Apple Inc. Message Board

STOCKTALK

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 274.47

+0.1%

Dec 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

MGV

To: Ryan Bartholomew who wrote (170767)	6/11/2014 6:45:20 AM
From: pyslent	1 Recommendation of 213176

"There are clearly some loose assumptions being made, but there are also some convincing statistics showing the mix of iPhone models shifting out of favor may be more of a concern than the total iPhone sales volume itself." Skimmed the first article. I saw a lot of the former (loose assumptions) but a not a lot of the latter (convincing statistics). Most of it is based on the Needham estimate of product mix which I discussed previously (total BS), and as to the 4S's price, it's not $349, it's $400-450, same as the 4 last year when it occupied that slot. It was the 4 that has reintroduced at a low price in limited distribution, and Apple said it made up a low single digit percentage. Apple says that iPhone is selling better at every pricing tier compared to their year ago counterpart, so I take that as indication that the product mix is not changing significantly.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next