Apple's growth has been called the "ultimate platform adoption story" in the sphere of a new to the job analysis, which sees the capability in support of Mac and iPhone marketplace shares to stand-in or else even triple in the sphere of the subsequently a small amount of years.
Shaw Wu with Sterne Agee whispered in the sphere of a mention to investors on Wednesday with the aim of Apple's adoption story includes "plenty of headroom in support of growth" in the sphere of the approach years, in the sphere of both the consumer and endeavor markets. He renowned with the aim of Apple's iPhone has Laptop battery solitary 4 percent to 5 percent share of all portable phones, and the Mac owns a like share of absolute PC sales.
"We believe AAPL has opportunity to stand-in or else potentially even triple its marketplace share in the sphere of these conclusion markets in excess of the subsequently a small amount of years, particularly with Greater tableware and international having the status of underpenetrated opportunities," Wu whispered.
"We think the beauty with the AAPL Laptop battery platform story is the company doesn't need to win in excess of each to persist triumph. The company simply needs to persist winning a exposition share of its vast conclusion markets having the status of supplementary users search out the AAPL pro of 'it simply machinery better.'"
Wu believes with the aim of Apple may well be present the best-positioned expertise company to take pro of what did you say? He sees having the status of three "secular mega trends" with the aim of command drive expertise in the sphere of the subsequently decade. They are:
* The portable Internet
* Cloud computing
* The consumerization of expertise
Apple in the sphere of special command be present driven by what did you say? Wu sees having the status of a stanch produce cycle in the sphere of the back partly of 2011, plus the recently launched Mac OS X 10.7 Lion and the soon-to-debut iOS
5 in support of iPad and iPhone, adjust in support of circulate this fall. Apple has besides refreshed the largest part of its Mac lineup this time, plus the new to the job MacBook Airs released only remaining month with high-speed Thunderbolt ports.
Wu besides reiterated his belief with the aim of Apple's anticipated fifth-generation iPhone may well be present a "bigger upgrade than likely Laptop battery." Citing industry sources, he indicated again on Wednesday with the aim of a so-called "iPhone 5" is likely to include dual-core processors, better cameras, a better screen, and a thinner form reason.
Sterne Agee has maintained its "buy" rating in support of AAPL routine Laptop battery, and reaffirmed its $500 value target. Wu believes Apple is positioned to outdo in the sphere of the current tough macroeconomic ecosystem.