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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (2854)	8/1/2011 4:55:43 PM
From: ggamer	Respond to of 2955

Apple is becoming the Walmart of wireless being able to get great bargains from all their vendors. Hardware for the wireless become a commodity business yielding very little margins? Apple consumes 30%-50% of flash! I wonder what percent of ASICs they will be purchasing in the near future? Apple taking over the wireless world will impacting QCOM ASICs margins? Also there is the potential of Apple being able to start charging vendors licencing and royalty fees on many of their patents? Apple = Low cost hardware purchases + Top of the line hardware, software, and other consumer prodcut Sales Margins + Services (Cloud + Music + Movies + Apps Store + etc) + Royalty + Licensing If I can do some math, isn't Apple really becoming the new toll gate to wireless world? Apple = NOK + QCOM + DELL+ HP + Samsung + INTC + MSFT + AMZN + NFLX + ETC

To: Thomas Mercer-Hursh who wrote (2854)	8/1/2011 5:23:06 PM
From: slacker711	Read Replies (1) \| Respond to of 2955

What is that new product this time? What if they just can't think of one? I have been guessing televisions for quite a while and the rumors are starting that this may be the case. It is certainly one of the very few markets that is large enough to move the revenue needle for Apple. I'm hardly ready to start shorting APPL, but it seems to me that the valuation is very, very high and doesn't take these risks into account. The capitalization is certainly gigantic. The valuation? What metrics do you think are very very high? Slacker