Seeking Alpha
  • Matt Margolis
    $gtat $aapl Hyperion is not part of GTAT's Exclusivity with Apple - Now What?
    Mar 18, 11:34 PM
    Reply (5)
    • Pogoh: Hey Matt, whats the scenario if in July Apple turn around and say the $GTAT sapphire is just for the iWatch?
      Mar 19, 2:41 PM
    • Matt Margolis: The scenario is they can't hit their target and have never been in the watch making business. I don't think it's even a viable outcome
      Mar 19, 3:23 PM
    • Matt Margolis: They have been steadfast on sapphrie screens for phones and working with Apple. I don't see any other "real" outcome
      Mar 19, 3:24 PM
    • Pogoh: Thank you for the insight. Interesting point if it was just for the watch there is no way they would be able to forecast the profits.
      Mar 19, 4:24 PM
    • Matt Margolis: The unit sales estimated and ASP $ for iwatch would not jive with forecast in any way for 2014
      Mar 19, 8:51 PM