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Cirrus Logic Inc. Message Board

  • mk54321 mk54321 Jan 23, 2013 7:48 PM Flag

    Tim Cook statement on call -- iPad Mother of all opportunity -tablet market will be larger than the PC market

    Tablet market will be larger than the PC market over time.

    Note from Cirrus point of view the same chips are in the iPad mini as are in the larger iPad 4th generation.
    For Apple asp is lower due to mix of iPad mini vs full size iPads.
    Look for a very large increase in the March qtr yoy for iPad sales.

    Listen to the Apple conf call and hear what they have to say about large corp customers buying iPads in very large quantities,,, thousands of iPads at a time. This is all part of phasing out laptops/PC's

    -----------------size of PC market
    80 million to 90 million PCs that are being sold per quarter--tablets will surpass PC sales -Peter Oppenheimer
    Far bigger opportunity here are the 80 million to 90 million PCs that are being sold per quarter, there’s still over 300 million PCs being bought per year, and I think a great number of those people would be much better of by an iPad or Mac, and so that’s the much bigger opportunity for Apple

    Sentiment: Strong Buy

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