Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Bocor who wrote (65881)	9/2/2010 3:43:58 PM
From: energyplay	Read Replies (2) \| Respond to of 217735

Let me take B first, since it is easiest - at 18 : 1 trailing p/E, and > 30% rev growth per year, a set back is priced in. Average would be a 22-24 p/e and perfection wold be an over 28 p/e. C. That's a real good question. One short answer is index funds. The second set of buyers is the "growth at a reasonable price" crowd. The third answer is that as more people use Apple products, they become fanbois / fangurls and some will buy the stock. A There used to be some degree of gap in Apple products, now there is a slight overlap. Note however TWO different major categories - iPhone and now iPad. I expect the degree of switching cannibalization is under 20% just a guess on my part. There are some benefits (economies of scale) from parts list over lap, from infineon chip sets to NAND flash Also, the iPod touch just became a Wi-FI video phone. ****My Fearless prediction !************* I will predict 110 Billion in sales for calendar 2012. I will predict 80 Billion in sales for 2011.