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

To: pyslent who wrote (171858)	7/18/2014 7:00:17 PM
From: slacker711	1 Recommendation Recommended By Ryan Bartholomew Read Replies (1) \| Respond to of 213182

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. A big factor with the 5 was supposedly the yields. We can only hope that the 6 is easier to manufacture as I do expect component pricing is going to be tough over the next six months. The stories thus far point to issues in the supply chain but it is tough to parse the truth of what is happening. You are right though that outsized iPhone sales could pull up the blended margins even if iPhone margins decline substantially. I think I need to look more closely at analyst assumptions for the rest of the year. Love the rally, but much more risk at these prices... Slacker

To: pyslent who wrote (171858)	7/18/2014 8:39:44 PM
From: MGV	Respond to of 213182

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. I hadn't read your post before I responded to slacker's post but, we agree. Record sales of the high margin product doesn't lead to margin concerns. Although early supply chain speculation and logic suggest a 4.7" iPhone will have somewhat higher costs, my bet is that it won't outweigh scale and mix benefits.

To: pyslent who wrote (171858)	7/21/2014 11:21:59 AM
From: Moonray	1 Recommendation Recommended By HerbVic Read Replies (1) \| Respond to of 213182

Apple: Not Too Late to Add to Price Targets, Say UBS, JMP With Apple’s (AAPL) fiscal Q3 report due tomorrow afternoon, after the closing bell, there’s still plenty of time to raise ratings on price targets on the stock, as people have been doing for weeks now. First JMP Securities’s Alex Gauna this morning raised his rating on the shares to Outperform from Market Perform, with a $135 price target, arguing Apple is poised to beat sales and gross margin expectations in both the near- and the intermediate-term. Also this morning, UBS’s Steven Milunovich this morning reiterates a Buy rating and raises his price target to $115 from $100, writing that his survey of Apple buyers suggests the company’s mix of products was better for this quarter than expected: ...but the revenue mix this year will swing so heavily in favor of the iPhone that the blended GM% will still be improved. Milunovich also believes Apple can have a higher-than-expected gross profit margin in fiscal 2015 of perhaps 38.1% versus what he’d previously modeled as 36.6%. In part that’s because of the company’s moving past the impact of revenue deferral for the decision last year to make some iOS software applications, such as iWork, free with Apple devices: More at: blogs.barrons.com o~~~ O