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What aspect of $
business get easier this year? More smartphone/tablet competition from Samsung, $
. Negative y/y comps?
The best question on the call was in regards to capex. If they can't produce enough, nothing else matters. Not enough words here though...
Look for my article tomorrow on $
supplier trading at under 4x 2013 EPS (based on awful AAPL guide), they will help produce. One to own.
The suppliers are in a good spot I think, but not only for $
. My latest post describes the ridiculousness of AAPL's bargaining position
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