Investors will be listening intently today when Apple CEO Tim Cook addresses the Goldman Sachs Technology and Internet Conference. The tech giant’s stock is on a tear — it closed Monday at $502.60, a record high and up 24.1% so far in 2012. And Wall Street is trying to figure out: Is this run up just beginning, or is it time to sell? Cook could provide some clues in the way he handles questions about investors’ extravagant expectations for Apple’s efforts to introduce new or refreshed products this year. It’s widely believed that early next month it will unveil the iPad 3, with a sharper screen and the ability to tap Verizon and AT&T’s 4G wireless networks. Now it seems Apple also is testing a tablet with a smaller, 8-inch screen to take on rivals such as Amazon’s Kindle Fire, which has a 7-inch screen, The Wall Street Journal reports today. Meanwhile bulls say that the iPhone will continue to be a big story this year with sales just beginning in China — and the widely expected release in the U.S. of a 4G-capable iPhone 5. Apple also is benefitting from the business market’s deteriorating faith in Blackberry phones as the company behind them, Research In Motion, grapples with the corporate turmoil that resulted in the replacement last month of its CEO. For example, Halliburton recently said that it’s switching its employees to Apple phones. And of course there are multiple reports that Apple hopes to revolutionize the television set market — and perhaps television itself — with a device that can blend content from conventional programming sources and the Web and still be easy to navigate. Remember: Some of these expectations could be wrong, or overly optimistic. Apple also would take a hit if human rights activists find additional evidence that workers are being abused at the factories in China that make the company’s products. Yesterday Apple said that the U.S.-based Fair Labor Association will investigate the situation.

It’s eminence owes partly to the flatness of the terrain and partly to a cult-like following. But it is becoming the runaway leader in the greater Chinese market. They will likely make a show of responsibly dealing with labor problems in China. That, taken with the anticipation of the TV and continued hedge fund fanaticism, suggests that it can go higher. The cautionary note will be the extent of the inroads that Samsung makes into the Apple market.
Love Samsung Tv’s but thats it. I doubt they will make any inroads on Apple. They are incapable of innovation these days. When Apple comes out with the TV, good bye Samsung for me.
“The cautionary note will be the extent of the inroads that Samsung makes into the Apple market.”
With the possible exception of tablets, a market that Apple jump started, it appears that Apple has been making inroads on Samsung’s turf. Even then, it would appear that the iPad 3 will pretty much innoculate Apple from any serious challenge.
Next up, iPhone 5 with 4G/LTE will remove one of the few remaining technical reasons to even consider an Android phone.
I believe Apple’s road map for the next 3-5 years was in place at the time of Steve Job’s demise. It is highly likely they will continue to grow over the next several years. But when that road map ends and without Job’s visionary genius to guide them – that’s when their competitors will start gaining ground, and eventually overtake them.
3 to 5 yrs is a lot of time given to the #1 co. in the world to bring in the best visionaries with $100B+ to spend.
there is no chance that apple releases a 4G iphone this year. none.