The Residential Real Estate Post-Crash Index-Moderated Message Board

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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated

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To: BWAC who wrote (62794)	3/15/2012 4:47:02 PM
From: Box-By-The-Riviera™	Read Replies (2) of 119360

i have to admit, unlike the internut daze, the forward nav thesis this time has some meat in it. aapl TV better be at least as good as expected however. both as a TV and as a revenue capture for extra revenues, which the ipad and iphone so far, do in their model. each rendition of ipad and iphone has to keep getting ever better or they break the spell. aapl has never cheapened itself in price or features per the Steve Jobs code of operating. by the same token, short of a miracle in component pricing and what appears will be ever rising production costs, there is a problem lurking around the corner on their margins ... while keeping the price point rather non-negotiable in some important respects. including even discounting at the level of 10 and 20 thousand unit sales or higher if mass organizations purchase for an across the organization installation. given that, what happens if their market place does slow, and they have no lee way on the affordability side, to drop the pricing (which they never do aka steve jobs) in exchange for keeping all market sales on a positive projectory? at their pricing level and lack of subsidy in the world of china telecom, i think they have a problem, and no special value to add to their forward nav. ditto all the other telecom markets that fit this problem. a lot of headlines harp how many possible users there might be who have yet to pocket an iphone or an ipad. how many are there really in a world of declining net descretionary spending. in the descretionary world, if you can find out when saturation takes place, aapl's forwards drop to a real number. etc etc. of course market bears probably didn't realize aapl was going to carry a good portion of the rally as well as the deplorable volume, though the bulls should be apologizing for talking about a rally that without aapl would be far more anemic than the headlines might suggest.

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