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.

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

To: slacker711 who wrote (165379)	2/4/2014 8:48:41 PM
From: lucky_limey	Respond to of 213177

Cos Apple has nothing to sell to the general market and the high end is drying up or those consumers are buying from someone else... I suspect a fair bit of both... "Apple has reportedly resumed iPhone 4 production for sale in developing markets"

To: slacker711 who wrote (165379)	2/5/2014 5:06:03 AM
From: Ryan Bartholomew	Read Replies (2) \| Respond to of 213177

I expect this to be negative to gross margins but positive for total profits. For that to be the case, of course, sales would have to explode beyond forecasts. And you could be right - it could happen - but your argument would be that by resuming production and selling them very cheaply (they'd have to be at rock bottom prices to cheap with Android phones with peer functionality), they'll regain lost market share. Can't rule that out, but given how bad the market share slide has been, seems extreme to me. Many are proclaiming that Apple has given up the fight to reclaim market share, and this would clearly conflict with that.