Tim Cook ne-a anuntat ca ne asteapta o toamna extrem de interesanta cu multe produse importante ce urmeaza sa fie lansate de catre Apple. Analistii celor de la Barclays sunt la fel de entuziasmati si ne spun ca urmatoarele luni ne vor aduce produse care vor face intreaga lume sa isi indrepte atentia catre compania Apple. iPhone 5S, un iPhone ieftin, iPad Mini 2, noi modele ale MacBook Air, MacBook Pro sau Mac Mini, iOS 7, iPad 5 si eventuale noi iPod-uri asteapta sa fie lansate, iar ele ar urma sa creasca extrem de mult interesul fata de Apple.
We believe the near-term set up is still quite positive. First, we feel better about gross margins — we believe that our estimates for the June and September quarters are conservative given potential trends in warranty accruals, mix and Apple’s pricing plans. Second, we believe Apple is about to change the narrative and get investors, analysts, customers and the media finally talking about new products again — starting with a software/services/Mac event on June 10th and a likely iPhone/iPad event in September. Third, upon further reflection — we didn’t fully appreciate at first how much of a relief it was for Apple to unveil a bigger buyback. As a result, the buyback’s size may help the multiple a little more than we even thought a few weeks ago.
Totul va incepe pe 10 iunie cand Apple va prezenta oficial iOS 7 lumii intregi si va lansa cel mai probabil prima versiune beta a sistemului de operare, insa Mac-urile si OS X 10.9 nu se vor lasa asteptate. Vara va fi foarte interesanta, mai ales ca mai multe versiuni beta ale iOS 7 vor fi lansate in cursul ei, iar daca ne gandim ca noi modele ale Mac-urilor si OS X 10.9 sunt asteptate in aceeasi perioada, atunci ne dam usor seama ca in Cupertino nu vor exista prea multe concedii acordate in aceasta vara.
