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Posts by drewys808

 At the mall, I noticed that more people use 2 hands than 1 hand. Seems like the youngest use 1 handed the most, probably casual social media use. Bottom line is this:the growing majority don't just see it as a phone, they see it as a mobile computing device.  and if given the choice, most would prefer to carry around one mobile device, not two (or three)... and it is there that a larger iPhone would be valuable. I can see a 4.7" iPhone on the very near horizon.  5.5" later.
I must disagree...or at least let's clarify.History has shown that google is not primarily interested in innovation and development of the next big thing, instead, they are interested in disruption of the next big thing...for the sake of ad/search. That's why they have flung whatever technologies against the wall just to see what sticks. What do you think Android was for?.. it was for ad/search. Same for Motorola. Time will tell re: Nest/Glasses/drones. google is scared...
I don't disagree that analysts look at facts but for every analyst that recommends a "buy" there are as many that recommend a sell/hold. That tells me that one analyst happens to be right and one happens to be wrong. Maybe that's why the average engineer makes more than the average analyst? Or are you advising us to just listen to the analysts who earn millions and to ignore the others?Or should we just listen to the analysts that are right all the time? /s Hmmm...I don't...
 TS, is that you?
This will be interesting to see play out over the next few years....and I'm guessing that Samsung and the "cheap" Chinese knock off smart phone companies could not care less about Goog.
Point taken. It just baffles me that some are so concerned/angry about the cost but don't do simple math by looking at the total cost of ownership. I'm of the opinion that anyone who wants to post a price comparison should be REQUIRED to include the market's resale value of each device... it's as important as the device's features, convenience, and platform because along with resale value, it all adds up to the WORTH of the device.
...yes, it's all about the TRUE cost of ownership no matter what country and no matter if it's with subsidy or not. So to complete this discussion, anyone who is trying to compare prices should also compare resale value as well. I want to laugh when I hear AT&T salespeople say that the Samsung and Apple are the same.  Not withstanding the features/platform, salespeople should at least come clean about resale value.
I think that could be a good thing...wouldn't it be a positive for new iPhone to be released first (Summer), have the new iOS tested by developers and then have new iOS released in the Fall?
Refactor what? Apple may be forced to reduce GM, may go from 35% to 25% someday. Amazon is already at zero profit and can't go much lower. If anything, Amazon will raise margins in the future (e.g. Prime going from $79 to $99).  You're waaaay off if you think Apple will go down to <10% GM.
Margins for Apple will drop, but not to <10%...maybe to more like 25%.Don't forget that computing devices continue to evolve, and with it, the need for higher margin/higher quality devices.Apple will never get down to the <10% GM level.
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