Apple plays: in the lead up to the iPad2 launch on 11 Mar in US and 25 Mar internationally, stocks with exposure to Apple (namely ECS, Epicentre and Hi-P), may draw trading interest.
The new version of the iPad 2 is slimmer, lighter, has 2 cameras and features an upgraded dual core 1GHz processor, and yet comes at a price range of US$399-729, nearly US$100 cheaper than the original...
Both BNP and Barclays expect Apple’s tablet to continue to dominate the tablet mkt with 65-70% mkt share in 2011. Apple may sell >33m iPads this yr, more than double the 14m the co has sold already. Shipments will likely be back-end loaded, as some slowdown is expected in 1Q11 due to model transition.
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