Showing posts with label iPhone. Show all posts
Showing posts with label iPhone. Show all posts

Tuesday, October 09, 2012

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.

Read the full post in Forbes

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Tuesday, September 18, 2012

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.

Read the full post in Forbes

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Tuesday, September 11, 2012

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?

Read the full post in Forbes

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Tuesday, August 07, 2012

Why Apple Should Replace Google as the Default Search Engine on iPhone with Yahoo!

It's a matter of time before Apple drops Google as the default search engine on the iPhone.  However, here's why it's more likely that they'll replace it with Yahoo! search rather than Microsoft's Bing

Read the full Forbes post

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Monday, April 02, 2012

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.





[Long AAPL]

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Wednesday, March 28, 2012

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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Wednesday, March 21, 2012

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.

Read the full post on Forbes

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Friday, October 21, 2011

It's Official: Eric Schmidt Is Pathological

Eric Schmidt has some explaining to do over his attempt to portray a great relationship with Steve Jobs, given what Jobs just said in his book.

Read the Full Post here in Forbes

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Friday, September 16, 2011

How Jim Balsillie First Discussed the Competitive Threat of iPhone to the BlackBerry

Here is how Research In Motion's Jim Balsillie sized up the iPhone in 2007.

Read the Forbes post here.

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Tuesday, May 10, 2011

What China’s Booming Mobile Phone Demand Means For Apple’s Stock

We know China's market could be huge for Apple. Here's a glimpse of how big it could be for iPhones.

Read the full post here on Forbes.

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Friday, April 29, 2011

What I Would Ask Jim Balsillie of RIM This Morning

Here are some questions for Jim Balsillie, after last night's cut earnings for Research in Motion.

Read my post on Forbes here.

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Thursday, April 21, 2011

The Biggest Takeaways from Apple's Call

By Eric Jackson
RealMoney Contributor

4/21/2011 11:30 AM EDT
Click here for more stories by Eric Jackson

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.

...

[*** This post is an excerpt of the full article, available by clicking here to go to RealMoney.com. Note: subscription required. ***]

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Thursday, August 05, 2010

A Hard Sell for RIM

By Eric Jackson
RealMoney Contributor

8/5/2010 2:30 PM EDT
Click here for more stories by Eric Jackson

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.)

....

[*** This post is an excerpt of the full article, available by clicking here to go to RealMoney.com. Note: subscription required. ***]

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