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Posts by TheOtherGeoff

In a perverted way this makes sense.  The largest market capped companies, typically are products that are either a monopoly (ATT, MS/Intel, IBM, NTT, utilities), conglomerates, or consumer/industry essentials (oil, big box generic retail [walmart]),  addictions {Coke, Pharma], and less so, 'have all your money' Banks/Financials (CitiGroup, JPMorgan).   Each of those basically have very little short term risk.   Apple is neither a monopoly , or a consumer essential,...
only if she likes it that why
something like this: http://www.news4jax.com/news/school-bus-involved-in-crash-with-big-rig/28318538
is a pervious thread a perverted thread in the past? jk I think 4 things will happen 1) The techno elite that are iPhone users (2% of current iPhone users: 7M) will buy a sport watch2) The rich and bling conscious (1% of current iPhone users 3.5M) will buy an Edition Watch. that's 10M watches right there. If it's a winning combination then 3) The rich and bling conscious that don't own an iPhone will buy both:  Another 2M worldwide plus a 'Apple Watch Halo effect' (heck...
Market research Sample size: 1. And you think Piper Jaffrey is skewed....
As stated above, the portability of the watch and it being a 'bling' on your arm accessory, will drive the vanity factor much higher than the AppleTVAppleTV is a utility device.  Connect your TV to your Internet and your Apple Stuff. Apple Watch is a 'extender' device.  I argue it is a fashion device (much like 'techno' is a fashion), and one that does a few yet to be determined functions that will make life easier. the intersection of  [number of people in households...
hah.  irrational exuberance. 10 Million seems like a legit number.  That's 5B in sales. note the numbers.  Fashion watch industry is a  62Billion dollar market with 1.2Billion Unit Sales.    Average selling price is $51.67. (in 2011, Rolex sold 750,000 'movements', and had 7Billion in revenues: Avg Selling price $9300: they had 11% of the revenues on .1% of the units) Apple is selling a watch that is 10X the average selling price, and requires people to commit to spending...
Any AG since Nixon's Mitchell would have voiced the same concern.   While holder's worth to you is debatable, this specific reason isn't a differentiator. I sat in an Interop presentation and watched Phil Zimmerman 'explain'  why DOJ/FBI/ATF were at all the exits (because 256 bit encryption was considered in the same export class as plutonium to the GHWBush Administration) as he explained his plans for PGP public key rings in 1992.The Gov't was concerned that non US...
  I figured a 20% YoY increase.  28% is huge Next quarter.  That's a run/sell/deliver rate of 700,000 a day.  The only way I see that happening is if they plan on cannabalizing  the iPad Mini line (and/or don't upgrade it next month). Obviously about 30% of that is 5s/5c  sales.  Stocking stuffers, and mom/dad switching from android to a 6P and dragging children along with a .99 iPhone 5c.  I'm confident the low end will move... I may get 5s for my wife when I get a 6 for...
two different problems. 1) we are a global economy with multiple taxing jurisdictions.  Local, State, Country, and in the EU's case, Extra-Sovreign. Taxes are an expense of doing business.  Just like salaries, health benefits, workman's comp, (those first 3, anyone complaining about the price of an iPhone because it's made in China?) sales and marketing, etc. When you're talking billions in revenue, the difference of 35% to 5% is serious enough to build an Double Dutch...
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