【zt:briefing.com】Apple Product Event Preview -- It's time for the Apple Watch (股市)
AAPL will hold a product event today at 13:00 ET to introduce specific specifications and prices for the Apple Watch. On the last quarter conference call Tim Cook indicated the product will begin shipping in April. Expect Apple to clarify this further at the event. Overall, the Street is expecting over 22 mln Apple Watches to be sold this year.
AAPL shares are higher by 31% since the September Event when the Apple Watch was first introduced. AAPL shares typically rally into product announcements, and then sell off slightly following the conclusion of the event.
AAPL said that the Watch will come in three models, Apple Watch, Apple Watch Sport, and Apple Watch Edition. Some of the notable features are expected to health monitoring and voice activation. One area of recent concern is battery life as there is some speculation that the battery life with heavy use will be less than 5 hours.
AAPL said the pricing will start at $349. It is not known how much the other models will cost; however , many reports have indicated that the 18K gold Apple Watch Edition will cost several thousand dollars. Other types of products that Apple may introduce include an updated Macbook and Apple TV product.
Finally, there is some speculation that Apple will introduce a streaming service at this event, but this may be put off until the WWDC Event this summer. Oppenheimer expects the event to focus on the Watch, including details on apps, hardware components, sales strategies, and shipment timing. They also expect Apple to refresh MacBook Air and Apple TV. Lastly, they believe a streaming service merging iTunes Radio and Beats Music will come online sometime in 1H15.
As far as secondary plays look towards QCOM, IDTI, ASX, SWKS, AVGO, INVN, MXIM, TXN, CRUS, ARMH, BRCM , and NXPI (recently announced merger with FSL ). We will get a better idea about actual suppliers when the teardowns are updated shortly after the product is released.
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- 【zt:briefing.com】S P futures vs fair value: +2.80. Nasdaq futures vs fair value: +13.70. - super(学霸), 2015-03-09 09:47 (#20484) (股市)
- 【zt:briefing.com】Apple Product Event Preview -- It's time for the Apple Watch - super(学霸), 2015-03-09 09:51 (#20485)
- 5 Reasons NOT To Buy An Apple Watch!
- super(学霸), 2015-03-09 10:11 (#20486)
- Show us yours please. What about Google glass?
- thornthorn(($oOHoly MolyOo$)), 2015-03-09 10:17 (#20487)
- 我倒是觉得Google Glass很不错，很surprised它会失败。 - super(学霸), 2015-03-09 10:22 (#20490)
- 至于iWatch，本人没有戴表已经有无数年了。 - super(学霸), 2015-03-09 10:23 (#20491)
- Show us yours please. What about Google glass? - thornthorn(($oOHoly MolyOo$)), 2015-03-09 10:17 (#20487)
- 5 Reasons NOT To Buy An Apple Watch! - super(学霸), 2015-03-09 10:11 (#20486)
- 道吃了苹果 Late to the Party Again: Apple Gets Added to the Dow - super(学霸), 2015-03-09 14:47 (#20547)