Re: Needham upgrades Apple from 'Buy' to 'Strong Buy' Re: Bad night.... Bob wrote:
> Unless they find some radically new product stream, the company goes the
> way of Sony (in terms of relevence) by the end of the year.
It's kind of surprising that they haven't come out with a slew of new
products based on the iPhone platform, only the iTouch. Think of all the
handheld products that would benefit from a platform with a relatively
large LCD, and a relatively large amount of flash. Incremental products
would be relatively low cost in terms of development. If they had a card
slot on the iPhone and the Touch, and Bluetooth on the Touch, and opened
it up to developers, they could sell a lot of these into vertical
applications that are now developing custom products, or basing their
products on the Windows Mobile devices which are more open. |