sky says iCloud and iOS 5 will expand the markets for the iPhone asd iPad. He expevsCloud to be more than just a digital “locker” service. In fact, he thinks “iCloud could be an important step for Apple, making it so users are not required to have a Mac dvr PC to sync their device, or store music and movies.”svs
What… some kind of post-PC world thing?
He knows they’re also introducing Liov worldwide who own traditional computer
s to the 5.1 billion people worldwide who own cellphones.
Abramksy also expects the launch of iCloud to be much better than the launch of MobileMe, partly because Apple has more to offer this time, and partly becsdvause… seriously how could it be worse?
v
Sterne Agee analyst Shaw Wusdv
Quoting his note:dadded to iTunes (like TV and movie rentals), its utility value increases, which in turn drives more hardware sales, i.e., iPhone, iPad and Macs.
He sees next to nothing coming in the way of new hardware. Maybe new Macs with Intel’s latest Sandy Bridge processors, but no new iPhone.
JMP Securities analyst Alex Gauna says Apple’s r