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Three Investing Experts on Apple's Many Smart Decisions... and One Mistake


Our tech writers are mostly applauding the updates Apple announced yesterday, but there is one issue with that free software package.


Apple Leads Innovation With 64-Bit Architecture
By Sean Udall

Just as I said with the iPhone 5S, the new iPads will be a big hit. Sure, I was hoping for something a bit more with the covers, but that was only a minor deal. Apple is once again leading the pack in innovation with 64-bit architecture. iWork and iLife apps being free with new devices is also a huge benefit to new buyers and long-time users who are upgrading.
In the enterprise arena, the iPad has between 85-90% tablet share, and the new iPads will certainly help retain -- or even possibly increase -- that share. All in all, given the embedded value in the OS and free Apple software, the bar is incredibly high for anyone else making tablets to compete effectively. Yes, there are cheaper tablets, but this is a product category in which you tend to get what you pay for. And Apple throwing in a lot of great software with the devices just notably raised that value proposition.

Another home run for Apple. The company is once again close to firing on all cylinders!

Sean Udall is an investment strategist, portfolio manager and proprietary trader with extensive experience across a wide variety of asset classes, including equities, fixed income, currencies, and derivatives. He's a recognized trader, prolific writer, and the founder of the TechStrat Report, a technology-focused investment newsletter from Minyanville. Read more of Sean's commentary, here.

Sean Udall has a position in AAPL.

(See also: At Apple, Investors Still See Evolutions, Not Revolution)

No positions in stocks mentioned.

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