A Massive iPhone Upgrade Cycle Coming at Apple (AAPL)? by TechStockProspector


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									                                    Robert DeFrancesco’s
                            Tech-Stock Prospector
March 17, 2014

A Massive iPhone Upgrade Cycle at Apple (AAPL)?
ISI Group believes Apple (AAPL, $529.34) is on the cusp of a major iPhone upgrade
cycle, saying it sees a lot of pent-up demand across the installed base for a larger

The firm expects Apple this summer to launch two larger-screen iPhones, driving an
EPS bump in 2H 2014.

ISI Group thinks the lack of a large-screen handset has been Apple’s biggest product
miscue in recent years; it believes a 5” form factor would spark a massive upgrade
cycle and trigger a migration wave over from Android.

ISI Group maintains its Apple price target of $600.


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Here are some of the topics covered in the March 2014 issue:

*Favorite stocks of the momentum crowd
*3 winning IT security plays
*How Yelp helps local businesses
*Big Data Watch: Splunk well positioned for growth
*Salesforce ramps up an impressive backlog
*Cloud-software leader Workday builds out its portfolio
*Data Visualization: Why some smart investors like Tableau Software
*Qlik Technologies gears up for a major new product launch
*Insights from the big Morgan Stanley tech conference
*The new 802.11ac WiFi standard gains momentum
*5 growth drivers at Aruba Networks
*Infoblox plots its rebound after the recent stumble
*Electronic Arts benefiting from the new videogame console cycle
*Security Focus: Fortinet ready to gain market share in the enterprise
*Is Riverbed Technology in play after rejecting Elliott’s buyout offer?
*Nimble Storage brings its hybrid platform to the enterprise
*Could Yahoo shares get a boost from an Alibaba IPO filing?
*Palo Alto Networks shares surge on positive IP litigation news
*Deal Report: IPOs from Varonis Systems & A10 Networks

Order the March 2014 issue of TSP here:

Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
years of experience covering the tech sector. He is a former senior writer with
Louis Rukeyser’s Wall Street.

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