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Technology Stocks : Apple Inc.
AAPL 280.68-1.2%3:59 PM EST
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To: pyslent who wrote (169858)5/27/2014 5:31:42 PM
From: Ryan Bartholomew  Read Replies (1) of 213173
 
Google made $10B in 2013 in mobile, including tablets.
The flaw you keep repeating is the assumption that mobile revenues as reported represent all revenues stemming from mobile. Their products are tightly integrated. The revenue tail extends much beyond merely what they make from a user clicking on a mobile ad. A user who engages with their mobile products also generates more revenue from their non-mobile products. I know this first hand and in extreme detail. And then there's the growth, and what you count as a "user" as the divisor of the revenue.

Apple has a real opportunity to grow by doing something with them. I think it will happen, but much down the line.

Dropping this topic now as we're boring others who would prefer to read nothing but the rosy stuff!
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