At its Worldwide Developer Conference in San Francisco, Apple AAPL made a series of announcements that will provide significant investing and trading opportunities both on the long and the short sides, over the coming weeks and months in the derivative plays. Below are thumbnails of 14 companies worth paying attention to in light of Apple’s revelations.
Winners
Yelp YELP
Yelp is a big winner. It has already been the main source for recommendations by Siri on restaurants. In the future, search for restaurants will make reviews from Yelp appear on Apple devices. Yelp will also be integrated with Apple Maps.
Intel INTC
Intel came out a big winner as its new Ivy Bridge microprocessor will power new Apple laptops.
TomTom NV
TomTom is a winner because Apple is using data from this Dutch company in its mapping application.
DigitalGlobe DGI
There is speculation that DigitalGlobe will provide data for Apple Maps.
AutoNavi AMAP
There is speculation that AutoNavi will be supplying mapping data to Apple in China.
OpenTable OPEN
OpenTable provides restaurant reviews and reservations. OpenTable will be integrated with Siri.
Facebook FB
Facebook will drive more traffic from integration with iOS6.
Adobe ADBE
Apple has said that Adobe is creating new versions of its products for high-resolution retina displays.
Nvidia NVDA
New Kepler graphics chips from Nvidia will replace AMD chips in MacBook Pros.
Losers
Google GOOG
Apple will stop using Google Maps. Not only will it result in a direct revenue loss to Google, but Apple’s new maps appeared to be a much better product than Google Maps….Read more at MarketWatch
