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You forgot the valuation part, FB is valued at 53 times earnings in 2014 vs AAPL's 13 (before discounting for cash). Yes, FB grew faster than AAPL last year (who knows for how long), but their valuation assumes that they will grow something like 4 t…
Well, at least they got wiser and made the deal on Apple's terms - just like NTT Docomo... Guess they never really had a choice. There is no differentiation with telecom operators anymore.
A teaser for the know-it-all-analysts... China's smartphone adoption in 2013 was at 0.22 vs US at 0.45 in 2013. That means adoption has potential to double before they can be considered mature. At the same time, AAPL's market share was a meagre 7% i…
Analyst re-ratings always come AFTER the stock tanks... then it dips a bit further, someone buys a shitload (plus some apple buybacks) and rides it back to the top... then the same analysts updates their views with a sudden positive bias... and they…
Quite impressive considering that their 3-4 year old products are still selling like hot cakes, the 4 and 4S still going strong, at lower and lower production cost... it speaks volumes about the customer loyalty that they have earned. The new line o…