Institutional ownership of Apple stock reaches new 5-year low - Other potential opportunities for Apple cited by Huberty include mobile payments and advertising services. She sees Apple's Touch ID fingerprint sensor and 64-bit A7 processor, along with the company's nearly 600 million App Store accounts and 380 million Bluetooth Low Energy devices on the market, as having laid the groundwork for such services to debut in the future.
While fingerprint sensors are cool, I personally prefer email that works reliably. And not having to spend months rewriting fully debugged code to respond to some fashion trend. If I had to make a prediction: that both Google and Apple would underestimate the Microsoft-Nokia confluence. Point in case is the AT&T goPhone / Nokia 520.
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