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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 (190062)	4/28/2016 2:06:47 PM
From: slacker711	Read Replies (2) of 213181

It's getting harder to believe that Cook would warn the Street if he saw anything worrisome, but he did cite Kantar data as evidence of iPhone loyalty. Yes, the data is US only, but the statement that "iPhone users are incredibly loyal" is meant to apply globally. Take it with a grain of salt given Cook's tendency towards optimism. I dont think that Cook/Apple saw anything worrisome, which is worse than them knowing and not telling investors. Everything points to the company preparing for record 6S sales followed by an incremental upgrade for the 7/7S. They didnt see this coming which makes it harder to trust the implications of their commentary on the upgrade rate for the 6S vs. the 5S. We simply dont know what will happen once the bulk of the base has upgraded to the 6 series. Will they upgrade again to the 7 in similar numbers to the 4 to 5 cycle? If that happens and then Apple releases a dramatically different iPhone 8 in 2017, we could be set up for a very nice 18 months....but I'm not sure that I am willing to count on that yet. Slacker

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