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 (189959)	4/27/2016 8:05:45 AM
From: Moonray	1 Recommendation Recommended By david1951 Respond to of 213182

The bear case at these valuation levels depends on... It seems to me that the bears don't HAVE a case if the institutional bulls are on their game. Buying 6 months ahead of the iPhone 7 would not be absurd. As you said, the current valuation level is right up their wheelhouse. Even though the sales takes a hit, there are things Tim can do to protect the bull case: 1) Put on a hiring freeze: Message 30557554 2) Get that buyback program in gear immediately 3) Ramp up India I'm sure there are other things he could do (but will probable decide not to) like firing some of the "high class talent" in the upper echelon of Apple. o~~~ O

To: slacker711 who wrote (189959)	4/28/2016 12:44:45 PM
From: pyslent	2 Recommendations Recommended By JP Sullivan MGV Read Replies (2) \| Respond to of 213182

The bear case at these valuation levels depends on iPhone owners beginning to switch away from the iOS ecosystem. One data point from Cook could kill that thesis. Give some details on the percentage of the installed base switching AWAY from the iPhone. It's getting harder to believe that Cook would warn the Street if he saw anything worrisome, but he did cite Kantar data as evidence of iPhone loyalty. Yes, the data is US only, but the statement that "iPhone users are incredibly loyal" is meant to apply globally. Take it with a grain of salt given Cook's tendency towards optimism. For me, as long as new-to-iPhone customers are at or near record levels, I think iPhone sales should be healthy going forward. We just need to recalibrate expectations for a lower average upgrade rate going forward. It's unfortunate that the upgrade rate numbers that Cook cited all last year were meant to highlight how many more iPhone users were left to upgrade, but they also could have showed how extraordinarily fast users were upgrading to the 6. Some context would have helped make that point and properly set expectations for 2016.