Piper Jaffray's Munster says investors have low expectations for the Apple iPhone 6
posted by Alan F. / Apr 02, 2014, 12:07 PM
Munster believes that Apple's revenue for the March quarter will be on the high side of the company's expectations at $43.5 billion. Apple said that this figure would be between $42 billion and $44 billion. He sees the top line number falling short in the June quarter, but he says that no one will care as they look ahead to Apple's new products to be released in the second half of the year. But this is where Munster's expectations diverge with those of Wall Street investors.
The analyst says that his meetings with Hedge Funds, Mutual Funds and well-heeled investors, have shown him that these big buyers of Apple's stock have low sales expectations for the Apple iPhone 6, and new product categories (like an Apple iWatch). Munster thinks that this thinking is all wrong, but does present a great situation for Apple investors. If the next-gen iPhone, with a possible 4.7 inch screen, takes sales away from large-screened Android models, or the iWatch becomes a hit, Apple's shares should react bullishly. And the worse case scenario, says Munster, is that sales of Apple's next-gen iPhone merely meet expectations, and the stock remains flat.
Posts: 1459; Member since: Mar 09, 2010
Making it bigger won't help if that's the only draw. They need to reinvent themselves. Shadowing Android's moves by making a larger screen is a step in the right direction, but still probably is not enough! They need to tie into the desktop like MS is doing.
posted on Apr 02, 2014, 12:18 PM 3
Posts: 168; Member since: Feb 13, 2012
shadowing androids moves? Okay now apple can't make a bigger phone because android already did that... that is such a ridiculous statement Making a larger phone was obvious. Just because they didn't jump on it as soon as possible doesn't mean they are shadowing androids moves. There is a great benefit to waiting this long. Many android users will switch back to iphone simply because it will now have a bigger screen. - I personally will carry a bigger iphone and an android... And many of them would have switched anyway if the screen were bigger because they were probably tired with apples product. Look how many billions of dollars they are making it is hilarious how many phone arena viewers are blinded by their evaluation of apple simply because they are disinterested in their product because they represent the smallest fraction of smartphone users
posted on Apr 02, 2014, 3:59 PM 2
Posts: 6023; Member since: Dec 30, 2010
Someone forgot or didnt know that Jobs once said nobody wants a big phone. Said the same thing about a smaller tablet. Neither was obvious according to Jobs...both were proven to be what people wanted tho...after Android did it. Jobs is no longer living...and I guess Apple and Tim Cook are making their own identity apart from Jobs..but if Jobs was still alive it would be called eating crow.
posted on Apr 02, 2014, 5:00 PM 2
Posts: 5; Member since: Mar 13, 2014
Second time I read this
posted on Apr 02, 2014, 12:19 PM 2
Posts: 1654; Member since: Jul 10, 2013
honestly, it's been going on since '07
posted on Apr 02, 2014, 12:25 PM 2
Posts: 364; Member since: Apr 05, 2013
if you look at the historical sales numbers for the iphones, you will see that projected sales should MATCH last year at best. http://www.businessinsider.com
posted on Apr 02, 2014, 1:20 PM 0
Posts: 6330; Member since: Mar 31, 2010
Like investors know anything, except how to manipulate the markets
posted on Apr 02, 2014, 12:33 PM 5
Like they did with the "expected sales" lol. Apple blew sales out of the ballpark and set records, yet stock dropped a tad bit because of investors and analysts "expectations" lol.
posted on Apr 02, 2014, 12:53 PM 2
Posts: 2458; Member since: Nov 28, 2009
Old news. Funny that investors are JUST figuring it out that Apple is smoke and mirrors. I applaud Apple on the original iPhone, but they haven't been innovative since. Bunch of napkin artists, that's it...
posted on Apr 02, 2014, 12:37 PM 3
Posts: 151; Member since: Oct 20, 2013
Yeah, that iPad, what a joke! I wanted a netbook! And the A7's double performance gains are clearly smoke and mirrors. And the MacBook Air -- I mean, who buys slim and light laptops with no DVD drive! And as for the trash can Mac Pro, well nobody wants a smaller, quieter, faster workstation with a uniquely engineered cooling core when they can have a big ol' box with lots of noisy fans! Yeah!!1
posted on Apr 02, 2014, 4:15 PM 1
Posts: 6023; Member since: Dec 30, 2010
All that except the A7 performance can be had if you go the custom built route...for hundreds cheaper. And yes you can have a laptop custom built....with no DVD drive... Apple makes people pay a premium for not being informed. Thats not innovation....thats jacking up the price.
posted on Apr 02, 2014, 5:04 PM 2
Posts: 849; Member since: Feb 26, 2014
my gf has an iPhone 5 and is literally annoyed by the small screen specially when she looks at my Galaxy Mega her iPhone really looks like a toy .. and she told me if the ip6 doesn't come with a bigger screen like her mum's phone (S4) she will not change her cellphone .. they don't have to go for 6" but at least 4.7" ... The small screen is the reason why I quit iOS .. I miss it, but hey we're in 2014 now .. 4" is bad ..
posted on Apr 02, 2014, 12:39 PM 3
Posts: 1946; Member since: Feb 15, 2012
I own several phones, amongst them an iPhone 5S. However, Apple needs to make some substantial and subtle changes if they want to remain competitive, in this highly competitive business. Seven years later, still can't play multiple music formats, such as flac; can't lock my sms app, without jailbreak, something other OS are doing out of the box; cut the iTunes umbilical; they refuse to add another radio to the Verizon variant, can't talk and surf; and can't mirror content of phone in browser. Get it together Apple or you can join BB and HTC funerals.
posted on Apr 02, 2014, 3:04 PM 1
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