What to Expect When You're Expecting Apple to Rally in 2012http://www.fool.com/investing/general/2011/12/24/what-to-expect-when-youre-expecting-apple-to-rally.aspx Evan Niu (TMFNewCow)
December 24, 2011
With the historic year that Apple (Nasdaq: AAPL ) has had, what can we look forward to next year?
There's no shortage of speculation thanks to Cupertino's sleepless rumor mill. I've covered some of the ideas, but there are plenty more possibilities to entertain, some of which have been broached more recently. There are some reasons Apple might not rally in 2012, but I still think it's a buy.
Back to the future
Retina displays for everyone!
"Next generation of MacBooks"
The most obvious progression is that they will continue to get thinner. It's practically a shoo-in that Apple will transition all Macs to custom-designed enclosure-free flash storage, given the success of the MacBook Air. Its recent acquisition of an Israeli flash-memory specialist is more than a hint.
Next year, I'm expecting Apple to begin transitioning all Macs, starting with laptops, to all SSD and Retina displays, while continuing to make them thin enough to cut food with (just because you can doesn't mean you should).
iPads for everyone!
Other Google (Nasdaq: GOOG ) Android tablets that have gone head-to-head with the iPad, like the Motorola Mobility (NYSE: MMI ) Xoom, have always come back with their tail between their legs. The only success stories come at low price points, like with Hewlett-Packard's (NYSE: HPQ ) $99 TouchPad.
Expanding the iPad to lower price points in defense might promptly quell the uprising. There are a few routes Apple may take. It may simply offer the previous-generation model at lower prices, as it has done with the iPhone, or it may even go with a 7-incher, despite Jobs' previous assertion that the 7-inch form factor is "dead on arrival." I think we'll see the iPad 2 move down in price instead of a 7-inch model.
Enough about products; get to the bottom line