Apple Watch will be 'digital sixth sense' for users & 'key catalyst' for shares of AAPL, UBS says

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  • Reply 21 of 53
    jfc1138jfc1138 Posts: 3,090member
    Quote:
    Originally Posted by fallenjt View Post

     

    The only way to compromise Apple watch's wireless payment is that  someone chops off your wrist with the watch, then brings that cut-off hand to POS to use your Apple Pay.




    There are some 7-Elevens where late enough at night and the clerk wouldn't even blink at that.

     

    That might make a great scene for the next Kevin Smith movie?

  • Reply 22 of 53
    fallenjtfallenjt Posts: 4,053member
    Quote:

    Originally Posted by sog35 View Post

     

     

    5-10 years from now a wearable will unseat the smartphone as the personal computing device.

     

    But don't worry.  People still use flip phones to this day and people will still use smartphones in a decade.

     

    Why?  Its just a more personal device.  Lets say you are old.  A watch is 100x better than a phone.  If you fall down you can call the 911 with a button press, or even better if the device can tract your vitals it will call 911 automatically.  That stuff is impossible or much more difficult with a phone.

     

    In 5-10 years the wearable will have a screen size of 4-6 inches or even bigger.  Projection technology, paper thin screens, who knows.  


    Watch too much SiFi?

  • Reply 23 of 53
    fallenjtfallenjt Posts: 4,053member
    Quote:

    Originally Posted by sog35 View Post

     

     

    still won't work since the AppleWatch keeps track of your heart rate every 5 minutes or so.  


    Then he got to use the damn cut-off hand within that 5 minute window

  • Reply 24 of 53
    calfotocalfoto Posts: 70member
    "Digital 6th Sense"?

    So I'm assuming the Apple Watch will alert me to the presence of dead people - or at least technologies destined for the trash heap :rolleyes:
  • Reply 25 of 53
    jungmarkjungmark Posts: 6,926member
    dasanman69 wrote: »
    The question is how many current iPhone 6 owners will upgrade to the 6s?

    Probably similar to those who upgraded from the 5 to the 5S.

    I can't fathom any prediction until Apple releases initial numbers. Currently everyone is guessing and it's not an educated guess.
  • Reply 26 of 53
    dasanman69dasanman69 Posts: 13,002member
    jungmark wrote: »
    Probably similar to those who upgraded from the 5 to the 5S.

    I can't fathom any prediction until Apple releases initial numbers. Currently everyone is guessing and it's not an educated guess.

    Touch ID was a very compelling feature for which many switched for. Does Apple have a new 'must have' feature laying in wait? We'll know in 5 months or so.
  • Reply 27 of 53
    drewys808drewys808 Posts: 549member
    Quote:

    Originally Posted by AppleInsider View Post



    Also on Friday, the analyst introduced the new UBS Evidence Lab Apple Watch Monitor, which is designed to predict quarterly demand based on search popularity. The research found that consumer interest of the Apple Watch is about one-half that of the iPhone.

     

    Interest is 1/2 of iPhone!?!?!  Wow.

     

    I was predicting that initial rollout would be tempered and then more aggressive numbers coming in 3 months later.  But if interest is already at 1/2...this rollout will be amazing.

     

    Most don't need this device, why would they go out and buy it? I was thinking interest was more like 1/5 of iPhone.

  • Reply 28 of 53
    dcj001dcj001 Posts: 301member
    Quote:

    Originally Posted by xixo View Post





    One article I saw said that at the end of 2014 only 10% of iPhone users had upgraded to the iPhone 6/6+



    And, apple will sell every watch they make, with the usual 30%+ margins



    Well on their way to trillion dollar valuation

     

    Actually, 40%.

  • Reply 29 of 53
    dcj001dcj001 Posts: 301member
    Quote:

    Originally Posted by dasanman69 View Post





    The question is how many current iPhone 6 owners will upgrade to the 6s?

     

    I will.

  • Reply 30 of 53
    idreyidrey Posts: 647member
    sog35 wrote: »
    5-10 years from now a wearable will unseat the smartphone as the personal computing device.

    But don't worry.  People still use flip phones to this day and people will still use smartphones in a decade.

    Why?  Its just a more personal device.  Lets say you are old.  A watch is 100x better than a phone.  If you fall down you can call the 911 with a button press, or even better if the device can tract your vitals it will call 911 automatically.  That stuff is impossible or much more difficult with a phone.

    In 5-10 years the wearable will have a screen size of 4-6 inches or even bigger.  Projection technology, paper thin screens, who knows.  

    I see your point, and I don't contradict you, but this isn't going to happen that fast. With today's technology and people still needing a bigger screen, I just see smart watches as a perfect companion to your phone, not a full replacement. Maybe some day when the technology gets to a point where we can have a microphone attach to our ears at all times and a holographic projector then the smart watch will be perfect to replace your phone. For now I love the idea of being able to free my hands from my phone during the day and being able to just answer quick call or text on the watch, or a quick glance at the weather or notification. I do think that smart watches have finally taken off, and I say taken of because it started today even though it will be will be official on the 24th. Apple is changing things once more, ?Watch can't wait to use it in the 24 when it get here ????
  • Reply 31 of 53
    idreyidrey Posts: 647member
    drewys808 wrote: »
    Interest is 1/2 of iPhone!?!?!  Wow.

    <span style="font-size:16px;line-height:1.4em;">I was predicting that initial rollout would be tempered and then more aggressive numbers coming in 3 months later.  But if interest is already at 1/2...this rollout will be amazing.</span>


    Most don't need this device, why would they go out and buy it? I was thinking interest was more like 1/5 of iPhone.

    What ever the interest is right now it will grow as people see it in the wild, they will be attracted to it either by the cool factor, social status or the actual usability of it.
  • Reply 32 of 53
    nolamacguynolamacguy Posts: 4,758member
    dasanman69 wrote: »
    The question is how many current iPhone 6 owners will upgrade to the 6s?

    doing so is not normal. on,y people on these sites have a reason to. normal consumers wait at least two years.
  • Reply 33 of 53
    starxdstarxd Posts: 128member
    This analyst sounds like a complete idiot. He talks about "slowing iPhone momentum during an 's' cycle," but if he bothered to look at a sales chart he would see that every 's' iPhone has outsold its predecessor. There has never been "slowing momentum" in an 's' cycle. How can anyone take this guy seriously when he doesn't even know this very basic fact?
  • Reply 34 of 53
    starxdstarxd Posts: 128member
    Quote:

    Originally Posted by NolaMacGuy View Post

     
    Quote:

    Originally Posted by dasanman69 View Post



    The question is how many current iPhone 6 owners will upgrade to the 6s?




    doing so is not normal. on,y people on these sites have a reason to. normal consumers wait at least two years.



    I wouldn't be so sure.  The carriers are really pushing their plans that allow for yearly upgrades.  I think it will soon become the norm for a lot of people.  

  • Reply 35 of 53
    dasanman69dasanman69 Posts: 13,002member
    starxd wrote: »

    I wouldn't be so sure.  The carriers are really pushing their plans that allow for yearly upgrades.  I think it will soon become the norm for a lot of people.  

    Yearly upgrades was the norm before the smartphone boom.
  • Reply 36 of 53
    singularitysingularity Posts: 1,328member
    starxd wrote: »
    <div class="quote-container" data-huddler-embed="/t/185711/apple-watch-will-be-digital-sixth-sense-for-users-key-catalyst-for-shares-of-aapl-ubs-says#post_2708218" data-huddler-embed-placeholder="false">Quote:<div class="quote-block">Originally Posted by <strong>NolaMacGuy</strong> <a href="/t/185711/apple-watch-will-be-digital-sixth-sense-for-users-key-catalyst-for-shares-of-aapl-ubs-says#post_2708218"><img alt="View Post" src="/img/forum/go_quote.gif" /></a><br /> <div class="quote-container" data-huddler-embed="/t/185711/apple-watch-will-be-digital-sixth-sense-for-users-key-catalyst-for-shares-of-aapl-ubs-says#post_2707702" data-huddler-embed-placeholder="false">Quote:<div class="quote-block">Originally Posted by <strong>dasanman69</strong> <a href="/t/185711/apple-watch-will-be-digital-sixth-sense-for-users-key-catalyst-for-shares-of-aapl-ubs-says#post_2707702"><img alt="View Post" src="/img/forum/go_quote.gif" /></a><br /><br />The question is how many current iPhone 6 owners will upgrade to the 6s?</div></div><br />doing so is not normal. on,y people on these sites have a reason to. normal consumers wait at least two years.</div></div><p><br />I wouldn't be so sure.  The carriers are really pushing their plans that allow for yearly upgrades.  I think it will soon become the norm for a lot of people.  </p>
    Here in the uk the norm is for the carriers to push 18 months if not 2 years. If your not careful or savvy enough they will try and sneak you into the wrong contract. This why I've gone simple only and buy outright my phones.
  • Reply 37 of 53
    kibitzerkibitzer Posts: 1,114member
    starxd wrote: »
    This analyst sounds like a complete idiot. He talks about "slowing iPhone momentum during an 's' cycle," but if he bothered to look at a sales chart he would see that every 's' iPhone has outsold its predecessor. There has never been "slowing momentum" in an 's' cycle. How can anyone take this guy seriously when he doesn't even know this very basic fact?
    "Momentum" is not the best word, since it's the product of mass times velocity. It is not the same as rate of growth. The iPhone's increase in the rate of global sales growth was astonishing in the latest sequential quarterly sales figures. See graph at this link.

    http://www.statista.com/statistics/263401/global-apple-iphone-sales-since-3rd-quarter-2007/

    But is that growth rate sustainable? Whenever the RATE of increase levels, there's likely to be an effect on the EPS growth rate as well.

    Look, iPhone unit sales nearly DOUBLED from fiscal 4Q 2014 to 1Q 2015 after the 6 and 6+ debuted, to almost 75 million. Exponentially, by 18 months from now, Apple would be making more iPhones every quarter than there are people on this planet!
  • Reply 38 of 53
    mac_128mac_128 Posts: 3,454member
    drews wrote: »
    He noted that the initial strength of the Apple Watch is saving time for users. But the killer feature may be the Taptic Engine which gives a gentle tap on the wrist.

    To Milunovich, Apple's Taptic Engine could prove to be a so-called "digital sixth sense" for Apple Watch wearers. This capability, he said, could act as a bridge between the digital and physical worlds.

    I'm thinking that there will be a strong enrollment in Morse Code courses.
    I heard a story on the radio today about a journalist who had a Fitbit that got switched somehow so that notifications came as vibrations -- she said the first time she felt it, it scared her because she had no idea it could do that. She had to turn it off because it was so distracting.

    I have no idea what steps Apple is taking to make sure only those notifications you want to distract you are transmitted to the taptic engine, but it certainly makes sense that there's a plan to mitigate the potential problem. What good is it if people don't use it?

    I do agree that morse code might make a comeback -- I think one of the biggest new markets for smartwatches may surprisingly be school kids who are otherwise mostly banned from using their cell phones in class. Apple is a bit pricey for most kids, but you can bet Android wear will incorporate the same kind of tap tic engine as soon as they get their hands on one.
  • Reply 39 of 53
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by Kibitzer View Post





    "Momentum" is not the best word, since it's the product of mass times velocity. It is not the same as rate of growth. The iPhone's increase in the rate of global sales growth was astonishing in the latest sequential quarterly sales figures. See graph at this link.



    http://www.statista.com/statistics/263401/global-apple-iphone-sales-since-3rd-quarter-2007/



    But is that growth rate sustainable? Whenever the RATE of increase levels, there's likely to be an effect on the EPS growth rate as well.



    Look, iPhone unit sales nearly DOUBLED from fiscal 4Q 2014 to 1Q 2015 after the 6 and 6+ debuted, to almost 75 million. Exponentially, by 18 months from now, Apple would be making more iPhones every quarter than there are people on this planet!



    It's imposible to read the entire research note unless you are a UBS customer, so it is unclear precisely what he's referring to as an "s cycle." An "s-curve" is a term in economics referring to a product's growth cycle, so this is what he may well be referencing. In any case, from what I've been able to find online, his research note discusses the pressure on margins that Apple (and any other company heavily dependent on overseas sales) will be experiencing due to the rapid appreciation of the US dollar. In spite of this Milunovich is one of the more bullish analysts on Apple Watch (if not this year than next) and has set one of the highest AAPL target prices among the analysts who cover Apple. But he must be clueless. Because, you know.

  • Reply 40 of 53
    SpamSandwichSpamSandwich Posts: 33,407member
    What if Apple shocked the world and instead of iPhone 6S or 7 renamed it Apple Phone?
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