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

To: Ryan Bartholomew who wrote (155284)	6/12/2013 1:17:20 PM
From: pyslent	1 Recommendation Recommended By Stock Puppy Read Replies (1) \| Respond to of 213182

Global smartphone sales are growing faster than Apple's global smartphone sales. That's a fact. This is a fact that surprises no one. Apple is not participating in the smartphone expansion downmarket. Which is why it's purplexing to me that you keep insisting that Apple is expected to keep pace with industry growth. It's simply not true. As for margins, I'm keeping an eye on ASPs. Until we see ASPs start to drop, we have to conlude that Apple's margin problems are of their own making. They chose a design that was ridiculously expensive to make, they chose to roll out iPhone 5 to 100 carriers at once, they chose to ramp production while yields were lowest, and yes, they chose to canibalize their own iPad with a lower margin (presumably) mini. If they can bring costs under control with the next iPhone, they will see a big rebound in margins. Maybe not to the 4S heyday, but that's mostly because iPad is becoming an increasingly large proportion of the product mix.

To: Ryan Bartholomew who wrote (155284)	6/12/2013 1:46:09 PM
From: Doren	7 Recommendations Recommended By david1951 HerbVic JP Sullivan Mick Mørmøny Moonray and 2 more members Read Replies (1) \| Respond to of 213182

As I said, you don't know. You are guessing based on subjective knowledge. I have a degree in design and I've been following Apple for at least 15 years. I have some pretty well informed guesses as to what is going on inside Apple. Like one person pointed out, Ive has only been at it 7 months, that's not enough. The developers conference was just about what I expected, a little more in fact. It looks to me like the tide for Apple is coming in now. It was going out for awhile. How high the tide will reach is anyones guess... but as I said YOU DON'T KNOW.