UBS forecasts iPhone ASP at $660, pushing Apple's June margins to 40.9%

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  • Reply 21 of 28
    fallenjtfallenjt Posts: 4,053member
    Quote:
    Originally Posted by dasanman69 View Post





    What used to be a $200 upgrade is now only $100 upgrade. $100 less per phone plus lower profit margin. It's exactly everything you claim would happen if the lower model would be if the lowest model was 32GB.

    Let's put it this way: What used to be a 32GB, now is 64GB. So you get 32GB more for the same $100. That encourages people to jump from 16GB to 64GB because they feel it's better deal than 16GB ->32GB.

  • Reply 22 of 28
    dasanman69dasanman69 Posts: 13,002member
    fallenjt wrote: »
    dasanman69 wrote: »
    What used to be a $200 upgrade is now only $100 upgrade. $100 less per phone plus lower profit margin. It's exactly everything you claim would happen if the lower model would be if the lowest model was 32GB.
    Let's put it this way: What used to be a 32GB, now is 64GB. So you get 32GB more for the same $100. That encourages people to jump from 16GB to 64GB because they feel it's better deal than 16GB ->32GB.

    And giving people an extra 32GB is costing Apple billions in profits.

    There are 3 types of people that buy the 64GB model now, the people that used to get the 32GB and are now getting an extra 32GB for free, and people that used to get the 64GB and are now getting the 64GB phone for $100 cheaper, both of those are money losers, the only one Apple is making money are the upgraders from 16GB.
  • Reply 23 of 28
    dasanman69dasanman69 Posts: 13,002member
    sog35 wrote: »
    dasanman69 wrote: »
    And giving people an extra 32GB is costing Apple billions in profits.

    There are 3 types of people that buy the 64GB model now, the people that used to get the 32GB and are now getting an extra 32GB for free, and people that used to get the 64GB and are now getting the 64GB phone for $100 cheaper, both of those are money losers, the only one Apple is making money are the upgraders from 16GB.

    Look at Averaging selling price of iPhones the last 2 quarters.

    You're ignoring the fact that it could be higher, also the Plus is $100 more for every tier model. Had they released only the iPhone 6, and not the Plus then the ASP would be lower.
  • Reply 24 of 28
    dasanman69dasanman69 Posts: 13,002member
    sog35 wrote: »
    dasanman69 wrote: »
    You're ignoring the fact that it could be higher, also the Plus is $100 more for every tier model. Had they released only the iPhone 6, and not the Plus then the ASP would be lower.

    Plus is still not enough to make up that $90 averaging selling price difference.  Only about 25% of the iPhones sold were Plus models in the December quarter.  You are grasping at straws.

    Still can't believe you are so dense that you don't understand more people upgraded to get the 64GB than if they kept the 32GB.

    Then the 16GB model wouldn't be the most popular one if that was true. Sheesh. You're constantly making points that conflict with your other ones.

    Which is most likely the bigger group? Upgraders from 16GB, or the previous second tier buyers that are now getting an extra 32GB for free (a money loser for Apple) and the 64GB buyers that now can get the same amount of storage for $100 less (an even bigger loss for Apple).

    Honestly, which is the better deal, an extra 48GB for $100 more, an extra 32GB at a $0 increase, or a 0GB increase at a savings of $100?
  • Reply 25 of 28
    gatorguygatorguy Posts: 24,176member
    Whoa, GOOG up over [S]$70[/S] $80 today because they beat market projections? (Sog did you miss out on this one?)

    That holds out high hopes for a big bump for Apple next week as I've been reading that most estimates say Apple will exceed their projections too.
  • Reply 26 of 28
    gatorguygatorguy Posts: 24,176member
    sog35 wrote: »
     I dont consider GOOG undervalued at this point.  
    After going up close to $90 so far in one day, a 15% gain more or less, I don't either. That's a bit too much IMO but I don't play in the stock market anyway.


    EDIT: I find this silly:
    "Google share prices surged Friday a day after the company reported earnings, adding a total of $52 billion in market capitalization as of the start of trading, in the largest single-day gain ever, according to S&P Dow Jones Indices.... That beats Apple's April 2012 gain of $46.4 billion, the prior record holder for biggest increase in market cap... If that (Google's gain today) market wealth was put into the S&P 500 as a separate issue, it would be the 94th largest company in the S&P 500."

    More convinced than ever that the stock market is not for me.
  • Reply 27 of 28
    scineramscineram Posts: 19member

    Ooohh, so the world's richest corporation is about to get even much more richer.

     

    Fantastic.

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