This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Apple Preparing to Crush Competition Again (UPDATED)

UPDATED: And Apple crushed just about every metric it could in its fiscal year Q2 earnings report. TheStreet's tech editor Chris Ciaccia has details here. You can also access a live Apple earnings blog (which will be archived after the fact) HERE.

Quick numbers -- EPS of $11.62 on revenue of $45.6 billion with a gross margin of 39.3%. That last number, in particular, should put a lid on the concerns of quite a few critics. 

This article speculates on -- with links to background from previous columns -- what might lie ahead for Apple as we head into the most important six months of Tm Cook's tenure as CEO ... the second half of 2014. I'll hold off on the "I Told Ya Sos" till we get deeper into that timeframe.  

NEW YORK (TheStreet) -- With the exception of dealing with obvious neglect of his company's retail operation post-Ron Johnson, it must be pretty cool to be Tim Cook right now.

The man has the patience of Job. And, at times, he shows the pluck of Jobs:

I'm not sure how Cook stays focused. To maintain tight lips given what Apple's (AAPL - Get Report) about to do in 2014. For goodness sake, I can hardly contain myself when I'm about to publish an article I'm fired up about. I often bean spill prior to publication at my Twitter feed. I'm so fired up about the real meat of this column (it's on Page Two) I can barely set the table for it.

Must Read: S&P, Nasdaq, Russell on 6-Day Win Streak

Unlike rumor mongers in the media and hacks in Wall Street analyst dystopia, I do not and will not claim to know Apple's exact plans. But they're starting to look obvious. And the funny thing is there's absolutely nothing anybody, from Microsoft (MSFT) to Google (GOOG), can do about it. It has come to a point where they're helpless, functioning as pawns in a game where Apple dictates tone and pace.

We have already thoroughly covered the forthcoming Android killer, iPhone 6, in a series of articles:

Apple's iPhone 6 Will Demolish Android;

Call the Cops: Apple's About to Kill Android; and most recently

Load Up on Apple Stock as Android Killer Looms.

Even rumors that Apple might delay iPhone 6 until 2015 do not dampen my educated enthusiasm. In fact, rumblings that issues with suppliers have moved Apple off schedule embolden me. If the supplier can't get the state of the art battery or 5.5-inch display done the way Apple wants it, it's the Apple way to wait until it's right and ready. Apple works from a position of strength. It operates on its own timeline, not its copycats.

When iPhone 6 hits, it will satisfy the desires of fanboys (myself included), millions of Apple holdouts and new smartphone adopters, putting even more hurt on Android, particularly in the U.S.

But that's not even what I'm excited about ...

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $110.78 0.00%
FB $94.01 0.00%
GOOG $641.47 0.00%
TSLA $246.15 0.00%
YHOO $30.85 0.00%


Chart of I:DJI
DOW 16,776.43 +304.06 1.85%
S&P 500 1,987.05 +35.69 1.83%
NASDAQ 4,781.2640 +73.4890 1.56%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs