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Thursday, March 28, 2024

Comment by stjeanluc

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  1. stjeanluc

    Fast Money Dan not bullish on AAPL:

    http://www.riskreversal.com/2014/04/21/apple-fiscal-q2-earnings-preview/

    The big question for AAPL over the next year is how will they create a new category or suite of services that will help bridge the growing market share gap between iOS and Android?  History appears to be repeating itself with AAPL, as Android is the PC of the 1980s and 90s.  It is my view that the larger the market share gap between AAPL and Android, the greater likelihood that AAPL’s margins come under massive attack as their growing competition just whittles away at their profitability by competing on price. If new iPhone’s receive a similar reception to that of iPhone 5s and 5c, Tim Cook will be fighting for his life as CEO and be forced to make some hard game-changing decisions for the company.

    Should be interesting…



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