I think he's mistaken on GM. I do hope the fact I disagree doesn't crush dissent on this forum.
Restoring gross margin sounds like opening a price umbrella for competitors. Apple's general price strategy is to add value at same price. While 5C/5S may stop the GM decline this year and reverse it somewhat, I'm not thinking Apple ever intends for GM to return to the low 40s anytime soon.
I also don't see a problem with "overreliance" on iPhone. Simply put there IS no bigger market in consumer tech. It's a risk Apple can deal with and a market that Apple can adapt to if consumer preferences shift over time. As many have said, Phone.app is the only thing phone about iPhone. The bigger deal is the everything else, and iOS is far from a Windows trajectory for now.
Of course intense focus on few products carries business risk. Apple need to keep betting correctly on trends, stay at the forefront of traditional computing replacements, expand software/service revenues, maybe enter a new market or two. But Apple will likely not be able to "significantly" diversify revenue mix for the foreseeable future.
Well said Mav. I agree 100%. Don't see margin higher then 39.5%. Average has been about 37% historically .
The iPhone has plenty of room to grow and the iPad is still getting started.
Last night I realized that Apple could go into wearables and clothing. That is an industry ripe for change.
What about that rumor that Apple was coming out with Apple (smart) Lingerie.
And just what exactly does 'smart' Lingerie mean anyway?
The fix is in. Be patient. Don't panic.
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 12:48:32 GMT -5
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 14:42:52 GMT -5
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 15:25:17 GMT -5
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 15:32:18 GMT -5
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 20:09:43 GMT -5
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 14:54:46 GMT -5
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 11:12:53 GMT -5