w*2
2 楼
Jefferies & Co.’s Peter Misek this morning raised his price target on Apple
(AAPL) to $800 from a prior $699, writing that he has “increased
confidence” the company will introduce a television set, leading him to
raised his fiscal 2013 (for the year ending September) estimate to $214
billion, well above the Street consensus of $187 billion.
“We now believe the iTV could be called “iPanel” as it is far more than a
TV,” writes Misek.
Misek explains in an email this morning that his conjecture regarding the
name derives from the fact that the “iTV” name is owned by the U.K.
company of the same name, which has global rights, he says, “and won’t
sell them based on recent checks,” although it’s still possible in the end
the company could sell to Apple.
“They may be just negotiating” at present, but he can’t be sure, he tells
me.
Moreover, “iPanel” is owned by Crestron, “which discontinued its product
line and is focusing more on Apple products to integrate in their system,”
he adds. It would be consistent, too, with a naming convention of “iP___”
for Apple products.
And, he adds “this is so much more than a TV.”
“It is a display, gaming center, media hub, computer, home automator, etc.
Also, Apple would likely have difficulty getting naming rights from the UK
TV network ITV.”
Misek thinks an introduction of an iPanel will come in Q4, writing that his
observations of the supply chain in Asia lead him to expect “commercial
production in May/June with 2M to 5M builds likely.”
Misek cites a couple of reasons for his confidence, including Apple’s
manufacturing partner Hon Hai Precision’s (2317TW) announcement last week
that it will take a 10% equity stake in Japanese display maker Sharp (6753JP
), and that Hon Hai chairman Terry Gou will buy 47% of Sharp’s display unit
with his own money.
As Misek explains it,
Hai and its related entities are the largest shareholder (with a ~6% stake)
in Chimei Innolux (3481TW) which is the largest LCD display manufacturer in
Taiwan. Recent reports note that Chimei Innolux is running at 80% capacity
utilization for its large- size panels, which leads us to believe that Hon
Hai’s Sharp investment is less about securing capacity and more about its
relationship with Apple and the upcoming launch of the iTV. We believe Sharp
and Apple have modified the IGZO (indium, gallium, zinc) technology to make
much-improved HD displays. The Sharp relationship will enable Apple to
diversify away from Samsung and gain additional display capacity with
leading-edge technology.
Misek also cites observations from a recent trip to Asia that show component
makers shipping “polarized films, filters and IGZO components” in “small
quantities.
Lastly, he sees the company doubling the size of its data center in North
Carolina, after analyzing building permits and satellite images.
“We believe that a doubling of the data center could only be driven by
providing extensive video services for consumers,” he writes.
Based on the iPanel being part of next year’s results, Misek raised fiscal
2013 to $214 billion from $198 billion, and raised his annual EPS to $53.98
from $49.20.
Apple shares are up $2.06 at $626.37.
(AAPL) to $800 from a prior $699, writing that he has “increased
confidence” the company will introduce a television set, leading him to
raised his fiscal 2013 (for the year ending September) estimate to $214
billion, well above the Street consensus of $187 billion.
“We now believe the iTV could be called “iPanel” as it is far more than a
TV,” writes Misek.
Misek explains in an email this morning that his conjecture regarding the
name derives from the fact that the “iTV” name is owned by the U.K.
company of the same name, which has global rights, he says, “and won’t
sell them based on recent checks,” although it’s still possible in the end
the company could sell to Apple.
“They may be just negotiating” at present, but he can’t be sure, he tells
me.
Moreover, “iPanel” is owned by Crestron, “which discontinued its product
line and is focusing more on Apple products to integrate in their system,”
he adds. It would be consistent, too, with a naming convention of “iP___”
for Apple products.
And, he adds “this is so much more than a TV.”
“It is a display, gaming center, media hub, computer, home automator, etc.
Also, Apple would likely have difficulty getting naming rights from the UK
TV network ITV.”
Misek thinks an introduction of an iPanel will come in Q4, writing that his
observations of the supply chain in Asia lead him to expect “commercial
production in May/June with 2M to 5M builds likely.”
Misek cites a couple of reasons for his confidence, including Apple’s
manufacturing partner Hon Hai Precision’s (2317TW) announcement last week
that it will take a 10% equity stake in Japanese display maker Sharp (6753JP
), and that Hon Hai chairman Terry Gou will buy 47% of Sharp’s display unit
with his own money.
As Misek explains it,
Hai and its related entities are the largest shareholder (with a ~6% stake)
in Chimei Innolux (3481TW) which is the largest LCD display manufacturer in
Taiwan. Recent reports note that Chimei Innolux is running at 80% capacity
utilization for its large- size panels, which leads us to believe that Hon
Hai’s Sharp investment is less about securing capacity and more about its
relationship with Apple and the upcoming launch of the iTV. We believe Sharp
and Apple have modified the IGZO (indium, gallium, zinc) technology to make
much-improved HD displays. The Sharp relationship will enable Apple to
diversify away from Samsung and gain additional display capacity with
leading-edge technology.
Misek also cites observations from a recent trip to Asia that show component
makers shipping “polarized films, filters and IGZO components” in “small
quantities.
Lastly, he sees the company doubling the size of its data center in North
Carolina, after analyzing building permits and satellite images.
“We believe that a doubling of the data center could only be driven by
providing extensive video services for consumers,” he writes.
Based on the iPanel being part of next year’s results, Misek raised fiscal
2013 to $214 billion from $198 billion, and raised his annual EPS to $53.98
from $49.20.
Apple shares are up $2.06 at $626.37.
g*y
3 楼
这个问题问的很雷
J*i
4 楼
呵呵,如果本科学历的话写上挺好
这个问题问的很雷
【在 g*******y 的大作中提到】
: 这个问题问的很雷
这个问题问的很雷
【在 g*******y 的大作中提到】
: 这个问题问的很雷
g*y
5 楼
感觉版上的人基本上都是ms/phd吧
【在 J********i 的大作中提到】
: 呵呵,如果本科学历的话写上挺好
:
: 这个问题问的很雷
【在 J********i 的大作中提到】
: 呵呵,如果本科学历的话写上挺好
:
: 这个问题问的很雷
r*h
6 楼
转joke版了
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
x*g
7 楼
man, be professional
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
c*d
8 楼
写进去应该也可以吧，至少说明这个人身体健康
如果其他方面条件相同的话，为什么不招个身体健康的呢？
【在 x****g 的大作中提到】
: man, be professional
如果其他方面条件相同的话，为什么不招个身体健康的呢？
【在 x****g 的大作中提到】
: man, be professional
c*n
9 楼
如果是什么足球篮球的话是不是能强调下team work呢？anyway, just kidding~~
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
【在 f******2 的大作中提到】
: 本人比较喜欢运动，获得过一些运动奖项，是否要写在简历里面？
f*r
10 楼
说实话，我觉得如果是巨牛无比，众所周知的奖项的话，占用一行写一下也没什么吧？
这样看起来不professional吗？
这样看起来不professional吗？
f*2
11 楼
我是PhD,上个月一次吃午饭的时候，和系里的一个Professor坐在一起，他问我平时喜
欢什么运动，我说喜欢什么什么运动，得过奖，他就建议我找工作的时候写进简历，于
是我就写到简历里面了。
上周学校的Career Center义务帮大家改简历，他们也没说要删除运动获奖这部分，只
是让我写得简单一点，避免占用太多空间。不过我还是拿不准到底要不要这部分，所以
才来问问大家。
欢什么运动，我说喜欢什么什么运动，得过奖，他就建议我找工作的时候写进简历，于
是我就写到简历里面了。
上周学校的Career Center义务帮大家改简历，他们也没说要删除运动获奖这部分，只
是让我写得简单一点，避免占用太多空间。不过我还是拿不准到底要不要这部分，所以
才来问问大家。
f*2
12 楼
Career Center的人也是让我强调team work.
【在 c*********n 的大作中提到】
: 如果是什么足球篮球的话是不是能强调下team work呢？anyway, just kidding~~
【在 c*********n 的大作中提到】
: 如果是什么足球篮球的话是不是能强调下team work呢？anyway, just kidding~~
c*n
13 楼
那就最多一行，如果你的简历没填满的话
【在 f******2 的大作中提到】
: Career Center的人也是让我强调team work.
【在 f******2 的大作中提到】
: Career Center的人也是让我强调team work.
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