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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: pyslent who wrote (76022)	4/1/2008 4:42:51 PM
From: ggamer	Read Replies (1) \| Respond to of 197199

Apple Stores Out of iPhones, Piper Says; 3G Soon?... (form Apple Thread, not sure if this is an article) April 1, 2008, 4:26 pm Posted by Eric Savitz Will Apple (AAPL) surprise everyone with an earlier-than-expected debut of the next generation iPhone? Piper Jaffray’s Gene Munster raised that possibility today. He writes in a research note that calls today to 20 Apple retail stores nationwide found none of them had iPhones in stock. He also notes the lead time for phones ordered on Apple.com stands at 5-7 days. Munster figures there is an 80% chance that a new iPhone is coming earlier than expected; he sees a 20% chance that there is a production or manufacturing issue with the phone. If a new version is coming, Munster contends, it will likely be a 3G phone at the current $400 price point. “We do not expect a radical form factor change and see the new version as looking similar to the existing iPhone,” he writes. Meanwhile, Merril Lynch last night reinstated coverage of Apple; new Merrill Lynch hardware analyst Jeff Fidacaro rates the stock a Buy, with a $180 price target. “We remain positive on Apple’s growth potential given its opportunity to gain market share in large addressable markets, especially in the PC and mobile handset markets,” he wrote. Apple today jumped $6.03, or 4.2%, to $149.53.

To: pyslent who wrote (76022)	4/2/2008 4:39:58 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 197199

Apple's margins are not thin. Lots of the GSM patents have expired. 16% on the wholesale price isn't a big deal in a two year ownership of a cell phone and payments for service providers to provide service. 16% on $200 wholesale price is $32. Total cost to the subscriber would be about $400 for the phone, plus $60 a month for 2 years = over $2000 for two years. I don't think $32 is going to hurt iPhone sales too much. Other's margins are thin. That's why Nokia has 40% market share, and perhaps 90% of industry profits. 16% is crushing for companies with negligible margins. Many have been crushed and have given up the cellphone business. Even if they have no royalty to pay, they'll be struggling against Nokia. But Motorola was huge too at one time. Now they are in trouble. Nokia is not likely to continue their run in 3G and 4G. Though if courts give them an advantage over their competitors in FRAND decisions, then they might crush everyone. Mqurice