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Technology Stocks : Apple Inc.
AAPL 276.07-1.0%11:27 AM EST

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To: Ryan Bartholomew who wrote (169880)5/28/2014 7:18:53 AM
From: slacker711  Read Replies (1) of 213176
 
I'd be a buyer at $700 if I thought Apple would earn $55/share in 2015 (barring other developments that indicate the burst would be short-lived).


Interesting. The earnings scenario is aggressive but possibly achievable. I think that share gain will happen but the question will be on the iPhone margins side. Does Apple attempt to increase prices for their 4.7"/5.5" iPhone's?

It seems you would abandon your scenario of a collapsing high-end market if it doesnt happen in 2015.

Operative word being "aura", as Apple had nothing to do with innovating the concept of the smart watch or wearables in general. They already exist. The best they could do is build a better one than is currently offered (and if they find a practical way to leave your phone behind and use the wearable device instead, I'd count that as a huge improvement), but inventing/innovation isn't likely an applicable term here.


You have way to narrow a definition of innovation if it only applies to absolutely new markets. If the iWatch sells 10's of millions of units, it will be because they have figured out a way to make the category more useful to customers. That is no different than what they did with the iPod and iPhone. Neither of those products was the first of its kind.

Slacker
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