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Technology Stocks : Apple Inc.
AAPL 270.82-1.0%Dec 22 3:59 PM EST
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To: slacker711 who wrote (165342)2/4/2014 3:24:42 PM
From: Ryan Bartholomew  Read Replies (3) of 213177
 
How do you get anywhere near that low?
The US cash isn't tax exempt. And why are you assuming a 30% tax rate for the foreign cash?
iPhone customers have shown that they continue to be willing to spend extra to get the latest and greatest.
But that is changing as phones like the Moto X cost substantially less but are just as late and great.

They are currently grabbing potential iPhone customers with Galaxy sales in the range of 20 million per quarter at prices similar to the iPhone. The addition of a 4.7" and/or a 5.5" iPhone is simply going to allow Apple to compete for those customers as well as increasing the likelihood of current iPhone owners to upgrade.
The price for the Moto X and some other peers isn't quite similar. In my course of business, I've seen a big rise in the number of people asking me, "I'm finally ready to get something other than an iPhone because I keep seeing these really nice Android phones that are a lot cheaper... what should I get?" Two or three years ago, there weren't many phones as nice as the iPhone, and the ones that were cost almost as much. No longer the case. That's why I'm concerned about a big downturn in iPhone sales growth, regardless of what form factors they release. I think they're going to have to couple it with price cuts to meet sales forecasts.
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