demand perspective, Cook said that the company had taken down its revenue estimates for the current quarter by $200 million in anticipation of disruption to Japanese consumers. After that, it doesn't appear there will be anything else.

...

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Apple Doesn't Have an iPad Strategy, It has a Post-PC Strategy

While competitors focus on battling Apple in the tablet market, they fail to see Apple's strategy is to own a generation of post-PC users.

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Apple’s Ability to Produce iPad 2s

If Foxconn's 2 Chinese facilities can churn out iPad 2s fast enough, Apple investors might have another pleasant surprise this year.

Read my post here on Forbes.

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Apple's Display of Strength

By Eric Jackson
RealMoney Contributor
3/3/2011 12:15 PM EST
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Yesterday's iPad 2 announcement from Apple (AAPL - commentary - Trade Now) was remarkable for several reasons.

The biggest surprise was Steve Jobs' appearance as the master of ceremonies. Kara Swisher, tech columnist at The Wall Street Journal reported that he might make an appearance, but it certainly was not expected. The audience roared at his arrival, and he gave a vintage "Jobs" performance (albeit a little weaker than normal).

Jobs' appearance was a relief to investors. Since his Martin Luther King Day announcement that he would take an indefinite medical leave from the company, concern has spread among investors that he might not return. Trashy magazines and websites had circulated unflattering photos of Jobs, which only added to investor anxiety. While most people trust and take comfort in the fact that Tim Cook is ready, willing and able to step into Jobs' day-to-day role, the concern of the last month has weighed on the stock.

The Jobs we saw yesterday was much stronger that most of us had been led to believe by the National Enquirer. We all know that the Apple product plan is likely set for the next four to 10 years and that the company has capable management depth. However, Jobs' performance yesterday was encouraging to long investors in the stock.

Apple's Senior Vice President of Industrial Design, Jony Ivy, was also at yesterday's event. There have been rumors over the past week or so that Ivy and Apple's board have been at odds over Ivy's desire to relocate back to England. Ivy is the wunderkind behind the design of Apple's products. Who knows if these rumors have any merit? It's hard to imagine that Ivy would want to leave the company over the issue of where spends his time. In any case, he was there yesterday in the front row, and he had a speaking role in one of the videos.

...

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A Hard Sell for RIM

By Eric Jackson
RealMoney Contributor
8/5/2010 2:30 PM EDT
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On Tuesday, Research in Motion (RIMM -commentary - Trade Now) launched its newest BlackBerry in New York with AT&T (T -commentary - Trade Now). The device is called the Torch, and it combines the standard RIM keyboard with a larger touchscreen that slides open.

We were expecting a new version of BlackBerry, running an upgraded operating system, as well as a possible new slider-type device. With the Torch, we ended up getting both of these in one. The verdict appears to be that the product is a solid improvement for RIM, compared with the company's current operating system, and that the new device has better functionality (considering the touchscreen).

Yet, there appear to be nagging doubts in most investors' and observers' minds on whether the new device will be enough to stem the tide of Blackberry defectors to Apple (AAPL - commentary - Trade Now) andGoogle (GOOG - commentary - Trade Now). From the moment the new Torch device was announced on Tuesday, when the stock got up to $58.53, RIM's stock price has dropped more than 9%.

Some of the $3 billion or so in lost market capitalization in two days can be attributed to the uncertainty around how the United Arab Emirates and Saudi Arabia will resolve their security issues regarding RIM. But, to be frank, I view that as a non-issue in the long-term. I fully expect RIM to find a resolution that is good both for them and for those countries -- the company would really be shooting itself in the foot if it did not.

More to the point, I believe the stock's decline is an early vote on how excited investors are by the Torch -- and that isn't good news for RIM.

Now, the stock market definitely is not all-seeing or all-knowing. Let's not forget that the market -- and crack Wall Street analysts -- completely underestimated how big the iPhone and iPad were going to be. (Remember the analyst who said - shortly after the product announcement - that Apple would be lucky to sell 1 million iPads this year? They're now selling a million a month. In my view, it's also ironic that the media snickered at the name iPad and that, at this point, it's universally accepted -- so much so that no one has said a word about RIM considering the name BlackPad for its new tablet device, which is supposed to come out later this year.)

....

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Apple's Two Biggest Risks

By Eric Jackson, Senior Contributor

06/02/10 - 06:00 AM EDT

Stock quotes in this article: AAPL , MSFT , HPQ , ADB , GOOG

I have been a big proponent of Apple(AAPL) for the last several months. There is a lot of good news to be excited about.

When the iPad was announced at the start of the year, most of the first-day reaction to the device centered on its name. Many people cracked jokes about it. Steve Jobs shrugged his shoulders and said the jokes would stop in a matter of days, as the new name of the device entered part of our regular device vocabulary. Guess what? He was right and the jokesters were wrong.

Pre-launch, I expressed here that what was so important about iPad for Apple stockholders was that Apple was creating a completely new device that it could sell to every current owner of an iPod, iPhone or iMac, as well as the rest of the population.

For a company with nearly a quarter-of-a-trillion-dollar market capitalization at the time, you need to find big opportunities to drive increased revenue. Apple did that with iPad. They created a whole new product category which people didn't realize they needed until they saw it, held it, and started playing with it.

Skeptics thought iPad would be a Newton. They saw what Microsoft(MSFT) and Hewlett-Packard(HPQ)had done to date with their tablets and thought Apple would achieve only marginal improvements over that. They were wrong.

I remember many Apple analysts projecting pre-US launch that Apple would sell 1 million iPads in 2010. We just found out that Apple has sold 2 million in two months.

So, there's a lot to be excited about if you are an Apple long holder. That's fine. But I want to express the two areas which worry me as a long-holder of the stock. These are the two concerns which keep me awake at night and they are the areas in which I hope the company is spending enough time on to ensure they are adequately addressed.

My two worries are Steve Jobs' health and balancing the benefits of being open vs. the optimal experience and product lock in from a walled garden.

........

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