Product Cloud

Friday, March 30, 2007

Apple, Inc. (AAPL)



The Big Picture ( Extracted from ChangeWave )

So, what's the next thing for Apple? I bet you're going to see Apple-branded 50-inch and 60-inch LCDs with the Apple TV box already built in, with all-wireless connections. And then, guess what? When you have that in your house, what's the next PC you're gonna buy? A Microsoft product or a Mac?

There's no contest. There are about 12 million Windows Media Centers out there. But, you have to run those through an Xbox with a bunch of stupid wires -- not cool. I guarantee that no one wants to have the TV up there on the wall with wires going in and out of the thing. You want it done wirelessly. You want it done with the ultra-wideband speed. And Apple has really got the strategy now -- because this kills everything, boys and girls.

I think every 500,000 Apple TV units sold will add 3 cents to 4 cents per share in AAPL earnings. And that's just on the box. Don't forget about the additional iTunes music sales, the movie sales and the TV show sales.

Here's the bottom line: The Apple TV box becomes one central repository for all your media needs. All that digital stuff -- you can forget about it. Of course, you're also going to store your pictures on it. Take pictures with your iPhone, come home, and put them right into your Apple TV box. Starting to get the "picture?"

Apple TV is pure genius. Steve Jobs has done it again. And, you're gonna see Apple stock skyrocketing when the sales numbers come out. Based on our proprietary research people are significantly underestimating just how high this stock is going to go.

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