FORTUNE -- "Mobile payments remains a future opportunity," wrote Morgan Stanley's Katy Huberty in her note to clients about Monday's WWDC keynote.
"Apple's 575 million active accounts, which is tracking ahead of our 600 million year-end 2013 estimate, is the largest credit-card linked account base, making it an obvious payments platform over time. Apple often saves new feature/service introductions for its hardware refresh – most notably Siri with iPhone 4S (Oct. 4, 2011)." [edited slightly to unpack abbreviations]
And sure enough, on Tuesday morning the U.S. Patent Office granted Apple (AAPL) 37 patents that included, as Patently Apple reports, an "E-Wallet" patent for parental controls and a "simplified wireless data transfer" patent that would allow an iPhone to make mobile payments without relying on NFC (near field communication) technologies.
Of course, just because Apple patents a technology doesn't mean it will develop it. But at this point the company has amassed quite an arsenal of patents covering mobile payments. Patently Apple has collected them in its Archives.
Munster puts iRadio at 80%, MacBook Air at 40%, iWallet at 20%, Apple TV apps at 10%.
FORTUNE -- With the Tim Cook's keynote address at Apple's (AAPL) World Wide Developers Conference only hours away, there's no shortage of speculation from Apple bloggers and Apple analysts about what's in store. But only Piper Jaffray's Gene Munster has assigned percentages to the possible announcements.
Excerpts from his Monday morning note to clients:
90% Chance of MOREPhilip Elmer-DeWitt - Jun 10, 2013 7:03 AM ET
A new look, new services and maybe new MacBooks at Apple's developers conference.
FORTUNE -- The annual gathering of Apple (AAPL) developers -- which sold out in less than 2 minutes when tickets went on sale in April -- kicks off Monday with CEO Tim Cook's keynote at 10:00 a.m. PST (1:00 p.m. EST) in San Francisco's Moscone Center.
There is, as usual, much fevered speculation among the Apple bloggers about what MOREPhilip Elmer-DeWitt - Jun 8, 2013 8:19 AM ET
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