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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dan Meleney who wrote (46602)	2/15/2012 11:45:20 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78774

AAPL is not a hardware company any more. They are an ecosystem company where each product synergistically supports other products. that way they gain a bigger percentage of their customers wallet. My feel is that at some point they will sever ties with the telecom service providers at least in the US and just rent the networks or several of them to provide a seamless user experience. The customer at this point will not care if they run non Verizons or ATT's network, it will be just an Apple device that does stuff that the customer wants. I don't own the stock and think there is quite a bit of execution risk but there is significant upside too. Now for AAPL to appreciate 20%, people need to put 100B$ in the market. That is an enormous number and will limit AAPL's upside, unless they make it worthwhile to hold the stock with a fat dividend.