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Technology Stocks : Apple Inc.
AAPL 260.21+0.3%Jan 12 3:59 PM EST
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To: Ryan Bartholomew who wrote (154908)6/6/2013 9:12:31 AM
From: slacker7117 Recommendations

Recommended By
aaplAnnie
JP Sullivan
Moonray
NAG1
pyslent

and 2 more members

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I'm still waiting for someone to explain how AAPL will see 10% earnings growth and $45+/share in FY14.


1) Carrier deals with NTT Docomo and China Mobile dramatically expand the total potential user base for the iPhone.

2) iPhone 5/5S margins improve through the FY as we saw with the 4/4S. I dont expect margins to return to 2012 levels, but I do expect substantial improvement from the first two quarters.

3) The cheaper iPhone is targeted specifically towards prepaid and sells 100 million units with only a small amount of cannibalization in the developed world outside of Europe.

4) A large screen iPhone debuts in the spring of 2014.

There are all sorts of other potential ancillary drivers but those are the major ones.

Slacker
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