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Wednesday October 17, 2012
2 plays on the iPad Mini
by Ian Wyatt, editor Top Stock Insights  Analysts are expecting Apple to launch a smaller, 7-inch version, dubbed the "iPad Mini." This would be excellent news for our two Apple-related stocks: Avago (AVGO) and F5 Networks (FFIV).Half of all adult Americans now own either a tablet or a smart phone, according to a survey by the Pew Research Center. Moreover, a third uses those devices to view news and video once per week. FFIV is our favorite way to invest in the Apple and smart phone takeover. The huge growth of smart phones -- such as the iPhone -- along with devices such as the iPad is putting a tremendous strain on wireless networks. The current wireless network is stretched thin. Just think of the bandwidth issues that may arise when 50% of device users access video just once per week. FFIV makes wireless networking more efficient. It works with wireless providers to enhance hardware and software compatibility so users can access video and online content faster. On the other hand, Avago makes hardware that goes into iPhones. In fact, two AVGO devices, AFEM-7813 dual-band LTE B1/B3 PA+FBAR duplexer module and the A5613 ACPM-5613 LTE band 13 power amplifier, are in the iPhone 5. Because Avago has won Apple contracts several times in the past two years, we think that the company will find a way into the new iPad. Not only does Avago offer extremely power efficient devices, their built small. Size will be important to Apple. The new iPad is supposed to be a mini. FFIV and AVGO are two great technology stocks and two unique investments that take advantage of Apple's success. Our FFIV price target is $120, roughly 20% above the current level. Meanwhile, AVGO carries a $44 target price, substantially above the current $34 share price. So I'm seeing plenty of potential for both positions. Learn more about this financial newsletter at Ian Wyatt's Top Stock Insights. Related articles: 
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