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Posts by Minnesota_Steve

The path is clear.Added costs for carrying the iPhone1. Subsidies - immediate impact2. Bandwidth expansion - medium term impact3. Upgrade cycles - long term impact.Benefits1. Subscriber growth - long term market share stability or growth2. Profits laterOne needs to think about phone company profits by "subscriber year". One million new iPhone subscribers in 2012 lead to $x in profit in 2 years. AT&T took early hits because of this but is doing quite well now.
Samsung can't settle. This is the Galaxy IV: http://www.appleinsider.com/articles/12/08/19/rumor_new_photos_show_assembled_next_gen_iphone_display.html
I'm pretty sure that is the Galaxy IV.
LOL - that would be everyone losing credibility who makes Apple predictions. Digitimes at the top of the list. Even John Gruber. People like to debate and guess and it is near impossible to have high accuracy. But debating and guessing is part of the fun.
Dang, good prediction!
No argument here. Just found the 2.2-2.7 potential market cap number fun to debate.
Could be. Just guessing that their excess cash gets distributed as a huge dividend back to the state to finance the country. I haven't looked up their proven reserves vs. those owned/licensed by XOM.
Reinforces the problem with relying too much on Wiki. It's always useful to compare to peer companies when valuing an entity and ask the question "what's unique?". Exxon-Mobile (XOM) has well over $400 B in revenue and is highly profitable. 2x+ estimated Saudi Aramco (SA) revenue. Not sure of SA's profits. XOM has a market cap
http://www.loopinsight.com/2012/08/07/apples-motivation-for-suing-samsung/
LOL-everybody knows a new iPhone is coming out soon. But how about the other products they're keeping secret?
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