Apple 2.0

Covering the business that Steve Jobs built

What Apple iWatch?

February 12, 2013: 6:11 AM ET

There's no product, but the usual suspects are already measuring its failure and success

Click to enlarge.

Click to enlarge.

Screen Shot 2013-02-11 at 5.47.33 AMFORTUNE -- That didn't take long.

The ink had hardly dried on the New York Times' and the Wall Street Journal's reports that Apple (AAPL) might be working on a wrist watch-size iOS device when the handicappers swooped in for the kill.

Two reports caught my eye:

  • The Motley Fool's 5 Reasons Why Apple's iWatch Will Fail. "I can't bring myself to read past the headline," writes reader Jim Neal. Indeed, is there another company whose products the Motley Fool's reporters measure for a coffin before they have time to be born?
  • Morgan Stanley's iWatch market opportunity. "While we have no specific knowledge of iWatch," writes Katy Huberty in a note to clients, "our market analysis suggests an incremental $10B to $15B revenue or $2.50 to $4.00 EPS opportunity annually." And if there is no iWatch, do we subtract $10 to $15 billion?
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Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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