Apple Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc.

AAPL 268.55

+0.4%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cogito who wrote (102894)	9/12/2010 9:00:13 AM
From: slacker711	1 Recommendation Read Replies (3) of 213173

People who believe that competition from Android will materially affect Apple's margins are simply wrong. Two points. 1) Profit per share is the measuring stick for investors, and a dominant Android OS will certainly impact that number. 2) To the extent that the iPhone shrinks as a share of total business, margins are bound to fall. The rest of the business lines dont have margins anywhere near the iPhone. My question is, why have 50%+ margins on the iPhone suddenly become sacrosanct? They have lower margins in every other business, so lowering margins should at least be under consideration....and yes, at least part of that decision process would include whether they could stem the sudden rise of Android. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next