SI
SI
discoversearch

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.
Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (148921)1/23/2013 5:00:33 PM
From: Road Walker  Read Replies (2) | Respond to of 213177
 
I think we'd need to look at gross margins at the same point in the iPhone 4 life cycle. The assumption is that gross margins will return to trend as the product portfolio matures.

I'm thinking they were better, but don't have the data. And if they introduce new iPhone mid year the line won't mature much.

After the last earnings report I kept saying "what are we missing wrt GM%?". Maybe Mr Cook is too friendly with his supply chain? Don't know.