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

To: slacker711 who wrote (165451)	2/5/2014 8:15:53 PM
From: MGV	1 Recommendation Recommended By Stock Puppy Read Replies (1) \| Respond to of 213181

The problem is that they have to be huge to move the revenue/profit needle. That is a often repeated (and reasonable) statement but, Apple has sold nearly 700 million high end devices. Their installed base is a significant asset. It is loyal. The loyal installed base and the ecosystem that Apple has carefully built leverages new products like a wearable device, a mobile payment system, and a television subscription service. At Apple's valuation moving the revenue needle by $20 billion would have a material positive impact on the share price imv. The foundation for new products having that impact or greater is firmly there and underestimated. aaplinvestors.net

To: slacker711 who wrote (165451)	2/5/2014 8:22:32 PM
From: Kelly G.	Respond to of 213181

I tend to believe in Apple's ability to find new product categories. The problem is that they have to be huge to move the revenue/profit needle. That is particularly true if iPhone profits were to actually decline. Personally, Apple is fairly well set up for FY2015. A new product category plus a large screen iPhone should allow for continued profit growth. Beyond 2015, it is going to be more difficult to defend iPhone profits so any new products are going to need to be big. Taking advantage of a rare opportunity to mostly agree with you! ;-) I see Apple stock having another good run on the back of the Big 4 new product categories I am expecting but, knowing Apple, I doubt we get them all this year. So, my time frame might go beyond 2015. After that, though, I have trouble imagining new product categories that Apple could get into that are big enough to move the needle. So, hard to say right now but my exit strategy (and I have owned Apple for a very long time) is probably a year or two from now.