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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Moonray who wrote (189955)	4/27/2016 7:45:15 AM
From: slacker711	Read Replies (2) of 213182

An interesting comment from Mizuho. http://www.marketwatch.com/story/analysts-arent-shaken-by-apples-big-miss-instead-play-up-its-long-term-potential-2016-04-27?siteid=yhoof2 “Based on our LTV analysis of iPhone customers, we think the stock could be worth $110-130 even if upgrade cycles elongate to ~3 years from ~2 years currently, which implies meaningful upside from current levels.” The bear case at these valuation levels depends on iPhone owners beginning to switch away from the iOS ecosystem. One data point from Cook could kill that thesis. Give some details on the percentage of the installed base switching AWAY from the iPhone. Slacker

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