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Technology Stocks : Apple Inc.
AAPL 259.95-0.4%3:59 PM EST
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To: Ryan Bartholomew who wrote (155284)6/12/2013 1:17:20 PM
From: pyslent1 Recommendation

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Stock Puppy

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Global smartphone sales are growing faster than Apple's global smartphone sales. That's a fact.

This is a fact that surprises no one. Apple is not participating in the smartphone expansion downmarket. Which is why it's purplexing to me that you keep insisting that Apple is expected to keep pace with industry growth. It's simply not true.

As for margins, I'm keeping an eye on ASPs. Until we see ASPs start to drop, we have to conlude that Apple's margin problems are of their own making. They chose a design that was ridiculously expensive to make, they chose to roll out iPhone 5 to 100 carriers at once, they chose to ramp production while yields were lowest, and yes, they chose to canibalize their own iPad with a lower margin (presumably) mini. If they can bring costs under control with the next iPhone, they will see a big rebound in margins. Maybe not to the 4S heyday, but that's mostly because iPad is becoming an increasingly large proportion of the product mix.
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