SI
SI
discoversearch

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.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (61598)12/31/2018 3:18:40 PM
From: E_K_S1 Recommendation

Recommended By
sjemmeri

  Respond to of 78745
 
Was talking to someone who bought AAPL too and said that 30% of the APP/Software revenue was from gaming. That eco-system Apple has selling apps is something else. Almost all of those dollars go right to the bottom line.

Not much work involved to be the reseller and own a monopoly on those sales. At 10x 2020 earnings, IMO there is value there especially if they grow that division; Apps/software.

EKS



To: Paul Senior who wrote (61598)1/3/2019 7:53:37 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78745
 
Well, we're more underwater today.
I think BMY might be presenting us with a good entry point, it's getting slammed with the CELG acquisition.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News