Apple: Watch Apple change computing, again - Oppenheimer
Oppenheimer believes we are at the inflection point of the next stage of computing. In 2007, the iPhone was the catalyst to turn computing not only mobile but also personal. They believe the Apple Watch will expand on the intimacy of hardware. With increasingly accessible supply chain, capital, and consumers, and with a notification-based interface, the Watch is the missing link to connect IoT applications to consumers. They believe in the next five years, the Watch will revolutionize the way we interact with objects around us. They see it as a digital "concierge"—the primary interface between users and a myriad of connected hardware devices consumers will add to their lives, which ultimately constitute their unique IoT (Internet of Things) ecosystems; $155 tgt.