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Technology Stocks : Apple Inc.
AAPL 259.35+0.1%Jan 9 9:30 AM EST
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From: Bill from Wisconsin5/11/2016 6:00:46 AM
2 Recommendations

Recommended By
Doren
JP Sullivan

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Pondering the ecosystem

A criticism of Apple and growing the "services" side (which some are trying to promote as AAPL's growth engine). I don't think Apple is doing a good job at all in growing the services side once they capture you in the ecosystem. I thought of this when MS sent me a notice downgrading my cloud storage and offering me to pay for more. I'm not in favor of such "coercive" tactics, but I notice I don't feel the need to give Apple any more money for anything.

I do want Apple pay. But that is a minor revenue generator for AAPL. It is one that people (some anyway) do desire. But I can't think of anything else where I want to hand over more dollars. The "magic" of Apple is when they get you to WANT to spend money with them. I'm not getting that with Apple. No iCloud services. Nothing in iMusic or ITunes. If I spent any extra money at all with them, I'd be looking for ways to economize.

Maybe a good word is "lustful". There are no services that are "lustful" Nothing I get excited about.

this is low hanging fruit. It can be a game changer. I seem to recall that Apple makes something like a couple bucks per year in recurring revenue. Seems Ripe for a double or triple. Probably Apple music was an attempt at that, but they were WAY late with a weak product. Too narrow a focus too.

The theme I heard from analysts (apologists) for this quarter was that "SERVICEs" were the undiscovered gem. Well I've been hearing that for a long time, just the story is morphing into non specific services vs TV or music.

Again, I don't think the quarter was bad. But I am hearing the fear of iPhone suddenly stopping. What's next. I think that is the driver. AAPL is not Apple to the market. AAPL is iPhone. And gnawing in the backs of people's minds is BLACKBERRY.

I'm starting to get it. Why we have performed so weak as a stock. It's salvageable. Heck, it could be a game changer with the right service. What if the billion iDevices out there started bringing in $50-100 in service revenue? Sticky service revenue. There's where $200 and $300 from AAPL come from

iPhone isn't going to push the needle past $100's ish

make me WANT to buy a $10 subscription to something. Make me WANT to buy a $50 service.

Right now, that part of Apple doesn't exist for me. I rarely buy apps. I don't subscribe to any Apple service other than applecare.

I WOULD. I just don't see anything I WANT

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