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  • Apple: Weaker Dollar Will Benefit Revenue Growth and Margins [View article]
    Thank you Sir, much appreciated


    On Nov 03 12:57 PM Julian Ivan-Alexander wrote:

    > Turley Muller .. as usuall leading the way most analysts fear to
    > tread: towards insightful, well-informed, big-picture lateral-thinking
    > analysis.
    >
    > Is it any wonder Wall Street always gets Apple wrong and the independents
    > get it right?
    >
    > Nice piece Turley.
    Nov 04 02:36 am |Rating: +1 0 |Link to Comment
  • Apple: Weaker Dollar Will Benefit Revenue Growth and Margins [View article]
    How many Windows Mobile phones are being sold these days???


    On Nov 03 02:31 PM Shaftsinker wrote:

    > In the event of a continuing decline of the US dollar, the edge provided
    > to other computer manufacturers and Microsoft will significantly
    > outperform Apple.
    >
    > The increased strength of the Euro and Yen relative to the US dollar
    > will pale in comparison to the strength of the currencies of emerging
    > economies, where Apple's presence is negligible and PCs dominate.
    >
    >
    > My point is a declining dollar will merely help Apple's competitors
    > bridge the gap. While Apple may still lead the pack for other reasons,
    > it will lag its competitors in the edge provided by a sinking USD.
    Nov 04 02:36 am |Rating: +1 0 |Link to Comment
  • Apple: Weaker Dollar Will Benefit Revenue Growth and Margins [View article]
    Exactly... You totally get it.... Apple doesn't compete on price, It's highly differentiated. It's the fact that currency translation will lead to earnings surprises, or if Apple cuts prices it will stimulate an replacement cycle among current users as well as enticing those pondering jumping the fence.


    On Nov 03 02:41 PM thotdoc wrote:

    > I believe that Apple does not really compete with other PC makers;
    > Apple provides a certain feel good to owners of its products. Everyone
    > else sell machines that do things.
    >
    > If that is correct, and I think it is, comparing Apple to other machinery
    > makers is not really a comparison that will lead you to a good decision.
    >
    Nov 04 02:34 am |Rating: +1 0 |Link to Comment
  • Apple: Weaker Dollar Will Benefit Revenue Growth and Margins [View article]
    Hello!
    That's not the point! the point is that ASPs and GM will rise due to currency translation. Not competition. As other astute readers have opined, Apple doesn't compete with other PC firms on price because it offers a differentiated offering.


    On Nov 03 02:31 PM Shaftsinker wrote:

    > In the event of a continuing decline of the US dollar, the edge provided
    > to other computer manufacturers and Microsoft will significantly
    > outperform Apple.
    >
    > The increased strength of the Euro and Yen relative to the US dollar
    > will pale in comparison to the strength of the currencies of emerging
    > economies, where Apple's presence is negligible and PCs dominate.
    >
    >
    > My point is a declining dollar will merely help Apple's competitors
    > bridge the gap. While Apple may still lead the pack for other reasons,
    > it will lag its competitors in the edge provided by a sinking USD.
    Nov 04 01:21 am |Rating: +1 0 |Link to Comment
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