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專欄 - 蘋果2_0

白色iPhone意義重大?

Philip Elmer-DeWitt 2011年04月27日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿,。不過,Elmer-DeWitt認為,,在報道蘋果公司時有點懷疑精神不是壞事,。聽他的應該沒錯。要知道,,他自從1982年就開始報道蘋果,、觀察史蒂夫·喬布斯經(jīng)營該公司。
一位分析師預測蘋果股價在未來3到5個月里將上漲100美元以上,,并認為白色iPhone意義重大,。

圖片來源:蘋果公司

????“消費者對電子產(chǎn)品的購買并非完全理性的決策,。人們購買蘋果(Apple)產(chǎn)品的原因多種多樣,,其中包括:身份、美感,、功能,、質(zhì)量和‘酷’?!?/p>

????本周一,,Ticonderoga的布萊恩?懷特在致客戶的報告中寫下了上面這番話。他的依據(jù)來自于AppleInsider的一份報道,,該報道稱蘋果趕在4月27日白色iPhone 4發(fā)售之前,,在上周末將產(chǎn)品發(fā)至零售商。

????懷特表示:“延期發(fā)售‘白色’iPhone在一定程度上制造了一種神秘感,,我們認為一些消費者對它很有興趣,。所以我們預計在替換、升級和新購買iPhone 4等因素的推動下,,iPhone 4的銷量將得到提升,。我們在亞洲旅行期間發(fā)現(xiàn)人們對‘白色’iPhone相當感興趣,,這將促使他們?nèi)ベ徺I該產(chǎn)品。中國顯然正處在‘蘋果熱’中,,我們認為它將成為‘白色’iPhone 4的主要市場,。”

????我們不清楚懷特為何一定要在‘白色’上打引號,。但有一點可以肯定,,懷特認為蘋果股價的調(diào)整期已經(jīng)過去。他表示:“蘋果的股價大起大落,?!彼A計未來3到5個月里,蘋果股價將上漲100美元甚至更多,。

????懷特將蘋果目標股價定為612美元,,這是華爾街所做出的最高預期之一。蘋果股票周一的開盤價為350.52美元,。

????譯者:項航

????"The purchase of consumer electronic devices is not always a completely rational decision, and people buy Apple products for many different reasons, including status, aesthetics, functionality, quality and the "cool factor."

????So wrote Ticonderoga's Brian White in a note to clients Monday, taking his cue from an AppleInsider report that Apple (AAPL) began shipping white iPhones to retail stores over the weekend in advance of an April 27 launch.

????"The delayed launch of a 'white' iPhone," Write says, "has created a certain mystique around the product, and we believe certain demographics will find the product appealing. As such, we expect incremental iPhone 4 purchases due to this launch, driven by replacements, upgrades and/or new iPhone 4 purchases. During our travels to Asia, we found quite a bit of interest in a 'white' iPhone 4, which could prompt users to make a purchase. China has clearly caught 'Apple fever,' and we believe the country is a prime candidate for a 'white' iPhone 4."

????Why White insists on putting quote marks around the word "white" is not clear. What is clear is that he thinks the period of consolidation that preceded last week's earnings report is over. "Apple's stock moves in big waves," he says, predicting that its shares will pick up another 100 points or more over the next 3-5 months.

????White's price target of $612 is one of the highest on Wall Street. The stock opened Monday at $350.52.

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