Apple Cheat Sheet: Siri on the iPad?

AAPL Recovering From Last Week
Stocks are on the rise Monday after the leaders of France and Germany agreed to strengthen Europe’s banks to help them better weather the region’s debt crisis. Shares of AAPL (NASDAQ:AAPL) are up strong in early trading after losing significant market cap last week on the loss of Steve Jobs as well as weak order rumors (see below). Catalysts include fiscal fourth quarter earnings release on Tuesday, October 18 at 5:00 pm ET; upgrade cycle and conversion to the iPhone 4S and response to the free iPhone 3GS; update to the iPad; continued growth of the Mac business line; mobile adoption in China and emerging markets; iCloud / iOS 5 rollout and adoption; the continued evolution of Apple TV; and platforms such as mobile advertising (iAd), books / publishing and social (Ping). Shares of Apple trade at 9.5x Enterprise Value / Trailing Twelve Months Free Cash Flow(including long-term marketable securities).

“Apple Shock” Reconstructs The Technology Industry (Digitimes Research)
What has Apple done to the tech industry? It’s called “Apple Shock.” And according to Joanne Chien, senior analyst at Digitimes Research this effect “has expanded along with the global economic downturn, sending waves across the PC industry causing a reconstruction in all areas from market scale, brand operation and supply chain structure.” Apple Shock has three major affects:

  1. PC Market: Combined shipments of Apple’s notebooks and tablets have surpassed all the other brand vendors in the global mobile computing device market in 2011.
  2. Notebook Market: The iPad has quickly bitten off demand for devices that are pushed mainly for Internet surfing, accelerating the notebook industry’s transition into the early stage of the mature phase.
  3. Wintel, Brands And Supply Chain: Seeing weak performance, players within these industries are working aggressively to transform in order to fight together against Apple.

And that’s just the business side, how Apple has reshaped the consumer landscape is a whole other beast.

Are iPhone Orders Weak Because Of The Economy? (Digitimes)
There’s another report of weakness from Apple’s (NASDAQ:AAPL) Asia suppliers, this time pertaining to the iPhone. PCB “suppliers to Apple were informed that orders for the fourth quarter have been revised downward because of the sluggish U.S. and Europe economies.” It doesn’t mean Apple will post disappointing iPhone sales in the fourth quarter. Apple’s orders, based on its own internal expectations, may have been much higher than external analysts have been expecting. So it could cut these orders without disappointing anyone. But still, it’s hard to view this as good news.

iPhone 4S The Most Successful Launch Ever With 1 Million Single Day Orders
(Various via techDygest)

After AT&T (NYSE:T) announced that demand for Apple’s newest smartphone has been overwhelming, with the company having already processed over 200,000 preorders in the first 12 hours alone, Apple has announced that it is in fact the most successful iPhone launch ever with 1 million orders in the first day. That storms past the company’s previous sales record of 600,000 iPhone 4 buyers in a single day. Verizon (NYSE:VZ) is currently showing at least a one-week delivery delay and Sprint (NYSE:S) has already run through its pre-order stock.

Will Siri Come To The iPad Anytime Soon (TUAW)
Siri served as an iOS app (called Siri Assistant) before it became a full, integrated feature in the upcoming iPhone 4S. Since the iPhone 4S features the same A5 processor as the iPad 2, is it possible that Siri might be offered on the tablet? Here’s what’s probable: Siri will remain an iPhone 4S exclusive at least until the third tier of international roll-outs completes in December. Apple will probably wait until after the end of the holiday quarter and bring Siri to the iPad giving incentive for people to buy the iPhone 4S.

The Board Struggles With Dawn Of A New Era (Reuters)
The passing of Steve Jobs has put a spotlight on Apple’s board of directors. The current board features former U.S. vice president Al Gore, Genentech Chairman Arthur D. Levinson and Avon CEO Andrea Jung. Just seven people, including Apple CEO Tim Cook, serve on the board. One wonders whether the company will expand and diversify the board to bring about a new era. Adding a strong chairman could create a healthy tension between that person and Cook.

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