Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Thomas Mercer-Hursh who wrote (2854)	8/1/2011 4:55:43 PM
From: ggamer	of 2955

Apple is becoming the Walmart of wireless being able to get great bargains from all their vendors. Hardware for the wireless become a commodity business yielding very little margins? Apple consumes 30%-50% of flash! I wonder what percent of ASICs they will be purchasing in the near future? Apple taking over the wireless world will impacting QCOM ASICs margins? Also there is the potential of Apple being able to start charging vendors licencing and royalty fees on many of their patents? Apple = Low cost hardware purchases + Top of the line hardware, software, and other consumer prodcut Sales Margins + Services (Cloud + Music + Movies + Apps Store + etc) + Royalty + Licensing If I can do some math, isn't Apple really becoming the new toll gate to wireless world? Apple = NOK + QCOM + DELL+ HP + Samsung + INTC + MSFT + AMZN + NFLX + ETC

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