FORTUNE -- Computers one wears, rather than carries in a briefcase, backpack or pocket, are at an "inflection point" -- a market poised to explode from $3 billion to $5 billion today to as much as $30 billion to $50 billion in three to five years.
That's according to a Credit Suisse report snagged Friday by Barron's Tiernan Ray.
The theory is that smartphones are going to be the hub connecting a proliferation of small, wireless devices that will become increasingly popular as software improves, component prices fall and new business uses emerge.
"Bottom line," writes Ray, "the authors think wearables are 'a mega trend' and that 'your clients need to care' because the gizmos may have 'a significant and pervasive impact on the economy,' change how we all interact with technology, and may 'advance [the] Big Data paradigm.'"
Apple (AAPL) is likely to be one of the big winners in the new market, according to the report, along with Broadcom (BRCM), eBay (EBAY), Google (GOOG), Microchip (MCHP), NXP Semiconductor (NXPI) and, among retail stocks, Nike (NKE), Under Armour (AU) and Alliance Data Systems (ADS).
"Stellar operating performance finally has catapulted the company into the No. 1 spot."
FORTUNE -- I cancelled my Barron's subscription after the ridiculous cover story pictured at right, so I don't have access to this year's Barron's 500 list. But the story promoting the fact that it's topped by Apple (AAPL) -- Congrats, You Did It! -- is available to nonsubscribers.
It starts like this:
And now for some good news about Apple. Its stock might MOREPhilip Elmer-DeWitt - May 6, 2013 8:01 AM ET
It's only in the past year that Samsung has (handily) outpaced Apple
FORTUNE: "Samsung's stock doesn't trade on US exchanges," writes the Bespoke Investment Group, "so hardly anyone here even looks at the stock."
Well, Bespoke did, and it produced the 10-year (above) and one-year chart (below). They show that over the long run, Apple (AAPL), as Bespoke put it, "crushed" Samsung.
Lately, however, not so much.
Thanks to Barrons' Tiernan Ray for spotting the report.Philip Elmer-DeWitt - Mar 14, 2013 2:58 PM ET
For clients of Susquehanna's Christopher Caso, it's deja vu all over again
FORTUNE -- Kudos to Asymco's Horace Dediu for spotting the similarity between the two Barrons' headlines at right, one from Dec. 20, 2012, the other from Nov. 11, 2011 -- 13 months earlier.
Both are based on notes by Susquehanna semiconductor analyst Christopher Caso. Both warn clients that signals from his supply chain sources tell him that Apple's (AAPL) iPhone MOREPhilip Elmer-DeWitt - Dec 20, 2012 2:45 PM ET
Up 13.59% in a quarter in which the NASDAQ fell 12.91%
In his Tech Trader Daily column last week, Barron's Tiernan Ray noted that the three months that ended Friday saw some spectacular flameouts in the tech sector, including Netflix (NFLX) down 56.88% for the quarter, AOL (AOL) down 39.58%, Hewlett-Packard (HPQ) down 38.32% and Yahoo (YHOO) down 12.4%.
Amid the carnage, however, there were some relatively safe havens. Ray mentioned Apple MOREPhilip Elmer-DeWitt - Oct 3, 2011 5:00 AM ET
Moves up from 59th place in 2010 based on boffo sales growth and return on investment
In what Barron's describes as "a tip of the hat" to the corporations that generated the most revenue growth and cash returns in recent years, the magazine moved Apple (AAPL) up 55 spots in its 13th annual ranking of America's 500 largest companies that aren't currently in bankruptcy.
"While such operating success might not generate immediate MOREPhilip Elmer-DeWitt - May 7, 2011 12:31 PM ET
Two weeks before Apple's Q2 earnings report, a flurry of negativity in the business press
"Apple shares aren't just cheaper than the S&P, they're bizarrely cheaper," writes Tiernan Ray in the current issue of Barron's. "Backing out cash and marketable securities of $60 billion, or $64 per share, ... it trades at 11 to 12 times this year's projected earnings per share, versus the S&P's average of 14 times, despite MOREPhilip Elmer-DeWitt - Apr 4, 2011 6:30 AM ET
Sales estimates range from 35 million to 100 million, with the biggest slice going to Apple
In his debut performance in this week's Barron's, where he replaces the venerable Eric Savitz (now at Forbes), Tiernan Ray provides a useful round-up of Wall Street tablet sales estimates for 2011.
Only trouble is, the estimates vary so widely you don't whether to laugh or cry.
On the low end, Citigroup estimates sales of 35 million, MOREPhilip Elmer-DeWitt - Nov 27, 2010 12:50 PM ET
Barron's estimates a healthy Jobs accounts for $25 billion of Apple's market value
Apple's (AAPL) Steve Jobs has once again made Barron's list of the 30 "most respected CEOs" in the world -- this time with a few more superlatives and a dollar figure attached.
To quote Andrew Bary's introduction (subscription required):
Probably the world's most valuable CEO is Steve Jobs of Apple, as shown by stock dips on news of his medical MOREPhilip Elmer-DeWitt - Mar 27, 2010 12:09 PM ET
Displaces J&J in the annual list of companies "most admired by major investors"
"If an Apple shareholder fell asleep in the summer of 2008 and didn't waken until Christmas 2009," writes Vito J. Racanelli, introducing The World's Most Respected Companies in this week's issue of Barron's Magazine, "he'd hardly notice anything had been amiss, based on the stock price."
Indeed stock performance seemed to be the primary criterion of the 70 investors MOREPhilip Elmer-DeWitt - Feb 14, 2010 4:18 PM ET
|China's red-hot property market shows no signs of slowing|
|Yahoo to buy Tumblr for $1.1 billion: Report|
|5 reasons why Yahoo is making a $1.1 billion mistake|
|Gas prices lower, but not leading to more spending|