Sunday, January 15, 2012

Be issued to lower levels of malic hardware bonus: Need checking of wedding day endurance

Xu clean cloud



[Compare with the high point that releases IPhone 5 to touch before recently, malic share price had dropped recently 10% control and be in go one year, this star stock already rose one times above]



Whether can the apple continue mad share price, investor heart puts doubt.



In season of nearly two money, the battalion of malic company closes, net profit, profit margin all shows downtrend, 2 quarters business income is as high as the apple thirty-five billion and twenty-three million dollar, grow 24% compared to free brooch pins the same period; Net profit 8.824 billion dollar, grow 21% compared to the same period. But this year first quarter, IPhone mobile phone sold 35.1 million in all, annulus comparing reduced the sales volume of 2 quarters IPhone 9.1 million, glided 25.93% .



Besides the sales volume of IPhone, close in battalion, the respect such as profit, the apple is inferior to in the expression of 2 quarters first quarter. 2 quarters, malic business income thirty-five billion and twenty-three million dollar, annulus comparing glides 10.62% ; Net profit 8.824 billion dollar, annulus comparing drops 24.08% .



Nevertheless, IPhone 5 still is shown gave appearance of sell like hot cakes, even day of head of put on sale books a quantity to be as high as 2 million to achieve a record once more, but the personage inside course of study thinks, greatly the user demand that this results from 4S times to await novice opportunity all the time is released eventually, whether can sale of itself of IPhone 5 of still difficult judgement last driving.



Innovation be censuringed is lack of power rear, capital market is on the hedge to the apple. IPhone 5 will be released on September 12 that day, malic share price rises 1.39% , close at 669.79 dollars, slightly good released IPhone 4S last year small that day drop the scene of 0.6% .



But compare with the high point that releases IPhone 5 to touch before recently, malic share price had dropped recently 10% the left and right sides. And in the past a year, this star stock already rose one the best selling brooch pins times above.



   3 years of continuance period?



It seems that, this is " hardware bonus " show a symptom of be issued to lower levels.



Xiao Nong of Cai of Qing Chen CEO says mobile phone production distributors, t most popular selling canon ef 15mm he apple already entered stable hair exhibition period, from look at present the apple still is worn in continuance the travel before the direction that Qiaobusi once placed is inertial, "The occurrence of new politic maturity and point of growth needs 2~3 normally year ability is shown, " he thinks, malic expression will still outstanding, but its advantage is potential will progressively pare.



Cai Xiao Nong says, nuojiya supply catenary capacity very doughty, malic supply catenary overturns in its huge advantage ever had produced really at the beginning of the gender innovates, but after suiting in last few years with 0 component, acting industry in business of mobile phone brand, before already was inferior to this apparent.



canon ef 15mm

Lei Jun of millet company CEO (small gain) accept before this " daily of the first finance and economics " when interviewing, also express, 1 year many before, the apple ever relied on to have the 0 component resource such as screen of next most high grade feeling and critical process generation ahead o t mobile prepaid cards f schedule labour is produced can make a competitor bitter can't bear character, but the competitor that holds out nowadays already had so comfortable that support more.



More what is more,the rather that, the adversary SamSung with the most terrible apple is coming with breathtaking speed pull up to. The 3 quarterly reports that this company announces show, realize gain when season 7.3 billion dollar, was last year nearly double of the corresponding period, also be SamSung at the same time successive profit of the 4th quarter is record-breaking.



SamSung is fastened with astonishing perpendicular and integrated put oneself in another's position as celebrated as ability, show in flat, a lot of domain such as TV terminal, semiconductor all stands still industry is foremost along, having giant have oneself supply catenary capacity. Of strange animal of this electron course of study before pace of travel far and wide brought greatest pressure to the apple, the apple borrows patent often to see one spot to its blow.



In the meantime, technology of instantly for generations is quite mature already, the shock of malic hardware respect experiences bonus is having sign of progressively clear up, and below one for generations overturns sexual technology appears to still need time. Even if is Qiaobusi, its need to depend on as the talent of product manager overturn sexual engineering technology serves as premise, be like the basics that colou memory laptop toshiba rful feeling of the Jing before this learns IPhone, technology of mature capacitance feeling screen also is apple and force of TPK cost with one one's the most popular memory card digital cameras heart just be developed jointly and become, and having many more upriver supply catenary technology is propped up.



The apple has run in front, probably it still needs to wait craft of most popular selling memory laptop toshiba 0 component technology to catch up with once more come, offer to industry overturn the next time innovatory opportunity. For example is flexible indication material is regarded as to issue generation to consume the cause with electronic probable brooch pins Industrial Revolution to use source.



Because, the visible continuance that is regarded as extra dividend of malic at present generally 3 years period.



  Permeate force to face test



Open bright achieve casting president Gan Jianping is the hold with malic firm stock all the time person. He expresses to the reporter, will still continue hold apple stock, the apple still should have two years of bonus period. He thinks to the share price before this fluctuates and can't affect investor to be opposite of malic value decide, "After all malic history city is filled with frank ability 15 times, this level is very low still " , at the same time the apple begins share out bonus to also will get the welcome of more fund.



Another analyst also is judged, the apple still has wedding day of 3 years at least. "Malic APP still has the developer with the most outstanding whole world now, also have the most mature trade pattern and the most high grade user experience, still excel brings eminent a group of people of same interest. Still excel brings eminent a group of people of same interest..



Gan Jianping thinks, eliminate new technology revolution overturn concussion effect, in visible future, the apple ought to continue to transform to part of business of operation of a content, service. At hand is having ITunes to build the content since to distribute channel, reach in industry of content of music, movie and TV huge natural resources masters and speech counterpoises, malic footstep ought to more fast and determined.



In fact, qiao Busi has taken a step on this road. For example Siri, be the service window of level of a system. Yuan Hui of CEO of limited company of science and technology of Zhi Zhen network of author of small I robot, Shanghai thinks, siri and the speech robot that at present outstanding achievement appears like emerge do poineering work the distinction of essential sex depends on the project, it does not need additional open APP, be born formerly however built-in at IOS system, at any time expiration and can administer overall situation.



On the foundation of Siri, malic engraft a series of services, down same thinking, the apple still took out the service such as Passbook, showed giant ambition.



Gan Jianping also thinks the apple still has the possibility that stresses destiny of times of PC of the century on skip: The apple takes the lead in entering peak in personal computer market, but after more open PC compatible machine rises abruptly, be defeated at the PC a group of people of same interest with Intel and main Microsoft.



With differ last, the apple already had absolutely good chance and foundation to permeate into territory of content, service, continue its are banner advantage.



Dan Ping still has a risk if really, it is this locality changed a service to exceed the whole world on one hand the category of general hardware, need enters complex mainland to change commercial environment truly, malic osmosis force will face tremendous test.

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