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 (165504)	2/6/2014 5:23:29 PM
From: Ryan Bartholomew	Read Replies (1) \| Respond to of 213177

I think you need to recalculate your earnings numbers. If Apple stabilizes margins and keeps a 15% share of the smartphone market then they are going to earn significantly more than $20 a share. Interesting. Are you assuming expenses won't climb? I'd be interested to see how you arrive at a higher number. If you can convince me that something higher than $20/share is the worst case scenario, it would change my downside risk analysis Right now, I'm a buyer in the upper $200s. Of course, many factors could change that. For example, if the iWatch is on the market before this summer and I'm wrong about consumers not eating it up.