Apple Met By Low Expectations Ahead of Product Event

The transcript discusses the low expectations for a new product announcement, highlighting that physical changes in the phone are minimal. It provides historical context on product changes and their impact on market dynamics. The discussion shifts to growth prospects, emphasizing the importance of brand loyalty and the installed base. The transcript concludes with an analysis of stock valuation and risk assessment, suggesting that even modest growth could positively impact Apple's stock price.

What is the general expectation for the new phone announcement according to media reports?

• Discontinuation of the current model

• Introduction of a new model

• Minimal physical changes

• Significant physical changes

What major change did Apple make two years ago that impacted growth?

• Reduction in phone prices

• Introduction of a new operating system

• Launch of a new tablet

• Agreement to make larger phones

What is the primary factor that could drive Apple's stock price up according to the analysis?

• Reduction in production costs

• Introduction of new products

• Increased marketing efforts

• Showing any element of growth

How does the analyst suggest the company is valued?

• Based on current sales

• Based on growth and risk

• Based on historical performance

• Based on competitor analysis

What is the analyst's stance on Apple's potential growth in the December quarter?

• Potential to show some growth

• Unlikely to show any growth

• Expected to show significant growth

• Guaranteed to surpass previous growth