SI
SI
discoversearch

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 259.35+0.1%Jan 9 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JakeStraw who wrote (190213)5/3/2016 10:35:56 PM
From: MGV1 Recommendation

Recommended By
Stock Puppy

   of 213181
 
High single to low double digit growth for Apple has been pretty obvious from the period before the 6 launched. The growth of the 6 was what was shocking, not high single to low double digit rates.

The share price will do quite well with that rate of growth. It will do even better when that rate of growth is driven by a greater ratio of services revenue. That is what is required to drive the multiple from where MSFT's was 6 years ago to where it is today because of its Azure segment. The same should happen to Apple. I haven't looked at how much revenue MSFT derives from the cloud business but I expect Apple's ecosystem of services will be much less commoditizable and larger than Microsoft's cloud revenue.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext