“Apple is sitting in an unbelievable position to be a leader in Mobile. With over 50M iPhones sold and going on 20M iPads sold, and both numbers increasing by millions per month, you can’t ask for a better position to be in,” Mobile Guru writes for Seeking Alpha. “The key being the people who buy these high end devices are the ones you want to target for Mobile advertising. So you already have the infrastructure for Mobile in all the devices, you have the right audience who are likely to buy via mobile, so now all you need are Mobile applications to bring it all together. It will be interesting to see if Apple breaks out its Mobile revenues like Google did last week.”
“So where do I think Apple will come in when they report later today? I personally think they will blow away expectations, although it always seems like you can never do good enough for some people,” Mobile Guru writes. “I doubt the stock will do a Google but you never know.”
Mobile Guru writes, “Long term, Apple seems to be in the right place for Mobile and they have some key advantages to be very successful going forward. Stock price wise I think they would do better with a $30 stock instead of a $300 one. I know it all works out the same, but it’s just like IBM did 20 years ago – they would split every few years just so the average investor could buy shares. I really believe they would quickly go from $30 to $60 compared to how many years it would take to go from $300 to $600. This could be the peoples’ stock like IBM was years ago.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “GetMeOnTop” for the heads up.]