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

To: Ryan Bartholomew who wrote (165488)	2/6/2014 3:01:00 PM
From: pyslent	1 Recommendation Recommended By HerbVic Read Replies (1) \| Respond to of 213177

"The downside is that profits would likely be more like $20/share/year, but at least they'd be stable." Can you justify this projection? Seems to me that Apple could generate about $40/sh/yr using this strategy. After all, they did it in 2013 and will probably do it in 2014. The strategy you advocate is what Apple's been doing since day 1, focusing on the costumer base willing to pay their premium. So fine, that customer base isn't growing anymore, but nor is it shrinking.

To: Ryan Bartholomew who wrote (165488)	2/6/2014 3:04:22 PM
From: yofal	1 Recommendation Recommended By CHRIS LINELL Read Replies (1) \| Respond to of 213177

Android has become overwhelmingly dominant worldwide over the past couple of years. That dominance doesn't equal profitability for any OEM who isn't also charging top tier prices. The only one making bank off this "dominance" is the Google ad machine. And at some point their approach will also reach saturation, so I suspect it's as susceptible to decline as any market out there. Anecdotally, Google has been cold calling me weekly for the last year hoping I'll place some online ads. Feels a little desperate…

To: Ryan Bartholomew who wrote (165488)	2/6/2014 3:24:21 PM
From: rnsmth	1 Recommendation Recommended By MGV Read Replies (1) \| Respond to of 213177

Once again you are making assertions that do not appear to be supported by the data: If they want to lock in and focus on their current share, much as they do with their Mac lines, they could continue to command high premiums and make solid, steady profits for many years. I suggest you take a look at Mac market share numbers over the past decade. With the new Mac Pro, the new MacBook Pros and the updated iMac's, I predict the market share will continue to increase when compared to Windows.

To: Ryan Bartholomew who wrote (165488)	2/6/2014 8:54:46 PM
From: MGV	1 Recommendation Recommended By HerbVic Respond to of 213177

If they want to lock in and focus on their current share, much as they do with their Mac lines, they could continue to command high premiums and make solid, steady profits for many years. I think they should go this route, and I suspect they eventually will. The downside is that profits would likely be more like $20/share/year, but at least they'd be stable. They just made $14.50 in 1/4 year at their "current share." The US smartphone market is about 65-70% penetrated. The tablet market has growth to come. Outside the US smartphone penetration is lower still. If Apple, as you suggest, maintains its current share in a larger market over time, it will make more than its current $42-44 run rate. Your number smacks of arbitrariness and is not well thought out.