Originally Posted by JamesMac
Island, you may well be right and I may be wrong. I'm fully aware that Apple is walking a tightrope between growth and earnings. Somehow though, I can't help but feel they got the 5c wrong and erred too much on the side of earnings. The lead tech story on CNN today was "Is the iPhone 5c a flop" and other media outlets were running similar stories as was much of the tech. press. No matter how well the 5s (or even the 5c) sells, this kind of bad publicity is not helpful for the Apple brand.
I'd still like to see Apple go after the developing markets in a big way and I haven't seen anything yet that leads me to believe that they've figured out an effective strategy.
I know what you're saying. It comes down to, 'how many units would Apple have to sell at a reduced margin to give enough comfort to Wall Street to raise their targets'. What constitutes growth. Would lowering prices, therefore reducing margins, have any effect. Questions questions.
I can't help think that Apple is better off staying the high margin course, at least for now. The devil you know. China and the developing nations seem to be the only areas where a lot of growth, the same type of growth we've seen from 2007 till now in the developed countries, can occur. The US and Europe are getting saturated.
The fiscal q4 coming at the end of the month isn't of too much interest to me but I always like to see the holiday fiscal q1 numbers.