Originally Posted by Eideard
Way too conservative, Gino. Think IBM's doings only approach the Fortune 500?
Originally Posted by sog35
Get this clown out of here.
Just because 90% of Fortune500 companies use iOS products does not mean its an intergal part of their information system. I bet half of those companies are just company iPhones.
Muenster just has to STFU already.
Originally Posted by sog35
Muenster is wrong on two accounts
#1 - A Fortune 500 company would purchase WAY MORE than 3,000 iOS devices in a full roll out (number he used)
#2 - There are way more business than just the Fortune 500
This Muenster clown is a Bear in Bull clothing. The guy is always around to rain on Apple's parade during good news yet he still has a buy rating on the stock. This guy has been saying Apple would bring out the iTV since 2011. This is the same clown who said the 9 million iPhones sold in the first week end last year was no big deal since 4 million was to stuff the channel. Thus his prediction of 5 Million was correct. FUK this guy.
Its so obvious that Jaffray has shorted this stock and is trying to keep the stock from going up. They use an anaylsis like Muenster to scare Bulls.
#1, they probably already have purchased (or their employees have) a majority of their devices. This isn't changing the demand curve other then reducing the cost of supporting the iDevices expected to be purchased.
#2, and IBM isn't cost effective as a consulting/SW solution outside of the F500. I agree... the impact of this deal doesn't affect sales so much as it impacts loss of sales of other products I won't have to have a corporate Blackberry or WinPhone and a personal iPhone... the first two just went 'poof'.
In addition, the long term impact is immeasureable now. iBeacon Technology in F500 companies, especially retail, was going to happen. But with IBM now at the spear, and having it tied into their analytics, a company can push out iBeacon technology and monitor/steer clients in sales situations ("Hey, This is your Home Depot shopping assistant. I see by the project you've been working on, you're looking for spackle. For the boards you bought yesterday, and the paint you bought today, I recommend the DAP 8in1 Goop, 10 feet over and on the 3 shelf... I'll even give you a 2 for 1 discount on that product [silently: because we're discontinuing it next week]")
This 'stickiness' may drive sales, but that analysis is soft and likely already built into soft projections.
Muenster is a counter. He count's what he sees. His claim to fame was that he could go to the Mall of America, WoodField Mall, and a couple others one plane flight from Minneapolis, and pretty much gauge the sales 'pressure' of Apple products to consumers at Apple Stores, Best Buy, and Target (both Mpls/Stp based retailers, where he's based), he had some gravitas to investors, as he saw the popularity of the iPhone before Wall Street did) Now that Apple is international in sales, has sales channels developed into corporate and educational channels, he's consistently underreporting, and not seeing Apple as a company that couldn't give a sh*t about 10Q results, but looks over that magical 18month horizon (almost every public company I know sees 15 months as it's event horizon. They may be spending for the long term, but beyond 15 months is science fiction for them, as they are managing today's numbers, this years numbers, and planning next years numbers only in the 4th quarter. Apple appears to me planning 24 months ahead, thus releasing a revenue product is less about 'hitting numbers,' and more about 'getting it right')