Apple's Event To Be 'Quite Ho-Hum': Strategist


Apple is expected to make a big announcement Wednesday, and many believe it will be the release of a new iPod. Brian Marshall, senior analyst of Broadpoint AmTech, and Roger Kay, president and founder of Endpoint Technologies, discuss what the company needs to do to stay on top.

“We think continued penetration of the iPhone into the enterprise market will actually have an uplift effect on Apple’s Mac notebook sales,” Marshall told CNBC. “We think that will be the key driver of the stock over the next 6 to 12 months. Not the iPod.”

Marshall said the Apple iPhone will help improve productivity for businessmen through its application support devices.

In the meantime, Kay said the iPod line has slowed and despite the usual mystery, tomorrow’s Apple event doesn’t have much potential.

“Everybody is waiting to see if Steve Jobs will arrive,” said Kay. “I think that these announcements, no matter how good they are, will be quite ho-hum. There’s not much going on. But it has to be seen for the larger perspective of how the iPhone is establishing a tremendous platform that is going to extend into the future and make Apple a more prominent player in the computer business.”

Kay Likes:


Advanced Micro Devices




No immediate information was available for Kay or Marshall.

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