SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 270.82-1.0%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pyslent who wrote (165343)2/4/2014 3:35:32 PM
From: Art Bechhoefer3 Recommendations

Recommended By
CHRIS LINELL
david1951
HerbVic

  Read Replies (1) of 213177
 
"the current addressible market has nearly flatlined outside of carrier launches"

Remember that Apple is not just a device company but has a very substantial income from iTunes and related sales of music, video, and books. If Apple addresses only a portion of the total cell phone or tablet market, that in itself doesn't mean that growth levels off. It's an ecosystem that keeps expanding as more people get used to buying music, video, and books through Apple.

I mention this because many of the analyst comments I've been reading lately on Apple look mostly at market share for cell phones and tablets, rather than the whole ecosystem. In this respect, the analysts are underestimating the value of AAPL shares. Carl Icahn probably understands this very well.

Art
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News