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Technology Stocks : Apple Inc.
AAPL 278.79-0.7%3:59 PM EST

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To: Ryan Bartholomew who wrote (169842)5/27/2014 3:54:03 PM
From: pyslent  Read Replies (1) of 213173
 
My thought is if Apple had a way to monetize their users to the tune of $50 a year, then they should think about getting into that business, but why give up the thriving hardware business that generates over $160 in profit a year? Why not do it in addition? An extra $50/ user would be nice as incremental revenue ($25B), but if it's supposed to replace a significant amount of hardware revenue, let's see it demonstrated first.

Similarly, if Google had a way to monetize IPhone users to the tune of $50 a year, they should also get into that business. Mobile ads isn't enough, it generates only $10B a year in revenue (not profit).

What do you think is the pool of advertising dollars available globally? Or do you see it as unlimited?
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