1) An iWatch is unlikely to have "universal appeal" similar to iPod, iPhone, and iPad. It will mostly appeal to younger males, severely limiting it's importance as a new product category or growth driver.
2) An iWatch is unlikely to be subsidized by communication companies as it will not become a primary communication device for most consumers. Hence retail price is limited to sub $300 and Apple will face stiff competition from low-cost challengers. It is also unlikely to move many consumers toward purchasing an iPhone instead of other brands as they too can have a "phone-watch" combo.
3) There are no foreseeable technological leaps that will be achieved in an iWatch. It will be an incremental miniaturization of existing iPhone technologies. It cannot have the impact to consumers that iPhone or iPad did.
4) At very best, an iWatch could add 5% or slightly more to top-line and bottom line with no guarantees of "upgrade cycles" similar to iPhone. An iWatch, while very 'cool', cannot impact the share price dramatically. Share price growth will have to come from different products and product categories.
Give the people at Apple some credit for not being stupid. I can recall when they came out with the ipad everyone scoffed at it as a joke. Ballmer from Microsoft actually said it will be a big flop. Some flop. Wait and be patient and see what is coming. I think it will be a game changer.
iwatch and TV are absolutely not the next biggest thing! Samsung already has a smart Tv and is developing further. The watch seems like something the masses will never buy! Its almost an afterthought. AAPL to $300 next few months on slashed analysts estimates and reversal of profits.
Sentiment: Strong Sell
my 81 year old mother loves her Ipad, my wife loves her iphone. What on gods green earth are you spewing on about? Having said that I can't see the need for a watch (which I'm assuming will be ugly) that replaces the phone sitting in your pocket that a lot of people won't be able to read
My choice of words on the initial analysis post may have been confusing. Let me restate....the iWatch is unlikely to have "universal appeal". The iPod, iPhone, and iPad HAVE universal appeal - the iWatch won't. iWatch will be more appealing to younger males as a wearable high-tech gadget and will have less appeal to older consumers and to females of all ages.
Exactly, the iPad and iPhone have universal appeal - young old and gender neutral. An iWatch is highly unlikely to be truly 'gender neutral' in appeal. Wearing fairly large high-tech devices on the wrist is unlikely to appeal equally to males and females. It has limited marketability, or at least much moreso than either iPhone or iPad.
If iWatch is a sensor-laden device that can track all your biometrics it may very well be subsidized, not by telcos, but by insurance companies.
You make the mistake of looking at the future through the lens of the past. You also make the mistake of thinking that only innovations YOU think of are possible. Turns out an army of the world's best product designers is more innovative than you. Who knew?
There are a plethora of Biosensor watches available today - none of which has ever been a 'break-out' product nor product category. For a large number of reasons, it's not a break-out application of AAPL's technology. It won't have universal appeal, no matter how well it measures biometrics.
I think its just going to be a souped up ipod. Not a bad idea since watchbands are already made if they bring back older form factor. Not going to be game changer but will find niche.
iWatch will be the straw that broke camel's back for Apple. Share prices will below $100 and all the way down to $50 or less. Why would anyone strap an electronic device on the wrist so that now you tie up one hand and have to hold out your arm causing muscle fatigue. Have you ever tried to bring your watch to your ear? It's the dumbest idea.
We have a 55" Samsung LED TV, which is 2 years old. We have been holding off upgrading it, since we are waiting for a 60" iTv to be integrated with our Apple only household. I know 2 years is a way too long a time without upgrading a TV, but, I swore off Samsung, and will only buy Apple. So we are stuck.
Sentiment: Strong Buy