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

To: slacker711 who wrote (171853)	7/18/2014 5:28:49 PM
From: clean86	Read Replies (1) \| Respond to of 213182

I hope there is no delay in the 5.5" iPhone because I think that unit will be needed to offset the margin decline of a $199 4.7" iPhone 6. Believe the $199 price is the subsidized price and the Carrier still pay full price or close to it for the Phones from Apple. In any case the next few Quarters should be very interesting.

To: slacker711 who wrote (171853)	7/18/2014 5:33:35 PM
From: pyslent	1 Recommendation Recommended By slacker711 Read Replies (3) \| Respond to of 213182

Absent a complete disaster, I'm not worried about iPad numbers. The feeling after the dec quarter was that the iPhone and iPad were both still growing units, albeit slowly. In the March quarter, we were left with the impression that iPhone business was growing faster than we thought, and that the iPad was growing not at all. Obviously, investors preferred the scenario where the upside potential of the iPad was removed, but the downside threat of contracting iPhone sales was also removed. Seems to me that iPad numbers now matter just about as much as Mac or iPod numbers. Re: IPhone 6 Margins-- I think the margins for the 4.7" iP6 will be lower than the traditional new iPhone (although the 5 seemed pretty costly), but the revenue mix this year will swing so heavily in favor of the iPhone that the blended GM% will still be improved.

To: slacker711 who wrote (171853)	7/18/2014 8:32:45 PM
From: MGV	Read Replies (1) \| Respond to of 213182

The one number that worries me over the next six months is really iPhone margins in the December quarter. I hope there is no delay in the 5.5" iPhone because I think that unit will be needed to offset the margin decline of a $199 4.7" iPhone 6. iPhone gross margins have been near 60%. It is their highest margin hardware segment. Who knows what you are assuming about iPhone 6 costs but, whatever you seem to be assuming, I expect Apple will prove your assumptions to be flawed. Even more, I expect record iPhone sales in the 2nd half of the year. Record sales of their highest margin product doesn't translate to margin concerns.