Recently, Apple introduced the new iPad. As he met our expectations - we will not go, because virtually no surprises and no. The third generation of Apple tablet we have collected the crumbs of rumor, and almost all of them are burnt out. Except for the title. And that's how he justified the views of analysts' Let's see.... RBC Capital, Mike Abramsky (Mike Abramsky). :.
... Really? . New iPad raised the performance bar by providing the display with the highest resolution that can be far from your mobile device and the CPU A5X offers a decent alternative to the powerful Nvidia Tegra 3. 4G LTE, in turn, this eliminates one of the biggest challenges iPad. Projected sales of iPad in 2012: 62 million ...
Deutsche Bank, Chris Whitmore (Chris Whitmore):.
... We consider that competitors (Android and Windows) will have some problems with matching price-performance against the backdrop of the current line of iPad, therefore, AAPL will continue to grow. Separately, we can say that as Android, and tablets on Windows, which is coming soon, it will be difficult to compete with iPad on such criteria as the supported applications and the ecosystem. 60 million iPad will be sold in 2012 ...
Goldman Sachs, Bill Shope (Bill Shope):.
... The new iPad and low prices on Apple iPad 2 will remain on the throne, and to dominate the market as a whole tablet, so we expect the growth of customer base the company in 2012 and after. Expectations need to be confirmed first shipments of iPad, which will begin in mid-March. Our forecast: 53.4 million iPad will be sold in fiscal 2012, 67.7 in 2013 and 80 million in 2014. Previously, our estimates were: 51.5 million, 64 million and 75.4 million respectively. Estimated share price: $ 660 (instead of 600) Unit ...
CitiGroup, Richard Gardner (Richard Gardner). :.
«IPad 3 will keep Apple on the throne. With the advent of new features for the same price as the iPad 2, Apple has once again makes it impossible for competitors to undermine any price on the iPad, or to make a profit. The market is cheaper than tablets, but they do not offer features such as 9.7- inch screen, its resolution, ease of use and many applications (such as from Apple, and third-party developers ), in contrast to the iPad. iPad 3 instilled in us the confidence that Apple will continue to dominate the market throughout 2012. iPad 3, of course, is more expensive iPad 2. But the negative effect of this offset by sales of the iPhone in the first quarter of 2012 ...
J. P. Morgan, Mark Moskowitz (Mark Moskowitz):.
«Apple adds high-end tablet improved processor, Retina display and support for LTE. We think that iPhoto update is another step leading towards the iPad as a digital hub for mobile users. Microsoft Office on the iPad will be another step of this level. We believe that the Office for the iPad will be presented at the event in 2013, it will turn into a full iPad device from the device to consume content. Enable Office on the iPad would raise the percentage of making devices in the corporate sector by 15% compared to the current 7-8%. The expected number of sales of iPad in calendar 2012: 55.7 million units. 2013: 69.7 million ...
Canaccord Genuity, Uolkli Mike (Mike Walkley):.
... We believe that it has raised the bar for competing tablets, presenting an impressive hardware specifications, competitive prices and a leading ecosystem of software, including more than 200,000 applications for the iPad. In addition, the price of Apple's new iPad ( $ 499 for a model with only Wi-Fi, 629 dollars for a younger model with 4G) and the iPad 2 ( reduction of up to $ 399 for Wi-Fi model [ even to $ 349. - a comment. and. A. ] Allow Apple to build the market as a whole tablet. The price of shares will amount to 665 dollars ...
Morgan Stanley, Katy Huberty (Katy Huberty):.
... The new iPad, which includes many key features that were introduced in the iPhone 4S last October, will be very strong in the industry. Our study of the U.S. market, which was held in December, showed that approximately 30 million iPad will be sold in the U.S. in 2012 and 81 million in the whole world. And Apple is ready to provide such a demand. Shipments iPad for the last four quarters have shown that with every quarter sales growth rate is 2.3 compared to the previous. Being conservative, we assume that this year's ratio of 1.2. The old rate would be 90 million supposed iPad, sold in 2012 ...
Jeffries, Peter Mayzek (Peter Misek):.
«IPad 3 was presented, as expected. [ Yes, he Mayzek expect it in late January. - a comment. and. A. ]. Expected and actual went to in those paragraphs: we waited for quad-core processor and dual core came out, but with quad graphics. We also believe that the new architecture will be equal to what is customary to offer quad-core processor. In addition, there is a new iPad Siri, from which we wonder. Perhaps in the future it will come in the form of software updates. Finally, the novelty is called ... This suggests that future updates will be more likely caused by software rather than hardware, so Apple changed the practice of naming such a way that it was closer to the Mac and iPod ».
CSLA, Erie Silver (Ari Silver):.
... Presentation iPad presented a few surprises, but first of all emphasized the advantage of Apple as a pioneer of the competition, who are trying to cut off Apple. We assumed that the iPad with LTE will be back in June 2011, and the functional can be a harbinger of LTE iPhone 5, which will have full support for both FD-LTE (Verizon), and TD-LTE (China Mobile). Of course, users will have to pay 30 dollars a month, but we believe that Apple will also introduce in 2012, completely redesigned iPhone, a mini -tablet in the second quarter of 2012 and the updated line of MacBook Air. We will see the Apple TV to a full-scale event in 2013, but not in 2012. Stocks: $ 615 ...
Morningstar, Michael Holt (Michael Holt):.
... Three-digit growth rates slowed down, but since we have five years of watching the market and includes some of the important factors that make it possible to assess how well the smartphone market is growing, and how much can turn Apple ».
Sterne Agee, Shaw Wu (Shaw Wu):.
... Price dropped on the iPad 2. iPhoto gets more social. We consider wireless 4G LTE as the most important argument. The reason is that it is significantly faster (73 vs. 7.3 Megabit 3G, that is, up to ten times [ as we have in Ukraine up to 2 Mbit / s 3G, thanks to Ukraine. - a comment. and. A. ], And this is the first device from Apple, supports 4G. In addition, unlike its competitors, Apple has a good battery (9 hours of 4G LTE- network and 10 hours in the networks 3G). We believe that this is unlikely that anyone will be able to repeat, especially when you consider that Apple has a unique industry of its own production of batteries, system design and software ...
Barclays, Ben Raytses (Ben Reitzes):.
... On this front, the company does not let us down. Like the iPhone in the smartphone market, iPad tablet is the most functional in terms of software, applications, and access to the cloud. We believe that users are aware of the price of such a proposal, which helped the iPhone 4S to become a leader in the last quarter. As a result, the current representation of this trend will continue - iPad surely come in the tops during the year. Stock price: 710 dollars ...
Evercore Partners, Tsira Robert (Robert Cihra):.
... Price of shares: $ 650 ...
Merrill Lynch, Craig Scott (Scott Craig):.
«IPad and Apple TV - an evolution, not revolution. We believe that the launch of new iPad and Apple TV will continue the evolution of life cycles of devices, as opposed to the revolution. iPad, the more important of the two presentation to investors made in the old form factor with an improved display and access to 4G/LTE-setyam, along with other functions. And although the price remained the same, but moved to the new iPad, iPad 2 (only 16 GB version) was worth $ 100 cheaper than the 16 -GB version of the new iPad. As is the case with the iPhone, we can expect that users will choose the newer version. Given the launch in mid-March, we can expect that for the March quarter, a few million tablets go under the hammer ...
Piper Jaffray, Gene Munster (Gene Munster):.
... As is the case with the iPhone, Apple strategy involves the continuation of sales iPad 2 16 GB costs $ 399 for the Wi-Fi- version and 529 dollars for the 3G- version. In the light of a 200- dollar Kindle Fire and tablets on Android in the middle price segment, we can regard the decline in prices for a family of iPad, as a strong defensive move by Apple. Moreover, it is unlikely the market will kannibalizirovan sales iPad HD, Apple quickly expanding its target market in the rapidly growing space of tablets. Expected sales of iPad in calendar 2012: 60 million ...
Forrester, Sarah Rotman Epps (Sarah Rottman Epps):.
... It is slightly thicker and slightly heavier. In my recent conversations with journalists are often asked: ... If we look at the position of iPhone 4S in the market, the answer is a resounding ... We believe that the plates were led by the iPad, will reach 60.7 million by the end of the adult population in 2012, ie up to 19 % of the U.S. ...