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Technology Stocks : Apple Inc.
AAPL 259.35+0.1%Jan 9 9:30 AM EST
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To: pyslent who wrote (171858)7/18/2014 7:00:17 PM
From: slacker7111 Recommendation

Recommended By
Ryan Bartholomew

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Re: IPhone 6 Margins-- I think the margins for the 4.7" iP6 will be lower than the traditional new iPhone (although the 5 seemed pretty costly), but the revenue mix this year will swing so heavily in favor of the iPhone that the blended GM% will still be improved.


A big factor with the 5 was supposedly the yields. We can only hope that the 6 is easier to manufacture as I do expect component pricing is going to be tough over the next six months. The stories thus far point to issues in the supply chain but it is tough to parse the truth of what is happening.


You are right though that outsized iPhone sales could pull up the blended margins even if iPhone margins decline substantially. I think I need to look more closely at analyst assumptions for the rest of the year. Love the rally, but much more risk at these prices...

Slacker
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