Friday, June 11, 2010

New iPhone reveals what's in store for next iPad iteration

Hello Folks,

Just think about it. The iphone now has a front facing camera with "Face Time" for Jetson's like face to face communicating. What is the obvious next step? Bring it to a bigger screen - Of Course!

Expect all of the resolution upgrades that the iPhone got to be passed on to the iPad as well. I was first thinking that the next iteration would happen at WWDC 2011, but now I'm thinking that they need to accelerate this thing to January / February 2011 to offset the excitement behind the Android tablets..

Many analysts have upgraded price targets for the stock, ranging anywhere from 325 - 360 a share. I definitely agree, especially with the iPhone exploding in international markets - Japan in particular - as the picture at below illustrates - iPhone freaks lined up for miles in Tokyo.

Right now, I'm wondering if my iPhone estimates are too conservative. I'm predicting 130% growth year over year - YIKES stay tuned..

Sunday, June 6, 2010

Apple June Quarter update

Hello Folks,

This is my first blog entry in what will eventually be many... Just wanted to put my revenue numbers up and on record. Here it is..

iPods - 10.1 million
iPhones - 12.08 million
iPads - 3.45 million
Macs - 3.4 million
EPS - $3.76
Revenue - 15.57 Billion
Gross Margin - 40.50%

This is going to be an absolute blow-out quarter, the iPad IS really everything Jobs said it would be - I can't wait to see the next generation which will probably be WWDC 2011.

I'm hoping for some exciting announcements tomorrow.. What I would really like to hear is that Apple will open up iPhones to a couple more carriers in the US.
Talk about an explosion when that happens! - More insights to come..

Dennis - 6/6/2010